Overview
The Document Generation workflow allows you to create LMA (Loan Market Association) templates from your extracted CDM data.Prerequisites
- CDM data extracted from credit agreements (via Document Parser)
- LMA template files available in the system
Step-by-Step Process
1. Access Document Generator
Navigate to the Document Generator tab in the main application interface.2. Select CDM Data Source
Choose from your library of extracted documents:- Browse recent documents
- Search by borrower name or deal ID
- Filter by date or status
3. Choose Template
Select an LMA template:- Standard loan agreement templates
- Custom templates (if available)
- Template preview available
4. Review Field Mappings
The system automatically maps CDM fields to template fields:- Review automatic mappings
- Adjust mappings if needed
- Verify data accuracy
5. Generate Document
Click “Generate Document” to:- Populate template with CDM data
- Apply AI-powered field population for missing data
- Render final document
6. Download or Save
- Download generated document (DOCX format)
- Save to library for future reference
- Share via FDC3 context
Field Mapping
Automatic Mapping
The system automatically maps common fields:- Party names and details
- Loan amounts and currencies
- Interest rates and terms
- Payment schedules
Manual Adjustment
You can manually adjust mappings:- Change field assignments
- Add custom fields
- Remove unnecessary fields
AI Field Population
For fields not present in CDM data, the system uses AI to:- Infer missing values from context
- Generate appropriate placeholders
- Suggest field values based on patterns
Best Practices
- Verify Data: Always review CDM data before generation
- Check Mappings: Ensure field mappings are correct
- Review Output: Review generated documents before finalizing
- Template Updates: Keep templates up to date
Troubleshooting
Template not populating correctly:- Check CDM data completeness
- Verify field mappings
- Review template structure
- Use AI field population
- Manually enter missing data
- Update source CDM data
Next Steps
After generation, you can:- Download and use documents
- Share with stakeholders
- Store in document library
- Use in trade execution workflows