Fairmat for Documents

Automation, advanced editing, and governance: the entire document process in a single solution.

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Documentation Governance

Market: Banks, Insurance, Asset Managers, Corporates

Regulations: PRIIPs, UCITS, European Accessibility Act (EAA), Regulation (EU) 2017/1129, IORP II (EU 2016/2341), IVASS Regulation 41, Legge Stanca, COVIP Resolution 22/12/2020 

Companies producing regulatory, informational, and commercial documentation face recurring challenges: time-consuming manual updates, difficulties ensuring compliance and document accessibility, and managing review and validation processes. 
Document production thus becomes costly, fragmented, and error prone. 

In regulated sectors such as banking, insurance and financial services, automated document management is essential to ensure document compliance.

Fairmat for Documents - Document Automation and Accessibility

Fairmat for Documents is the platform that digitizes and automates the entire document lifecycle, providing a comprehensive document automation solution for the creation, updating and publication of offering, regulatory and commercial documents.

By enabling content to be shared across multiple documents, as well as through hierarchical groupings and data-driven, parameterized templates, it allows organizations to generate and update accessible, accurate and compliant documents—including documents in PDF/UA format—while significantly reducing time and operational risk.

The solution integrates customized layouts, revision tracking, multilingual capabilities and approval workflows, providing a comprehensive system for managing and controlling the entire document production process.

Features

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    Centralized and Customizable Layouts
    The solution enables the configuration of document templates that meet both regulatory requirements and the Issuer’s brand identity.

    Key features:
    1. Management of documents based on both regulatory and corporate templates, with graphical configuration directly within the platform;
    2. Layout compliance with the requirements of the European Accessibility Act (EAA) and Italy’s Stanca Act, enabling the generation of accessible documents designed to meet PDF/UA compliance requirements;
    3. Timely implementation of regulatory or brand updates: centralized layouts allow required changes to be immediately propagated across all managed documents, streamlining document rebranding activities.
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    Data-Driven Documents and Content Automation
    Each document can be linked to one or more data sources, either calculated by Fairmat or imported into the platform.
    Features allow data to be managed and represented graphically in documents, automating text, tables, and charts.
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    Advanced Visual Editor
    The integrated collaborative editor allows flexible work on document texts with advanced writing tools. To minimize text maintenance activities, documents are divided into sections that enable text sharing across multiple documents according to different hierarchical levels.
    Multilingual support is also provided to update documents from a single section.
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    End-to-End Governance and Control
    Fairmat for Documents offers features designed to centralize all document drafting processes in a single solution, ensuring traceability and audit readiness.
    Main features include:

    1. Complete tracking and consultation of revisions to texts and data, with information on users, dates, and reasons for each change;

    2. Configurable approval workflows to track the approval story for each document;

    3. User roles and permission configurations;

    4. Centralized document repository, with version history, search, and storage of all official versions.

Q&A

The solution can produce any type of document.
The main documents produced through the platform include: 

  • KID (Key Information Document) 
  • Insurance sector, DIP, Additional DIP, Insurance Conditions, Covers pages, Notices (Privacy Notice, Remote Sale), Appendices, Proposal Form, Subscription Form, Health Questionnaires 
  • Banking sector: Termsheet, and Final Terms 
  • Asset Management : Prospectuses, Regulations, Management Reports, MiFID Notices 
  • Sustainability documentation (SFDR and Sustainability Notices) 
  • Pension fund documentation 
  • Forms, questionnaires, and information documents 
  • Commercial documents: Brochures and Factsheets 

Yes, documents guarantee content accessibility for people with disabilities as required by the European Accessibility Act (EAA) and Italian regulations (Legge Stanca).

Compliance is structurally ensured through centralized layout configurations that follow WCAG and EN 301 549 guidelines. 

The platform supports document generation in PDF, DOCX, and HTML formats. 

The platform reduces manual tasks for document production through: 

  • Automatic document layout management via centralized layouts; 
  • Generation of documents natively compliant with accessibility regulations; 
  • Text sharing of specific sections across multiple documents; 
  • Automation of qualitative and quantitative content via parametrization; 
  • Management of multilingual document generation; 
  • Automated distribution of documents. 

Yes, it ensures full tracking of all document revisions, allows configuring user permissions, archives all official documentation produced, and supports approval workflow configuration. 
These tools allow complete document monitoring and audit support.

Yes, through automated workflows or REST APIs, internal systems can feed data into the platform and generate on-demand documentation .

Yes. Fairmat for Documents supports the creation of forms with editable fields, and its advanced text editor allows users to input content independently. 

 

Solutions and services

KIDs for PRIIPs

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Document automation

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IDD’s POG process support

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Solvency Scenarios Generation and IFRS 17

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