generated: '2026-07-19'
method: derived
source: openapi/lev-openapi-original.json
docs: https://www.lev.com/docs/build/deals
summary: Entity-relationship graph derived from the 58 component schemas in the Lev
  OpenAPI 3.1 document — schema $ref links plus id-reference fields on each object.
  The Deal is the hub of the model; nearly every other entity either belongs to a
  deal or is referenced from one. Identifiers are integers on the core CRM entities
  and UUIDs on Index facts and memos.
id_conventions:
  core_entities: integer ids (deal, contact, company, placement, term sheet,
    pipeline, note, vault, document)
  memos: uuid (memo_uuid path parameter)
  index_facts: uuid-style sot_id / observation_id / metric_id
  tenancy_field: owner_account_id appears on Deal, Contact, Company, and Pipeline,
    scoping every record to an account
entities:
- name: Deal
  schema: Deal
  description: The core CRE financing or investment-sales transaction. Hub of the
    model.
  operations:
    list: getDeals
    get: getDealsDealId
    create: postDeals
    update: patchDealsDealId
    archive: deleteDealsDealId
  fields_of_note:
  - id
  - owner_account_id
  - loan_type
  - transaction_type
  - business_plan
  enums:
  - LoanType
  - TransactionType
  - BusinessPlanType
- name: DealFinancials
  schema: DealFinancials
  operations: {get: getDealsDealIdFinancials}
- name: DealProperty
  schema: DealProperty
  operations: {list: getDealsDealIdProperties}
- name: DealTeamMember
  schema: DealTeamMember
  operations: {list: getDealsDealIdTeam}
- name: Vault
  schema: Vault
  description: A deal's private Resources area or a shared Deal Room.
  operations: {list: getDealsDealIdVaults}
- name: DealDocument
  schema: DealDocument
  operations:
    list: getDealsDealIdDocuments
    get: getDealsDealIdDocumentsDocumentId
    download: getDealsDealIdDocumentsDocumentIdDownload
- name: DealChecklist
  schema: DealChecklist
  description: One checklist per shared Deal Room, composed of sections and tasks.
  operations: {list: getDealsDealIdChecklists}
- name: ChecklistSection
  schema: ChecklistSection
- name: ChecklistTask
  schema: ChecklistTask
  description: Self-referencing — tasks can nest subtasks.
  operations:
    create: postChecklistTasks
    update: patchChecklistTasksTaskId
    complete: postChecklistTasksTaskIdComplete
- name: DealIndexFact
  schema: DealIndexFact
  description: A canonical, source-backed metric value recorded on a deal.
  operations:
    search: postDealsDealIdIndexSearch
    record: postDealsDealIdIndexFacts
    update: patchDealsDealIdIndexFacts
- name: DealIndexObservation
  schema: DealIndexObservation
  description: A per-document candidate value extracted behind a canonical fact —
    the provenance layer.
  operations: {list: postDealsDealIdIndexObservations}
- name: DealIndexMetricDefinition
  schema: DealIndexMetricDefinition
  operations: {list: getDealsDealIdIndexMetricDefinitions}
- name: DealIndexEntity
  schema: DealIndexEntity
  description: The entity a recorded fact can be attached to.
  operations: {list: getDealsDealIdIndexEntities}
- name: DealMemo
  schema: DealMemo
  description: An AI-generated deal book, published or draft, with signed PDF links.
  operations:
    list: getDealsDealIdMemos
    get: getDealsDealIdMemosMemoUuid
- name: Placement
  schema: Placement
  description: The placement of a deal with a capital source.
