{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://openinherit.org/v3/executor.json",
  "title": "Executor",
  "description": "A person appointed to administer an estate. Includes professional executors, administrators (intestacy), and administrators with will annexed",
  "type": "object",
  "anyOf": [
    {
      "required": [ "personId" ]
    },
    {
      "required": [ "organisationId" ]
    }
  ],
  "required": [ "id", "role" ],
  "propertyNames": {
    "pattern": "^(x-inherit-[a-z][a-z0-9-]*|[a-z][a-zA-Z0-9]*)$"
  },
  "properties": {
    "id": {
      "description": "Unique identifier for this executor appointment within the INHERIT document",
      "examples": [ "c9d0e1f2-a3b4-5678-c901-23456789abcd" ],
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
      "format": "uuid"
    },
    "personId": {
      "description": "Reference to the Person.id of the appointed executor or administrator",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
      "format": "uuid"
    },
    "personIdDisplay": {
      "description": "Human-readable display name for the referenced person",
      "type": "string",
      "maxLength": 255
    },
    "role": {
      "description": "The executor's role in the estate administration",
      "$comment": "primary: the first-named executor who acts unless unable or unwilling. secondary: acts alongside the primary executor or takes over if the primary cannot act. substitute: named as a replacement if the primary and secondary cannot act. administrator: appointed by the court when there is no will (intestacy). administrator_with_will_annexed: appointed by the court when the will exists but the named executor cannot or will not act. literary: appointed to manage literary works, manuscripts, and intellectual property. digital: appointed to manage digital assets, online accounts, and cryptocurrency. specialist: appointed for a specific category of assets defined by the scope property.",
      "examples": [ "primary", "substitute", "administrator" ],
      "enum": [
        "primary",
        "secondary",
        "substitute",
        "administrator",
        "administrator_with_will_annexed",
        "literary",
        "digital",
        "specialist"
      ]
    },
    "isProfessional": {
      "description": "Whether this executor is a professional (solicitor, accountant, trust corporation). Professional executors typically charge fees",
      "examples": [ true, false ],
      "type": "boolean"
    },
    "firmName": {
      "description": "Name of the professional firm, if the executor is acting in a professional capacity",
      "examples": [
        "Irwin Mitchell LLP",
        "Evelyn Partners",
        "National Westminster Bank Trustee Services",
        "Nishimura & Asahi",
        "Anjarwalla & Khanna LLP",
        "Shardul Amarchand Mangaldas"
      ],
      "type": "string",
      "maxLength": 255
    },
    "grantType": {
      "description": "The type of grant issued by the court authorising this person to act. Includes territory-neutral alternatives for non-Commonwealth jurisdictions",
      "$comment": "grant_of_probate: E&W/AU/NZ — court confirms the executor named in the will. letters_of_administration: E&W — court appoints an administrator when there is no will. letters_of_administration_with_will_annexed: E&W — court appoints an administrator when the named executor cannot act. succession_certificate: IN/PK — Indian Succession Act s.372, entitles holder to collect assets. certificate_of_inheritance: DE (Erbschein), JP (相続証明書), FR (Acte de notoriété) — certifies inheritance rights. court_appointment: generic court appointment of administrator (various jurisdictions). resealing: a foreign grant is recognised by a local court (common in Commonwealth jurisdictions). european_certificate_of_succession: EU document proving an heir's or executor's status under the Brussels IV Regulation.",
      "examples": [
        "grant_of_probate",
        "letters_of_administration",
        "succession_certificate",
        "certificate_of_inheritance"
      ],
      "enum": [
        "grant_of_probate",
        "letters_of_administration",
        "letters_of_administration_with_will_annexed",
        "succession_certificate",
        "certificate_of_inheritance",
        "court_appointment",
        "resealing",
        "european_certificate_of_succession"
      ]
    },
    "grantDate": {
      "description": "Date the grant was issued",
      "examples": [ "2025-08-01" ],
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "format": "date"
    },
    "grantReference": {
      "description": "Court reference number for the grant",
      "examples": [ "PRO-2025-654321" ],
      "type": "string",
      "maxLength": 500
    },
    "issuingCourt": {
      "description": "Name of the court or registry that issued the grant",
      "examples": [
        "Leeds District Probate Registry",
        "Supreme Court of Victoria",
        "Surrogate's Court, New York County",
        "Tokyo Family Court",
        "Lagos High Court",
        "Bombay High Court"
      ],
      "type": "string",
      "maxLength": 255
    },
    "notes": {
      "description": "Free-text notes about this executor appointment — reservations, renunciations, or special circumstances",
      "examples": [
        "Power reserved to the secondary executor",
        "Executor renounced — administrator with will annexed appointed"
      ],
      "type": "string",
      "maxLength": 2000
    },
    "organisationId": {
      "description": "Reference to the Organisation.id if the executor is a trust corporation or professional firm acting as executor. Mutually exclusive with personId",
      "type": "string",
      "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
      "format": "uuid"
    },
    "organisationIdDisplay": {
      "description": "Human-readable display name for the referenced organisation",
      "type": "string",
      "maxLength": 255
    },
    "primary": {
      "description": "Whether this is the primary (lead) executor. Only one executor per estate should be marked as primary",
      "type": "boolean"
    },
    "consultWith": {
      "description": "Person IDs of individuals the executor should consult before making significant decisions. Models co-equal authority and consultation requirements",
      "type": "array",
      "items": {
        "type": "string",
        "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
        "format": "uuid"
      }
    },
    "scope": {
      "description": "The scope of this executor's authority, for specialist executors. If absent, the executor has authority over the entire estate",
      "$comment": "Use for literary executors (manuscripts, IP), digital executors (online accounts, crypto), or any executor appointed for specific asset categories only",
      "type": "object",
      "properties": {
        "description": {
          "description": "Human-readable description of the scope",
          "examples": [
            "Digital assets and online accounts only",
            "Literary works, manuscripts, and intellectual property"
          ],
          "type": "string",
          "maxLength": 500
        },
        "assetCategories": {
          "description": "Asset categories this executor manages",
          "type": "array",
          "items": {
            "type": "string",
            "maxLength": 100
          }
        },
        "assetIds": {
          "description": "Specific asset IDs this executor manages",
          "type": "array",
          "items": {
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
            "format": "uuid"
          }
        }
      },
      "additionalProperties": false
    },
    "provenance": {
      "description": "Consolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it",
      "$ref": "common/provenance.json"
    },
    "conflictsOfInterest": {
      "description": "Declared conflicts of interest — executor/trustee who is also a beneficiary, drafter, or family member",
      "type": "array",
      "maxItems": 50,
      "items": {
        "type": "object",
        "required": [ "conflictType" ],
        "properties": {
          "conflictType": {
            "enum": [
              "beneficiary",
              "drafter",
              "family_member",
              "business_associate"
            ]
          },
          "relatedPersonId": {
            "type": "string",
            "pattern": "^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$",
            "format": "uuid"
          },
          "disclosed": {
            "type": "boolean"
          },
          "independentOversightRequired": {
            "type": "boolean"
          },
          "notes": {
            "type": "string",
            "maxLength": 2000
          }
        },
        "additionalProperties": false
      }
    }
  },
  "patternProperties": {
    "^x-inherit-[a-z][a-z0-9-]{1,54}$": {
      "type": "object",
      "maxProperties": 50,
      "propertyNames": {
        "pattern": "^[a-zA-Z_][a-zA-Z0-9_]*$",
        "maxLength": 64
      }
    }
  },
  "unevaluatedProperties": false,
  "dependentRequired": {
    "grantReference": [ "grantDate", "issuingCourt" ]
  }
}