| name | infoproviders-lookup-data |
| description | When and how to edit InfoProviders lookup JSONs (company, country, treaty, ISIN). Use when fixing "Failed processing stock lot", wrong country or company data, or adding fallbacks for unresolved identifiers. |
InfoProviders and lookup data
Generic guidance for src/InfoProviders/ and the JSON lookup files. Country-specific use (e.g. treaty format) may be documented in a
tax-authority skill.
Where lookups are used
- CompanyLookupProvider – Resolves ISIN to company info (name, address, country). Tries online lookup first; falls back to
missingCompaniesLookup.json and missingISINLookup.json.
- CountryLookupProvider – Resolves country name to 2-letter code and treaty info. Uses internationalTreaties.json and
specialCountryMappings.json.
Tax authority report generation and staging processors use these when annotating events (e.g. company domicile, treaty relief).
When to edit which file
| Symptom | Likely fix |
|---|
| "Failed processing stock lot" or "Failed lookup of ISIN" | Lot or event has an identifier (ISIN/ticker) the pipeline can’t resolve. Add or correct an entry in missingISINLookup.json (ISIN → ticker for online lookup) or missingCompaniesLookup.json (ISIN → full company object for offline fallback). |
| Wrong or missing company name/address | Add or update entry in missingCompaniesLookup.json for that identifier (e.g. ISIN). |
| Online lookup fails for a known ISIN/ticker | Add missingISINLookup.json entry: key = ISIN, value = ticker symbol used by the lookup service (e.g. for yfinance). |
| Wrong country code or unknown country name | Add or update specialCountryMappings.json: key = country name as in broker/data, value = 2-letter ISO code. |
| Treaty reference (e.g. tax relief) for a country | Add or update internationalTreaties.json under the structure used by CountryLookupProvider (e.g. treaties by country code). Exact key/value format is defined by the tax authority; see country-specific skill if applicable. |
File formats (generic)
- missingISINLookup.json – Object: identifier (e.g. ISIN) → string (e.g. ticker). Used when resolution by identifier fails so the
provider can try again with the mapped value.
- missingCompaniesLookup.json – Object: identifier (e.g. ISIN) → company object. Company object typically has fields such as shortName,
longName, address1, address2, city, zip, country (and optionally state). Used when no online company data is available.
- specialCountryMappings.json – Object: country name (as in data) → 2-letter country code. Overrides default country resolution.
- internationalTreaties.json – Nested structure (e.g. treaties.taxRelief) keyed by country code; values are treaty references. Structure
and semantics depend on the tax authority; see country skill for details.
All paths are under src/InfoProviders/. After editing, re-run the pipeline; no separate reload step is required.
