Mexican law requires public servants to file three distinct types of patrimonial declarations throughout their tenure. Each declaration type captures the servant’s financial and patrimonial state at a specific career moment, and each plays a different role in the audit workflow: establishing baselines, enabling year-over-year tracking, and detecting final-period accumulation. TheDocumentation Index
Fetch the complete documentation index at: https://mintlify.com/MauroTalamantes/Evolucion-Patrimonial-Plataforma-Plan-B/llms.txt
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tipoDeclaracion field on every DeclaracionMetadata object carries one of three values — INICIAL, MODIFICACION, or CONCLUSION — that identify which type a given record represents.
INICIAL — declaración de inicio de encargo
INICIAL — declaración de inicio de encargo
Filed when a public servant begins a new public position. The INICIAL declaration establishes the patrimonial baseline against which all future declarations for the same encargo are compared.Key characteristics:
- Filed within 60 days of taking office (per applicable regulations)
- Captures the servant’s complete patrimonial state before the influence of the new position
- Serves as the reference point (“Periodo Base”) in comparisons against later MODIFICACION or CONCLUSION declarations
MODIFICACION — declaración anual de modificación patrimonial
MODIFICACION — declaración anual de modificación patrimonial
Filed annually, typically during the month of May of the following fiscal year. The MODIFICACION declaration is the primary data source for continuous patrimonial monitoring and year-over-year analysis.Key characteristics:
- Filed every year the public servant remains in their position
- Captures any changes in income, real-estate holdings, and vehicles since the previous declaration
- Identified by the
ejerciciofield (e.g.2022,2023) to disambiguate multiple MODIFICACION records for the same servant - Most commonly used as the “Periodo Reciente” in platform comparisons
CONCLUSION — declaración de conclusión de encargo
CONCLUSION — declaración de conclusión de encargo
Filed when a public servant leaves their position, either by resignation, transfer, or end of term. The CONCLUSION declaration captures the final patrimonial state at the end of the encargo.Key characteristics:
- Filed within 60 days of leaving office
- Enables detection of patrimonial changes that occurred during the final period of service — a window that a year-end MODIFICACION might not cover
- Often compared against the most recent MODIFICACION to assess the last stretch of service
Uso en comparaciones
The Comparación module requires selecting a Periodo Base and a Periodo Reciente. The choice of declaration types shapes the scope of the analysis.| Scenario | Periodo Base | Periodo Reciente | What it reveals |
|---|---|---|---|
| Full-tenure analysis | INICIAL | Most recent MODIFICACION | Total patrimonial growth across the entire period of service |
| Year-over-year | MODIFICACION año N | MODIFICACION año N+1 | Incremental changes between two consecutive annual filings |
| Final-period review | Most recent MODIFICACION | CONCLUSION | Patrimonial changes in the closing months of the encargo |
declaracionesComparadas array on a Revision record stores the IDs of the two (or more) declarations selected for that expediente. The platform displays the corresponding ejercicio values side by side in the Mis Revisiones table to make the comparison window immediately visible.
Disponibilidad
Not all declarations retrieved from external sources are fully populated. TheestatusDisponibilidad field on DeclaracionMetadata indicates the data quality of a specific record:
| Value | Meaning |
|---|---|
COMPLETA | All patrimonial sections (income, real estate, vehicles) are available |
PARCIAL | One or more sections are present but incomplete or missing |
NO_DISPONIBLE | The declaration could not be retrieved from the source system |
Declaration availability depends on the data source configuration. Some state-level systems connected through Fuentes de Datos may only provide partial data — for example, income figures may be present while real-estate holdings are absent. Always check
estatusDisponibilidad before drawing conclusions from a comparison that includes a PARCIAL record.