IATI 2.03 Upgrade - Final content proposal
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ThemeTypeIssueUse CaseLink to Discussion
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HumanitarianNewAllow for multiple aid type vocabularies to encompass humanitarian earmarkingThis allows publishers to use more than one vocabulary to classify aid types, while still strongly recommending the use of DAC codes.Add Vocabularies to aid type
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HumanitarianNewOrganisation type codes - additions (Aligned with DAC Channel Codes)Six more organisation types will be added to the IATI organisation type codelist to reflect organisation types contained in the DAC channel code list.Organisation type codes - additions
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HumanitarianNewAdd activity-based pledges as a transaction typeTwo more transaction types will be added to the IATI Transaction type codelist to meet the needs of the humanitarian community (pledge and incoming pledge).TransactionType Codes
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ResultsModificationResults - Allow for the disaggregation of baseline values (to match targets and actuals)The sub-elements for baseline, target and actual values are aligned to ensure that results are reported consistently across the life of an activity. Results- improve consistency of results standard 
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ResultsModificationResults- allow for multiple disaggregations per period and indicatorThis allows results data to be cut in different ways, with the values for each reported on e.g. by gender or by education status.Results- allow disaggregations of results data
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ResultsNewResults - Allow for results vocabularies (in addition to indicators) (EITHER result OR indicator)This allows organisations to specify different indicator frameworks they are using either at results OR indicator level.Results - vocabulary attribute option 
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ResultsNewResults - Allow for qualitative, free-text reporting of resultsThis enables publishers to report results data in a way that best suits their methodology. This includes nominal, ordinal and qualitative results.Results- represent more than quantitative data
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ResultsNewAdd document-link to Results indicator This allows publishers to add additional information about their results data. This is done via a link to an external document.Add document-link to Results indicator
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TraceabilityModificationTraceability - definitions of disbursement and expenditureThis clarifies the difference between disbursements and expenditures. Disbursements are outgoing funds that are placed at the disposal of a recipient government or organisation, or funds transferred between two separately reported activities. Expenditures are outgoing funds that are spent on goods and services for the activity.Traceability - definitions of disbursement and expenditure
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TraceabilityModificationHierarchies - related-activity definitionThis emphasises that the relationships between two related activities should be reported e.g. parent and child.Hierarchies - related-activity definition
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MiscModificationAdd CRS Channels of Delivery as an attribute of participating organisationsPublishers will now be able use CRS channel delivery codes to describe the types of organisations they are working with.CRS Channels of Delivery
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MiscModificationGuidance on U.r.i. Usage when publishers use their own vocabulariesWhen publishers use their own categorisations (or code vocabularies) they should provide a link to the place where data users can access the list of categories.Guidance on U.r.i. Usage for publisher’s own vocabularies
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MiscModificationModify definition of secondary reporterThe definition of a secondary reporter is now: "A flag indicating that the reporting organisation of this activity is acting as a secondary reporter. A secondary reporter is one that reproduces data on the activities of an organisation for which it is not directly responsible. This does not include a publisher officially assigned as a proxy to report on behalf of another."Modify definition of secondary publisher
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MiscModificationPercentages must be a positive decimal number between 0 and 100 - inclusive of boundary valuesThis clarifies that publishers are allowed to include the values of 0 and 100 when reporting percentages.Boundary values for percentages
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MiscModificationLanguage - recommend use of ISO 639-1 This recommends that publishers only use languages found on the ISO list, but are not constrained by it as the xml definition of valid language codes is broader.Language - recommend use of ISO 639-1
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MiscModificationDocument-link descriptionPublishers can describe the document they have referenced within their data, such as description of the document or guidance on where to find relevant information in the document.Document-link description
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MiscNewAdd a sector or 'tag' classification that does not need to follow sector percentage split rulesProvides for a structured and referenced sector-type classification that does not relate to the financial apportioning of the activity. Multiple values can be reported without assigning a percentage split.Non-statistical secondary sectors
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MiscNewAdd an attribute that indicates a valid reason for an activity not reporting forward-looking budgetsThis enables publishers to state a valid reason as to why the reported activity does not contain forward-looking budgets.Add budget-exempt attribute and codelist
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CodesManagementRedefine selected codelists as “Non-embedded”All codelists that can be modified without impacting on the logic and functionality of the standard are classsified as 'non-embedded' so that they can be kept relevant and up to date outside of upgrade procedures.Redefine selected codelists as “Non-embedded”
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CodesManagementMigration of RegistrationAgency codelist to Org-id.guideThe management of organisation identifier methodology is now shared across a number of open data standards.Migration of RegistrationAgency codelist to Org-id.guide
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