Fairmat for Documents

Automate the digitalization and the monitoring processes for regulatory and institutional documents.

Contact us left-arrow Created with Sketch.

Creation and management of regulatory documents

Market: Banks, Insurance companies, Asset Manager, Corporates

Regulations: UCITs, IVASS Regulation #41

Fairmat for Documents is a collaborative platform for institutional and regulatory documents management.

Texts sharing between several documents, hierarchical texts organization, parametric narratives and layout and content decoupling are some of the features that make it the ideal tool for bringing document management back to content creators.

Key features

  • check
    Accessible from any web browser and available as a software as service (SaaS) or on-premise. In addition, It can be interfaced with authentication systems and single sign-on services.
  • check
    Collaborative document editing, availability to share text sections among multiple documents, parametric texts.
  • check
    Authorization and validation workflows, roles and permissions management at the level of document single section.
  • check
    Possibility to generate PDF/DocX/Html output
  • check
    Multiple language document generation support
  • check
    Text quality and texts complexity indicators
  • check
    Automation of official documents distribution process
  • check
    REST API allows to generate on-demand parametric documents

Use cases

In 2019 IVASS has defined a standard pre-contractual information for life and non-life classes based on standard pre-contractual documents drafting:

  • IPID: (Insurance Product Information Document) for non-life products, required by EU legislation
  • KIDs (Key information documents): see also Fairmat for KIDs
  • DIP: (Pre-contractual Information Document) Life for pure risk life products
  • Additional DIP, for Life products, IBIPs, Damage and Multi-risk.
  • Insurance Terms & Conditions with Glossary management, indices management and support for reference among articles.

Fairmat for Documents can design and create any kind of data driven document.

Solutions and services
Subscribe to our newsletter

Stay informed with the latest news about our solutions
and the regulation updates we follow.