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The Framesoft Contract Management suite (FCM) empowers corporate professionals to effectively manage the entire lifecycle of critical contracts—from creation to termination. FCM is a transformative solution that accelerates organizational contract management. It combines automation, data integration, pre-designed templates, and rules to swiftly create customized documents with remarkable precision. The benefits extend beyond creation; the automated workflow ensures efficient review, approval, e-signature processes, and distribution, optimizing the entire document lifecycle. FCM can seamlessly integrate with the corporate IT landscape, facilitating data retrieval and enabling information exchange with other systems. It can be utilized as cloud-based Software as a Service (SaaS).
1. FCM Objectives & Benefits
Digitize & automate end-to-end process from trade documentation request to recording netting flags & feeding collateral data to Trading & Risk Management systems.
2. FCM Solution Suite
FCM covers the entire contract lifecycle process from the initial request to its creation, negotiation & execution until termination of any contract type and consists of the following modules:
2.1 Framesoft Contract Repository (FCR)
Framesoft Contract Repository (FCR) is a comprehensive Global Contract Management solution that manages the entire lifecycle of agreements — from initial requests, through creation, negotiation, and execution. FCR also facilitates amendments, due diligence, and manages obligations and commitments. It supports milestones as well as compliance and retention management across all types of agreements.
FCR consists of the following modules:
2.1.1 Agreement Repository
Based on its unlimited flexible data model, FCR supports the setup & design of any agreement / contract type, structured data items & clauses to be stored for contracts & annexes. FCR can be extended at any time to cover any new agreement types or additional details via configuration only. Access privilege restrictions on agreement data based on client entities are also supported in FCR.
2.1.2 Workflow & Control
The FCR Workflow Engine is designed to manage, automate, and optimize business processes. It provides a structured approach to handling tasks, approvals, and the flow of information within an organization such as:
- Agreement / Contract Request & Onboarding
- Non-Standard Term (NST) handling
- Legal Opinion
- Approval & Agreement Generation as well as
- Amendment handling
and offers the following functionalities:
- Process Modelling - allows users to design and visualize workflows using a graphical interface, defining the sequence of tasks, decision points, and the flow of data.
- Task Management - automates the assignment and tracking of tasks, ensuring they are completed by the right personnel in a timely manner.
- Rule Engine - executes predefined business rules to route tasks, make decisions, and trigger actions based on specific conditions and criteria.
- Integration - it may relate to other enterprise systems (e.g., ERP, CRM, databases) to exchange data, ensuring seamless information flow across different platforms.
- Multi Workflow Integration / Bundling - multiple contracts can be bundled to optimize data entry for all contracts in a single task & separated again upon reaching a defined workflow status (e.g., “Generation of first draft”)
- Notification System - send automated notification messages, e-Mails, alerts, and reminders to users about pending tasks, deadlines, and status changes to keep the process on track.
- Access Control - manages user permissions and roles to ensure that only authorized individuals can perform certain actions or access sensitive information.
- Monitoring and Reporting - Offering visibility into workflow performance, generating reports and analytics on process efficiency, bottlenecks, and compliance. Furthermore, reassignments of workflow tasks can be managed.
- Audit - Complete Workflow History available
2.1.3 Contract Generator & Document Editor
Based on assembled document templates from the FDA or the FCR template repository, contracts can be generated automatically as part of an onboarding workflow, manually by users, or triggered by external systems.
Any document generation is fundamentally based on the following core ingredients:
- Text Building Blocks (e.g., clauses, sections, and template components),
- Data Items (agreement- and counterparty-specific information), and
- Logic Components (e.g., mapping rules, conditional logic, and dependencies).
These ingredients are orchestrated to ensure consistent, data-driven, and rule-based document creation.
Once generated, documents can be reviewed, edited, and / or passed on for (online) negotiation.
Generated documents remain fully editable, and any modification is automatically tracked through versioning and revision management, ensuring full transparency and auditability via the embedded “Framesoft Docs” document editor.
Based on the assembled document templates via FDA or FCR template repository, documents (contracts) are generated automatically as part of an onboarding workflow, manually or triggered externally.
2.1.4 Event & Lifecycle Management
Framesoft Contract Event & Lifecycle Management provides a comprehensive and structured framework for managing contracts across their entire lifecycle. It ensures that all contractual events, obligations, and changes are consistently governed from contract inception through execution, ongoing performance, amendment, and eventual expiration or termination.
The primary objective of the FCR lifecycle management module is to enable transparency, control, and automation across all contract-related activities, supporting compliance, risk mitigation, and optimized business outcomes.
FCR supports a continuous and auditable contract event & lifecycle, encompassing the following core functional domains:
- Contract Review
- Netting of Trades
- Amendment Handling
- Expiration & Termination
- Permissions
- Auditing
- Compliance & Retention
- Fee Calculation
- Events & Milestones
- Obligations & Commitments
- Reporting & Performance
Therefore, FCR provides the following Contract Event & Lifecycle Management functionalities:
- Reminder, Follow-Up, and To-Do Management
- Workflow-driven Lifecycle transitions
- Change History and Version transparency
- Controlled Status Transition handling
2.1.5 Netting Engine & Analyzer
FCR focuses on automated netting decisions based on legal opinions & netting rules. The netting engine scans on demand or automated as batch process FCR to find potentially nettable combinations of customer & counterparty (on branch level) and individual product traded. Based on these netting details risk systems can calculate legally correct netting results & accurate risk figures. It considers liquidation netting based on master agreements, as well as collateral agreements allowing further reduction of risk resulting from trades done that are covered under a CSA. Here again, FCR fully relies on configuration screens. All netting rules are adjustable at any time. It allows reacting immediately on market events. Furthermore, FCR offers all required contract management functionalities from the contract request until its termination. FCR’s workflow engine leads through the process of draft agreement generation, negotiation, approval, and final generation. The final agreement terms are stored in FCR’s highly flexible data model ready to support any agreement type.
