Level D data — records third-party interest in estate assets (art dealers, property investors, collectors). Privacy-controlled. Managed via proxy authorisation

Required fields
idinterestedPartyofferStatusprivacyLevel

Fields

FieldTypeReqDescription
assetsarray[Asset interest item]Specific assets or properties the interested party wants to acquire
collectionCollection interestInterest in a collection of assets as a whole
communicationInitiatedByenumWho initiated the communication about this potential transaction buyer: the interested party initiated contact. testator: the testator reached out to the interested party. proxy: the proxy initiated contact on behalf of the testator. executor: the executor initiated contact post-death.
idstringUnique identifier for this dealer interest record within the INHERIT document
interestedPartyInterested partyThe third party expressing interest in estate assets
linkedBequestIdstringReference to a Bequest.id if this asset is also subject to a bequest. A dealer interest and a bequest may conflict
managedByProxyIdstringReference to the ProxyAuthorisation.id that governs this dealer interest — the proxy managing the negotiation
notesstringFree-text notes about this dealer interest
offerDetailsOffer detailsDetails of a specific offer, if one has been made
offerStatusenumCurrent status of the offer or expression of interest standing_interest: general interest registered, no specific offer. verbal_offer: informal verbal offer made. written_offer: formal written offer submitted. formal_valuation: independent valuation commissioned as part of negotiation. conditional_offer: offer subject to conditions. accepted: offer accepted by the testator or executor. declined: offer declined. expired: offer has passed its validity date. withdrawn: offer withdrawn by the interested party.
privacyLevelenumWho may see this dealer interest record. Privacy is critical — the testator may not want family to know about dealer approaches testator_only: only the testator can see this dealer interest. proxy_visible: the testator and authorised proxy can see it. executor_visible: the testator, proxy, and executor can see it. all_parties: visible to all parties with access to the estate data.
provenanceProvenanceConsolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it
testatorDispositionenumThe testator's disposition towards selling this asset willing_to_sell: testator is open to selling. prefer_not_to_sell: testator would rather not sell but hasn't ruled it out. hold_for_executor: testator defers to executor's judgement after death. deferred_to_family: decision deferred to family. promised_to_institution: item informally promised to a museum, gallery, or institution. undecided: testator has not expressed a preference.
verificationResultobjectThe outcome of a verification inspection — records whether the item matched its listed condition and any price adjustments
buyer
testator
proxy
executor

buyer: the interested party initiated contact. testator: the testator reached out to the interested party. proxy: the proxy initiated contact on behalf of the testator. executor: the executor initiated contact post-death.

standing_interest
verbal_offer
written_offer
formal_valuation
conditional_offer
accepted
declined
expired
withdrawn

standing_interest: general interest registered, no specific offer. verbal_offer: informal verbal offer made. written_offer: formal written offer submitted. formal_valuation: independent valuation commissioned as part of negotiation. conditional_offer: offer subject to conditions. accepted: offer accepted by the testator or executor. declined: offer declined. expired: offer has passed its validity date. withdrawn: offer withdrawn by the interested party.

testator_only
proxy_visible
executor_visible
all_parties

testator_only: only the testator can see this dealer interest. proxy_visible: the testator and authorised proxy can see it. executor_visible: the testator, proxy, and executor can see it. all_parties: visible to all parties with access to the estate data.

willing_to_sell
prefer_not_to_sell
hold_for_executor
deferred_to_family
promised_to_institution
undecided

willing_to_sell: testator is open to selling. prefer_not_to_sell: testator would rather not sell but hasn't ruled it out. hold_for_executor: testator defers to executor's judgement after death. deferred_to_family: decision deferred to family. promised_to_institution: item informally promised to a museum, gallery, or institution. undecided: testator has not expressed a preference.

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