Commitment data

Overview

A commitment record connects an allocator with a fund; some source records instead describe reported fund positions and must be labeled accordingly.

Field groups

Commitment context

Field reference

SOURCE_DEPENDENT describes availability; access is a separate product/rights boundary. Null means unknown, not false or zero.

Field	Type	Availability	Access	Description
Allocator (commitment.allocator)	string · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	The allocator organization associated with the fund record.
Fund (commitment.fund)	string · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	The fund named in the commitment or reported-position record.
Manager (commitment.manager)	string · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	The related fund manager where recorded.
Record meaning (commitment.record_kind)	string · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	Whether the source describes a commitment or a reported fund position.
Recorded amount (commitment.amount)	number · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	Recorded amount in the stated currency.
Amount currency (commitment.currency)	string · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	Recorded native currency.
Commitment date (commitment.commitment_date)	string · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	The commitment date where separately recorded.
Reporting year (commitment.reporting_year)	integer · 0..1	SOURCE_DEPENDENT	SELECTED_INTELLIGENCE	Year of the source reporting period where recorded.

Allocator

Field ID: commitment.allocator. Group: Commitment context. The allocator organization associated with the fund record. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Not the manager or the fund itself.

Fund

Field ID: commitment.fund. Group: Commitment context. The fund named in the commitment or reported-position record. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: A shared fund does not establish a personal relationship.

Manager

Field ID: commitment.manager. Group: Commitment context. The related fund manager where recorded. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Manager identity remains distinct from fund identity.

Record meaning

Field ID: commitment.record_kind. Group: Commitment context. Whether the source describes a commitment or a reported fund position. Defined values: commitment, reported_position; null when unknown. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Do not collapse these into allocations, ownership, mandates or current appetite. Unknown meaning requires review.

Recorded amount

Field ID: commitment.amount. Group: Commitment context. Recorded amount in the stated currency. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Some filing-derived amounts are reported positions, not original commitments. Missing is unknown, not zero.

Amount currency

Field ID: commitment.currency. Group: Commitment context. Recorded native currency. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: No normalization or implied FX conversion.

Commitment date

Field ID: commitment.commitment_date. Group: Commitment context. The commitment date where separately recorded. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Do not manufacture it from a reporting year or publication date.

Reporting year

Field ID: commitment.reporting_year. Group: Commitment context. Year of the source reporting period where recorded. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Not the original commitment date, current mandate or last verification.

Relationships to other entities

Allocator, fund and manager are separate entities. The date of commitment is distinct from the reporting year. A commitment is not an asset-class allocation, company ownership, generic investment event or current mandate.

institutional-investor

Fictional request brief, entities, sources, values and dates. This is a documentation example, not a live HTTP response or customer result. Missing dates remain null.

Current availability: Reviewed bounded request. Execution: Manual / scoped. Automated invocation: Not currently available. API endpoint: None. MCP execution: None.

Input
Result
Evidence

A research brief for human scope review, not an API payload.

{
  "organization": "Example Alder Pension Trust",
  "objective": "The example report records allocation percentages and a fund position. Neither is a new commitment or a statement of current appetite.",
  "intended_use": "Research preparation"
}

{
  "task_type": "organization-research",
  "status": "supported_with_unknowns",
  "entity": null,
  "subject": {
    "entity_type": "institutional-investor",
    "name": "Example Alder Pension Trust",
    "website": "https://example.com/fictional/institutional-investor",
    "research_scope": null
  },
  "as_of": null,
  "result": {
    "summary": "The example report records allocation percentages and a fund position. Neither is a new commitment or a statement of current appetite.",
    "company": null,
    "criteria": [],
    "sections": [
      {
        "entity_type": "institutional-investor",
        "data": {
          "name": "Example Alder Pension Trust",
          "organization_type": "Pension fund",
          "website": "https://example.com/fictional/institutional-investor",
          "location": "United Kingdom",
          "description": "Fictional institutional allocator research record.",
          "people": null,
          "preferences": [
            {
              "dimension": "Asset class",
              "value": "Private equity"
            }
          ],
          "declared_mandates": null,
          "investments": null,
          "funds": null,
          "allocations": [
            {
              "asset_class": "Private equity",
              "current_percent": 8,
              "target_percent": 10
            }
          ],
          "commitments": [
            {
              "name": "Example Fund I",
              "entity_type": "fund",
              "role": "Reported position"
            }
          ]
        }
      },
      {
        "entity_type": "commitment",
        "data": {
          "allocator": "Example Alder Pension Trust",
          "fund": "Example Fund I",
          "manager": "Example Manager",
          "record_kind": "reported_position",
          "amount": 5000000,
          "currency": "GBP",
          "commitment_date": null,
          "reporting_year": 2025
        }
      }
    ]
  },
  "evidence": [
    {
      "field": "result.sections.0.data.name",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this name entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.organization_type",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this organization type entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.website",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this website entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.location",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this location entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.description",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this description entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.preferences",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this preferences entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.allocations",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this allocations entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.commitments",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this commitments entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.allocator",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this allocator entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.fund",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this fund entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.manager",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this manager entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.record_kind",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this record kind entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.amount",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this amount entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.currency",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this currency entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.1.data.reporting_year",
      "source_url": "https://example.com/fictional/institutional-investor/source",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this reporting year entry. It does not establish current appetite or verification."
    }
  ],
  "unknowns": [
    "Original commitment date",
    "Current mandate"
  ],
  "limitations": [
    "Every entity, source, date and value in this example is fictional. No real customer result or live task execution is shown.",
    "Available facts and result use remain subject to source rights, the agreed purpose and manual review."
  ],
  "rights": {
    "scope": "A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered.",
    "raw_graph_access": false,
    "bulk_export": false,
    "graph_redistribution": false
  }
}

Each field path identifies the particular value supported by the source note.

