Guides
Roles
Understand how Parcel identifies and classifies the firms and people associated with a project.
When Parcel processes project documents, it extracts the companies and people named in those documents and assigns each one a role. Roles describe what a firm or person does on a specific project: who is developing it, who is designing it, who is building it, and who is advising it.
Roles work at two levels: a role that categorizes the firm by function, and an optional specific role that identifies the precise discipline within that function.
How roles are extracted
Parcel’s document parser reads permit applications, entitlement filings, and other public records and identifies role attributions in the text. Phrases like “Architect of Record”, “Prepared by”, “General Contractor”, or “Structural Engineer of Record” are matched to the firms and individuals named alongside them.
Each extracted attribution goes through a normalization step:
- If a specific discipline is identified (e.g.
structural_engineer), Parcel maps it to its parent role (engineer) automatically. - If only a role is identified, the specific role is left blank.
- If the role cannot be classified, it is recorded as
other.
The same account can appear on a project under multiple roles if the documents name them in different capacities.
Roles
Roles are the top-level categories used to classify firms on a project.
| Role | Identifier | Description |
|---|---|---|
| Developer | developer | Real estate developer or project owner |
| Architect | architect | Architecture firm |
| Engineer | engineer | Engineering firm (any discipline) |
| General contractor | gc | General contractor or builder |
| Law firm | law_firm | Land-use or permitting legal counsel |
| Consultant | consultant | Non-engineering consultant (planning, environmental, etc.) |
| Landscape architect | landscape_architect | Landscape architecture firm |
| Other | other | Unclassified or unknown role |
Note: agency appears as an account type but not as a project role. Agency contacts appear on projects via the contacts layer, not the accounts layer.
Specific roles
Specific roles are optional narrower disciplines within a role. They give more precision when the document identifies the exact function of a firm.
Architecture
| Specific role | Identifier | Broad role |
|---|---|---|
| Architect of record | architect_of_record | architect |
| Design architect | design_architect | architect |
| Landscape architect | landscape_architect | architect |
Engineering
| Specific role | Identifier | Broad role |
|---|---|---|
| Civil engineer | civil_engineer | engineer |
| Structural engineer | structural_engineer | engineer |
| MEP engineer | mep_engineer | engineer |
| Mechanical engineer | mechanical_engineer | engineer |
| Electrical engineer | electrical_engineer | engineer |
| Plumbing engineer | plumbing_engineer | engineer |
| Geotechnical engineer | geotechnical_engineer | engineer |
| Traffic engineer | traffic_engineer | engineer |
| Transportation engineer | transportation_engineer | engineer |
| Surveyor | surveyor | engineer |
| Wind engineer | wind_engineer | engineer |
Consulting
| Specific role | Identifier | Broad role |
|---|---|---|
| Permitting consultant | permitting_consultant | consultant |
| Environmental consultant | environmental_consultant | consultant |
| Planning consultant | planning_consultant | consultant |
| Sustainability consultant | sustainability_consultant | consultant |
| Historic consultant | historic_consultant | consultant |
Contact roles
Contacts (individual people) on a project are classified with their own role set, separate from account roles.
| Role | Identifier | Description |
|---|---|---|
| Developer contact | developer_contact | Works for the developer |
| Architect contact | architect_contact | Works for the architect |
| Engineer contact | engineer_contact | Works for the engineer |
| GC contact | gc_contact | Works for the general contractor |
| Agency PM | agency_pm | Public agency project manager |
| Attorney | attorney | Land-use or permitting attorney |
| Owner contact | owner_contact | Works for the property owner |
| Other | other | Other or unclassified role |