Exemplar S006 — Agents & roles paired report

`organisation-with-merger`

Organisation identity over a merger: two predecessors dissolve; the successor is a new individual.

Input instance (ABox)

# Diagnostic exemplar — ODR-0004 §8a, IC-only — input to ODR-0006 (Agents & Roles).
# Situation: two estate-agency Organisations merge into a new entity in 2023. The new
# Organisation has its own Companies House number, LEI, and trading name. Pre-merger
# transactions were associated with the predecessors; post-merger with the successor.
# The IC must determine when an Organisation persists through change and when it does not.
# Status: ratified. Namespace: https://opda.org.uk/pdtf/ (Session 003b + ADR-0006).
# ODR-0004 status: accepted (council: session-004); ODR-0006 status: accepted (council: session-006).

@prefix opda:    <https://opda.org.uk/pdtf/> .
@prefix opda-x:  <https://opda.org.uk/pdtf/harness/data/exemplar/organisation-with-merger/> .
@prefix prov:    <http://www.w3.org/ns/prov#> .
@prefix dct:     <http://purl.org/dc/terms/> .
@prefix rdfs:    <http://www.w3.org/2000/01/rdf-schema#> .
@prefix skos:    <http://www.w3.org/2004/02/skos/core#> .
@prefix xsd:     <http://www.w3.org/2001/XMLSchema#> .

opda-x:exemplar
    a opda:DiagnosticExemplar ;
    dct:title "Organisation merger — IC across entity-merger hard case" ;
    dct:status "ratified" ;
    dct:references <ODR-0006> , <ODR-0005> , <ODR-0004> ;
    skos:scopeNote
        "Tests Organisation IC over the merger hard case. Two estate agencies (Companies House CRNs 12345678 and 23456789) merged in 2023; predecessors dissolved on Companies House; successor company (CRN 34567890) is a new individual. Under S006 Q1 the IC for opda:Organisation must give three individuals (two predecessors + one successor), NOT one with mutated CRN. PROV-O chains: successor prov:wasDerivedFrom both predecessors. Multi-jurisdiction parallel: each predecessor had its own LEI (ISO 17442); successor has a new LEI. FIBO LegalEntity / LEI succession pattern is the precedent (Kendall S005 Q4 + Q5 framing — FIBO LEI handles multiple identifiers for one Kind; entity-merger is different: multiple Kind instances → new Kind instance)." .

# Predecessor 1 — dissolved on merger
opda-x:org-predecessor-1
    a opda:Organisation ;
    rdfs:label "Acacia Estates Ltd (CRN 12345678) — dissolved 2023-04-30" ;
    opda:ukCRN "12345678" ;
    opda:lei "5493001ACA01ACACIA12" ;
    opda:tradingName "Acacia Estates" ;
    opda:companyStatus "dissolved" ;
    opda:dissolvedOn "2023-04-30"^^xsd:date .

# Predecessor 2 — dissolved on merger
opda-x:org-predecessor-2
    a opda:Organisation ;
    rdfs:label "Bramble Properties Ltd (CRN 23456789) — dissolved 2023-04-30" ;
    opda:ukCRN "23456789" ;
    opda:lei "5493001BRA02BRAMBLE21" ;
    opda:tradingName "Bramble Properties" ;
    opda:companyStatus "dissolved" ;
    opda:dissolvedOn "2023-04-30"^^xsd:date .

# Successor — new individual; not the same Org as either predecessor
opda-x:org-successor
    a opda:Organisation ;
    rdfs:label "Acacia & Bramble Ltd (CRN 34567890) — incorporated 2023-05-01 by merger" ;
    opda:ukCRN "34567890" ;
    opda:lei "5493001AB03ACACIA22" ;
    opda:tradingName "Acacia & Bramble" ;
    opda:companyStatus "active" ;
    opda:incorporatedOn "2023-05-01"^^xsd:date ;
    prov:wasDerivedFrom opda-x:org-predecessor-1 , opda-x:org-predecessor-2 .

# NO owl:sameAs anywhere; PROV chains capture the lineage.

Expected SHACL validation report

# organisation-with-merger-expected-report.ttl — paired SHACL validation report
# Generated by opda-gen 1.0.2; DO NOT HAND-EDIT.
# Specification: https://opda.org.uk/pdtf/harness/adr/ADR-0007-ontology-generator-specification
# Implementation: https://opda.org.uk/pdtf/harness/adr/ADR-0014-baspi5-round-trip-mvp-harness
# Ratifying ODR: ODR-0004 §8a (diagnostic exemplar pairing).
# Comparison is semantic-equivalence (focusNode, resultPath, severity, constraint, message) per tests/baspi5_round_trip/compare_reports.py.

@prefix dct: <http://purl.org/dc/terms/> .
@prefix opda: <https://opda.org.uk/pdtf/> .
@prefix rdf: <http://www.w3.org/1999/02/22-rdf-syntax-ns#> .
@prefix sh: <http://www.w3.org/ns/shacl#> .
@prefix xsd: <http://www.w3.org/2001/XMLSchema#> .

<https://opda.org.uk/pdtf/harness/data/exemplar-reports/report>
    rdf:type sh:ValidationReport ;
    dct:source <https://opda.org.uk/pdtf/harness/data/exemplar/organisation-with-merger> ;
    sh:conforms "true"^^xsd:boolean .

The full exemplar catalogue and round-trip contract: Exemplars; the shapes this graph validates against: SHACL shapes; the overlay profiles it loads: Overlay profiles.

Input instance (ABox)

Expected SHACL validation report

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