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Schema Page 49 Generated 2026-05-16 DAMA · Data Modeling & Design · Data Integration & Interoperability

Overlays, tasks & cross-cuts

Two cross-cuts that don't belong in any aggregate. Overlays are categorical groupings of leaves by form-of-record (BASPI5, TA6, NTS2, CON29R, …). Tasks are real-world questions that pull leaves from across the model (cladding, knotweed, leasehold extension). Both are filters over the same leaf universe — they don't change what's there, only how you find it.

How aggregates, overlays and tasks compose

flowchart LR L1[Leaf: cladding.material]:::info L2[Leaf: cladding.ews1Rating]:::info L3[Leaf: searches.con29R.notices]:::info L4[Leaf: documents.ews1Form.url]:::info A39["`page 39 Built form, condition & valuation`"]:::user A46["`page 46 Local context & searches`"]:::user A48["`page 48 Evidence, documents`"]:::user O_BASPI5[BASPI5]:::data O_TA6[TA6]:::data O_NTS2[NTS2]:::data O_CON29R[CON29R]:::data T_CLADDING[Task: Cladding & EWS1]:::process L1 --> A39 L2 --> A39 L3 --> A46 L4 --> A48 L1 -.-> O_BASPI5 L1 -.-> O_TA6 L1 -.-> O_NTS2 L3 -.-> O_CON29R L1 ==> T_CLADDING L2 ==> T_CLADDING L3 ==> T_CLADDING L4 ==> T_CLADDING
One leaf, three filters: solid arrows go to the leaf's canonical aggregate page; dashed arrows go to the overlays that reference it; double arrows mark task membership. Aggregates partition the leaf universe (each leaf has exactly one canonical home); overlays and tasks do not.

Overlay leaf counts

Each leaf in the schema is referenced by zero or more overlays. The counts below come from data-dictionary-canonical.json — every entry where sourcepdtf-transaction.

OverlayLeaves referencedOwner / use
baspi5731Buyers & Sellers Property Information v5 — seller declarations
ta10444Law Society Fittings & Contents Form
ta6362Law Society Property Information Form
rds322Residential Disclosure Standard
piq307Property Information Questionnaire (surveying)
oc1300HMLR Official Copy data
nts2228National Trading Standards Material Information (sales)
lpe1217Leasehold Property Enquiries Form
con29R209Local Authority CON29R search return
ntsl2182NTS Material Information (lettings)
ta7162Law Society Leasehold Information Form
fme1129Freehold Management Enquiries
con29DW60Drainage & water search return
sr247Sustainability Report 2024
llc13Local Land Charges search

Total overlay references: 3,463 across 15 overlays. Many leaves carry references from multiple overlays (e.g. propertyPack.address.postcode is in 6 of them). See page 16 — Overlays for the full catalogue and per-overlay drill-down.

Task index

Six task-shaped questions that pull leaves from across the aggregate pages. Each task names the leaves it needs and the canonical page that owns each.

Cladding & EWS1

Leaves: condition.cladding (39) · condition.ews1.rating (39) · buildingSafety.remediationStatus (39) · searches.con29R.planningNotices (46) · documents.ews1Form (48).

Cladding history determines mortgageability. Pull the cladding declaration from condition, the EWS1 rating, any active remediation, and the local-authority notice for the building. Cross-check against the TA6 building-safety section. If EWS1 is B1 or B2, expect lender enquiries; if absent, expect a delay.

Japanese knotweed

Leaves: condition.knotweed (39) · condition.knotweed.treatmentPlan (39) · disclosures.environmental (48) · searches.environmentalReport (46).

Knotweed is a declaration leaf on TA6 with cascading evidence requirements. Pull the declaration, the treatment plan (if any), the warranty, and any environmental search flag. Lender appetite varies; a managed treatment plan often satisfies a high-street lender, an active untreated infestation usually does not.

Leasehold extension

Leaves: legalEstate.tenure (38) · legalEstate.lease.unexpiredTerm (38) · legalEstate.lease.groundRent.escalation (38) · encumbrances.serviceCharge (47) · documents.leaseDeed (48).

Short leases (under 80 years) and doubling ground rents are the two leaf patterns that trigger statutory-extension or marriage-value enquiries. Pull tenure, unexpired term, ground rent escalation, and the lease deed itself. Building Safety Act and Leasehold Reform Act changes since 2024 change the maths — flag the date of valuation.

Probate / executor sale

Leaves: participants.capacity (35) · participants.authority.grant (35) · documents.grantOfProbate (48) · legalEstate.proprietors (38).

Capacity is a participant attribute, but in a probate sale it gates conveyancing entirely. Pull capacity, the grant of probate as evidence, the proprietor record on title (still in the deceased's name), and the executor's identity. The mismatch between proprietor and seller is normal here, not an error.

New build with onward chain

Leaves: property.newBuild (37) · chain.position (36) · chain.dependencies (36) · documents.buildWarranty (39) · milestones.developerCompletion (36).

New-build transactions invert the usual chain. The developer's completion date drives everything downstream. Pull chain position, the developer's expected completion, the build warranty (NHBC, LABC), and the linked sale of the buyer's current home. New-build delays don't show up in the chain leaves as transaction delays.

Shared ownership

Leaves: legalEstate.tenure (38) · legalEstate.sharedOwnership.percentage (38) · legalEstate.sharedOwnership.rentSchedule (38) · participants.housingAssociation (35) · encumbrances.staircase (47).

Shared ownership is a leasehold variant with a rent schedule on the unsold equity and a staircasing right. Pull tenure, percentage owned, rent schedule, the housing association as participant, and any prior staircase transactions. Lender criteria differ sharply; many overlays don't model shared ownership cleanly — flag known gaps.

How overlays and tasks are computed

  • Overlays are derived from data-dictionary-canonical.json — every entry where sourcepdtf-transaction contributes a membership. Render-time chips in leaf tables show up to 3 overlay names plus +N overflow.
  • Tasks are hand-curated on this page — each task names its leaves explicitly and the canonical page each leaf lives on. Refreshing a task list is a content-author edit, not a generator change.
  • Cross-cuts never own leaves. If a leaf belongs to a task or overlay but no aggregate, that's a coverage bug in the theme map, surfaced as CI invariant #2 (orphan coverage).

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