finance_notes

source 2 PII columns

Working notes the finance team writes.

Definition

Notes (meeting / close-checklist / reconciliation / board-prep / variance-commentary / general). `title` + `body_text` are free-text PII (nullify on erasure); the full body also lands in the GCS corpus at source_uri. 365-day comms retention.

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Column

Description

Tests · PII

finance_note_id

Primary key — BIGSERIAL on the source.

employee PII2 tests

external_ref

Note GUID (== corpus blob key). Unique.

2 tests

author_employee_id

FK to `finance_employees.employee_id` (author). NOT NULL.

1 test

note_type

Type — `meeting` / `close_checklist` / `reconciliation` / `board_prep` / `variance_commentary` / `general`.

1 test

title

Note title. Free-text PII (nullify on erasure).

PII

body_text

Note body. Free-text PII (nullify on erasure).

PII

related_period_id

FK to `fiscal_periods.period_id` (not staged in this slice). Nullable.

related_cost_center_id

FK to `cost_centers.cost_center_id`. Nullable.

related_entity_type

Hint — `customer_invoice` / `vendor_bill` / `gl_account` / `budget` / `forecast`. Nullable.

related_entity_id

Soft FK to the related_entity_type PK. Nullable.

noted_at

When the note was taken.

source_uri

gs:// blob for the body. Nullable.

document_id

Corpus document_id, backfilled. Nullable.

document +5 PII

sha256

SHA-256 of the corpus blob, backfilled. Nullable.

created_at

Row insert timestamp in the source DB.

updated_at

Row update timestamp in the source DB.