{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://agoragentic.com/schema/finance-agent-options-review-packet.v1.json",
  "title": "Finance Agent Options Review Packet V1",
  "description": "Standalone C1 no-action options review packet schema for finance-agent owner/compliance review. This packet is research and review evidence only. It does not approve options execution, place or cancel orders, dispatch Robinhood or other providers, mutate wallet/x402 state, call execute/invoke, publish listings, or publish capabilities.",
  "type": "object",
  "required": [
    "underlying_symbol",
    "strategy_family",
    "review_scope",
    "expiration_window",
    "strike_or_moneyness_band",
    "max_loss_explanation",
    "assignment_risk_summary",
    "liquidity_risk_summary",
    "owner_approval_required",
    "compliance_review_required",
    "brokerage_options_approval_required",
    "mcp_schema_proof_required",
    "non_personalized",
    "executable_directly",
    "can_execute_orders",
    "provider_dispatch_enabled",
    "options_execution_enabled",
    "option_order_schema_allowed"
  ],
  "properties": {
    "schema": {
      "type": "string",
      "const": "agoragentic.agent-os.finance-agent-options-review-packet.v1"
    },
    "schema_ref": {
      "type": "string",
      "const": "/schema/finance-agent-options-review-packet.v1.json"
    },
    "artifact": {
      "type": "string",
      "const": "options_review_packet"
    },
    "underlying_symbol": {
      "$ref": "#/$defs/public_safe_symbol",
      "description": "Public-safe underlying symbol label only. Raw URLs, token-looking values, credentials, account/card/payment/wallet values, and raw provider payloads are rejected before storage."
    },
    "strategy_family": { "$ref": "#/$defs/public_safe_text_512" },
    "review_scope": { "$ref": "#/$defs/public_safe_text_512" },
    "expiration_window": { "$ref": "#/$defs/public_safe_text_512" },
    "strike_or_moneyness_band": { "$ref": "#/$defs/public_safe_text_512" },
    "max_loss_explanation": { "$ref": "#/$defs/public_safe_text_512" },
    "assignment_risk_summary": { "$ref": "#/$defs/public_safe_text_512" },
    "liquidity_risk_summary": { "$ref": "#/$defs/public_safe_text_512" },
    "owner_approval_required": { "type": "boolean", "const": true },
    "compliance_review_required": { "type": "boolean", "const": true },
    "brokerage_options_approval_required": { "type": "boolean", "const": true },
    "mcp_schema_proof_required": { "type": "boolean", "const": true },
    "non_personalized": { "type": "boolean", "const": true },
    "executable_directly": { "type": "boolean", "const": false },
    "can_execute_orders": { "type": "boolean", "const": false },
    "provider_dispatch_enabled": { "type": "boolean", "const": false },
    "options_execution_enabled": { "type": "boolean", "const": false },
    "option_order_schema_allowed": { "type": "boolean", "const": false },
    "route_can_execute": { "type": "boolean", "const": false },
    "route_can_dispatch_provider": { "type": "boolean", "const": false },
    "route_can_approve_options_execution": { "type": "boolean", "const": false },
    "approval_evidence_route": {
      "type": "string",
      "const": "/api/agent-os/finance/deployments/{deployment_id}/compliance-approvals"
    },
    "approval_evidence_schema": {
      "type": "string",
      "const": "/schema/finance-agent-compliance-approval.v1.json"
    },
    "required_external_gates": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "owner_approval_required",
          "compliance_review_required",