- Netting Types, Systems and Netting Rules
Netting types and netting systems are configured in FCR. Each combination might have its own rule set that is pulled once the netting algorithm is started in the corresponding run mode. While liquidation netting is overseeing the master agreements (and annexes) according to the rule set for liquidation purposes, “Collateral Netting” is performing additional checks regarding the collateral enforceability of certain products under certain collateral annexes. In collateral run mode, when a collateral agreement has been identified, first the corresponding master agreement is evaluated to find the main products covered. Based on this result set, the collateral rules are applied, and products might be subtracted from the initial result set. An intersection is applied between the liquidation evaluation of the master and the collateral evaluation of the CSA, which provides the final collateral eligibility matrix. Typically counterparty properties are used to deal with counterparty types. To avoid duplication of data entry, the counterparty types are managed on master agreement level only, but collateral rules are further defined on the counterparty type.
- Netting Algorithm
The netting algorithm is based on the configuration of the netting rules in FCR. The FCR netting algorithm processes all agreements for which according to the jurisdiction of the counterparty and agreement type netting rules are in place. Such netting checks are done on the level of the master agreement first. Upon success, available annexes are further evaluated, which potentially add additional products to the master coverage.
- Netting Analyzer
Real time netting evaluation of single agreements, groups of agreements or a free selection of agreements via FCR Netting Analyzer embedded in FCR.
2.1.6. Reporting
The FCR Search & Reporting Module provides search and reporting functionalities such as:
- FCR Search Screens (e.g., Agreements, Agreement Clauses, Counterparties, Properties, etc.)
- Framesoft Report Generator (FRG) for defining and executing report requests and passing on to FDI
- Export FCR Overview tables in MS Excel directly
- Filtering in FCR Overview tables
- Configure reports as FCR screens
2.1.7 Audit
The FCR Audit Module provides a comprehensive and tamper-evident audit framework to ensure full transparency, accountability, and compliance across all contract-related activities. It maintains a complete audit trail of all record activity throughout the contract lifecycle, supporting regulatory, security, and operational oversight requirements.
FCR Audit Module`s Core Capabilities
- Activity Tracking & Logging
- Change History & Version Control
- Data Integrity & Tamper-Evidence
- Governance & Control Mechanisms
- Secure Retention & Traceability
via
- Change History Screens
- Status Transition
- 4-eye Control
Furthermore, audit logs are stored securely and retained for complete traceability.
To encompass the entire lifecycle of any contract the Framesoft Contract Management (FCM) solution suite offers the following fully integrated elements:
FCM Core Module
Framesoft Contract Repository (FCR)
FCM Extensions / Add-Ons
- Framesoft FCR Agreement API
- Framesoft Document Assembly (FDA)
- Framesoft Online Negotiation (FON)
- Framesoft Artificial Intelligence (FAI)
- Framesoft Counterparty Interface (FCI)
- Framesoft Protocol Adherence (FPA)
- Framesoft Data Insight (FDI)
- Framesoft Advanced Security (FAS)
Additional Framesoft Solutions seamlessly integrated with FCM
Interested to see FCM at work - contact us at:
+41 41 545 37 72
Framesoft Online Negotiation (FON) is Framesoft's Business Process Management solution that supports all types of business processes and serves as the basis for other Framesoft products such as Framesoft OTC Platform (FOP), Framesoft Structured Products (FSP) and a rich portfolio of Business Process Templates tailored for typical processes in OTC Markets and Structured Products.
Framesoft's BPM solutions support both static as well as highly dynamic business processes. Business processes can easily be extended or changed "on the fly". The high degree of flexibility addresses the business needs in areas such as
- Master Agreement requests
- new Product creation
- derivatives structuring
where static, pre-programmed workflows fail to meet the ever evolving needs.
Framesoft's BPM solutions are leveraged by an industry-specific, object-oriented financial products data model contained in Framesoft Structured Products (FSP) which helps to reduce the time to implement new process templates significantly.
On the back of increased regulation and supervision in recent years, regulators, counterparties, and others have sought to subject financial services providers to increasing responsibilities and liabilities. As a result, financial institutions need to devote additional resources to address these requirements and their exposure to legal risk such as litigation or increased regulatory proceedings.
In addition, deficiencies in reporting legal risk may cause additional legal exposure such as publication of misleading financial information, which can be a criminal offence or result in enhanced scrutiny and enforcement of disclosure by authorities (e.g. Sec. 408 of the Sarbanes-Oxley Act).
Framesoft Legal Matter Management (FLM) is a powerful matter management and tracking tool designed specifically for legal departments of globally operating corporations. With FLM attorneys and support staff have direct, immediate access to the information needed to manage their legal matters on a day-to-day basis.
Operational risk represents a substantial threat to every financial institution. Regulatory authorities have recognized this threat and have reacted by implementing the Basel II reporting framework.
Beyond capturing losses resulting from operational risk, Framesoft Solutions allow to eliminate operational risk typically associated with
- unstructured communication conducted via e-mail, telephone and fax
- manual intervention
- media breaks
Products such as Framesoft Online Negotiation (FON) or Framesoft OTC Platform (FOP) not only eliminate such operational risk. By electronically supporting all business processes, both products provide guidance and control and serve as source of valuable management information about efficiency and compliance of key business processes.