Automate the production of fully customized documents using any qualitative or quantitative data available across the LexiFi platform.
LexiFi supports the generation of a wide range of documents, from marketing materials and client reports to term sheets, confirmations, event notices, risk reports and regulatory documentation.
Documents can be produced for individual contracts, trades, cash flows, positions or entire portfolios, including throughout the lifecycle of a financial product.
An indicative term sheet generated for a single contract.
Automated document production
Documents can be generated interactively by users, as part of scheduled or automated workflows, or on demand through an API.
This allows organizations to integrate document production directly into their operational processes, reduce repetitive manual work and efficiently generate large volumes of recurring documentation.
Dynamic documents built from platform data
Generated documents reflect the information available at the time of production.
They can combine contract characteristics, lifecycle events (such as barrier crossings, fixings or corporate actions), trades, cash flows, positions, user-defined attributes, market data, external data sources such as Excel files, and other information managed across the platform.
Document generation can also trigger calculations and quantitative analyses on demand. Pricing results, scenarios, stress tests and other analytics (including Monte Carlo simulations, backtests and value-change analyses) can therefore be calculated during the generation process and inserted directly into the final document.
A performance report reflecting up-to-date market levels and on-the-fly analytics.
In addition to text, numbers and tables, documents can include images, charts and complex data visualizations.
Controlled document generation
LexiFi checks the information required by each document during generation.
When data is missing or incomplete, the system can report informative alerts and produce a preliminary document containing clearly visible warnings.
Teams can therefore review documents at an early stage without losing visibility over incomplete information or unintentionally treating them as final versions.
Fully customizable templates
Every institution has its own branding, regulatory requirements and documentation standards. LexiFi gives users full control over the content, structure and visual identity of every generated document.
Document generation is entirely template-based, using standard HTML and CSS enriched with a lightweight expression language to access application data and introduce dynamic logic such as conditions and loops. Because these technologies are widely adopted, organizations can customize and extend their document templates without relying on proprietary tools.
Content can also be resolved contextually at generation time. Fragments such as disclaimers or product descriptions can be attached directly to a specific object - an instrument type, an underlying or a counterparty - and are then included automatically wherever that object appears. A disclaimer attached to an underlying, for instance, is inserted into every term sheet that references it, so the correct regulatory text always follows the right product.
HTML and high-quality PDF output
The same templates can generate interactive HTML documents for web delivery or high-quality PDF documents, with advanced pagination features including headers, footers, page numbering and unbreakable sections.
A portfolio-level client report aggregating positions across the platform, with geographical and issuer allocation charts, delivered as a high-quality paginated PDF.
Reusable template packages
Templates are organized into reusable packages, making them easier to develop, maintain and deploy. Rather than managing isolated files, organizations can group templates together with their associated resources and dependencies, ensuring consistency across document types while simplifying customization.
This modular approach supports modern development practices, including version control with tools such as Git, collaborative development and controlled deployments. Packages can be installed locally for development and testing or centrally managed to distribute updates securely across all users through a single operation.
An integrated template development environment
The same templating framework is also used throughout the platform for other customization needs, including reporting layouts, email generation and application configuration, allowing teams to build expertise around a single technology.
To streamline the customization process, LexiFi includes an integrated template studio with everything needed to edit, preview and debug templates in real time. Combined with a short training session, users familiar with HTML and CSS can quickly become autonomous in creating, maintaining and deploying document templates.