Profile API

Query

Description: The query to be used when returning the reference data inputs, types and enums.

Fields:

Name	Returns	Description
info	InfoResponseInfoResponse	Query to return Health Info.
rolesBoard	RoleRole	Query to return rolesBoard based on filter and pagination.
rolesEmployment	RoleRole	Query to return rolesEmployment based on filter and pagination.
rolesCommittee	RoleRole	Query to return the set of roles within the organization that are part of a committee, providing information about specific roles related to organizational governance, based on filter and pagination.
memberships	MembershipMembership	Query to return memberships based on filter and pagination.
charitableDonations	CharitableDonationCharitableDonation	Query retrieves a paginated list of charitable donations based on specific filters.
politicalDonations	PoliticalDonationPoliticalDonation	Query returns a paginated list of political donations based on the applied filter criteria.
personIDSearch	PersonPerson	Query for searching a single Person ID.
personBulkIDSearch	PersonPerson	Query for bulk search of Person IDs.
personKeywordSearch	PersonPerson	Query for keyword search of persons.
organizationIDSearch	OrganizationOrganization	Query for searching a single Organization by ID.
organizationBulkIDSearch	OrganizationOrganization	Query for bulk search of Organization IDs.
roleIDSearch	—	Query for searching a single Role by ID.
roleBulkIDSearch	—	Query for bulk search of Role IDs.
organizationKeywordSearch	OrganizationOrganization	Query for keyword search of organizations.
referenceData	RefDataItemRefDataItem	Query to retrieve various reference data inputs, types, and enums, enabling access to predefined reference values for use in queries and filtering.
referenceGroupData	RefGroupDataItemRefGroupDataItem	Query to retrieve various reference group data inputs, types, and enums, enabling access to predefined reference values for use in queries and filtering.
organizationSearch	OrganizationOrganization	Query to perform a detailed search for organization based on advanced filters and criteria, allowing for more refined and specific queries to retrieve organization data.
organizationSearchCount	—	Query to retrieve the total count of organizations that match specified search criteria, providing a way to know the number of results before fetching the actual data.
personSearch	PersonSearchResultPersonSearchResult	Query to search for people based on specified filters and criteria, enabling users to retrieve relevant person data from the system.
personSearchCount	PersonSearchCountResultPersonSearchCountResult	Query to retrieve the total number of people that match specified search criteria, providing a count of the results before fetching the actual data.
exportOrganization	DownloadInformationDownloadInformation	Query to initiate the generation of a downloadable file containing an organization's profile data, allowing users to retrieve and export relevant organizational information.
exportPerson	DownloadInformationDownloadInformation	Query to initiate the generation of a downloadable file containing a person's profile data, enabling users to retrieve and export detailed information about a specific individual.
exportPersonSearch	DownloadInformationDownloadInformation	Query to apply search filters and export person search results, enabling users to retrieve and download filtered dataset based on specified criteria.
exportOrganizationSearch	DownloadInformationDownloadInformation	Query to apply search filters and export organization search results, enabling users to retrieve and download filtered dataset based on specified criteria.
wealthAssets	WealthAssetWealthAsset	Query to retrieve wealth assets based on specified filters and pagination information.
roles	—	Query to retrieve roles based on specified filters and pagination information.
mergerAndAcquisitionIDSearch	—	Query for searching a single merger or acquisition deal by ID.
mergerAndAcquisitionOrgSearch	—	Query returns a paginated list of mergers and acquisitions for a given organization.
privateEquityInvestmentByOrganization	—	Query returns a paginated list of private equity investments for a given private equity organization.
privateEquityInvestment	—	Query for searching a single private equity investment by ID.

InfoResponse

Fields:

Name	Type	Description
appVersion	String!	The app version, e.g. v0.1.0-163-g8ec2901.
deployment	String!	Deployment used whether its blue or green or N/A.
environment	String!	Environment used whether its dev/qa/prod/etc.
healthy	Boolean!	Returns the status of the service and the dependencies.
schemaVersion	String!	The metadata and appsync schema version.
clusterVersion	String!	The cluster version.
permissionsVersion	String!	The permissions version used for Feature Set.

DateTimeInformation

Fields:

Name	Type	Description
date	AWSDateTime	The date displayed as YYYY-MM-DDThh:mm:ss.sssZ
displayDate	String	Refers to the date values which are accurate to the ISO 8601 format for calendar dates.

RolePagedResult

Description: A paged set of role items including the page information.

Fields:

Name	Type	Description
items	[Role]	List of Role items.
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results, including the number of results and tokens for paging forwards and backward.

Role

Fields:

Name	Type	Description
id	ID!	Unique Identifier for the entity.
person	PersonDetails	Query to return core attributes of a person.
organization	OrganizationDetails	Query to return core details of an organization.
startDate	DateInformation	The start date for when the role began.
endDate	DateInformation	The end date for when the role ended.
type	String	Deprecated: Use roleTypes instead.
roleTypes	[String!]	Denotes all the types of a role a person holds at an organization i.e. Board Role and Employment Role.
status	CurrentPriorStatus	Refers to the status of the role a person holds.
title	String	Denotes a specific designation or label given to an individual to indicate their role, responsibilities, and level within the organization.
titleCategoryGroup	[TitleCategoryGroup]	They refer to a grouping or classification of roles based on role category group.
emailPrimary	String	Primary email address for each role
titleCategoryDetail	[TitleCategoryDetail]	They refer to a grouping or classification of roles based on role category detail.
isExecutiveDirector	Boolean	Indicates whether this role is an executive director position.
isNonExecutiveDirector	Boolean	Indicates whether this role is a non-executive director position.
isPartOfLeadershipTeam	Boolean	Indicates whether this role is part of the leadership team.
isOtherEmployee	Boolean	Indicates whether this role is classified as other employee.
roleAddress	RoleAddress	The address associated with the role.
departments	[String!]	The departments associated with the role.

OpenSearchQueryRecord

Fields:

Name	Type	Description
index	String	The OpenSearch index that was queried.
queryBody	AWSJSON	The query body sent to OpenSearch as raw JSON.
queryType	String	The type of OpenSearch query executed (search, search_template, or count).

AWSJSON

Description: The AWSJSON scalar type provided by AWS AppSync, represents a JSON string that complies with RFC 8259. Maps like "{\"upvotes\": 10}", lists like "[1,2,3]", and scalar values like "\"AWSJSON example string\"", "1", and "true" are accepted as valid JSON and will automatically be parsed and loaded in the resolver mapping templates as Maps, Lists, or Scalar values rather than as the literal input strings. Invalid JSON strings like "{a: 1}", "{'a': 1}" and "Unquoted string" will throw GraphQL validation errors.

PersonDetails

Fields:

Name	Type	Description
name	String	An individual's full name comprising of first, middle, & last names. Example: Satya Nadella.
id	ID!	Unique identifier for an individual profile.
age	Int	An individual's age derived from Date of birth.
gender	String	Value is provided as Male or Female, when available.

OrganizationDetails

Fields:

Name	Type	Description
id	ID!	Unique identifier for an organization.
organizationName	String	An official (full name) of organization.
organizationType	String	Denotes the nature or type of business.
sectorPrimary	String	Company Sector Information associated with the organization.
headOfficeAddress	Address	Represents the address of the organization headquarters.
latestDailyMarketCapital	Float	The latest market capital $ amount for the Organization.
latestAnnualMarketRevenue	Float	The latest annual market revenue $ amount for the Organization.
latestAnnualNumberOfEmployeesDisclosed	Int	The latest figure for the number of employees the organization has.

Address

Fields:

Name	Type	Description
address	String	An address line 1 of the organization headquarters location.
zip	String	The postcode or zip code of organization headquarter's location.
state	String	The state of the organization headquarter's location.
city	String	The city of the organization headquarter's location.
country	String	The country of the organization headquarter's location.

DateInformation

Fields:

Name	Type	Description
date	AWSDate	The date displayed as year month & day.
datePrecision	DatePrecision	Indicates the precision that date information is provided (to the day, month, or year).
displayDate	String	Refers to the date values which are accurate to the ISO 8601 format for calendar dates.

CurrentPriorStatus

Values:

Value	Description
CURRENT	N/A
PRIOR	N/A
UNKNOWN	N/A

TitleCategoryGroup

Description: The query to be used for role title category group.

