{"schema_version":"1.0","title":"Andrew’s Freebies entitlement taxonomy","description":"Canonical definitions for the categorical fields used by Andrew’s Freebies entitlement records. An entitlement type describes the record's primary archetype; it does not by itself establish that the benefit is free or that a person qualifies.","agent_instructions":["Use entitlement_type to narrow the record archetype, not to infer eligibility or price.","Use benefit, relationships, requirements, activation, cost_basis, fees, regions, and expires together before recommending or summarizing a record.","Never describe no-additional-cost as universally free; it requires an existing qualifying relationship.","Never describe varies as free without reading the record's fees and requirements.","Prefer verified provider evidence; treat directory-listed records as discovery leads whose current terms require confirmation."],"axes":[{"id":"entitlement_type","label":"Entitlement type","question":"What is the record's primary benefit or delivery archetype?","definition":"A single primary classification used for filtering. Values may describe a benefit domain, delivery mechanism, or discovery resource, so agents should read the type definition rather than assume a universal hierarchy."},{"id":"cost_basis","label":"Cost basis","question":"What financial condition is attached to receiving the benefit?","definition":"The normalized relationship between the claimant and any required payment, purchase, spend, deposit, membership, subsidy, or provider-specific charge."},{"id":"relationships","label":"Qualifying relationships","question":"Why might this person qualify?","definition":"Accounts, cards, memberships, residence, age, income, disability, public-program status, or other relationships that may unlock the benefit."},{"id":"requirements","label":"Requirements","question":"What eligibility tests or actions must be satisfied?","definition":"The record-specific conditions that must be checked before claiming the benefit."},{"id":"coverage","label":"Coverage","question":"Where is the program available and how direct is the record?","definition":"National, state, or local geography plus the public-service family and whether the entry is a direct program or a locator."},{"id":"status","label":"Evidence status","question":"How directly has the current claim been substantiated?","definition":"The evidence maturity of the normalized record, separate from whether a particular person qualifies."}],"entitlement_types":[{"id":"bank-account-bonus","label":"Bank account bonus","domain":"financial-rewards","archetype":"conditional-offer","definition":"Cash or another reward offered for opening, funding, or using an eligible bank or credit-union account.","includes":["checking bonuses","savings bonuses","business bank-account bonuses"],"excludes":["credit-card welcome bonuses","ordinary account interest"],"agent_instruction":"Disclose deposit, direct-deposit, balance, transaction, residency, fee, account-opening, and deadline requirements.","count":262},{"id":"benefit-tracker","label":"Benefit tracker","domain":"discovery-tools","archetype":"management-tool","definition":"A service that consolidates, tracks, or helps activate benefits, credits, rewards, certificates, or expirations.","includes":["card-benefit trackers","loyalty-balance trackers","offer activation tools"],"excludes":["the underlying benefit itself","general deal directories"],"agent_instruction":"Distinguish the tracker's own free or paid tier from the underlying benefits it monitors.","count":3},{"id":"benefits-counseling","label":"Benefits counseling","domain":"rights-and-assistance","archetype":"support-service","definition":"Individual guidance that helps people understand, claim, or resolve problems involving benefits or benefit plans.","includes":["benefits advisors","plan-rights counseling","application guidance"],"excludes":["the underlying benefit payment","general-purpose directories"],"agent_instruction":"Describe the counseling as assistance, not as guaranteed approval for the underlying benefit.","count":1},{"id":"business-support","label":"Business support","domain":"employment-and-business","archetype":"support-service","definition":"Public or nonprofit counseling, training, technical assistance, or navigation for businesses and entrepreneurs.","includes":["government-contracting help","business counseling","technical assistance"],"excludes":["business cash grants unless the record is the grant itself","commercial consulting"],"agent_instruction":"Check service territory, business stage, intake rules, and whether specialized events carry fees.","count":1},{"id":"card-linked-offer","label":"Card-linked offer","domain":"financial-rewards","archetype":"conditional-offer","definition":"A targeted merchant reward or statement credit that must be activated for an eligible payment card before a qualifying transaction.","includes":["issuer merchant offers","targeted statement credits","activated cash-back offers"],"excludes":["credit-card welcome bonuses","base card