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Zug, Feb 20, 2023: Framesoft Document Assembly (FDA)
Framesoft announces the release of an updated version of Framesoft Document Assembly (FDA) in April 2023.
Document assembly is one of the critical components of the document automation. Framesoft’s unique Document Assembly (FDA) module includes template & component design, data integration, automatic clause assembly, template, component / clause preview and document generation as part of a workflow (e.g., a contract request workflow) or manually via action.
FDA will dramatically speed up the document template creation process based on a flexible online configuration of any “Master” document and its individual components such as e.g., sub-documents, sections, and clauses. Any component needs to be created once in the Document Assembly module and can then be used in multiple contracts templates. Each update of a document template element will lead to the creation of a new version. All former versions are still available for audit purposes via audit trail.
Conduct a review or contract negotiation of such automatically generated Contract Draft Documents. FDA will take care of:
- “Merge Handling“ of updates pushed into a currently reviewed contract via new standard clause / non-standard versions, data updates or individual updates
- Automated generation of new agreements / amendments triggered by a library clause update
- Automated generation of new agreement / amendment triggered by a contract data point update
For contract lifecycle management an extended Template Repository Search is offered, including
- Template Repository & signed contract search
- Clause search and its versions / usage in contracts
- Search for documents containing selected template components
- What-if-Analysis
Framesoft Document Assembly (FDA) is offered as Add-On to any of our solutions.
For more information, please contact Framesoft at
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Zug: Feb 20, 2023: One of Europe's largest financial institutions upgraded to Framesoft Contract Repository (FCR) 4.3
After having deployed FCR for more than 15 years for managing master agreements & achieving a significant netting benefit, the new version 4.3 of FCR 4.3 will support the growing global user basis and increase working efficiency by significantly speeding up the client onboarding process.
beside state-of-the-art netting functionality, FCR 4.3 offers an enhanced user interface addressing easy usage combined with powerful configurability. Fine grained access control is applied on the basis of user groups presenting search and overview screens in a tailored fashion.
Furthermore, FCR's workflow engine now supports bundling of workflows, Workflow forking & looping as well as managing of parallel workflows including workflow reunion.
The new FCR version integrates and accelerates document generation and negotiation processes and provides contract lifecycle capabilities via integration of:
- Framesoft Document Assembly (FDA)
- Framesoft Online Negotiation (FON)
- Framesoft Data Insight (FDI)
- Framesoft Agreement API
FCR will be used in all of the customer's banking hubs and branches in Europe, America and Asia.
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Zug, Nov 1, 2022: Framesoft is very pleased to announce that ABN AMRO Bank N.V. went live with Framesoft Data Insight (FDI) as its universal FCR data platform analysis & reporting tool.
At ABN AMRO, FDI is fully integrated in Framesoft Contract Repository (FCR) to extend FCR’s reporting & analysis capabilities.
FDI also supports the transfer of reports generated in the Framesoft Report Generator (FRG) in FDI directly. Data retrieved from FRG (or any other source) is automatically transformed into business views and made available in FDI. Business views can be connected in FDI via joins which support navigating through data silos / universe and extracting the deepest business data insights.
FDI users are offered an intuitive, universally accessible, and flexible toolset to analyze data, configure and execute required reports and data visualizations (dashboards) on the fly. FDI also provides a report library, where users can store and publish their reports. The integrated chart engine allows displaying and providing report results as graphical interpretation.
Furthermore, data can easily be filtered, grouped, summed, averaged, etc. and displayed in a “Pivot” table according to user-defined row and column criteria.
For more information, please contact us at
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Zug, February 3, 2022: Framesoft is pleased to announce that a major European Financial Institution decided to license Framesoft Data Insight (FDI) as its universal data platform analysis & reporting tool.
FDI will be fully integrated in Framesoft Contract Repository (FCR) to extent its reporting & analysis capabilities or can be accessed via browser.
Furthermore, by connecting to internal and external (cloud based) applications FDI directly retrieves data to support the clients decision processes in real-time.
Data retrieved from any source is automatically transformed into business views and made available in FDI. Business views (from all sources) can be connected in FDI via joins which support navigating through your data silos / universe and extracting
the deepest insight from your data. Business users can analyze the data on demand with no infrastructure setup and no time-consuming transformations, pre-processing, or metadata management.
FDI users are offered an intuitive, universally accessible, and flexible toolset to analyze data, configure and execute required reports and data visualizations (dashboards) on the fly. FDI also provides a report library, where users can store and publish their reports. The integrated chart engine allows displaying and providing report results as graphical interpretation.
Data can easily be filtered, grouped, summed, averaged, etc. and displayed in a “Pivot” table according to user-defined row and column criteria.
For more information, please contact us at
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Zug, July 31, 2021: Framesoft Protocol Adherence (FPA)
Adherence to protocols eliminates the necessity for costly and time-consuming bilateral negotiations.
Framesoft Contract Repository (FCR) tracks adherences to protocols on counterparty and agreement level with the newly introduced “Framesoft Protocol Adherence (FPA)” add-on. FPA supports existing as well as future regulations which require capturing additional information on agreement and / or counterparty level via configuration.
FPA extends FCR capabilities by providing the following new & extended functionalities:
- Master Data Administration
The “Master Data” section is extended by an additional “Protocol & Agreement Types” item supporting the configuration of all protocols to be tracked in FCR as well as its agreement types in scope. In addition, for each agreement type and protocol the required applicable regulatory fields and its types / details can be configured. Furthermore, the protocol configuration on counterparty level (Principal & Agent) and its required fields and types such as e.g., “Protocol Adherence”, “PR Code” and “Submit Date” and its types / details per protocol are supported.
- Agreements
Based on the configuration in the FCR "Master Data" section an additional “Regulation” detail tab is provided on agreement level displaying the status of the “Bilateral Negotiation”.
- Counterparties
The FCR Counterparty Detail screen is extended by integrating an additional “Protocol Regulation“ section displaying the regulatory fields of the protocols configured via “Master Data” on counterparty level.
- ISDA Protocol Update / Upload Interface
Framesoft Protocol Adherence (FPA) also allows to update / upload adhering parties via protocol full list and / or delta file published by ISDA. For the upload a protocol is defined by its name and the adhering parties are identified via Organization LEI. Once an upload is triggered by a user all counterparties identified via “Organization LEI” and its adherence and options as well as PR Code, etc. will be updated in FCR automatically. A summary of the updates made will be provided to the user. Any upload will also be tracked via audit functionality. By additionally obtaining FCR Framesoft Agreement API any adherence information can be uploaded in FCR automatically.
- Regulatory Adherence Search
Furthermore, FPA adds a “Protocol Adherence” search module to FCR allowing to view the adherence of protocols via bilateral agreement and / or ISDA Protocol. Any search result can also be exported to MS Excel instantaneously.
Framesoft Protocol Adherence (FPA) is offered as add-on to Framesoft Contract Repository (FCR) and will be released in Q4-2021.
For more information, please get in touch with Framesoft at