neo4j-schema

name	neo4j-schema
description	Core Neo4j schema reference with all labels, relationships, data types, and indexes. Use when exploring database structure, checking field types, or understanding the financial knowledge graph schema.

Neo4j Schema Reference

Scope and Validation

• Validated on 2026-01-04 against bolt://10.102.222.120:7687 (Neo4j 5.26.4).
• Counts from: CALL db.stats.retrieve('GRAPH COUNTS').
• Types from: CALL apoc.meta.nodeTypeProperties and CALL apoc.meta.relTypeProperties.
• Counts are for orientation only (data coverage), not for logic.

Read This First (No Assumptions)

1. Returns live on relationships, not nodes: PRIMARY_FILER, INFLUENCES, REFERENCED_IN.
2. All timestamps are Strings (Report.created, News.created, Transcript.conference_datetime, Date.*).
3. JSON is stored as Strings (Report.items, Report.exhibit_contents, Report.extracted_sections, News.channels/tags/authors).
4. Numeric-looking fields are Strings (Company.mkt_cap, Company.shares_out, Company.employees, Fact.value).
5. XBRL booleans are Strings: Fact.is_numeric/is_nil, Dimension.is_explicit/is_typed, Unit.is_simple_unit/is_divide.
6. Returns are percentages (5.06 means 5.06%, not 0.0506).
7. INFLUENCES alias trap: using inf as the alias breaks (inf is treated as infinity). Use r.
8. NaN exists in return fields (PRIMARY_FILER: 4 rows; INFLUENCES: 1 row). Filter with isNaN().
9. hourly_stock is usually Float but appears once as LIST OF FLOAT on PRIMARY_FILER; handle list-or-float.
10. Some Facts lack Context: 12,939 Facts have no IN_CONTEXT relationship; exclude unless needed.
11. Period end_date can be string 'null' for period_type='instant' (2,776 rows).

Schema Discovery (Run First If Unsure)

CALL db.labels() YIELD label RETURN label ORDER BY label
CALL db.relationshipTypes() YIELD relationshipType RETURN relationshipType ORDER BY relationshipType
CALL apoc.meta.schema()

Core Labels (Counts + Key Properties)

Event + Company

Label	Count	Key properties (type)
Report	33,947	id, accessionNo, formType, created (String); items (String JSON); market_session
Company	796	ticker, symbol, name (String); mkt_cap/shares_out/employees (String)
News	186,206	title/teaser/body (String); channels/tags/authors (String JSON); created/updated (String)
Transcript	4,192	id, conference_datetime, created/updated (String); fiscal_quarter/fiscal_year; quarter_key
QAExchange	76,152	exchanges, questioner/responders, sequence (String); embedding (float[])
PreparedRemark	4,058	content (String)
Dividend	4,282	declaration_date, cash_amount, dividend_type (String)
Split	33	execution_date, split_from, split_to (String)

Market + Calendar

Label	Count	Key properties (type)
MarketIndex	1	name, ticker, etf (String)
Sector	11	name, etf (String)
Industry	115	name, etf (String)
Date	946	date, is_trading_day, market_open_*, market_close_*, pre_market_*, post_market_* (String)

Relationship Overview (Counts + Purpose)

Returns and Impact

Relationship	Count	Notes
PRIMARY_FILER	32,942	Report -> Company. Returns stored here (Double).
INFLUENCES	864,234	News/Transcript/Report -> Company/Sector/Industry/MarketIndex. Returns stored here (Double).
REFERENCED_IN	1,075	Report -> Company. Returns often populated (1,010/1,075).
HAS_PRICE	551,563	Date -> Company/Sector/Industry/MarketIndex. OHLCV on relationship.

Event Content

HAS_SECTION (Report -> ExtractedSectionContent), HAS_EXHIBIT, HAS_FINANCIAL_STATEMENT, HAS_FILING_TEXT, HAS_TRANSCRIPT, HAS_QA_EXCHANGE, HAS_PREPARED_REMARKS, HAS_FULL_TEXT, HAS_QA_SECTION, NEXT_EXCHANGE, IN_CATEGORY (Report -> AdminReport), HAS_SUB_REPORT.

Company Classification and Actions

BELONGS_TO, RELATED_TO (properties: relationship_type, source_ticker, target_ticker, bidirectional), DECLARED_DIVIDEND, HAS_DIVIDEND, DECLARED_SPLIT, HAS_SPLIT, NEXT (Date -> Date).

Returns: What Lives Where (Validated Counts)

INFLUENCES returns depend on target label:

• To Company: total 190,593; daily_stock 188,806; daily_industry 190,363; daily_sector 190,593; daily_macro 190,593.
• To Industry: total 224,561; daily_industry 224,304; daily_stock 0.
• To Sector: total 224,540; daily_sector 224,540; daily_stock 0.
• To MarketIndex: total 224,540; daily_macro 224,540; daily_stock 0.

Rule: Use the Company-target INFLUENCES edge if you want both stock and benchmark returns on one relationship.