  operations:
    list: getPlacements
    get: getPlacementsPlacementId
    create: postPlacements
    update: patchPlacementsPlacementId
- name: TermSheet
  schema: TermSheet
  operations:
    list: getDealsDealIdTermSheets
    get: getDealsDealIdTermSheetsTermSheetId
    create: postDealsDealIdTermSheets
    update: patchDealsDealIdTermSheetsTermSheetId
    delete: deleteDealsDealIdTermSheetsTermSheetId
- name: Contact
  schema: Contact
  operations:
    list: getContacts
    get: getContactsContactId
    create: postContacts
    update: patchContactsContactId
    unlock: postContactsContactIdActionsUnlock
- name: Company
  schema: Company
  operations:
    list: getCompanies
    get: getCompaniesCompanyId
    create: postCompanies
    update: patchCompaniesCompanyId
- name: Note
  schema: Note
  description: Polymorphic — the same Note schema is attached to deals, contacts,
    companies, placements, and checklist tasks through parent-scoped routes rather
    than a parent-type field.
- name: Pipeline
  schema: Pipeline
  operations:
    list: getPipelines
    get: getPipelinesPipelineId
- name: PipelineStatus
  schema: PipelineStatus
- name: LenderDirectoryLender
  schema: LenderDirectoryLender
  description: A lender organization in the directory, addressed by org_id.
  operations:
    list: getLendersDirectory
    get: getLendersOrgId
- name: LenderProgram
  schema: LenderProgram
  operations: {list: getLendersOrgIdPrograms}
- name: CurrentUser
  schema: CurrentUser
  operations: {get: getMe}
- name: AccountTeamMember
  schema: AccountTeamMember
  operations: {list: getAccountTeam}
- name: ApiKey
  schema: ApiKey
  operations:
    list: getApiKeys
    create: postApiKeys
    revoke: deleteApiKeysKeyId
    validate: postAuthValidateApiKey
- name: BillingSummary
  schema: BillingSummary
  operations: {get: getBillingSummary}
- name: Credits
  schema: Credits
  operations: {get: getBillingCreditsBalance}
relationships:
- from: Deal
  to: DealFinancials
  kind: has_one
  via: deal_id
  evidence: DealFinancials.deal_id
- from: Deal
  to: DealProperty
  kind: has_many
  via: path scope /deals/{deal_id}/properties
- from: Deal
  to: DealTeamMember
  kind: has_many
  via: path scope /deals/{deal_id}/team
- from: Deal
  to: Vault
  kind: has_many
  via: path scope /deals/{deal_id}/vaults
- from: Deal
  to: DealDocument
  kind: has_many
  via: path scope /deals/{deal_id}/documents
- from: DealDocument
  to: Vault
  kind: belongs_to
  via: DocumentVaultRef
  evidence: DealDocument $ref DocumentVaultRef
- from: Deal
  to: DealChecklist
  kind: has_many
  via: path scope /deals/{deal_id}/checklists
- from: DealChecklist
  to: Vault
  kind: belongs_to
  via: ChecklistVaultRef
  evidence: DealChecklist $ref ChecklistVaultRef
- from: DealChecklist
  to: ChecklistSection
  kind: has_many
  evidence: DealChecklist $ref ChecklistSection
- from: ChecklistSection
  to: ChecklistTask
  kind: has_many
  evidence: ChecklistSection $ref ChecklistTask
- from: ChecklistTask
  to: ChecklistTask
  kind: has_many
  via: self-reference (subtasks)
  evidence: ChecklistTask $ref ChecklistTask
- from: ChecklistTask
  to: ChecklistTaskFile
  kind: has_many
  evidence: ChecklistTask $ref ChecklistTaskFile
- from: ChecklistTaskFile
  to: DealDocument
  kind: belongs_to
  via: document_id
- from: ChecklistTask
  to: ChecklistAssignee
  kind: has_one
  evidence: ChecklistTask $ref ChecklistAssignee
- from: ChecklistTask
  to: ChecklistAssignedTeam
  kind: has_one
  evidence: ChecklistTask $ref ChecklistAssignedTeam
- from: ChecklistTask
  to: ChecklistCollaborator
  kind: has_many
  evidence: ChecklistTask $ref ChecklistCollaborator
- from: ChecklistTask
  to: ChecklistDocumentType
  kind: has_one
  evidence: ChecklistTask $ref ChecklistDocumentType
- from: Deal
  to: DealIndexFact
  kind: has_many
  via: path scope /deals/{deal_id}/index/facts
- from: DealIndexFact
  to: DealIndexMetricDefinition
  kind: belongs_to
  via: metric_id
- from: DealIndexFact
  to: DealIndexEntity
  kind: belongs_to
  via: entity_id
- from: DealIndexFact
  to: DealIndexObservation
  kind: has_many
  via: observation_id
  note: A canonical fact is backed by many per-document observations; promoting one
    observation sets the canonical value.
