Customer concentration

Concentration entries, disclosure thresholds, and status for reported customer exposure.

Category: Business
Forms: 10-K

Use cases#

Inspect concentration figures by customer scope and period.
Read the threshold and disclosure status used for the captured entries.

Response schema#

Fields 21

Field path	Type	Description
`disclosure_status`# required	object	Customer-concentration disclosure status. 'disclosed' means at least one qualifying customer concentration figure is present — populate concentrations[]. 'explicitly_none' means the filing states that no customer reaches its disclosure threshold. Judge per item, but 'disclosed' wins: if revenue says 'none above 10%' while receivables show a customer concentration, the status is 'disclosed'.
`disclosure_status.value`# required	string	Value
`disclosure_status.evidence`# required	object	Evidence object. Never null.
`disclosure_status.evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Shortest contiguous source span; no ellipsis, no translation. null when there is no textual basis.
`disclosure_status.evidence.reasoning`# required	string	How the source maps to this value. For null decisions, state the basis (not disclosed / not applicable / indeterminable / scope limitation).
`disclosure_threshold`# required	object	The percentage threshold the filing itself uses to frame customer significance. Commonly 10%, but company-defined (e.g. ADP uses 2%). Never hardcode 10 — when the filing states only a ranking ('top 3 customers') or a qualitative absence, there is no stated threshold, so this is a null-decision wrapper.
`disclosure_threshold.value`# required	number\| null	Threshold percentage as written (10 means 10%). null when no explicit threshold.
`disclosure_threshold.unit`# required	string\| null	'percent' when a threshold value is present; null when value is null.
`disclosure_threshold.evidence`# required	object	Evidence object. Never null.
`disclosure_threshold.evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Shortest contiguous source span; no ellipsis, no translation. null when there is no textual basis.
`disclosure_threshold.evidence.reasoning`# required	string	How the source maps to this value. For null decisions, state the basis (not disclosed / not applicable / indeterminable / scope limitation).
`concentrations`# required	array\| null items: object	One entry per (customer scope x concentrated item x period) qualifying concentration figure. null when disclosure_status is 'explicitly_none' or 'not_disclosed' (no empty array). Aggregated top-N figures are included with scope='group'.
`concentrations[].customer_name`# required	string\| null	The customer name as printed, including anonymised labels such as 'Customer A'. When scope='group' and the filing lists the names, join them in source order with ', '. null when the filing refers to a customer anonymously with no label, or gives only a bundle label. Never invent a name.
`concentrations[].category`# required	string	Coarse category of the concentrated item. 'revenue' = revenue / net revenue / sales. 'receivables' = accounts receivable / trade receivables. 'other' = any other customer-attributed item (e.g. contract assets); the exact item phrase is preserved in evidence.quote. Backlog and supplier-side items (purchases, payment processing expense) are OUT OF SCOPE and must not appear.
`concentrations[].scope`# required	string	'single' = the figure attributes to one customer (incl. an anonymous 'one customer'). 'group' = an aggregated top-N customer figure (e.g. 'top 10 customers') or a segment-level bundle of major customers.
`concentrations[].group_size`# required	integer\| null	Number of customers aggregated when scope='group' (10 for 'top 10 customers'). null when scope='single', or when the count is left indefinite. Never invent a count absent from the source.
`concentrations[].value`# required	unknown\| null	The measured concentration degree, a discriminated union by 'type' (mirroring the period shape). 'fixed' for one printed percentage; 'range' for a printed low-high band. null ONLY when the filing gives a qualitative concentration with no figure at all — a printed numeric band is NOT qualitative, it is a 'range'.
`concentrations[].period`# required	unknown\| null	Reporting period the concentration figure applies to. Model by the nature of the concentrated item: a full-period FLOW is a 'range'; a point-in-time BALANCE is 'as_of'. null when the filing attaches no period, or when only an ordinal label is printed and no year appears anywhere in context.
`concentrations[].evidence`# required	object	Evidence object. Never null.
`concentrations[].evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Shortest contiguous source span; no ellipsis, no translation. null when there is no textual basis.
`concentrations[].evidence.reasoning`# required	string	How the source maps to this value. For null decisions, state the basis (not disclosed / not applicable / indeterminable / scope limitation).

Example dataset#

An illustrative example for customer_concentration. Use it to see the shape of the data before running a live request.