Fields:

Name	Type	Description
roleTitleCategory	String	Defines a field that categorizes the role title as a string, which can be null if not specified.
roleTitleCategoryGroupName	String	Defines a field that categorizes the role title as a group name, which can be null if not specified.

TitleCategoryDetail

Description: The query to be used for role title category details.

Fields:

Name	Type	Description
roleGroup	String	Defines a group that categorizes the role title category

RoleAddress

Fields:

Name	Type	Description
city	String	The city of the role address.
state	String	The state of the role address.
country	String	The country of the role address.

AuthorizationError

Description: Error type returned when an authorization error occurs.

Fields:

Name	Type	Description
authorizationErrorCode	AuthorizationErrorCode!	Displays the authorization error code.
errorCode	String!	Displays the error code.
correlationId	String!	Returns a unique idenfier for the given request, used for diagnostic purposes.
errorMessage	String!	A brief description of the issue that occurred. This message helps explain the error, though it may not provide specific technical details.

Error

Description: Define Error Interface and Types.

Possible Types:

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

Fields:

Name	Type	Description
errorCode	String!	Displays the error code.
correlationId	String!	Represent an id used to correlate logs and metrics across services and processes.
errorMessage	String!	NA brief description of the issue that occurred. This message helps explain the error, though it may not provide specific technical details.

EntityNotFoundError

Description: Error type returned when an entity is not found.

Fields:

Name	Type	Description
entityNotFoundErrorCode	EntityNotFoundErrorCode!	Displays the entity not found error code.
errorCode	String!	Displays the error code.
correlationId	String!	Returns a unique idenfier for the given request, used for diagnostic purposes.
errorMessage	String!	A brief description of the issue that occurred. This message helps explain the error, though it may not provide specific technical details.

GenericError

Fields:

Name	Type	Description
genericErrorCode	GenericErrorCode!	Displays the generic error code.
errorCode	String!	Displays the error code.
correlationId	String!	Represent an id used to correlate logs and metrics across services and processes.
errorMessage	String!	A brief description of the issue that occurred. This message helps explain the error, though it may not provide specific technical details.

ValidationError

Description: The query to be used for validation errors.

Fields:

Name	Type	Description
validationErrorCode	ValidationErrorCode!	Displays the validation error code.
errorCode	String!	Displays the error code.
correlationId	String!	An id used to correlate logs and metrics across services and processes.
errorMessage	String!	A brief description of the issue that occurred. This message helps explain the error, though it may not provide specific technical details.
errorDetails	[ErrorDetail!]	Displays the detailed information about the error.

ErrorDetail

Fields:

Name	Type	Description
message	String!	Displays the description of the error.
path	String	Represents the area where the error has occurred.
code	String	Represents the category of error.

RoleSortInput

Description: The input used to determine the sort criteria for role queries.

RoleSortableFields

Description: The fields available for sorting role query results.

Values:

Value	Description
START_DATE	N/A
END_DATE	N/A

MembershipPagedResult

Description: A paged set of membership items including the page information.

Fields:

Name	Type	Description
items	[Membership!]!	List of Membershipitems.
pageInfoResponse	PageInfoResponse	Information about pagination in a paged set of results.

Membership

Fields:

Name	Type	Description
id	ID!	Unique Identifier for the entity.
person	PersonDetails	Key person attributes for the person the membership is associated to.
organization	OrganizationDetails	Key organization attributes for the person the membership is associated to.
title	String	The title associated to the person's membership affiliation.
startDate	DateInformation	Date year, month, and day when the person's membership began.
endDate	DateInformation	Date year, month, and day when the person's membership ended.
currentPriorStatus	CurrentPriorStatus	Indicates if the membership is current or prior (historic).

CharitableDonation

Fields:

Name	Type	Description
id	ID!	The unique ID of a charitable donation. The ID helps identify and reference a specific donation record within the system.
donorPeople	[PersonDetails]	Displays detailed information about individual donors.
donorOrganization	OrganizationDonorDetails	Displays detailed information about a donor organization.
recipientOrganization	OrganizationDonorDetails	Displays detailed information about the organization receiving the donation.
amount	Float	Retrieves the donation amount as a number with decimals (Float). It helps track the exact value of each charitable contribution.
measurementDate	DateInformation	Retrieves the date when a specific measurement or record was taken.

OrganizationDonorDetails

Fields:

Name	Type	Description
id	ID!	Unique identifier for an organization.
organizationName	String	An official (full name) of organization.
organizationType	String	Denotes the nature or type of business.
sectorPrimary	String	Company Sector Information associated with the organization.
headOfficeAddress	Address	Represents the address of the organization headquarters.
latestDailyMarketCapital	Float	The latest market capital $ amount for the Organization.
latestAnnualMarketRevenue	Float	The latest annual market revenue $ amount for the Organization.
latestAnnualNumberOfEmployeesDisclosed	Int	The latest figure for the number of employees the organization has.
charitableCauses	CharitableCauses	Fetches the list of charitable causes an organization supports.
isPrivateFoundation	Boolean	Indicates whether the organization is a private foundation.

CharitableCauses

Fields:

Name	Type	Description
causePrimary	String	Displays the primary cause associated with a charitable activity.
causes	[String]	Retrieves a list of charitable causes.

PoliticalDonationPagedResult

Fields:

Name	Type	Description
items	[PoliticalDonation!]!	The query returns list of individual PoliticalDonation records, each representing a single donation made to or by a political party.
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results, including the number of results and tokens for paging forwards and backward.

PoliticalDonation

Fields:

Name	Type	Description
id	ID!	A unique identifier for the political donation, used to reliably reference this specific record across queries.
donorPeople	[PersonDetails]	Represents a list of individuals who contributed to the political donation.
recipientOrganization	OrganizationDetails	Represents the organization that received the political donation.
recipientPerson	PersonDetails	Represents the individual who received the political donation.
recipientPoliticalPartyOrganization	PoliticalPartyOrganization	Returns details of the political party organization that received the donation, if applicable.
amount	Float	Returns the monetary value of the donation made.
measurementDate	DateInformation	Returns the date when the donation data was recorded or measured.

PoliticalPartyOrganization

Fields:

Name	Type	Description
id	ID!	The ID uniquely identifies each political party organization entity in the system.
politicalParty	String	Represents the name of the political party associated with the PoliticalPartyOrganization.
organizationName	String	Represents the name of the political party organization.
organizationType	String	Indicates the type of the political party organization.

Person

Description: Query to return people.

Fields:

Name	Type	Description
matchType	MatchType	The match type of the query result {EXACT, FUZZY, COMBINED, or COMBINED_FUZZY}.
matchDetails	MatchDetails	The match details of the query result which include name and organization.
name	String	An individual's full name comprising of first, middle, & last names. Example: Satya Nadella.
id	ID!	Unique identifier for an individual profile.
firstName	String	An individual's first name.
middleName	String	An individual's middle name.
lastName	String	An individual's last name.
suffix	String	Follows an individual's full name and provides additional information about the person.
salutation	String	An individual's title or prefix.
gender	String	Value is provided as Male or Female, when available.
age	Int	An individual's age derived from Date of birth.
dateOfBirth	DateInformation	A date or approximate date when individual is born (dddd-mm-dd).
isDeceased	Boolean	Indicator to identify if the person is deceased or not.
dateOfDeath	DateInformation	A date or approximate date when individual died (dddd-mm-dd).
linkedInPrimary	String	The LinkedIn URL of the person.
rolesEmployment	RolePagedResult	A list of employment roles. When linked to a Person, a list of roles the person holds or used to hold. When linked from Organization, a list of roles within that organization.
rolesBoard	RolePagedResult	A list of board positions. When linked to a Person, a list of board positions that the person holds or used to hold. When linked from Organization, a list of board positions within that organization.
education	EducationPagedResult	Refers to the actual qualification gained.
memberships	MembershipPagedResult	All the memberships that are currently or historically held by the person.
externalIdentifiers	[ExternalIdentifier]	The list of external id's associated to the person profile from the Altrata foundation brands.
rolePrimary	Role	The role details associated to the primary role for the person.
rolesCommittee	RolePagedResult	Represents a list or set of roles within the organization that are part of a committee, providing information about specific roles related to organizational governance.
donorCharitableDonations	CharitableDonationPagedResult	The query fetches a list of charitable donations made by a person.
politicalDonations	PoliticalDonationPagedResult	Returns a paginated list of political donations made by the person, useful for analyzing their donation history.
politicalDonationSummary	PoliticalDonationSummaryDetails	Returns a summary of the person's political donations, including total amount donated and count of donations.
personalEmails	String	The list of personal emails associated with the person.
personalEmailPrimary	String	The primary personal email associated with the person.
executiveSummary	String	The executive summary associated with the person.
earningIndicatorDescription	String	Defines a field related to persons earning, providing insight into their financial or professional standing.
personalRelationships	PersonalRelationshipPagedResult	The list of personal relationships associated with a person. The personalRelationships field supports pagination, making it easy to view and manage large sets of relationship records.
birthplace	BirthPlace	The structured information about the person's place of birth, including city, state and country when available.
wealthAssetSummary	WealthAssetSummary	This is a list summary of a person's asset classifications and their values.
netWorthSummaryLatest	NetWorthSummary	This is a summary of the total asset worth of a person, their estimated liabilities, and thereby their estimated net worth.
sourceOfWealth	String	This refers to the classification of a person in terms of how they accumolated their wealth (Inheritance, Inheritance & Self-made, Self-made, or Unkown).
wealthTier	String	The classification of a person according to the size of their wealth; Likely Very High Net Worth, Confirmed Very High Net Worth, Likely Ultra High Net Worth, Confirmed Ultra High Net Worth.
nationality	[Nationality]	This refers to the citizenship of a person, i.e., having legal documents of citizenship such as a passport.
relationshipStatus	String	This describes the romantic relationship that a person has, such as being married, single, windowed, etc.
personalInterests	InterestPagedResult	A person's interests, which fall under one or more interest categories (genres) and one or more human pursuits.
personalAddresses	PersonalAddressPagedResult	The address of a person that is used for personal, non-work-related activities.
publicBoardCount	BoardCount	The count of public board positions the person holds, broken down by current, historical, and total.
privateBoardCount	BoardCount	The count of private board positions the person holds, broken down by current, historical, and total.
otherBoardCount	BoardCount	The count of other board positions the person holds, broken down by current, historical, and total.
monthsInRole	Int	The number of months the person has been in their current role.
monthsWithOrganization	Int	The number of months the person has been associated with their primary organization.
monthsOnBoardAtOrganization	Int	The number of months the person has served on the board at their primary organization.
charitableDonationSummary	String	A text summary of the person's charitable donations.
interestingFacts	[InterestingFact!]	A list of interesting facts about the person.
familyOfficePersonContacts	[RoleFamilyOfficePersonContact!]	A list of family office person contacts associated with the person's roles.
privateFoundations	[PrivateFoundation]	A list of private foundations associated with the person.
privateFoundationDonations	[CharitableDonation]	A list of charitable donations made through private foundations associated with the person.
privateEquityInvestorLeadershipExperience	Boolean	Indicates whether the person has private equity investor leadership experience.
privateEquityPortfolioLeadershipExperience	Boolean	Indicates whether the person has private equity portfolio leadership experience.
initialPublicOfferingExperience	Boolean	Indicates whether the person has initial public offering experience.
mergerAndAcquisitionAcquirerExperience	Boolean	Indicates whether the person has merger and acquisition acquirer experience.
mergerAndAcquisitionSellerTargetExperience	Boolean	Indicates whether the person has merger and acquisition seller or target experience.
indexes	[Index!]	A list of indexes associated with the person through their organizational roles.

MatchDetails

Fields:

Name	Type	Description
name	String	The Person Name that is returned based on the details matched in the search criteria.
organizationId	ID	The Organization Id that is returned based on the details matched in the search criteria.
organization	String	The Organization Name that is returned based on the details matched in the search criteria.
roleTitle	String	The Role Title that is returned based on the details matched in the search criteria.

Education

Fields:

Name	Type	Description
id	ID!	Unique Identifier for the entity.
person	PersonDetails	Query to return people.
organization	OrganizationDetails	Query to return organizations.
startDate	DateInformation	The date for when the education commenced.
endDate	DateInformation	The date for when the qualification was completed.
qualification	String	The actual qualification gained.
qualificationCategory	String	Categorization of obtained education to denote the level of the qualification.

ExternalIdentifier

Description: The unique identifier associated to the external source e.g. Boardex ID.

Fields:

Name	Type	Description
source	String!	The source or provider of the external ID. Also includes other Altrata products e.g. Boardex or Relsci.
value	String	The unique external ID linked to the Altrata ID.

PoliticalDonationSummaryDetails

Fields:

Name	Type	Description
totalDonationAmount	Float	Represents the total sum of all political donations made by the person.
averageDonationAmount	Float	Represents average amount donated across all political donations made by the person.
totalDonationCount	Int	Represents the total number of political donations made by the person.
highestDonationAmount	Float	Represents the single largest monetary contribution made by the person across all political donations.
lowestDonationAmount	Float	Represents the smallest monetary contribution made by the person across all political donations.
annualSummaries	[DonationAnnualSummaryDetails]	Returns a list of DonationAnnualSummaryDetails, each summarizing total political donations made per year by the person.
summary	String	A text summary of the person's political donations.

DonationAnnualSummaryDetails

Fields:

Name	Type	Description
donationYear	String	Represents the calendar year during which the political donation was made.
totalDonationAmount	Float	Represents the total sum of political donations made by the individual in a given year
averageDonationAmount	Float	Represents the average amount of all political donations made by the person within the specified year.
totalDonationCount	Int	Returns the total number of political donations made by the person in a given year.
highestDonationAmount	Float	Represents the largest single political donation made by the person in any year.
lowestDonationAmount	Float	Represents the lowest single donation amount made by the person in a given year.

PersonalRelationshipPagedResult

Description: A paged set of Relationship items including the page information.

Fields:

Name	Type	Description
items	[PersonalRelationship!]!	List of Relationship items.
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results including the number of results and tokens for paging forwards and backward.

PersonalRelationship

Description: Family Details or Personal Relationship related to that person

Fields:

Name	Type	Description
personId	String	The ID of a person involved in a personal relationship.
name	String	The name of a person associated with a personal relationship.
age	Int	The age of a person involved in a personal relationship.
gender	String	The gender information of a person involved in a personal relationship.
status	CurrentPriorStatus	Retrieves the status of a personal relationship, showing whether it is current or from the past.
startDate	DateInformation	Retrieves the start date for when the relationship began.
endDate	DateInformation	Retrieves the end date for when the relationship ended.
type	String	The type of personal relationship between individuals, returned as a text value.

BirthPlace

Fields:

Name	Type	Description
cityName	String	Returns the city name where the person was born, useful for research, segmentation, and donor profiling.
stateName	String	Returns the name of the state where the person was born, based on available birthplace data.
countryName	String	Returns the country where the person was born, if available

WealthAssetSummary

Fields:

Name	Type	Description
totalAssetValue	Float	The total value of all financial and non-financial assets held by a person, including private and public holdings, alternative assets, and cash.
privateHoldingValue	Float	The estimated cumulative value of a person's ownership in private companies, meaning their shares are not traded on a public stock exchange.
privateHoldingPercentage	Float	The percentage of a person's estiamted cumulative ownership in private companies, meaning their shares are not traded on a public stock exchange.
cashAndOtherValue	Float	This is the estimated value of a particular cash asset, that is immediately available or convertible to known cash amounts within 90 days without significant risk of value change. This is also know as liquid assets.
cashAndOtherPercentage	Float	The percentage of the estimated value of a cash asset, that is immediately available or convertible to known cash amounts without significant risk of value change.
commonStockValue	Float	The estimated value of a person's common stock, which is a fractional ownership stake in a company, granting shareholders voting rights on corporate policy and the board of directors, as well as a claim on residual profits through dividends or stock appreciation. Shareholders have a lower priority for payouts in a liquidation event, as creditors and preferred stockholders are paid first.
commonStockPercentage	Float	The percentage of a person's estimated common stock in a company, which is a fractional ownership stake in a company, granting shareholders voting rights on corporate policy and the board of directors, as well as a claim on residual profits through dividends or stock appreciation. It is the most common type of stock issued and is traded on public exchanges. Shareholders have a lower priority for payouts in a liquidation event, as creditors and preferred stockholders are paid first.
stockOptionValue	Float	The estimated value of a person's stock option, which refers to the worth or potential financial benefit of a stock option — that is, the right (but not the obligation) to buy or sell a company’s stock at a predetermined price (called the strike price) within a certain period. The strike price is usually lower than the current price of the stock.
stockOptionPercentage	Float	The percentage of a person's estimated stock option in a company, which refers to the worth or potential financial benefit of a stock option — that is, the right (but not the obligation) to buy or sell a company’s stock at a predetermined price (called the strike price) within a certain period. The strike price is usually lower than the current price of the stock.
alternateAssetValue	Float	The estimated value of a person's non-traditional assets (stocks, bonds, and cash). Examples of alternative assets include private equity or hedge funds, commodities, and collectibles.
alternateAssetPercentage	Float	This is the percentage of ownership a person has in the alternate asset. For example, it is less than 100%, then they share the asset ownership with others.

