Why versioning matters
Compliance decisions need to be reproducible. If a fund was screened on a given date under a given set of rules, the same inputs must produce the same outputs months or years later — for audit, for reporting, and for trust. Every compliance-bearing response identifies the exact methodology used, both in the resource and inmeta.methodology:
Version format
- methodology_id — the screening methodology (currently
aaoifi-ss21) - year — calendar year of the implementation
- revision — incremental revision within the year
id and version are also returned as separate fields by the
methodologies endpoints and inside
every Evidence Packet.
What triggers a new version
Extraction improvements don’t bump the version: the screening logic hasn’t
changed, only the quality of the data fed into it. (Improved data can still
change a determination — the version tells you the rules were the same.)
Inspecting the methodology
The methodology, its thresholds, and its screen definitions are available directly:There is currently a single methodology (
aaoifi-ss21), and every response
uses its latest version. If we ever support multiple methodologies or pinned
versions, it will be additive — your existing requests won’t change.Reproducibility
Given the same three inputs:- Methodology version —
meta.methodology(e.g.aaoifi-ss21@2026.1) - Filing set — identified by
filing.hash - Market-data snapshot —
as_of
explanation prose may vary, but the quantitative outputs are
deterministic.