Top-level fields in the example dataset
Field	Summary
disclosure_status	disclosed
disclosure_threshold	1 field
concentrations	1 item

Playground#

Response schema#

Fields 21

Field path	Type	Description
`disclosure_status`# required	object	Customer-concentration disclosure status. 'disclosed' means at least one qualifying customer concentration figure is present — populate concentrations[]. 'explicitly_none' means the filing states that no customer reaches its disclosure threshold. Judge per item, but 'disclosed' wins: if revenue says 'none above 10%' while receivables show a customer concentration, the status is 'disclosed'.
`disclosure_status.value`# required	string	Value
`disclosure_status.evidence`# required	object	Evidence object. Never null.
`disclosure_status.evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Shortest contiguous source span; no ellipsis, no translation. null when there is no textual basis.
`disclosure_status.evidence.reasoning`# required	string	How the source maps to this value. For null decisions, state the basis (not disclosed / not applicable / indeterminable / scope limitation).
`disclosure_threshold`# required	object	The percentage threshold the filing itself uses to frame customer significance. Commonly 10%, but company-defined (e.g. ADP uses 2%). Never hardcode 10 — when the filing states only a ranking ('top 3 customers') or a qualitative absence, there is no stated threshold, so this is a null-decision wrapper.
`disclosure_threshold.value`# required	number\| null	Threshold percentage as written (10 means 10%). null when no explicit threshold.
`disclosure_threshold.unit`# required	string\| null	'percent' when a threshold value is present; null when value is null.
`disclosure_threshold.evidence`# required	object	Evidence object. Never null.
`disclosure_threshold.evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Shortest contiguous source span; no ellipsis, no translation. null when there is no textual basis.
`disclosure_threshold.evidence.reasoning`# required	string	How the source maps to this value. For null decisions, state the basis (not disclosed / not applicable / indeterminable / scope limitation).
`concentrations`# required	array\| null items: object	One entry per (customer scope x concentrated item x period) qualifying concentration figure. null when disclosure_status is 'explicitly_none' or 'not_disclosed' (no empty array). Aggregated top-N figures are included with scope='group'.
`concentrations[].customer_name`# required	string\| null	The customer name as printed, including anonymised labels such as 'Customer A'. When scope='group' and the filing lists the names, join them in source order with ', '. null when the filing refers to a customer anonymously with no label, or gives only a bundle label. Never invent a name.
`concentrations[].category`# required	string	Coarse category of the concentrated item. 'revenue' = revenue / net revenue / sales. 'receivables' = accounts receivable / trade receivables. 'other' = any other customer-attributed item (e.g. contract assets); the exact item phrase is preserved in evidence.quote. Backlog and supplier-side items (purchases, payment processing expense) are OUT OF SCOPE and must not appear.
`concentrations[].scope`# required	string	'single' = the figure attributes to one customer (incl. an anonymous 'one customer'). 'group' = an aggregated top-N customer figure (e.g. 'top 10 customers') or a segment-level bundle of major customers.
`concentrations[].group_size`# required	integer\| null	Number of customers aggregated when scope='group' (10 for 'top 10 customers'). null when scope='single', or when the count is left indefinite. Never invent a count absent from the source.
`concentrations[].value`# required	unknown\| null	The measured concentration degree, a discriminated union by 'type' (mirroring the period shape). 'fixed' for one printed percentage; 'range' for a printed low-high band. null ONLY when the filing gives a qualitative concentration with no figure at all — a printed numeric band is NOT qualitative, it is a 'range'.
`concentrations[].period`# required	unknown\| null	Reporting period the concentration figure applies to. Model by the nature of the concentrated item: a full-period FLOW is a 'range'; a point-in-time BALANCE is 'as_of'. null when the filing attaches no period, or when only an ordinal label is printed and no year appears anywhere in context.
`concentrations[].evidence`# required	object	Evidence object. Never null.
`concentrations[].evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Shortest contiguous source span; no ellipsis, no translation. null when there is no textual basis.
`concentrations[].evidence.reasoning`# required	string	How the source maps to this value. For null decisions, state the basis (not disclosed / not applicable / indeterminable / scope limitation).

Field

Summary

disclosure_status

disclosed

disclosure_threshold

1 field

concentrations

1 item