          "brokerage_options_approval_required",
          "mcp_schema_proof_required"
        ]
      }
    }
  },
  "$defs": {
    "public_safe_text_512": {
      "type": "string",
      "minLength": 1,
      "maxLength": 512,
      "not": {
        "anyOf": [
          { "pattern": "\\b[A-Za-z][A-Za-z0-9+.-]*://\\S+" },
          { "pattern": "\\b[Dd][Aa][Tt][Aa]:\\S+" },
          { "pattern": "^[\\[{]" },
          { "pattern": "[\\r\\n]" },
          { "pattern": "([Bb][Ee][Aa][Rr][Ee][Rr]|[Bb][Aa][Ss][Ii][Cc])\\s+[A-Za-z0-9._~+/=-]{8,}" },
          { "pattern": "\\b([Aa][Cc][Cc][Ee][Ss][Ss]|[Rr][Ee][Ff][Rr][Ee][Ss][Hh]|[Aa][Uu][Tt][Hh]|[Oo][Aa][Uu][Tt][Hh])[_\\s-]?[Tt][Oo][Kk][Ee][Nn]\\b" },
          { "pattern": "\\b([Aa][Pp][Ii][_\\s-]?[Kk][Ee][Yy]|[Ss][Ee][Cc][Rr][Ee][Tt]|[Cc][Rr][Ee][Dd][Ee][Nn][Tt][Ii][Aa][Ll]|[Pp][Aa][Ss][Ss][Ww][Oo][Rr][Dd]|[Mm][Ff][Aa]|[Oo][Tt][Pp]|[Cc][Vv][Vv]|[Cc][Vv][Cc]|[Pp][Aa][Nn]|[Ss][Ss][Nn])\\b" },
          { "pattern": "\\b([Aa][Cc][Cc][Oo][Uu][Nn][Tt]|[Cc][Aa][Rr][Dd]|[Pp][Aa][Yy][Mm][Ee][Nn][Tt]|[Ww][Aa][Ll][Ll][Ee][Tt]|[Rr][Oo][Uu][Tt][Ii][Nn][Gg])[_\\s-]?([Nn][Uu][Mm][Bb][Ee][Rr]|[Pp][Aa][Yy][Ll][Oo][Aa][Dd]|[Rr][Aa][Ww]|[Vv][Aa][Ll][Uu][Ee]|[Vv][Aa][Ll][Uu][Ee][Ss])\\b" },
          { "pattern": "[?&]([Tt][Oo][Kk][Ee][Nn]|[Aa][Cc][Cc][Ee][Ss][Ss]_[Tt][Oo][Kk][Ee][Nn]|[Rr][Ee][Ff][Rr][Ee][Ss][Hh]_[Tt][Oo][Kk][Ee][Nn]|[Aa][Pp][Ii]_[Kk][Ee][Yy]|[Kk][Ee][Yy]|[Ss][Ee][Cc][Rr][Ee][Tt]|[Aa][Cc][Cc][Oo][Uu][Nn][Tt]|[Cc][Aa][Rr][Dd]|[Pp][Aa][Yy][Mm][Ee][Nn][Tt]|[Ww][Aa][Ll][Ll][Ee][Tt]|[Aa][Uu][Tt][Hh][Oo][Rr][Ii][Zz][Aa][Tt][Ii][Oo][Nn])=" },
          { "pattern": "\\b([Ss][Kk]|[Pp][Kk]|[Aa][Mm][Kk]|[Xx][Oo][Xx][BbAaPpRrSs]|[Gg][Hh][PpOoUuSsRr])_[A-Za-z0-9_=-]{8,}\\b" }
        ]
      }
    },
    "public_safe_symbol": {
      "allOf": [
        { "$ref": "#/$defs/public_safe_text_512" },
        { "maxLength": 32 }
      ]
    }
  },
  "not": {
    "anyOf": [
      { "required": ["broker_order"] },
      { "required": ["broker_order_ticket"] },
      { "required": ["broker_payload"] },
      { "required": ["contract_id"] },
      { "required": ["contracts"] },
      { "required": ["execution_payload"] },
      { "required": ["legs"] },
      { "required": ["occ_symbol"] },
      { "required": ["option_contract_id"] },
      { "required": ["option_legs"] },
      { "required": ["option_order"] },
      { "required": ["option_symbol"] },
      { "required": ["options_order"] },
      { "required": ["options_order_ticket"] },
      { "required": ["order_payload"] },
      { "required": ["order_schema"] },
      { "required": ["order_ticket"] },
      { "required": ["expiration"] },
      { "required": ["expiration_date"] },
      { "required": ["limit_price"] },
      { "required": ["order_type"] },
      { "required": ["option_type"] },
      { "required": ["quantity"] },
      { "required": ["side"] },
      { "required": ["stop_price"] },
      { "required": ["strike_price"] },
      { "required": ["time_in_force"] },
      { "required": ["personalized_advice"] },
      { "required": ["personalized_recommendation"] },
      { "required": ["portfolio_allocation"] },
      { "required": ["suitability_assessment"] },
      { "required": ["raw_account_values"] },
      { "required": ["raw_card_values"] },
      { "required": ["raw_order_values"] },
      { "required": ["raw_payment_payload"] },
      { "required": ["wallet_private_data"] },
      { "required": ["auth_token"] },
      { "required": ["access_token"] },
      { "required": ["refresh_token"] }
    ]
  },
  "additionalProperties": true
}