Term-Sheet Drafting Agent
Drafts structured-product term sheets and marketing docs from the payoff.
Takes the agreed payoff and pricing and drafts the term sheet, the marketing summary and the key risk disclosures, consistent with the approved templates and the actual economics. A compliance agent-as-judge checks the disclosure and the accountable senior counsel approves issuance.
Authority
Recommend for approval
Team role
Completes a defined task
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Structuring
Desk workflow
Client need drives payoff design, then pricing and risk, the term sheet, the docs and issuance. Term-sheet drafting and doc QA run as agent chains behind a compliance judge's check and the accountable senior counsel's approval.
Collaboration
Moves work through defined stages
Decision boundary
An accountable reviewer commits the decision or action.
Systems and capabilities involved
Pricing/payoff service
Term-sheet template corpus
Document generation
Compliance QA judge
Senior counsel review
compliance judge checks; accountable senior counsel approves issuance
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Receives from
External handoff
Compliance (Product Governance) for approval
Context
What the role needs to do the work
- Current work
- The payoff spec, pricing output, and draft document.
- Prior interactions
- Not specified for this role.
- Policies and reference
- Approved templates, disclosure requirements, product taxonomy.
- Working method
- Drafting playbooks per product type, refined by review feedback.
Illustrative workflow
How the work moves
Starting point
Approved payoff: a 3-year autocallable on a basket, agreed pricing.
- 01
Pull the matching template; populate terms from the payoff and pricing.
- 02
Draft the risk disclosures and marketing summary.
- 03
Run the compliance judge; reconcile numbers; route for sign-off.
Result
A complete draft term sheet + marketing doc, reconciled to the economics, ready for the compliance judge's check and the accountable senior counsel's approval of issuance.
Checks and boundaries
What must be tested or reviewed
- 01Numerical consistency check: document terms must reconcile to the pricing output.
- 02Compliance agent-as-judge scores disclosure completeness before issuance.
- 03The accountable senior counsel approves issuance after the compliance agent-as-judge check.
Human authority
An accountable reviewer commits the decision or action.
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