NetWorthSummary

Fields:

Name	Type	Description
estimatedNetWorth	Float	The net worth of a person that is calculated as the total assets value minus the liabilities value.
totalAssetFound	Float	The total value of all identified and verified assets for a person within the Altrata database.
estimatedLiquidAsset	Float	This is the estimated value of all the funds immediately available or convertible to known cash amounts within 90 days without significant risk of value change. This is also known as cash.
estimatedFamilyNetWorth	Float	The net worth of a person and their immediate family that is calculated as the total assets value minus the liabilities value.
estimatedFamilyLiquidAsset	Float	This is an estimate of funds immediately available, or convertible to known cash amounts within 90 days without significant risk of value change, that belong to person and their immediate famlily. This is also know as cash.

Nationality

Fields:

Name	Type	Description
name	String	Returns the nationality name.
isPrimary	Boolean!	Returns whether the nationality is primary or not.

InterestPagedResult

Description: A paged set of interest items including the page information.

Fields:

Name	Type	Description
items	[Interest!]!	List of Interest Items.
pageInfoResponse	PageInfoResponse	Information about pagination in a paged set of results.

Interest

Fields:

Name	Type	Description
pursuit	String	A sustained activity in a domain a person does not they are not working. Pursuits contain different categories of human interests.
category	String	A category of human interest. This can be thought of as the genre of interest, which could fall under one or more pursuits.
name	String	The name of the human interest which could fall under one or more interest categories or genres.
description	String	A descriptive summary providing additional context about the interest.

PersonalAddress

Fields:

Name	Type	Description
city	String	The city of the personal address.
state	String	The state of the personal address.
country	String	The country of the personal address.
residenceType	ResidenceType	The residence type of the personal address.

ResidenceType

Values:

Value	Description
RESIDENTIAL_PROPERTY	N/A
INVESTMENT_PROPERTY	N/A
UNKNOWN	N/A

BoardCount

Fields:

Name	Type	Description
current	Int	The number of board positions a person currently holds.
historical	Int	The number of board positions a person historically held.
total	Int	The total number of board positions a person holds or held.

InterestingFact

Description: An interesting fact about a person.

Fields:

Name	Type	Description
description	String	The description of the interesting fact.

RoleFamilyOfficePersonContact

Description: A family office person contact from a role context, including organization details.

Fields:

Name	Type	Description
personId	ID	The unique identifier of the person.
organizationId	ID	The unique identifier of the organization.
roleId	ID	The unique identifier of the role.
organizationName	String	The name of the organization.
organizationHeadOfficeAddress	String	The head office address of the organization.
organizationHeadOfficeZip	String	The head office zip code of the organization.
organizationHeadOfficeCity	String	The head office city of the organization.
organizationHeadOfficeState	String	The head office state of the organization.
organizationHeadOfficeCountry	String	The head office country of the organization.
personName	String	The name of the person.
organizationPhoneNumberPrimary	String	The primary phone number of the organization.
roleTitle	String	The title of the role.

PrivateFoundation

Description: A private foundation associated with a person.

Fields:

Name	Type	Description
id	ID!	Unique identifier for an organization.
organizationName	String	An official (full name) of organization.
organizationType	String	Denotes the nature or type of business.
sectorPrimary	String	Company Sector Information associated with the organization.
headOfficeAddress	Address	Represents the address of the organization headquarters.
latestDailyMarketCapital	Float	The latest market capital $ amount for the Organization.
latestAnnualMarketRevenue	Float	The latest annual market revenue $ amount for the Organization.
latestAnnualNumberOfEmployeesDisclosed	Int	The latest figure for the number of employees the organization has.
totalAssets	Float	The total assets figure for the organization.
totalDonations	Float	The total donations made by the organization.

Index

Fields:

Name	Type	Description
id	ID!	Unique identifier for the index.
name	String	The full name of the index.
abbreviatedName	String	The abbreviated name of the index.
status	String	The current status of the index membership.
startDate	DateInformation	The date the organization joined the index.
endDate	DateInformation	The date the organization left the index.
country	String	The country associated with the index.

PersonPagedResult

Description: A paged set of person items including the page information.

Fields:

Name	Type	Description
items	[Person!]!	List of Person items.
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results, including the number of results and tokens for paging forwards and backward.

KeywordSearchFields

Values:

Value	Description
INTERESTS_AND_HOBBIES	N/A

Organization

Fields:

Name	Type	Description
matchType	MatchType	The match type of the query result {EXACT, FUZZY, COMBINED, or COMBINED_FUZZY}.
id	ID!	Unique identifier for an organization.
organizationName	String	An official (full name) of organization.
organizationType	String	Denotes the nature or type of business.
tickerPrimary	String	Ticker symbol associated with the main stock exchange listing of the organization. A ticker symbol is a unique one to five-letter code used by a stock exchange to identify a company.
dateExtinct	DateInformation	The date when the Organization ceased to exist.
sectorPrimary	String	A primary sector refers to a broader classification of the economic activity an organization is involved with, e.g.: Banking & Finance.
headOfficeAddress	Address	Represents the address of the organization headquarters.
industryPrimary	String	A primary Industry refers to a granular classification of the economic activity an organization is involved with, e.g.: Retail & Commercial Banking.
dateFounded	DateInformation	The date when the Organization was established.
website	String	The public website for an organization when available.
ultimateParentId	ID	The Unique ID of Ultimate Parent Company - the topmost company within the hierarchy of the organization.
ultimateParentName	String	The Name of Ultimate Parent Company - the topmost company within the hierarchy of the organization.
isUltimateParent	Boolean	Indicator to identify if the organization is Ultimate Parent Company or not.
latestDailyMarketCapital	Float	The latest market capital $ amount for the Organization.
latestDailyMarketCapitalMeasurementDate	DateInformation	The latest date the market capital $ amount was collected for the Organization.
latestAnnualMarketRevenue	Float	The latest annual market revenue $ amount for the Organization.
latestAnnualMarketRevenueMeasurementDate	DateInformation	The latest date the annual market revenue $ amount was collected for the Organization.
latestAnnualNumberOfEmployeesDisclosed	Int	The latest figure for the number of employees the organization has.
latestAnnualNumberOfEmployeesDisclosedMeasurementDate	DateInformation	The latest date taken for the number of employees the organization has.
rolesBoard	RolePagedResult	A list of board positions. When linked to a Person, a list of board positions that the person holds or used to hold. When linked from Organization, a list of board positions within that organization.
rolesEmployment	RolePagedResult	A list of employment roles. When linked to a Person, a list of roles the person holds or used to hold. When linked from Organization, a list of roles within that organization.
externalIdentifiers	[ExternalIdentifier]	The list of external id's associated to the organization profile from the Altrata foundation brands.
rolesCommittee	RolePagedResult	The list or set of roles within the organization that are part of a committee, providing information about specific roles related to organizational governance.
donorCharitableDonations	CharitableDonationPagedResult	The query retrieves a paginated list of charitable donations based on specific filters.
recipientCharitableDonations	CharitableDonationPagedResult	The query fetches donation records made to an organisation, showing details about each charitable donation it has received.
charitableCauses	CharitableCauses	The query fetches the list of charitable causes an organisation supports.
indexes	[Index!]	The list of market indexes the organization is listed on.
subsidiaryOrganizations	[SubsidiaryOrganization!]	The list of subsidiary organizations within the corporate hierarchy.
currentWomenOnBoardCount	Int	The current number of women on the board of the organization.
currentWomenOnBoardPercentage	Int	The current percentage of women on the board of the organization.
currentPersonsOnBoardCount	Int	The current total number of persons on the board of the organization.
isFamilyOffice	Boolean	Indicates whether the organization is a family office.
financialInformation	FinancialInformation	Financial information associated with the organization.
familyOfficePersonContact	FamilyOfficePersonContact	A list of family office person contacts associated with the organization.
organizationPhoneNumberPrimary	String	The primary phone number of the organization.
isPrivateFoundation	Boolean	Indicates whether the organization is a private foundation.
totalDonations	Float	The total donations made by the organization.
isPrivateEquityOrganization	Boolean	Indicates whether the organization is a private equity organization.
isPrivateEquityInvestment	Boolean	Indicates whether the organization is a private equity investment.
isCorporateAdvisor	Boolean	Indicates whether the organization acts as a corporate advisor.
hasCorporateAdvisor	Boolean	Indicates whether the organization has at least one corporate advisor.
corporateAdvisorTo	[CorporateAdvisorOrganization!]	Organizations that this organization advises.
corporateAdvisors	[CorporateAdvisorOrganization!]	Corporate advisors connected to this organization.

