Obligations · After execution
Nothing important should depend on a calendar reminder.
Lifecycle management tracks contractual and product events: renewals, observations, coupons, barriers, autocalls, redemptions, terminations. Workflows, notifications and audit sit on the same record as the agreement or product. Framesoft Contract Event & Lifecycle Management (FELM), Framesoft Contract Repository (FCR), Framesoft Document Assembly (FDA), Framesoft Online Negotiation (FON) and Framesoft Event & Product Lifecycle Management (FEM) are covered below.
Benefits
- Obligation and milestone diaries
- Structured product event processing
- Escalation and approval on exceptions
Contracts and products
On the contract side this is Framesoft Contract Event & Lifecycle Management (FELM), inside FCR. On structured products it is Framesoft Event & Product Lifecycle Management (FEM), covering post-issuance trading, maturity and corporate actions. Operations see one pattern: reminders, follow-up, to-do lists, change history, status transitions, and amendment handling with a compare mode.
- Obligations, commitments and milestones, including performance reviews, delivery deadlines, renewal notices and cash flows
- Drafting through FDA, so agreements start from approved language
- Negotiation through FON, with timely input from every party
- Workflow from request through generation, approval, amendment and execution
- Amendments and renegotiation when the business or the market changes
- Activations, suspensions, renewals and terminations
- Compliance, risk, netting flags, retention and audit
- Reports on contract status, compliance, performance and key metrics
- Links from FCR to CRM, finance and risk systems