Skip to main content

​
Overview

OperatingAssumptions define the discretionary, variable financial decisions made annually. These change frequently based on business conditions.

​
Schema

{
  "contribution_policy": {
    "type": "fixed_amount" | "percentage_of_payroll",
    "annual_amount": 500000
  },
  "share_valuation": {
    "current_price": 100.00,
    "annual_growth_rate": 0.05
  },
  "repurchase_strategy": {
    "timing": "immediate" | "deferred",
    "funding_source": "trust_cash" | "company_loan"
  }
}

​
Example

See Quick Start for complete example.