SubsidiaryOrganization

Fields:

Name	Type	Description
parentOrganizationId	String	The ID of the parent organization.
parentOrganizationName	String	The name of the parent organization.
parentOrganizationType	String	The type of the parent organization.
parentOrganizationSectorPrimary	String	The primary sector of the parent organization.
parentOrganizationHeadOfficeCity	String	The head office city of the parent organization.
parentOrganizationHeadOfficeCountry	String	The head office country of the parent organization.
subsidiaryOrganizationId	String	The ID of the subsidiary organization.
subsidiaryOrganizationName	String	The name of the subsidiary organization.
subsidiaryOrganizationType	String	The type of the subsidiary organization.
subsidiaryOrganizationSectorPrimary	String	The primary sector of the subsidiary organization.
subsidiaryOrganizationHeadOfficeCity	String	The head office city of the subsidiary organization.
subsidiaryOrganizationHeadOfficeCountry	String	The head office country of the subsidiary organization.
hasSubsidiaries	Boolean	Whether this subsidiary organization has its own subsidiaries.

FinancialInformation

Description: Financial information associated with an organization.

Fields:

Name	Type	Description
assetsUnderManagement	Float	The assets under management value.
totalAssets	Float	The total assets figure for the organization.
latestDailyMarketCapital	Float	The latest market capital $ amount for the Organization.
latestDailyMarketCapitalMeasurementDate	DateInformation	The latest date the market capital $ amount was collected for the Organization.
latestAnnualMarketRevenue	Float	The latest annual market revenue $ amount for the Organization.
latestAnnualMarketRevenueMeasurementDate	DateInformation	The latest date the annual market revenue $ amount was collected for the Organization.
latestEarningsPerShare	Float	The latest earnings per share $ amount for the Organization.
latestEarningsPerShareMeasurementDate	DateInformation	The latest date the earnings per share $ amount was collected for the Organization.
latestTotalEnterpriseValue	Float	The latest total enterprise value $ amount for the Organization.
latestTotalEnterpriseValueMeasurementDate	DateInformation	The latest date the total enterprise value $ amount was collected for the Organization.
latestEBITDA	Float	The latest EBITDA value $ amount for the Organization.
latestEBITDAMeasurementDate	DateInformation	The latest date the EBITDA value $ amount was collected for the Organization.
latestEBITDAMarginPercent	Float	The latest EBITDA Margin value $ amount for the Organization.
latestEBITDAMarginPercentMeasurementDate	DateInformation	The latest date the EBITDA Margin value $ amount was collected for the Organization.
latestNetIncome	Float	The latest net income $ amount for the Organization.
latestNetIncomeMeasurementDate	DateInformation	The latest date the net income value $ amount was collected for the Organization.
latestTotalDebt	Float	The latest total debt $ amount for the Organization.
latestTotalDebtMeasurementDate	DateInformation	The latest date the total debt value $ amount was collected for the Organization.
latestTotalEquity	Float	The latest total equity $ amount for the Organization.
latestTotalEquityMeasurementDate	DateInformation	The latest date the total equity value $ amount was collected for the Organization.
latestThreeYearCAGRRevenuePercent	Float	The latest 3 Year CAGR Revenue percent for the Organization.
latestThreeYearCAGRRevenuePercentMeasurementDate	DateInformation	The latest date the 3 Year CAGR Revenue percent was collected for the Organization.
latestFiveYearCAGRRevenuePercent	Float	The latest 5 Year CAGR Revenue percent for the Organization.
latestFiveYearCAGRRevenuePercentMeasurementDate	DateInformation	The latest date the 5 Year CAGR Revenue percent was collected for the Organization.
latestTotalEnterpriseValueToRevenueRatio	Float	The latest TEV to Revenue ratio for the Organization.
latestTotalEnterpriseValueToRevenueRatioMeasurementDate	DateInformation	The latest date the TEV to Revenue ratio was collected for the Organization.
latestTotalEnterpriseValueToEBITDARatio	Float	The latest TEV to EBITDA ratio for the Organization.
latestTotalEnterpriseValueToEBITDARatioMeasurementDate	DateInformation	The latest date the TEV to EBITDA ratio was collected for the Organization.
latestTotalEnterpriseValueToNetIncomeRatio	Float	The latest TEV to Net Income ratio for the Organization.
latestTotalEnterpriseValueToNetIncomeRatioMeasurementDate	DateInformation	The latest date the TEV to Net Income ratio was collected for the Organization.
latestDebtToTotalEnterpriseValueIncomeRatio	Float	The latest Debt to TEV ratio for the Organization.
latestDebtToTotalEnterpriseValueIncomeRatioMeasurementDate	DateInformation	The latest date the Debt to TEV ratio was collected for the Organization.

FamilyOfficePersonContact

Description: A family office person contact associated with an organization.

Fields:

Name	Type	Description
personId	ID	The unique identifier of the person.
personName	String	The name of the person.
roleId	ID	The unique identifier of the role.
roleTitle	String	The title of the role.

CorporateAdvisorOrganization

Description: Represents an organization connected through a corporate advisor relationship.

Fields:

Name	Type	Description
id	ID!	A unique identifier for the corporate advisor relationship.
organizationId	ID!	The organization id on the other side of the corporate advisor relationship.
corporateAdvisorType	String	The classification of the corporate advisor relationship.
organizationType	String	The type of organization in the relationship.
organizationName	String	The organization name in the relationship.
organizationSectorPrimary	String	The primary sector of the organization in the relationship.
organizationHeadOfficeCity	String	The head office city of the organization in the relationship.
organizationHeadOfficeCountry	String	The head office country of the organization in the relationship.

OrganizationPagedResult

Description: A paged set of Organization items including the page information.

Fields:

Name	Type	Description
items	[Organization!]!	List of Organization items.
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results including the number of results and tokens for paging forwards and backward.

RoleIDSearchResponse

Description: RoleIDSearchResponse

Possible Types:

RoleRole

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

RoleBulkIDSearchResponse

Description: RoleBulkIDSearchResponse

Possible Types:

RolePagedResultRolePagedResult

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

RoleBulkIDSearchFilterInput

ReferenceDataPagedResult

Description: Pagination query to identify the different reference data items and page info details.

Fields:

Name	Type	Description
items	[RefDataItem]	The input criteria to signify that reference data items are required in the response object.

RefDataItem

Fields:

Name	Type	Description
debugInfo	[DebugInfo]	Provides diagnostic details about RefDataItem related queries, helping to troubleshoot issues by returning metadata.
value	String	The actual reference data item to be included.

ReferenceDataTypeEnum

Description: A list of reference data types that can be ingested via API to support the advanced search queries.

