Processes

Prepare deal confirmations

How prepare deal confirmations are reshaped as AGI capability advances.

ProcessesPrepare deal confirmations
Prepare deal confirmations — illustrated

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How the work flows

Trigger: A financial transaction or trade is executed and requires formal documentation between counterparties.

  1. Extract trade details from the execution platform or term sheet
  2. Generate a formal confirmation document using standardized legal templates
  3. Validate terms against internal trade records and compliance policies
  4. Transmit the drafted confirmation to the counterparty for review
  5. Resolve any exceptions or discrepancies identified by the counterparty
  6. Finalize, execute, and archive the agreed-upon confirmation

Outcome: A formal deal confirmation is verified, mutually agreed upon, executed, and securely archived.

Measured by

Confirmation Turnaround TimeConfirmation Error RateStraight-Through Processing RateUnconfirmed Trades Volume