docFactory by cleversoft is a cloud-based SaaS application designed to automate and standardize the creation of trade regulatory documents for banking investment products, such as PRIIP KIDs, Final Terms, and Term Sheets. The solution supports OTC derivatives and structured products, enabling fully automated document generation, calculation of key figures and performance scenarios, and preparation and archiving of documents. It also provides retrieval functionalities and structured data exports in various formats to meet regulatory and client requirements.

Key Features

Automated Document Creation

• Generates PRIIP KIDs, Final Terms, Term Sheets, and other regulatory documents
• Uses standard or custom logic for document generation

Comprehensive Calculation Capabilities

• Calculates all key figures and performance scenarios required for regulatory compliance

Document Management

• Prepares, archives, and retrieves documents
• Supports structured data exports in multiple formats

Regulatory Compliance

• Meets requirements of PRIIP Regulation and other relevant standards
• Customizable to client and regulatory needs

Benefits

Efficiency and Accuracy

• Reduces manual effort and errors in regulatory document creation
• Ensures consistency and standardization across documents

Regulatory Confidence

• Helps ensure compliance with complex financial regulations
• Provides audit-ready documentation

Flexibility and Scalability

• Adapts to custom client requirements and evolving regulations
• Supports a wide range of document and data formats