Origin’s Documentation technology is both incredibly flexible and highly adaptable to capital markets transactions. Our termsheet generator can draft standardised termsheets across a variety of fixed income products, structures, and currencies. Template post-trade documents (such as final terms, accession letters, regulatory filings) can be automated, saving countless hours of legal resources.

Origin Documentation

Key Benefits

Termsheets are generated automatically through our intelligent wizards, and can be shared, reviewed, and commented up directly on our platform, eliminating long email threads. Mandates, approvals and signatures are fully digital and electronic.

Workflow Automation

Accurate final terms and other post trade documents can be drafted within minutes rather than hours or days. This allows for faster approvals, signatures, and importantly, can lead to shortened settlement periods.

Faster turnarounds

Bond and swap termsheets are generated automatically, ensuring no mismatches. Termsheet data automatically populates final terms, eliminating the need to copy and paste terms from one document to another. Redundant workflow is eliminated across the entire transaction lifecycle.

Data integrity

With everything moving off email and onto a centralised platform, every interaction, amendment, and document version is captured in a full electronic audit trail. Keeping track of who said what, when, has never been easier.

Electronic audit trail

Clear benefits for everyone in the ecosystem

For Dealers:

  • Automated documentation reduces errors and saves time

  • Reduce document turnaround time

  • Comprehensive digital audit trail

  • Reduce external and internal legals costs

  • Improved client experience

For Issuers:

  • Standardised termsheets and final terms for all your trades

  • Shorter settlement times

  • Lower deal costs

  • Increase transaction volumes

For Law Firms:

  • Automate production of template documents

  • Digital audit trail for all transactions

  • Junior staff can focus on value added tasks

  • Improved client experience

Front Office

Our intelligent termsheet wizard can automatically generate bond and swap termsheets for a variety of structures, including fixed rate notes, FRNs, caps, floors, collars, fixed rate callables, and tap transactions. Integrated business calendars and price and yield calculators save considerable time ensuring correct dates and prices. Our database of over 500 issuer profiles ensures that ratings, issuing entities, and LEIs are all pre-populated.

Internal Legal

Save countless hours generating final terms, dealer accession letters, confirmation letters, regulatory filings, and more. With indicative and final termsheets being generated and approved on the platform, most of the final terms fields can be pre-populated based on those termsheets, eliminating the need to transpose data from one document to another. A full suite of post-trade documents can now be produced within minutes.

Structuring

Termsheets and final terms can be encoded for any structured product, helping save considerable time for structuring and structured sales desks. Our documentation technology can be used together with our marketplace, or as a standalone solution for those issuers that have a high volume structured issuance business.

Law Firms

Automate and centralise the production of all transaction documentation, saving time and reducing errors. Working together with us, you can produce machine-readable final terms for your clients, allowing them to save time and costs with their issuance programs. Improve your client experience by being at the forefront of digitisation in the capital markets.

Want to learn more?

Get in touch to schedule an online demo.