Document Generation Guide

Generate LMA templates from CDM data

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

1. Verify Data: Always review CDM data before generation
2. Check Mappings: Ensure field mappings are correct
3. Review Output: Review generated documents before finalizing
4. Template Updates: Keep templates up to date

Troubleshooting

Template not populating correctly:

• Check CDM data completeness
• Verify field mappings
• Review template structure

Missing fields:

• 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