• daily_stock only on Company targets: By design, Sector/Industry/MarketIndex edges don't have daily_stock.
• Data gaps: Some Company edges missing daily_stock (News: 1,746; Transcript: 41).

Data Type Alerts and Anomalies (Validated)

• Report.items is JSON string. Example: ["Item 2.02: Results of Operations and Financial Condition", "Item 9.01: Financial Statements and Exhibits"].
• News.channels is JSON string. Example: ["News", "Guidance"].
• Report.created is ISO string with TZ. Example: 2023-01-04T13:48:33-05:00.
• NaN returns exist. Use WHERE r.daily_stock IS NOT NULL AND NOT isNaN(r.daily_stock).
• hourly_stock appears once as list-of-float on PRIMARY_FILER; handle list-or-float.

Indexes and Search Capabilities

• Range/unique indexes: Report.id, News.id, Transcript.id, Company.id.
• Fulltext: abstract_ft (Abstract.label), concept_ft (Concept.label/qname), company_ft (Company.name/displayLabel), exhibit_content_ft (ExhibitContent.content/exhibit_number), extracted_section_content_ft (ExtractedSectionContent.content/section_name), fact_textblock_ft (Fact.value/qname), filing_text_content_ft (FilingTextContent.content/form_type), financial_statement_content_ft (FinancialStatementContent.value/statement_type), full_transcript_ft (FullTranscriptText.content), news_ft (News.title/body/teaser), prepared_remarks_ft (PreparedRemark.content), qa_exchange_ft (QAExchange.exchanges), question_answer_ft (QuestionAnswer.content), search (Memory.name/type/observations).
• Vector: news_vector_index (News.embedding), qaexchange_vector_idx (QAExchange.embedding).
• No index on Company.ticker. Company count is small; exact match scans are acceptable.

Generic fulltext query:

CALL db.index.fulltext.queryNodes($index_name, $query)
YIELD node, score
RETURN labels(node), node.id, score
ORDER BY score DESC
LIMIT 20

IGNORE these Labels and Relationships (0 count)

Labels: AdminSection, FinancialStatement, Guidance, HyperCube, LineItems, Other, Memory, XBRLMapping, ExtractionPattern, ConceptMapping, GeoMapping, ProductMapping, ConceptPattern, GeoPattern, MetricRule, GeoRule, Extraction, Pattern, NewsExtraction, TranscriptExtraction, TestAbstract, TestFact, Framework, ConceptGroup, Benefit, Tutorial, LearningStep, ExampleApplication, Bloom_Perspective, Bloom_Scene, TestNode, TestContentNode_1754141732. Relationships: HAS_EXTRACTION, MAPS_TO_FACT, COULD_MAP_TO_REAL_FACT, POTENTIAL_XBRL_MATCH, TEST_REL, TEST_EDGE, REFERENCES, Bloom_HAS_SCENE.

Validation Queries (Re-run if DB changes)

CALL db.stats.retrieve('GRAPH COUNTS')

CALL apoc.meta.nodeTypeProperties({includeLabels: ['Report','Company','News','Transcript','Fact','Concept','XBRLNode']})
CALL apoc.meta.relTypeProperties({includeRels: ['PRIMARY_FILER','INFLUENCES','REFERENCED_IN','HAS_PRICE']})

MATCH (n:News)-[r:INFLUENCES]->(:Company)
WHERE r.daily_stock IS NULL AND r.daily_industry IS NOT NULL
RETURN count(r) AS news_anomaly_count

MATCH ()-[r:PRIMARY_FILER]->()
WHERE r.hourly_stock IS NOT NULL
RETURN apoc.meta.cypher.type(r.hourly_stock) as t, count(*) as c

Domain Query Skills

For query patterns beyond schema discovery, see these specialized skills:

Skill	Scope	Key Queries
neo4j-entity	Company, Sector, Industry, MarketIndex, prices, dividends, splits	Company lookups, price series, dividend/split history, market relationships
neo4j-report	Report (8-K/10-K/10-Q), sections, exhibits, financial statements	Filing searches, Item 2.02 earnings, press releases (EX-99.1), PRIMARY_FILER returns
neo4j-news	News articles, INFLUENCES returns, fulltext search	News impact analysis, return divergence, market movers
neo4j-vector-search	Semantic vector search across News and QAExchange	Similarity search, find-similar-news, analyst Q&A similarity
neo4j-transcript	Transcript, QAExchange, PreparedRemark	Earnings calls, Q&A searches, analyst questions
neo4j-xbrl	XBRLNode, Fact, Concept, Context, Period, Unit, Dimension	Financial metrics (EPS, Revenue), segment analysis, period types

Usage: Load neo4j-schema + domain skill for targeted queries. Schema provides structure; domain skills provide patterns.

Known Data Gaps

Date	Gap	Affected	Mitigation
2026-01-11	Property is formType not form_type (camelCase)	Report queries	Use r.formType not r.form_type
2026-01-11	get_neo4j_schema shows incomplete relationship targets	Schema queries	Verify: MATCH ()-[r:TYPE]->(t) RETURN DISTINCT labels(t)

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Version 3.4 | 2026-01-11 | Added self-improvement protocol