---
title: "15c3-3a Note H Margin-Debit Computation"
method: POST
path: "/v1/tools/compute_note_h_margin_debit"
tags: ["TODO_TAGS_REVIEW", "TODO_AP2_EXPORT_REVIEW"]
---

# 15c3-3a Note H Margin-Debit Computation

`POST /v1/tools/compute_note_h_margin_debit`

## Request

- Base URL: `https://ainumbers.co`
- URL: `https://ainumbers.co/v1/tools/compute_note_h_margin_debit`
- Auth: none declared

Recomputes whether a margin debit related to a broker-dealer's customer transactions in U.S. Treasury securities qualifies for inclusion in the Exchange Act Rule 15c3-3 customer or PAB reserve formula under Note H to Exhibit A (Rule 15c3-3a), and if so computes the debit amount. Note H permits that debit only once a registered clearing agency's rules satisfy several Commission-approved conditions and the margin itself comes from a permitted source. This kernel checks each condition as its own declared boolean, cited to the specific Note H subsection it comes from: Commission approval and published notice that Note H is satisfied for the named clearing agency; a separate, gross, per-customer margin calculation; cash margin invested only in short-term U.S. Treasury securities; margin held in a segregated Special Clearing Account at a Federal Reserve Bank or an FDIC-insured bank; and a system for returning excess margin no longer required. The source of the margin is separately checked against Note H's three permitted sources, including the narrow path where a broker-dealer's own Treasury securities may be used only if the customer lacked sufficient margin of its own and the broker-dealer recouped the advance by the next business day. The verdict is INCLUDABLE, NOT_INCLUDABLE, or INDETERMINATE, and INDETERMINATE covers both an unstated condition and missing margin-required or margin-on-deposit figures, neither of which is guessed toward either other verdict. Where INCLUDABLE, the debit is the smaller of the margin required and the margin actually on deposit, since Note H permits a debit no larger than either figure. Money is fixed point in integer minor units throughout with two-decimal display. Cites Exchange Act Rule 15c3-3a Note H by subsection and the SEC's Treasury-clearing compliance dates (cash trades by 2026-12-31, repo by 2027-06-30), each dated for re-verification against primary text. This kernel is a narrow sibling to the shipped art-396 15c3-3 reserve-formula tool: it recomputes only the Note H margin-debit sliver, never the full Items 1-14 reserve formula, and never edits art-396. Not legal or regulatory advice, and whether a clearing agency's rules and Commission notice actually satisfy Note H is for the broker-dealer's own compliance and financial-operations review.

**Tool URL:** https://ainumbers.co/chaingraph/art-580-15c3-3a-note-h-margin-debit.html

## Request body

- object
  - `broker_dealer_ref` unknown, required
  - `clearing_agency_conditions` unknown, required
  - `clearing_agency_name` unknown, required
  - `computation_date_label` unknown, required
  - `currency` string, required
  - `customer_insufficient_assets_declared` unknown, required
  - `margin_called_and_received_next_business_day` unknown, required
  - `margin_on_deposit_minor_units` unknown, required
  - `margin_required_minor_units` unknown, required
  - `margin_source` unknown, required

## Response `200`

Successful tool execution result

- object
  - `broker_dealer_ref` string
  - `citations` object
    - `note_h_b1` object
      - `detail` string
      - `source` string
    - `note_h_b2i` object
      - `detail` string
      - `source` string
    - `note_h_b2ii` object
      - `detail` string
      - `source` string
    - `note_h_b2iii_iv` object
      - `detail` string
      - `source` string
    - `note_h_b2v` object
      - `detail` string
      - `source` string
    - `note_h_b3` object
      - `detail` string
      - `source` string
    - `treasury_clearing_compliance_dates` object
      - `detail` string
      - `source` string
  - `clearing_agency_name` string
  - `commission_notice_dated` string
  - `computation_date_label` string
  - `conditions` object[]
    - `citation_key` string
    - `key` string
    - `label` string
    - `satisfied` boolean
  - `currency` string
  - `debit_display` string
  - `debit_minor_units` integer
  - `fence` string
  - `indeterminate_reason` string
  - `margin_on_deposit_display` string
  - `margin_on_deposit_minor_units` integer
  - `margin_required_display` string
  - `margin_required_minor_units` integer
  - `margin_source` string
  - `minor_unit_exponent` integer
  - `not_proven` object[]
    - `detail` string
    - `item` string
  - `note` string
  - `rationale` string[]
  - `rejected_inputs` unknown[]
    - unknown
  - `verdict` string

---

[API](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite.md) · [All operations](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite/llms.txt) · [OpenAPI document](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite/revisions/b462e4f5bb28?raw)