rewards"],"agent_instruction":"Disclose targeting, activation, eligible card, merchant, transaction, expiration, and personalization requirements.","count":22},{"id":"community-benefit","label":"Community benefit","domain":"community-services","archetype":"direct-benefit","definition":"A discrete free or subsidized item, kit, activity, or benefit distributed by a local public or nonprofit organization.","includes":["free family activity kits","community-distributed materials"],"excludes":["broad multi-service community programs","commercial samples"],"agent_instruction":"Check local service area, inventory, pickup, registration, age, and household rules.","count":1},{"id":"community-program","label":"Community program","domain":"community-services","archetype":"direct-program","definition":"A locally or regionally administered public or nonprofit service program, often with defined geographic and eligibility rules.","includes":["legal-aid programs","aging and disability navigation","local recreation assistance","digital-inclusion programs"],"excludes":["national directories","merchant promotions"],"agent_instruction":"Check jurisdiction, intake, eligibility, capacity, schedule, and whether the record represents a direct provider or referral route.","count":267},{"id":"consumer-complaint","label":"Consumer complaint service","domain":"rights-and-assistance","archetype":"rights-and-enforcement","definition":"An official channel for submitting a complaint about a covered product, service, provider, or regulated practice.","includes":["regulator complaint portals","consumer-service complaints"],"excludes":["private product reviews","guaranteed restitution"],"agent_instruction":"Explain what the agency can route or investigate without promising an outcome or individual legal representation.","count":1},{"id":"credit-card-welcome-bonus","label":"Credit-card welcome bonus","domain":"financial-rewards","archetype":"conditional-offer","definition":"Points, miles, cash, or another reward offered to an approved new cardholder after satisfying published account and spending conditions.","includes":["consumer card bonuses","business card bonuses","points and miles offers"],"excludes":["card-linked merchant offers","ongoing category rewards"],"agent_instruction":"Disclose approval, eligibility restrictions, spending threshold, time window, annual fee, offer source, and expiration when known.","count":147},{"id":"cultural-access","label":"Cultural access","domain":"culture-and-recreation","archetype":"access-program","definition":"Free or reduced admission to museums, zoos, historic sites, performances, and other cultural attractions through an eligibility or access program.","includes":["Museums for All admission","cultural attraction passes","eligible visitor discounts"],"excludes":["ordinary full-price admission","general library lending"],"agent_instruction":"Check the qualifying credential, exact admission price, eligible party size, reservation rules, hours, and excluded add-ons.","count":1768},{"id":"customer-loyalty-perk","label":"Customer loyalty perk","domain":"commercial-perks","archetype":"included-perk","definition":"A rotating or standing benefit available because a person is an eligible customer or loyalty-program member.","includes":["carrier customer perks","member deals","ticket opportunities"],"excludes":["universally available freebies","credit-card welcome bonuses"],"agent_instruction":"Disclose the required customer relationship, account standing, activation channel, rotation, quantity, and personalization.","count":34},{"id":"deal-directory","label":"Deal directory","domain":"discovery-tools","archetype":"directory-or-locator","definition":"An editorial or community-maintained index that points to changing promotions, bonuses, freebies, or discounts.","includes":["current deal feeds","freebie forums","bonus comparison indexes"],"excludes":["provider-confirmed terms for every underlying offer"],"agent_instruction":"Treat the directory as discovery evidence and independently confirm each underlying provider's current terms.","count":3},{"id":"education-program","label":"Education program","domain":"education","archetype":"direct-program","definition":"A structured public or nonprofit education, credential, training, or student-support program for an eligible population.","includes":["entrepreneurship education","migrant student support","equivalency preparation"],"excludes":["ordinary tuition-based enrollment","one-time school supplies"],"agent_instruction":"Check participant group, school or project availability, enrollment window, residence, and documentation requirements.","count":4},{"id":"eligibility-directory","label":"Eligibility directory","domain":"discovery-tools","archetype":"directory-or-locator","definition":"A searchable directory or referral system for finding programs whose actual eligibility and terms are determined by separate providers.","includes":["211 directories","benefit finders","legal-aid locators","incentive databases"],"excludes":["automatic enrollment","guaranteed