Drag and drop your termsheets to create products!
The PDF importer allows our clients to drag & drop PDF term sheets directly into LexiFi Apropos, where products are automatically defined with minimal manual intervention.
This tool leverages state-of-the-art large language models (LLMs) combined with domain-specific expertise in structured products. Instead of relying on rigid rule-based techniques, our system uses context-aware AI to intelligently extract product details from a wide range of term sheets, regardless of issuer, document layout, or product complexity.
By understanding financial contracts in natural language, the importer can recognize complex and exotic payoffs, parsing them into generic formulas that are seamlessly integrated into our application for further analysis, lifecycle management, and pricing.
A suite of control mechanisms ensures reliability by detecting potential inconsistencies and raising alerts in case of anomalies. This significantly reduces operational risk and streamlines product onboarding.
Unlike older solutions, this importer is not restricted to a predefined list of issuers. It is designed to handle any term sheet, from any institution, and across various product variations, making it a highly versatile solution for structured product management.
💡Watch the demo below for more details on how to import a new contract in LexiFi Apropos.
⚠️While this tool offers a powerful and efficient means of processing and analyzing term sheets, and every effort is made to ensure accuracy, the nature of AI-driven extraction means occasional discrepancies may occur. It is the responsibility of the user to check correctness of the contract parameters captured by the tool before further use.