- from: DealIndexObservation
  to: DealIndexSearchSource
  kind: has_one
  evidence: DealIndexObservation $ref DealIndexSearchSource
- from: DealIndexSearchSource
  to: DealDocument
  kind: belongs_to
  via: document_id
  note: This is the provenance edge — every indexed fact traces back to a source
    document.
- from: DealIndexMetricDefinition
  to: category
  kind: belongs_to
  via: category_id
- from: Deal
  to: DealMemo
  kind: has_many
  via: path scope /deals/{deal_id}/memos
- from: DealMemo
  to: VaultTag
  kind: has_many
  evidence: DealMemo $ref VaultTag
  note: A memo can live in more than one vault.
- from: Deal
  to: Placement
  kind: has_many
  via: deal_id
  evidence: Placement.deal_id
- from: Placement
  to: Company
  kind: belongs_to
  via: private_company_id
- from: Placement
  to: Contact
  kind: belongs_to
  via: contact_id
- from: Deal
  to: TermSheet
  kind: has_many
  via: deal_id
  evidence: TermSheet.deal_id
- from: TermSheet
  to: Placement
  kind: belongs_to
  via: placement_id
  note: Term sheets are created against a placement, addressed under the deal.
- from: TermSheet
  to: LenderDirectoryLender
  kind: belongs_to
  via: org_id
- from: Contact
  to: Phone
  kind: has_many
  evidence: Contact $ref Phone
- from: Contact
  to: Company
  kind: belongs_to
  via: org_id
  note: Company.org_id links a CRM company to a directory organization.
- from: Company
  to: LenderDirectoryLender
  kind: belongs_to
  via: org_id
- from: LenderDirectoryLender
  to: LenderProgram
  kind: has_many
  via: path scope /lenders/{org_id}/programs
- from: Deal
  to: Note
  kind: has_many
  via: path scope /deals/{deal_id}/notes
- from: Contact
  to: Note
  kind: has_many
  via: path scope /contacts/{contact_id}/notes
- from: Company
  to: Note
  kind: has_many
  via: path scope /companies/{company_id}/notes
- from: Placement
  to: Note
  kind: has_many
  via: path scope /placements/{placement_id}/notes
- from: ChecklistTask
  to: Note
  kind: has_many
  via: path scope /checklist-tasks/{task_id}/notes
- from: Deal
  to: Pipeline
  kind: belongs_to
  via: postDealsDealIdPipeline
  note: A deal is moved to a pipeline stage rather than carrying a stored
    pipeline_id in the Deal schema.
- from: Pipeline
  to: PipelineStatus
  kind: has_many
- from: DealProperty
  to: AssetTypes
  kind: belongs_to
  via: asset_type_id
- from: Account
  to: Deal
  kind: has_many
  via: owner_account_id
- from: Account
  to: Contact
  kind: has_many
  via: owner_account_id
- from: Account
  to: Company
  kind: has_many
  via: owner_account_id
- from: Account
  to: Pipeline
  kind: has_many
  via: owner_account_id
- from: Account
  to: BillingSummary
  kind: has_one
- from: BillingSummary
  to: Credits
  kind: has_one
  evidence: BillingSummary $ref Credits
- from: BillingSummary
  to: Subscription
  kind: has_one
  evidence: BillingSummary $ref Subscription
render: null
related:
  openapi: openapi/lev-openapi-original.json
  conventions: conventions/lev-conventions.yml