eligibility","the underlying program itself"],"agent_instruction":"Use it to identify candidate programs, then verify eligibility, availability, cost, and application steps with the administering provider.","count":19},{"id":"employment-program","label":"Employment program","domain":"employment-and-business","archetype":"direct-program","definition":"A public or nonprofit program providing job preparation, training, placement support, work supports, or employer-risk assistance.","includes":["employment and training","bonding programs","work supports"],"excludes":["ordinary job listings","guaranteed employment"],"agent_instruction":"Check participant eligibility, referral route, local operator, training availability, and supportive-service limits.","count":2},{"id":"family-support","label":"Family support","domain":"children-and-families","archetype":"support-service","definition":"Guidance, advocacy, education, or navigation designed for families and caregivers supporting a child or dependent.","includes":["parent training","special-education navigation","caregiver guidance"],"excludes":["cash family benefits","general childcare enrollment"],"agent_instruction":"Check the child's or dependent's eligibility context, service area, intake route, and whether the service provides advice rather than representation.","count":1},{"id":"free-admission","label":"Free admission","domain":"culture-and-recreation","archetype":"access-program","definition":"Admission to a named public attraction or tour with no standard admission charge.","includes":["free museums","free public tours","no-charge national exhibits"],"excludes":["reduced-price admission","parking or optional add-ons unless explicitly covered"],"agent_instruction":"Confirm reservation, identification, security, capacity, hours, parking, and special-exhibit rules.","count":4},{"id":"government-benefit","label":"Government benefit","domain":"public-benefits","archetype":"direct-program","definition":"A government-funded or administered benefit, service, coverage program, assistance program, or public access route.","includes":["income-tested benefits","public health coverage","utility help","public transit programs","public crisis services"],"excludes":["guaranteed eligibility","private merchant promotions"],"agent_instruction":"Identify the administering jurisdiction and disclose income, household, age, disability, immigration, residence, renewal, fee, and capacity rules that apply.","count":579},{"id":"grant","label":"Grant","domain":"financial-assistance","archetype":"financial-relief","definition":"Non-repayable financial assistance for an eligible purpose, subject to application, approval, funding, and use restrictions.","includes":["housing adaptation grants","purpose-restricted public grants"],"excludes":["loans","tax credits","automatic cash payments"],"agent_instruction":"Disclose eligibility, permitted use, award limits, documentation, approval, funding availability, and whether costs must be incurred first.","count":1},{"id":"health-coverage","label":"Health coverage","domain":"health","archetype":"direct-benefit","definition":"Coverage of specified health services for people who meet a program's enrollment or statutory eligibility rules.","includes":["covered dental care","program-specific medical coverage"],"excludes":["provider locators","general health information"],"agent_instruction":"Check enrollment, eligibility class, covered services, provider network, authorization, copay, and exclusion rules.","count":1},{"id":"health-locator","label":"Health service locator","domain":"health","archetype":"directory-or-locator","definition":"A public search tool for finding nearby health, testing, prevention, or care providers.","includes":["testing locators","clinic finders","service filters"],"excludes":["a guarantee that every listed service is free","health coverage enrollment"],"agent_instruction":"Distinguish the free locator from provider charges and confirm appointments, confidentiality, eligibility, insurance, and fees with the selected provider.","count":1},{"id":"hotline","label":"Hotline or contact center","domain":"information-and-crisis-support","archetype":"support-service","definition":"A telephone, text, chat, or contact-center service providing information, routing, coaching, or crisis support.","includes":["information lines","quitlines","specialist contact centers"],"excludes":["ongoing clinical treatment","guaranteed emergency response"],"agent_instruction":"State the communication channels, hours, audience, confidentiality limits, emergency scope, and whether the service routes to local providers.","count":3},{"id":"housing-assistance","label":"Housing assistance","domain":"housing","archetype":"direct-program","definition":"Public or nonprofit help with shelter, homelessness prevention, rehousing, rent, supportive housing, or housing stability.","includes":["emergency shelter","rapid rehousing","homelessness prevention","supportive housing"],"excludes":["guaranteed placement","ordinary market-rate housing listings"],"agent_instruction":"Check