Why versioning matters
Serious compliance buyers need to reproduce screening decisions. If a fund was screened on March 1st using a specific set of rules, the same inputs must produce the same outputs months or years later. Every compliance determination includes a methodology version identifier:Version format
- standard_id — The screening standard (currently
aaoifi_standard_21) - year — Calendar year of the implementation
- revision — Incremental revision within the year
What triggers a new version
| Change type | Version bump | Example |
|---|---|---|
| Threshold change | Major (year) | AAOIFI revises debt threshold from 30% to 33% |
| Calculation method change | Minor (revision) | Switch from spot to 12-month avg market cap |
| Extraction improvement | No version change | Better XBRL tag coverage for a specific field |
| Bug fix in screening logic | Minor (revision) | Fixing incorrect threshold comparison |
Querying a specific version
By default, the API uses the latest methodology version. To pin to a specific version:Listing available versions
Reproducibility guarantees
Given the same:- Methodology version (
aaoifi_standard_21@2026.1) - Filing set (identified by
filing_set_hash) - Market data snapshot (as of a specific date)