Common Contract Technical Specifications

Contract Services

The contract generation logic is structured into two distinct layers to ensure efficient and accurate processing:

1. Contract Generation Request (CGR) Processing

This layer manages the initial handling of contract generation requests based on the client's profile and the current generation status. It ensures that requests are validated and routed correctly. The steps involved in this layer are:

Contract Generation Request Validation:

  • Validate the integrity and completeness of the incoming request.
  • Check for mandatory fields and required client information.
  • Ensure the request complies with predefined business rules and criteria.
  • Client/Generation Status Specific Processing:

    Route the request to appropriate processing flows based on the client type and generation status.

    For CR Draft Requests:

  • Preliminary validation and setup steps.
  • Prepare draft documents for review and feedback.
  • For CR Final Requests:

  • Perform detailed validation and finalization steps.
  • Generate final contract documents ready for execution.
  • For SSP (Special Service Package) Requests:

  • Follow specialized processing steps tailored to SSP requirements.
  • Ensure all additional SSP-specific data and criteria are met.
  • 2. Document Generation

    Upon successful processing of the contract generation request, the next layer focuses on the creation of the contract documents. This layer includes:

    Generate Pricing Schedule Package:

  • Retrieve all necessary dynamic data required for document generation.
  • Extract client-specific and product-specific data from various sources.
  • Compile and organize the data into a structured format.
  • Document Creation:

  • Apply the retrieved dynamic data to predefined product-specific templates.
  • Generate the required contract documents, such as Master Agreement (MA) and Pricing Schedule (PS).
  • Ensure that all documents are formatted correctly and include all necessary details.
  • Key Features and Benefits

    Automation: Automates the entire contract generation process, reducing manual effort and minimizing errors.

    Customization: Tailors contract documents based on client-specific information and product requirements.

    Efficiency: Streamlines the process, ensuring timely and accurate generation of contracts.

    Scalability: Supports a wide range of contract types and can handle high volumes of requests.

    Side Effects

    List the downstream effects of using this API, such as spinning up a phone line or charging a credit card.

    In the Standard Pricing API, an example of a side effect is to make prices available in client applications: SSP, Salesforce, BC, etc.

    Dependencies

    List other capabilities and services that this capability uses (as well as any backing systems).

    In the Standard Pricing API, some examples of dependencies are:

    • The Catalog Capability is needed for product and offer definitions.
    • The PO&M System is needed to supply the list of approved prices from the pricing optimization and management