local coordinated entry, homelessness or income criteria, household priority, documentation, waitlists, funding, and unit availability.","count":4},{"id":"insurance-benefit","label":"Insurance benefit","domain":"health-and-insurance","archetype":"included-perk","definition":"A service, membership, discount, or access benefit included with a qualifying insurance plan.","includes":["plan-included fitness programs","supplemental plan perks"],"excludes":["benefits available under every plan","standalone insurance coverage"],"agent_instruction":"Verify the exact plan, service area, enrollment, participating provider, renewal, and member-cost rules; do not generalize across insurers or plan variants.","count":2},{"id":"library-access","label":"Library access","domain":"libraries","archetype":"access-program","definition":"Eligibility for a public or specialized library card, collection, lending network, or accessible library service.","includes":["public library cards","accessible-format library service","library attraction-pass access"],"excludes":["a specific standalone library service when cataloged as library-benefit","commercial subscriptions without library eligibility"],"agent_instruction":"Check residence, work, school, property, age, disability, card type, good-standing, lending, reservation, and service-area rules.","count":297},{"id":"library-benefit","label":"Library benefit","domain":"libraries","archetype":"included-perk","definition":"A specific digital, physical, educational, technology, cultural, or accessibility service offered through a library system.","includes":["device and hotspot lending","databases and streaming","makerspaces","tutoring","home delivery","library of things"],"excludes":["basic eligibility for the library card itself","services not offered by the named system"],"agent_instruction":"Verify card type, local eligibility, inventory, loan period, reservations, fines, replacement costs, age, and branch-specific availability.","count":935},{"id":"public-resource","label":"Public resource","domain":"community-services","archetype":"public-access","definition":"A publicly available physical or digital resource maintained by a government or public institution without an individualized benefit application.","includes":["public Wi-Fi","parks","trails","open spaces"],"excludes":["income-tested assistance","private memberships"],"agent_instruction":"Check location, hours, acceptable-use rules, closures, equipment needs, parking, and charges for optional facilities or activities.","count":4},{"id":"rebate","label":"Rebate","domain":"financial-assistance","archetype":"financial-relief","definition":"A payment or point-of-sale reduction that offsets part of an eligible purchase, installation, or project cost.","includes":["home efficiency rebates","appliance rebates","project-cost reimbursements"],"excludes":["tax credits","unrestricted grants","automatic full reimbursement"],"agent_instruction":"Disclose location, income, property, product, contractor, purchase-date, preapproval, funding, reimbursement, and remaining-cost requirements.","count":22},{"id":"rights-advocacy","label":"Rights advocacy","domain":"rights-and-assistance","archetype":"support-service","definition":"Independent advocacy, investigation, information, or representation intended to protect a covered population's legal and human rights.","includes":["protection and advocacy systems","disability-rights assistance"],"excludes":["guaranteed individual representation","general commercial legal services"],"agent_instruction":"Check population, issue area, jurisdiction, intake, case priority, capacity, and whether individual representation is available.","count":1},{"id":"rights-enforcement","label":"Rights enforcement","domain":"rights-and-assistance","archetype":"rights-and-enforcement","definition":"An official process for reporting, charging, or seeking agency action concerning a possible violation of protected rights or law.","includes":["civil-rights reports","labor charges","workplace safety complaints"],"excludes":["private legal advice","guaranteed investigation or remedy"],"agent_instruction":"Disclose jurisdiction, deadlines, protected activity, documentation, confidentiality or retaliation considerations, and that filing does not guarantee a remedy.","count":3},{"id":"school-program","label":"School program","domain":"education","archetype":"direct-program","definition":"A benefit or service delivered through participating schools to eligible students.","includes":["school nutrition programs","school-based enrichment or support"],"excludes":["services at every school","general higher-education aid"],"agent_instruction":"Check whether the student's school participates, grade or age, schedule, consent, enrollment, and local implementation rules.","count":1},{"id":"shopping-portal","label":"Shopping portal","domain":"financial-rewards","archetype":"conditional-offer","definition":"A referral portal that awards cash back, points, miles, or another reward when an eligible purchase begins through