Field path	Illustrated value	Source type	Basis
result.sections.0.data.name	”Example Alder Pension Trust”	public_reporting	The fictional source supplies this name entry. It does not establish current appetite or verification.
result.sections.0.data.organization_type	”Pension fund”	public_reporting	The fictional source supplies this organization type entry. It does not establish current appetite or verification.
result.sections.0.data.website	”https://example.com/fictional/institutional-investor”	public_reporting	The fictional source supplies this website entry. It does not establish current appetite or verification.
result.sections.0.data.location	”United Kingdom”	public_reporting	The fictional source supplies this location entry. It does not establish current appetite or verification.
result.sections.0.data.description	”Fictional institutional allocator research record.”	public_reporting	The fictional source supplies this description entry. It does not establish current appetite or verification.
result.sections.0.data.preferences	[{“dimension”:“Asset class”,“value”:“Private equity”}]	public_reporting	The fictional source supplies this preferences entry. It does not establish current appetite or verification.
result.sections.0.data.allocations	[{“asset_class”:“Private equity”,“current_percent”:8,“target_percent”:10}]	public_reporting	The fictional source supplies this allocations entry. It does not establish current appetite or verification.
result.sections.0.data.commitments	[{“name”:“Example Fund I”,“entity_type”:“fund”,“role”:“Reported position”}]	public_reporting	The fictional source supplies this commitments entry. It does not establish current appetite or verification.
result.sections.1.data.allocator	”Example Alder Pension Trust”	public_reporting	The fictional source supplies this allocator entry. It does not establish current appetite or verification.
result.sections.1.data.fund	”Example Fund I”	public_reporting	The fictional source supplies this fund entry. It does not establish current appetite or verification.
result.sections.1.data.manager	”Example Manager”	public_reporting	The fictional source supplies this manager entry. It does not establish current appetite or verification.
result.sections.1.data.record_kind	”reported_position”	public_reporting	The fictional source supplies this record kind entry. It does not establish current appetite or verification.
result.sections.1.data.amount	5000000	public_reporting	The fictional source supplies this amount entry. It does not establish current appetite or verification.
result.sections.1.data.currency	”GBP”	public_reporting	The fictional source supplies this currency entry. It does not establish current appetite or verification.
result.sections.1.data.reporting_year	2025	public_reporting	The fictional source supplies this reporting year entry. It does not establish current appetite or verification.

[
  {
    "field": "result.sections.0.data.name",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this name entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.organization_type",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this organization type entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.website",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this website entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.location",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this location entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.description",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this description entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.preferences",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this preferences entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.allocations",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this allocations entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.commitments",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this commitments entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.allocator",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this allocator entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.fund",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this fund entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.manager",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this manager entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.record_kind",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this record kind entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.amount",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this amount entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.currency",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this currency entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.1.data.reporting_year",
    "source_url": "https://example.com/fictional/institutional-investor/source",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this reporting year entry. It does not establish current appetite or verification."
  }
]

Evidence / dates

Supporting evidence attaches to a specific field. Missing publication, capture, observation and verification dates remain unknown. Subscription views do not expose every source URL or date. Read evidence and date semantics.

What may be unknown

Scope follows the selected Intelligence universe: family-office context stays within selected family-office coverage; institutional coverage requires Global Investor Intelligence or broader access. Preserve native amount/currency and record meaning. Every record does not expose a direct public citation; absent provenance must remain unknown.

Access & rights

Access scope: SELECTED_INTELLIGENCE. Field descriptions are public; premium records remain permissioned. A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered.

Getting started

Data

Tasks

Results

Reference

Agents

Overview

Field groups

Field reference

Allocator

Fund

Manager

Record meaning

Recorded amount

Amount currency

Commitment date

Reporting year

Relationships to other entities

institutional-investor

Evidence / dates

What may be unknown

Access & rights

​Overview

​Field groups

​Field reference

​Allocator

​Fund

​Manager

​Record meaning

​Recorded amount

​Amount currency

​Commitment date

​Reporting year

​Relationships to other entities

​institutional-investor

​Evidence / dates

​What may be unknown

​Access & rights

​Related tasks

Overview

Field groups

Field reference

Allocator

Fund

Manager

Record meaning

Recorded amount

Amount currency

Commitment date

Reporting year

Relationships to other entities

institutional-investor

Evidence / dates

What may be unknown

Access & rights

Related tasks