How do I list change reasons?
Table of Contents
List change reasons via ores.cli. See the CLI inventory for sibling recipes.
Question
How do I list change reasons?
Answer
List all as JSON
export ORES_CLI_DB_PASSWORD ./ores.cli dq change-reasons list ${db_args} ${log_args} --format json | jq .[:5]
[
{
"version": 1,
"code": "system.initial_load",
"description": "Initial system bootstrap or migration",
"category_code": "system",
"applies_to_amend": false,
"applies_to_delete": false,
"requires_commentary": false,
"display_order": 0,
"recorded_by": "system",
"change_commentary": "System seed data - standard regulatory taxonomy",
"recorded_at": "2026-01-11 21:39:05.000000000Z"
},
{
"version": 1,
"code": "common.non_material_update",
"description": "Non-material update (Touch)",
"category_code": "common",
"applies_to_amend": true,
"applies_to_delete": false,
"requires_commentary": false,
"display_order": 10,
"recorded_by": "system",
"change_commentary": "System seed data - standard regulatory taxonomy",
"recorded_at": "2026-01-11 21:39:05.000000000Z"
},
{
"version": 1,
"code": "system.new_record",
"description": "New record created during normal operations",
"category_code": "system",
"applies_to_amend": false,
"applies_to_delete": false,
"requires_commentary": false,
"display_order": 10,
"recorded_by": "system",
"change_commentary": "System seed data - standard regulatory taxonomy",
"recorded_at": "2026-01-11 21:39:05.000000000Z"
},
{
"version": 1,
"code": "trade.fat_finger",
"description": "Erroneous execution (wrong quantity/price)",
"category_code": "trade",
"applies_to_amend": true,
"applies_to_delete": true,
"requires_commentary": false,
"display_order": 10,
"recorded_by": "system",
"change_commentary": "System seed data - standard regulatory taxonomy",
"recorded_at": "2026-01-11 21:39:05.000000000Z"
},
{
"version": 1,
"code": "common.rectification",
"description": "User/Booking Error",
"category_code": "common",
"applies_to_amend": true,
"applies_to_delete": true,
"requires_commentary": false,
"display_order": 20,
"recorded_by": "system",
"change_commentary": "System seed data - standard regulatory taxonomy",
"recorded_at": "2026-01-11 21:39:05.000000000Z"
}
]
List all as table
export ORES_CLI_DB_PASSWORD ./ores.cli dq change-reasons list ${db_args} ${log_args} --format table
+-----------------------------+----------+----------------------------------------------------+-------+--------+--------------+-------+-------------+---------+ | Code | Category | Description | Amend | Delete | Req. Comment | Order | Recorded By | Version | +-----------------------------+----------+----------------------------------------------------+-------+--------+--------------+-------+-------------+---------+ | system.initial_load | system | Initial system bootstrap or migration | N | N | N | 0 | system | 1 | | common.non_material_update | common | Non-material update (Touch) | Y | N | N | 10 | system | 1 | | system.new_record | system | New record created during normal operations | N | N | N | 10 | system | 1 | | trade.fat_finger | trade | Erroneous execution (wrong quantity/price) | Y | Y | N | 10 | system | 1 | | common.rectification | common | User/Booking Error | Y | Y | N | 20 | system | 1 | | system.external_data_import | system | External data import (requires data lineage) | Y | N | Y | 20 | system | 1 | | trade.system_malfunction | trade | Technical glitch or algorithm issue | Y | Y | Y | 20 | system | 1 | | common.duplicate | common | Duplicate Record | N | Y | N | 30 | system | 1 | | trade.corporate_action | trade | Stock split, dividend, or merger adjustment | Y | Y | N | 30 | system | 1 | | common.stale_data | common | Data not updated within required liquidity horizon | Y | Y | N | 40 | system | 1 | | trade.allocation_swap | trade | House to client sub-account reallocation | Y | Y | N | 40 | system | 1 | | common.outlier_correction | common | Manual override after plausibility check failure | Y | Y | Y | 50 | system | 1 | | trade.re_booking | trade | Wrong legal entity correction | Y | Y | Y | 50 | system | 1 | | common.feed_failure | common | Upstream vendor/API data issue | Y | Y | Y | 60 | system | 1 | | common.mapping_error | common | Incorrect ID translation (e.g., ISIN to FIGI) | Y | Y | Y | 70 | system | 1 | | common.judgmental_override | common | Expert judgment when market prices unavailable | Y | Y | Y | 80 | system | 1 | | common.regulatory | common | Mandatory compliance adjustment | Y | Y | Y | 90 | system | 1 | | common.other | common | Exceptional (requires audit note) | Y | Y | Y | 1000 | system | 1 | | trade.other | trade | Exceptional (requires audit note) | Y | Y | Y | 1000 | system | 1 | +-----------------------------+----------+----------------------------------------------------+-------+--------+--------------+-------+-------------+---------+
List specific change reason
export ORES_CLI_DB_PASSWORD ./ores.cli dq change-reasons list ${db_args} ${log_args} \ --format json --key "data_correction" | jq .