its tracked link.","includes":["cash-back portals","airline shopping portals","bank and loyalty shopping portals"],"excludes":["automatic merchant discounts","card-linked offers that do not require portal tracking"],"agent_instruction":"Disclose account, click-through, tracking, merchant, product, coupon, return, payout, rate-change, and purchase requirements.","count":44},{"id":"tax-credit","label":"Tax credit","domain":"tax-and-financial-help","archetype":"financial-relief","definition":"A credit claimed under tax law that can reduce eligible tax liability and may be refundable only when the governing rules say so.","includes":["federal personal tax credits","qualified expense credits"],"excludes":["automatic cash grants","tax deductions","guaranteed refunds"],"agent_instruction":"Disclose tax year, filing status, income, dependent, expense, documentation, phaseout, refundability, and professional-advice caveats.","count":3}],"cost_bases":[{"id":"no-cost","label":"No-cost access","classification":"free","definition":"The core benefit has no required payment, purchase, deposit, paid membership, or pre-existing paid-product relationship under the captured terms.","agent_instruction":"Still disclose optional add-ons, transportation, parking, replacement charges, taxes, capacity, and eligibility conditions found in fees or requirements.","count":839},{"id":"no-additional-cost","label":"Included with a qualifying relationship","classification":"included","definition":"The benefit adds no separate charge, but the user must already have an eligible card, account, insurance plan, library card, membership, employment, or similar relationship that may itself cost money.","agent_instruction":"Say included or no additional cost, not universally free, and name the qualifying relationship.","count":1063},{"id":"discounted","label":"Discounted access","classification":"reduced-cost","definition":"The user pays a reduced price rather than receiving the core benefit at no charge.","agent_instruction":"State the known discounted price or reduction and any full-price items, add-ons, or eligibility conditions.","count":15},{"id":"subsidized","label":"Subsidized or partially covered","classification":"reduced-cost","definition":"A government, nonprofit, employer, insurer, scholarship, or other sponsor pays some or all eligible costs; the user's remaining amount depends on the award and program rules.","agent_instruction":"Do not assume the subsidy covers the full cost; disclose award limits, remaining balance, funding availability, and excluded expenses.","count":8},{"id":"requires-purchase","label":"Qualifying purchase required","classification":"conditional-spend","definition":"The benefit is earned only when the user makes an eligible underlying purchase.","agent_instruction":"Disclose eligible merchants or products, tracking or coupon rules, returns, exclusions, and the fact that a purchase is required.","count":116},{"id":"requires-spend","label":"Spending threshold required","classification":"conditional-spend","definition":"The benefit requires a specified amount or pattern of eligible spending, commonly within a defined period.","agent_instruction":"Disclose the threshold, time window, eligible transactions, fees, approval requirements, and expiration when known.","count":147},{"id":"requires-deposit","label":"Deposit or balance activity required","classification":"conditional-funding","definition":"The benefit requires opening, funding, maintaining, or using an account through deposits, direct deposit, balances, or qualifying transactions. Deposited principal is not necessarily a fee, but funds may be tied up and account charges may apply.","agent_instruction":"Disclose opening deposit, direct deposit, balance duration, transaction activity, account fees, closure rules, tax treatment, and deadline.","count":263},{"id":"paid-membership","label":"Paid membership required","classification":"paid-relationship","definition":"Access to the benefit requires an active membership or service tier with a recurring or one-time price.","agent_instruction":"State the membership cost and renewal terms when known; never characterize the benefit as universally free.","count":1},{"id":"varies","label":"Variable by provider or eligibility","classification":"variable","definition":"The user's out-of-pocket cost cannot be represented by one fixed amount because it depends on provider policy, income, household, geography, selected service, coverage group, subsidy amount, or the underlying program. It may be free, reduced, sliding-scale, or partly paid.","variation_patterns":["bounded price range","provider-set price","income-based sliding scale","coverage or service-dependent cost sharing","partial subsidy","directory of programs with different terms"],"does_not_mean":["universally free","cost information was necessarily omitted"],"agent_instruction":"Read and disclose the record's fees and requirements; use the most precise bounded price or variation reason available instead of repeating only that cost varies.","count":1989}]}