Reads the draft. Finds the departures. Routes each one to whoever decides it.
Private working tool
Reads an ISDA Schedule against a playbook, sorts each term into template, fallback, or approval, and routes the approvals.
Word or PDF. Read in your browser, never uploaded, discarded on close.
No Schedule loaded.
Fill in the template position for at least a few terms, load a Schedule, and run. Terms with no template position are skipped.
Changes to the printed form that no playbook term covers show up here. Yours alone — they never reach the email.
Deviations needing a business or credit decision become the numbered list, each tagged with the approver who owns it. Terms at our standard, and Legal-only items, stay out.
To
Counterparty
Background — the opening paragraph
Going in the email
The playbook ships empty on purpose. Terms are the standard Schedule headings; the template positions, fallbacks and routing are yours to fill in, and they stay in this browser unless you save them to a file. Anything you type into a template or fallback field is sent to Claude when you run a review.