Values:

Value	Description
COUNTRIES	N/A
EVENT_TYPE	N/A
EARNING_INDICATOR_DESCRIPTION	N/A
EDUCATION_QUALIFICATIONS	N/A
GENDER	N/A
MARKET_CAP_MAX	N/A
MEMBERSHIP_TITLE	N/A
NUMBER_OF_EMPLOYEES_MAX	N/A
ORGANIZATION_INDUSTRIES	N/A
ORGANIZATION_SECTORS	N/A
ORGANIZATION_TYPES	N/A
REVENUE_MAX	N/A
ROLE_STATUSES	N/A
ROLE_TITLE_CATEGORIES	N/A
ROLE_TITLE_CATEGORY_GROUP_NAME	N/A
ROLE_GROUPS	N/A
ROLE_TYPES	N/A
STATE_NAME	N/A
ASSET_TYPE	N/A
CHARITABLE_CAUSE	N/A
POLITICAL_PARTY	N/A
WEALTH_TIER	N/A
SOURCE_OF_WEALTH	N/A
RELATIONSHIP_STATUS	N/A
RESIDENCE_TYPE	N/A
ASSET_CLASSIFICATION	N/A
ASSET_LIQUIDITY_TYPE	N/A
INDEX	N/A
CITIES	N/A

RefGroupDataItem

Fields:

Name	Type	Description
name	String	The actual reference group data category.
value	[String]	The actual reference group data item to be included.

ReferenceGroupDataTypeEnum

Description: A list of reference group data types that can be ingested via API to support the advanced search queries.

Values:

Value	Description
ROLE_TITLE_CATEGORIES	N/A
ORGANIZATION_SECTORS	N/A

OrganizationSortableFields

Description: The field available for determing the sort order of the query.

Values:

Value	Description
ID	N/A
ORGANIZATION_NAME	N/A
ORGANIZATION_TYPE	N/A
TICKER_PRIMARY	N/A
SECTOR_PRIMARY	N/A
INDUSTRY_PRIMARY	N/A
COUNTRY	N/A
STATE	N/A
NUMBER_OF_EMPLOYEES	N/A
MARKET_CAPITAL	N/A
REVENUE	N/A
WOMEN_ON_BOARD_COUNT	N/A
WOMEN_ON_BOARD_PERCENTAGE	N/A
PERSONS_ON_BOARD_COUNT	N/A
IS_CORPORATE_ADVISOR	N/A

OrganizationCountResult

Fields:

Name	Type	Description
value	Int!	Defines a non-nullable field that represents an integer value, meaning it must always have a valid integer provided.
totalResults	Int!	Defines the total number of organizations that match the query criteria, providing a count of all relevant records.

PersonSearchResult

Description: The input used for the new Person Search query.

Fields:

Name	Type	Description
id	ID!	Defines a non-nullable unique identifier field, typically used to uniquely identify an object within the schema.
personId	ID	Unique Identifier for the entity person.
name	String	Defines a field that holds text or a string value, which can be null if not provided.
age	Int	Defines a field that holds an integer value, representing a person's age, which can be null if not provided.
gender	String	Defines a field that holds text representing a person's gender, which can be null if not specified.
deceased	Boolean	Defines a field that indicates whether a person is deceased, represented as true or false, and can be null if not specified.
organizationId	ID	Defines a field representing the unique identifier of an organization, which can be null if not provided.
organizationName	String	Defines a field that holds the name of an organization as a string, which can be null if not specified.
organizationType	String	Defines a field that specifies the type or category of an organization as a string, which can be null if not provided.
organizationSectorPrimary	String	Defines a field that specifies the primary sector of an organization as a string, which can be null if not provided.
organizationIndustryPrimary	String	Defines a field that represents the primary industry of an organization as a string, which can be null if not specified.
organizationHeadOfficeCountry	String	Defines a field that specifies the country where an organization is based, represented as a string, which can be null if not provided.
organizationHeadOfficeState	String	Defines a field that specifies the state where an organization is based, represented as a string, which can be null if not provided.
organizationLatestAnnualNumberOfEmployeesDisclosed	Int	Defines a field that represents the most recent publicly disclosed number of employees for an organization in its latest annual report as an integer, which can be null if not provided.
organizationLatestDailyMarketCap	Float	Defines a field that represents the most recent daily market capitalization of an organization as a floating-point number, which can be null if not provided.
organizationLatestAnnualMarketRevenue	Float	Defines a field that represents the most recent annual market revenue of an organization as a floating-point number, which can be null if not provided.
roleId	ID	Defines a field that represents the unique identifier of a role.
roleTitle	String	Defines a field that represents the title or name of a role as a string, which can be null if not provided.
roleTitleCategory	String	Defines a field that categorizes the role title as a string, which can be null if not specified.
roleTitleCategoryGroupName	String	Defines a field that categorizes the role title group name as a string, which can be null if not specified.
roleType	String	Deprecated: Use roleTypes instead.
roleTypes	[String!]	Denotes all the types of a role a person holds at an organization i.e. Board Role and Employment Role.
roleStatus	String	Defines a field that represents the status of a role as a string, which can be null if not specified.
roleStartDate	DateInformation	Defines a field that represents the start date for when the role began.
roleEndDate	DateInformation	Defines a field that represents the end date for when the role ended.
educationId	ID	Defines a field that represents the unique identifier of an education record, which can be null if not provided.
educationOrganizationName	String	Defines a field that represents the name of the educational institution as a string, which can be null if not provided.
educationQualification	String	Represents the educational qualification of a person in the search results, providing details about their highest attained degree or certification.
educationQualificationCategory	String	Defines a field that specifies the category or type of educational qualification as a string, which can be null if not provided.
educationQualificationDate	DateInformation	Defines a field that represents the date associated with the educational qualification, typically using a custom DateInformation type to store date-related details, which can be null if not provided.
matchType	MatchTypeEnum	Defines a field that specifies the type of match as MatchTypeEnum.
earningIndicatorDescription	String	Defines a field related to persons earning, providing insight into their financial or professional standing.
birthplace	BirthPlace	Defines a field related to the information about the person's place of birth, including city, state and country when available.
totalCharitableDonationValue	Float	Defines a field related to the total charitable donation value.
totalPoliticalDonationValue	Float	Defines a field related to the total political donation value.
nationality	[Nationality!]	This refers to the citizenship of a person, i.e., having legal documents of citizenship such as a passport.
relationshipStatus	String	This describes the romantic relationship that a person has, such as being married, single, windowed, etc.
totalNetWorth	Float	The net worth of a person that is calculated as the total assets value minus the liabilities value.
totalAssetValue	Float	This is the sum of the estimated values of all the different asset types a person has.
estimatedLiquidAssets	Float	This is the estimated value of all the funds immediately available or convertible to known cash amounts within 90 days without significant risk of value change. This is also known as cash.
sourceOfWealth	String	This refers to the classification of a person in terms of how they accumolated their wealth (Inheritance, Inheritance & Self-made, Self-made, or Unkown).
wealthTier	String	The classification of a person according to the size of their wealth; Likely Very High Net Worth, Confirmed Very High Net Worth, Likely Ultra High Net Worth, Confirmed Ultra High Net Worth.
privateHoldingValue	Float	This refers to the estimated value of a person's ownership in a private company (private equity), which means its shares are not traded on a public stock exchange.
cashAndOtherValue	Float	This is the estimated value of a particular cash asset, that is immediately available or convertible to known cash amounts within 90 days without significant risk of value change. This is also know as liquid assets.
commonStockValue	Float	The estimated value of a person's common stock, which is a fractional ownership stake in a company, granting shareholders voting rights on corporate policy and the board of directors, as well as a claim on residual profits through dividends or stock appreciation. Shareholders have a lower priority for payouts in a liquidation event, as creditors and preferred stockholders are paid first.
stockOptionValue	Float	The estimated value of a person's stock option, which refers to the worth or potential financial benefit of a stock option — that is, the right (but not the obligation) to buy or sell a company’s stock at a predetermined price (called the strike price) within a certain period. The strike price is usually lower than the current price of the stock.
alternateAssetValue	Float	The estimated value of a person's non-traditional assets (stocks, bonds, and cash). Examples of alternative assets include private equity or hedge funds, commodities, and collectibles.
personalAddress	[PersonalAddress!]	The address of a person that is used for personal, non-work-related activities.
interests	[Interest!]	A person's interests, which fall under one or more interest categories (genres) and one or more human pursuits.
publicBoardCount	BoardCount	The count of public board positions the person holds, broken down by current, historical, and total.
privateBoardCount	BoardCount	The count of private board positions the person holds, broken down by current, historical, and total.
otherBoardCount	BoardCount	The count of other board positions the person holds, broken down by current, historical, and total.
monthsOnBoardAtOrganization	Int	The number of months the person has served on the board at their primary organization.
monthsWithOrganization	Int	The number of months the person has been associated with their primary organization.
monthsInRole	Int	The number of months the person has been in their current role.
isExecutiveDirector	Boolean	Indicates whether the person holds an executive director position.
isNonExecutiveDirector	Boolean	Indicates whether the person holds a non-executive director position.
isPartOfLeadershipTeam	Boolean	Indicates whether the person is part of the leadership team.
privateEquityInvestorLeadershipExperience	Boolean	Indicates whether the person has private equity investor leadership experience.
privateEquityPortfolioLeadershipExperience	Boolean	Indicates whether the person has private equity portfolio leadership experience.
initialPublicOfferingExperience	Boolean	Indicates whether the person has initial public offering experience.
mergerAndAcquisitionAcquirerExperience	Boolean	Indicates whether the person has merger and acquisition acquirer experience.
mergerAndAcquisitionSellerTargetExperience	Boolean	Indicates whether the person has merger and acquisition seller or target experience.
indexes	[Index!]	A list of indexes associated with the person through their organizational roles.

