Dataset documentation

Exam-prep toolkit: schema 1.0.0

How to read the files under /data/exam-prep-toolkit. The JSON Schema is the contract the build enforces; the CSV tables are projections of the same approved records.

Not legal advice. The toolkit supports preparation; it is not an examination, an official request list or a guarantee of results. Nothing a user types into the tracker is part of this dataset.

Human page: /resources/exam-prep-toolkit. Not yet released.

Files

Conventions

Dates: ISO YYYY-MM-DD. A checked date is the day a person opened the source; it is never a fetch or build time. Legal dates keep their stated meaning.
Amounts: Decimal text in the source currency, never floating point, never converted. An absent amount is null (empty in CSV), never 0.
Unknowns: Every fee, timeline, amount and fact carries a status. "Unknown: not verified" means nobody has checked; "Not published" means an official check found nothing published; "Not applicable" needs affirmative official evidence.
Ids: Lowercase slugs that never change once published. Display names may change; ids do not. Withdrawn records keep their id and address.
Sources: Exact official HTTPS URLs on an allowlisted host, with a locator and the supporting passage. A URL alone is not verification.
Review: Public files carry review status, date and a content hash; the reviewer is recorded privately, never published.
CSV: RFC 4180, UTF-8, CRLF, header row. Multi-valued fields are joined with " | " and bracket their source ids. A cell that a spreadsheet could read as a formula (leading =, +, -, @, |, %, tab) is prefixed with an apostrophe on export; pure numbers are not. The apostrophe is an export guard, not part of the value.
Caching: v1 files are mutable and served with a short public cache (five minutes) and revalidation; a correction replaces page, JSON and CSV in one build.
Reuse: Undecided while draft; no licence is implied. Underlying official documents keep their own rights.
Note: Practice questions are Taft-authored and carry the label "Taft practice question: not an official regulator question." in every record.
Note: Deadline entries quote the published period or date with conditions; no due date is computed. Proposals are never active deadlines.

Blank tracker template (v1-tracker-template.csv)

v1-tracker-template.csv

Columns of v1-tracker-template.csv, in order.
Column	Meaning
`requestId`	Request ID. Text, up to 40 characters. Your own reference for the request item, for example the item number from the request letter.
`requestDescription`	Request description. Text, up to 400 characters. What was asked for, in your own words.
`topic`	Topic. Text, up to 80 characters. A short label such as compliance program, marketing, custody or books and records.
`owner`	Owner. Text, up to 80 characters. Who gathers the item.
`requestedDate`	Requested date. Date, YYYY-MM-DD. The date the request reached you.
`requestedByDate`	Requested-by date (from your actual request). Date, YYYY-MM-DD. The date stated in the request you received. The tool does not compute due dates.
`status`	Status. One of the template statuses. A workflow label for your own tracking, never a regulatory outcome.
`internalReference`	Internal reference. Text, up to 80 characters. Where the item lives in your own systems.
`reviewOwner`	Response review owner. Text, up to 80 characters. Who checks the item before it goes out.
`submittedDate`	Submission date. Date, YYYY-MM-DD. The date you sent the item.
`notes`	Notes. Text, up to 1000 characters. Open questions, partial productions or follow-ups.

Practice questions table (v1-questions.csv)

v1-questions.csv

Columns of v1-questions.csv, in order.
Column	Meaning
`id`	Stable question id. Detail page: /resources/exam-prep-toolkit/questions/<id>.
`topic`	As named.
`audiences`	Joined with " \| ".
`regulator`	As named.
`jurisdiction`	As named.
`evidence_category`	As named.
`prompt`	The original Taft-authored practice prompt.
`non_official_label`	Always present: Taft practice question: not an official regulator question.
`relevance`	Why the topic is relevant, with the official sources in brackets.
`evidence_cues`	Suggested, not mandatory. Joined with " \| ", sources in brackets.
`follow_ups`	Joined with " \| ".
`applicability`	As named.
`exclusions`	As named.
`source_ids`	Joined with " \| ".
`source_urls`	Same order.
`last_checked`	YYYY-MM-DD, the date a person last checked the sources.
`review_status`	unreviewed, in-review or approved.
`review_approved_at`	As named.
`revision_hash`	As named.

Deadline references table (v1-deadlines.csv)

v1-deadlines.csv

Columns of v1-deadlines.csv, in order.
Column	Meaning
`id`	Stable id. Detail page: /resources/exam-prep-toolkit/deadlines/<id>.
`obligation_title`	As named.
`regulator`	As named.
`jurisdiction`	As named.
`audiences`	Joined with " \| ".
`obligation_category`	As named.
`legal_status`	binding-rule, staff-guidance or proposal.
`instrument_citation`	As named.
`applicability`	Sourced; sources in brackets.
`exclusions`	Joined with " \| ".
`deadline_type`	fixed, recurring or event-relative.
`official_text`	The published period or date, quoted.
`fixed_date`	Only for fixed deadlines.
`recurrence_text`	Only for recurring deadlines.
`trigger_text`	Only for event-relative deadlines.
`period_value`	Integer, only if officially stated.
`period_unit`	As named.
`business_or_calendar`	As named.
`effective_from`	As named.
`effective_to`	As named.
`conditions`	Joined with " \| ".
`status`	active, unknown, superseded or withdrawn. Only active entries sort by date.
`source_ids`	As named.
`source_urls`	As named.
`locators`	Section or page per source, same order.
`last_checked`	As named.
`review_status`	As named.
`review_approved_at`	As named.
`revision_hash`	As named.