USE CASE - FINANCIAL SERVICES
The desk that answers its own question
A structurer checks what an agreement permits and routes the trade. A COO knows which prime broker gave the weakest terms without asking anyone. Live at a major bank.
FINANCIAL SERVICES
Fee schedules, licenses, and ISDA terms, resolved in seconds
Amendment-heavy master agreements, fee schedules that drift out of date, and counterparty payment per work that cannot always be taken at face value: Consolidocs reads the whole chain and gives the desk its own current, evidenced position.
THE PREVENTION
Open with CD Truth, scale into CD Ask
CD Truth resolves precedents across the master, it schedules, and every amendment. CD Ask gives the desk a fast answer, in seconds, with the source clause attached. As the license or vendor management team expands the relationship, CD Performance reconciles what is invoiced against what the contract says across the whole book, and CD Compliance evidences the regulatory position rather than leaving it believed.
The consolidated database. What you actually have, and whether it holds together.
Fast answers from the database for people who need them daily.
PROOF
Nine years, unnoticed, surfacedd week one
CASE STUDY: GLOBAL BANK
In week one of CD Truth, a fee cap that had lapsed in 2016 was surfaced. For nine years, there had been no contractual ceiling on what the bank could be charged for the product line, and nobody knew.