MatchTypeEnum

Values:

Value	Description
PERSON	N/A
ROLE	N/A
EDUCATION	N/A
ROLE_EDUCATION	N/A

AssetClassification

Values:

Value	Description
PRIVATE_HOLDING	N/A
COMMON_STOCKS	N/A
COMMON_STOCK	N/A
STOCK_OPTIONS	N/A
CASH_AND_OTHER	N/A
ALTERNATE_ASSETS	N/A

BoardCountInput

Description: Use this input when wanting to include board count filters in your advanced search query.

PersonSortableFields

Description: The field available for determining the sort order of the query.

Values:

Value	Description
ID	N/A
NAME	N/A
LAST_NAME	N/A
GENDER	N/A
AGE	N/A
DECEASED	N/A
ORGANIZATION_NAME	N/A
ORGANIZATION_TYPE	N/A
ORGANIZATION_SECTOR_PRIMARY	N/A
ORGANIZATION_INDUSTRY_PRIMARY	N/A
ORGANIZATION_COUNTRY	N/A
ORGANIZATION_NUMBER_OF_EMPLOYEES	N/A
ORGANIZATION_MARKET_CAPITAL	N/A
ORGANIZATION_REVENUE	N/A
ROLE_TITLE	N/A
ROLE_TITLE_CATEGORY	N/A
ROLE_TITLE_CATEGORY_GROUP_NAME	N/A
ROLE_TYPE	N/A
ROLE_STATUS	N/A
ROLE_DURATION	N/A
ROLE_START_DATE	N/A
ROLE_END_DATE	N/A
EDUCATION_ORGANIZATION_NAME	N/A
EDUCATION_QUALIFICATION	N/A
EDUCATION_QUALIFICATION_CATEGORY	N/A
EDUCATION_QUALIFICATION_DATE	N/A
ORGANIZATION_HEAD_OFFICE_STATE	N/A
ORGANIZATION_HEAD_OFFICE_COUNTRY	N/A
EARNING_INDICATOR_DESCRIPTION	N/A
BIRTHPLACE_CITY	N/A
BIRTHPLACE_STATE	N/A
BIRTHPLACE_COUNTRY	N/A
TOTAL_CHARITABLE_DONATION_VALUE	N/A
TOTAL_POLITICAL_DONATION_VALUE	N/A
TOTAL_NET_WORTH	N/A
TOTAL_ASSET_VALUE	N/A
ESTIMATED_LIQUID_ASSETS	N/A
RELATIONSHIP_STATUS	N/A
WEALTH_SOURCE	N/A
WEALTH_TIER	N/A
PRIVATE_HOLDING_VALUE	N/A
CASH_AND_OTHER_VALUE	N/A
COMMON_STOCK_VALUE	N/A
STOCK_OPTION_VALUE	N/A
ALTERNATE_ASSET_VALUE	N/A
CURRENT_BOARD_PUBLIC_COUNT	N/A
HISTORICAL_BOARD_PUBLIC_COUNT	N/A
TOTAL_BOARD_PUBLIC_COUNT	N/A
CURRENT_BOARD_PRIVATE_COUNT	N/A
HISTORICAL_BOARD_PRIVATE_COUNT	N/A
TOTAL_BOARD_PRIVATE_COUNT	N/A
CURRENT_BOARD_OTHER_COUNT	N/A
HISTORICAL_BOARD_OTHER_COUNT	N/A
TOTAL_BOARD_OTHER_COUNT	N/A
TOTAL_BOARD_COUNT	N/A
CURRENT_BOARD_COUNT	N/A
MONTHS_ON_BOARD_AT_ORGANIZATION	N/A
MONTHS_WITH_ORGANIZATION	N/A
MONTHS_IN_ROLE	N/A
IS_EXECUTIVE_DIRECTOR	N/A
IS_NON_EXECUTIVE_DIRECTOR	N/A
IS_PART_OF_LEADERSHIP_TEAM	N/A
PRIVATE_EQUITY_INVESTOR_LEADERSHIP_EXPERIENCE	N/A
PRIVATE_EQUITY_PORTFOLIO_LEADERSHIP_EXPERIENCE	N/A
INITIAL_PUBLIC_OFFERING_EXPERIENCE	N/A
MERGER_AND_ACQUISITION_ACQUIRER_EXPERIENCE	N/A
MERGER_AND_ACQUISITION_SELLER_TARGET_EXPERIENCE	N/A

PersonCountResult

Fields:

Name	Type	Description
value	Int!	Defines a non-nullable field that represents an integer value, meaning it must always have a valid integer provided.
totalResults	Int!	Defines the total number of people matching the search or filter criteria, providing a count of all relevant records.
totalPersonResults	Int!	Defines the total number of person records that match the applied search criteria, providing a summary count for result.

DownloadInformation

Fields:

Name	Type	Description
url	String	Represents the URL as a string where a downloadable resource or document can be accessed.

WealthAssetPagedResult

Fields:

Name	Type	Description
items	[WealthAsset!]!	List of Wealth Assets
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results, including the number of results and tokens for paging forwards and backward.

WealthAsset

Fields:

Name	Type	Description
id	ID!	The identifier of a particular asset, which could be of any classification and type (e.g., Alternate Asset - Property).
owner	[PersonDetails]	The individual(s) who hold ownership or beneficial interest in the asset.
name	String	The name or identifying label of the asset (e.g., “ABC Holdings LLC”, “Tesla Inc.”).
classification	String	The high-level classification of the asset from a financial perspective (Alternative Assets, Cash & Others, Common Stock, Private Holdings, or Stock Options).
type	String	The type of the asset from a physical perspective (e.g, Cryptocurrency, Gold, Property, etc.).
liquidityType	String	The type of the asset from an asset liquidity perspective, i.e., the ease with which the asset can be converted to cash (e.g., Illiquid, or Liquid).
remarks	String	Additional notes, context, or commentary about the asset, such as valuation method, market notes, or source.
value	Float	This is the current value of the asset in USD, which is usually estimated.
ownershipPercentage	Float	The is the percentage of ownership in the asset that a person has, which may be an estimate.
ownershipValue	Float	This is the value of the ownership in the asset that a person has for their share, which may be an estimate.
relatedOrganization	RelatedOrganizationDetails	The organization in which the asset represents ownership
purchaseDate	DateInformation	The date the asset was purchased.
organizationTicker	String	An organization's ticker, also known as a ticker symbol, is a unique series of letters, and sometimes numbers, that serves as an abbreviation to identify its publicly traded securities on a stock exchange. If the onwed asset is a stock, then the tickcer is used an identifier of the organization.

RelatedOrganizationDetails

Fields:

Name	Type	Description
id	ID!	Unique identifier for an organization.
organizationName	String	An official (full name) of organization.
organizationType	String	Denotes the nature or type of business.
sectorPrimary	String	Company Sector Information associated with the organization.
headOfficeAddress	Address	Represents the address of the organization headquarters.
latestDailyMarketCapital	Float	The latest market capital $ amount for the Organization.
latestAnnualMarketRevenue	Float	The latest annual market revenue $ amount for the Organization.
latestAnnualNumberOfEmployeesDisclosed	Int	The latest figure for the number of employees the organization has.

