Gift Threshold

Compare a gift value with a caller-supplied newsroom threshold.

Description

A gift threshold screen compares a supplied value with a newsroom’s chosen disclosure limit.

A gift threshold screen compares a supplied value with a newsroom’s chosen disclosure limit. Returned gifts take priority in its action label.^[1]

Compare a gift value with a caller-supplied newsroom threshold.

When to use Gift Threshold

Use this tool to compare a gift value with a caller-supplied newsroom threshold.

Prepare the text, recorded observations, aligned figures or editorial criteria requested. Confirm what each label, count, timestamp or supplied flag represents before interpreting the result.

How to use Gift Threshold and understand its results

Prepare the text, recorded observations, aligned figures or editorial criteria requested. Confirm what each label, count, timestamp or supplied flag represents before interpreting the result.
Enter giftValue, policyThreshold, giftReturned using the field table and calculation rules, then run the tool.
Read amountAboveThreshold, thresholdExceeded, recommendedAction. The explanation below defines the units, signs, ordering and any flags or placeholder values.
If the tool reports an input issue, correct the values and run it again. Apply the stated assumptions when interpreting a successfully returned result.

Input field	Meaning	Value type; see rules below	Requirement
giftValue	Gift value	number; minimum: 0	Required
policyThreshold	Policy threshold	number; minimum: 0	Required
giftReturned	Gift was returned	boolean	Required

Enter nonnegative value/threshold and returned flag. Return excess, strict threshold flag and recommendation: record if returned, otherwise disclose if exceeding, otherwise no-action.

exceeds=value>threshold; excess=max(0,value−threshold)

Units, indexing, boundary conditions and exceptional cases are defined in the calculation rules above.

Output field	Meaning	Value type
amountAboveThreshold	Amount above threshold	number; minimum: 0
thresholdExceeded	Threshold exceeded	boolean
recommendedAction	Recommended action	string; one of "record", "disclose", "no-action"

json

{
  "input": {
    "giftValue": 150,
    "policyThreshold": 100,
    "giftReturned": false
  },
  "output": {
    "amountAboveThreshold": 50,
    "thresholdExceeded": true,
    "recommendedAction": "disclose"
  }
}

Limitations and assumptions

No gift policy, conflict of interest, currency conversion or legal rule is established.

Numeric inputs must be finite. Follow the calculation-specific rules for overflow, underflow and exceptional cases. Missing required fields, extra fields, wrong value types and violations of the calculation rules are input errors. A successfully returned false flag is an evaluated outcome; its meaning is explained above.

Alternative or Complementary methods

Use Protest Support Conflict: Screen protest-support facts for assignment conflict. For a complementary task, use Beat Holdings Conflict: Find securities holdings that overlap organizations on a reporting beat.

References

Gift Threshold — tool.io

Similar or alternative tools

Protest Support Conflict
Screen protest-support facts for assignment conflict.
Beat Holdings Conflict
Find securities holdings that overlap organizations on a reporting beat.