Agreement Intelligence

From collateral documents to evidence-linked agreement intelligence.

Pyligent assembles related Master Agreements, Schedules, CSAs, collateral schedules and amendments into a traceable agreement package. It determines the operative document set, extracts supported commercial and operational terms, and links every finding to source evidence for review.

For documentation, legal and collateral onboarding teams. Available for controlled institutional trials as a focused documentation workflow, or as a module alongside Pyligent Allocate.

A controlled trial is an evaluation against an agreed document set with agreed success measures. It is not production use, and it does not sit in a settlement path.

Discuss a controlled trial See the governance model

Turn a document collection into a reviewable agreement record

Govern intake

Register documents with provenance, integrity checks, access controls and processing status.

Assemble the agreement package

Connect Masters, Schedules, CSAs, amendments and collateral documents into an explicit, reviewable relationship graph.

Determine the operative scope

Evaluate effective dates, amendment precedence, document relationships and missing-document conditions before extraction begins.

Extract terms with evidence

Produce structured findings for supported commercial, collateral and operational fields, with source locations and evidence attached.

Route exceptions for review

Surface missing, conflicting, ambiguous or unsupported findings instead of silently treating them as correct.

Preserve lineage

Record the document set, processing stages, evidence, exceptions and reviewer decisions associated with each run.

Five governed workflow phases
01 — Govern
Verify document identity, provenance, access and processing eligibility.
02 — Assemble
Build the agreement package and identify the role of each document.
03 — Determine
Select the operative document set and evaluate amendments, effective dates and completeness.
04 — Extract and verify
Extract supported terms, reconstruct collateral information and verify findings against source evidence.
05 — Review and record
Route exceptions to the appropriate reviewer and preserve the resulting decision history.
View the technical workflow
What the reviewer receives

Every run produces a record, not just an answer.

Initial trial scope can include high-value CSA fields such as base currency, eligible currency, threshold, minimum transfer amount and rounding, together with selected collateral schedule, operating-model and segregation indicators.

Exact coverage and success measures are agreed for each trial document set.

Agreement-package graph
Operative-as-of document view
Structured agreement terms
Source quotations and document locations
Collateral schedule and table findings
Missing and conflicting field indicators
Exceptions requiring investigation
Reviewer decisions and notes
Processing, evidence and decision lineage
Evidence before assertion

A finding is not accepted merely because a parser or model produced it.

Pyligent keeps source facts, extracted findings, unresolved issues and reviewer decisions distinct. Evidence remains attached to the finding, and uncertain or unsupported results are routed for review.

Illustrative review record
field threshold
status REVIEW REQUIRED
source CSA · referenced provision
reason conflicting amendment evidence
lineage VERIFIED
Deterministic controls with bounded augmentation

The core workflow is deterministic and evidence-first.

Where a trial requires model-assisted analysis, it can be introduced for agreed use cases under bounded context, provider authorization and independent verification. Model-generated proposals cannot approve themselves or replace the source evidence.

Structured handoff and CDM alignment

Mapping outputs remain proposals until validated.

Pyligent produces evidence-linked structured outputs designed to support deterministic mapping proposals toward FINOS Common Domain Model Legal Agreement and Eligible Collateral Specification structures — proposals that stand only once the required schema, semantic and operational validation has been completed.

Designed for controlled institutional trials

A trial evaluates the workflow against an agreed document set and measurable success criteria:

Agreement-package completeness
Field-level extraction performance
Evidence accuracy and usability
Amendment and conflict handling
Human-review efficiency
Structured downstream handoff
Integration and operating-control requirements

Results are measured on the participating institution's agreed test cases, rather than inferred from generic reference material.

Evaluate Agreement Intelligence on your collateral documentation

Define the documents, fields, review roles and success criteria that matter to your team.

Discuss a controlled trial Request the assessment pack

If your question is the morning allocation file rather than the documentation behind it, the other trial is the one you want — Shadow Mode Trial for Allocate →