RolesResponse

Description: RolesResponse

Possible Types:

RolePagedResultRolePagedResult

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

MergerAndAcquisitionIDSearchResponse

Description: MergerAndAcquisitionIDSearchResponse

Possible Types:

MergerAndAcquisitionMergerAndAcquisition

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

MergerAndAcquisition

Description: Represents a merger or acquisition deal, including details about the deal parties, advisors, and financial information.

Fields:

Name	Type	Description
id	ID!	A unique identifier for the merger or acquisition deal.
amount	Float	The monetary amount of the deal.
announcementDate	DateInformation	The date the deal was announced.
closingDate	DateInformation	The date the deal was closed.
durationInMonths	Int	The duration of the deal in months.
status	String	The current status of the deal.
acquirers	[Acquirer!]	The list of acquirer organizations in the deal.
sellers	[Seller!]	The list of seller organizations in the deal.
targets	[Target!]	The list of target organizations in the deal.
debugInfo	[DebugInfo]	Provides diagnostic details about merger and acquisition related queries.

Acquirer

Description: An acquirer organization in a merger or acquisition deal.

Fields:

Name	Type	Description
organization	DealOrganizationDetails!	The organization details of the acquirer.
organizationAdvisors	[OrganizationAdvisor!]	Organization advisors associated with the acquirer.
personAdvisors	[PersonAdvisor!]	Person advisors associated with the acquirer.

DealOrganizationDetails

Description: Organization details for a deal party (acquirer, seller, or target) in a merger or acquisition.

Fields:

Name	Type	Description
id	ID!	The unique identifier of the organization.
name	String	The name of the organization.
type	String	The type classification of the organization.
sectorPrimary	String	The primary sector classification of the organization.
organizationAdvisors	[OrganizationAdvisor!]	Organization advisors associated with this organization in the deal.

OrganizationAdvisor

Description: An organization providing advisory services in a merger or acquisition deal.

Fields:

Name	Type	Description
organizationId	ID!	The unique identifier of the organization.
organizationName	String	The name of the organization.
organizationType	String	The type classification of the organization.
organizationSectorPrimary	String	The primary sector classification of the organization.
advisorType	String	The type classification of the advisor.
personAdvisorRoles	[PersonAdvisorRole!]	Person advisor roles associated with this organization advisor.
supportingAdvisors	[SupportingAdvisor!]	Supporting advisors associated with this organization advisor.
personAdvisors	[PersonAdvisor!]	Person advisors associated with this organization advisor.

PersonAdvisorRole

Description: A person fulfilling an advisory role within an organization advisor context in a merger or acquisition.

Fields:

Name	Type	Description
personId	ID!	The unique identifier of the person.
personName	String	The name of the person.
advisorType	String	The type classification of the advisor.
advisorFunctionType	String	The function type of the advisory role.

SupportingAdvisor

Description: A group of supporting advisors in a merger or acquisition deal, split by organization and person advisors.

Fields:

Name	Type	Description
organizationAdvisors	[SupportingOrganizationAdvisor]	Organization advisors in the supporting advisor group.
personAdvisors	[PersonAdvisor]	Person advisors in the supporting advisor group.

SupportingOrganizationAdvisor

Description: A supporting organization advisor in a merger or acquisition deal.

Fields:

Name	Type	Description
organizationId	ID!	The unique identifier of the organization.
organizationName	String	The name of the organization.
organizationType	String	The type classification of the organization.
organizationSectorPrimary	String	The primary sector classification of the organization.
advisorType	String	The type classification of the advisor.
personAdvisorRoles	[PersonAdvisorRole!]	Person advisor roles associated with this supporting organization advisor.

PersonAdvisor

Description: A person providing advisory services in a merger or acquisition deal.

Fields:

Name	Type	Description
personId	ID!	The unique identifier of the person.
personName	String	The name of the person.
advisorType	String	The type classification of the advisor.
advisorFunctionType	String	The function type of the advisory role.

Seller

Description: A seller organization in a merger or acquisition deal.

Fields:

Name	Type	Description
organization	DealOrganizationDetails!	The organization details of the seller.
organizationAdvisors	[OrganizationAdvisor!]	Organization advisors associated with the seller.
personAdvisors	[PersonAdvisor!]	Person advisors associated with the seller.

Target

Description: A target organization in a merger or acquisition deal.

Fields:

Name	Type	Description
organization	DealOrganizationDetails!	The organization details of the target.
organizationAdvisors	[OrganizationAdvisor!]	Organization advisors associated with the target.
personAdvisors	[PersonAdvisor!]	Person advisors associated with the target.

MergerAndAcquisitionPagedResponse

Description: MergerAndAcquisitionPagedResponse

Possible Types:

MergerAndAcquisitionPagedResultMergerAndAcquisitionPagedResult

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

MergerAndAcquisitionPagedResult

Description: A paged set of MergerAndAcquisition items including the page information.

Fields:

Name	Type	Description
items	[MergerAndAcquisition!]!	List of Merger And Acquisition items.
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results, including the number of results and tokens for paging forwards and backward.

MergerAndAcquisitionOrgFilterInput

Description: Filter input for searching mergers and acquisitions by organization.

PrivateEquityInvestmentByOrganizationResponse

Description: PrivateEquityInvestmentByOrganizationResponse

Possible Types:

PrivateEquityInvestmentPagedResultPrivateEquityInvestmentPagedResult

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

PrivateEquityInvestmentPagedResult

Description: A paged set of PrivateEquityInvestment items including the page information.

Fields:

Name	Type	Description
items	[PrivateEquityInvestment!]	List of Private Equity Investment items.
pageInfoResponse	PageInfoResponse	Paging information linked to the Paged set of results, including the number of results and tokens for paging forwards and backward.

PrivateEquityInvestment

Description: Represents a private equity investment, including details about the private equity organization and investment organization.

Fields:

Name	Type	Description
id	ID!	A unique identifier for the private equity investment.
privateEquityOrganization	OrganizationDetails	The private equity organization that owns the investment.
investmentOrganization	OrganizationDetails	The organization that is the investment target.
investmentStatus	String	The current status of the investment holding.
investmentStartDate	DateInformation	The date the investment started.
investmentEndDate	DateInformation	The date the investment ended.
debugInfo	[DebugInfo]	Provides diagnostic details about private equity investment related queries.

PrivateEquityInvestmentInput

Description: Filter input for searching private equity investments.

PrivateEquityInvestmentStatus

Description: The status of a private equity investment.

Values:

Value	Description
ACTIVE	N/A
INACTIVE	N/A

PrivateEquityInvestmentResponse

Description: PrivateEquityInvestmentResponse

Possible Types:

PrivateEquityInvestmentPrivateEquityInvestment

AuthorizationErrorAuthorizationError

EntityNotFoundErrorEntityNotFoundError

GenericErrorGenericError

ValidationErrorValidationError

OrganizationCurrency

Fields:

Name	Type	Description
disclosedValueMin	Float	Represents the lowest monetary amount in the organization's financial disclosure, denominated in its specific currency.
disclosedValueMax	Float	Represents the highest monetary amount in the organization's financial disclosure, denominated in its specific currency.
usdValueMin	Float	Represents the lowest currency value in United States Dollars (USD).
usdValueMax	Float	Represents the maximum currency value in United States Dollars (USD).
currencyName	String	Full Name of the currency.
measurementDate	DateInformation	The date the organization numeric value was taken.
periodName	String	Represents the financial reporting period when transactions and financial data are recorded.

OrganizationNumeric

Fields:

Name	Type	Description
organizationNumericValue	Float	Refers to a numeric value associated to an organization stored as an integer or fractional part.
measurementDate	DateInformation	The date the organization numeric value was taken.
periodName	String	Represents the financial reporting period of the numeric value.

Award

Fields:

Name	Type	Description
id	ID!	Unique Identifier for the entity.
person	PersonDetails	Query to return people.
organization	OrganizationDetails	Query to return organizations.
awardDate	DateInformation	Represents the date on which an person received the specific award or recognition.
award	String	Signifies a formal recognition or honor received by an person for their achievements or contributions.