Invoice

Invoice contracts use a narrower set of fields focused on the financial details of a single billing event. Renewal, multi-year, and most negotiated terms are intentionally omitted.

Field definitions live in the Contract Fields glossary.

Overview

Invoices include the execution date, billing frequency, and currency in the overview itself — fields that live in deeper sections for other contract types.

Field	Description
`term_start_date`	Calendar date on which the term begins
`term_end_date`	Calendar date on which the term ends
`execution_date`	The date the document was signed
`billing_frequency`	How often the client is billed
`subscription_term`	Length of the term, in months
`currency`	Currency the amounts are expressed in

Contract details

Products Licensed

Field	Description
`vendor_products.id`	Product ID
`vendor_products.name`	Product name
`vendor_products.vendor_id`	Links the product to its vendor
`vendor_products_details.fees`	Annual fee amount
`vendor_products_details.year`	Contract year (for multi-year pricing)
`vendor_products.delivery_method_id`	Data delivery method

Product terms

Field	Description
`market_data_types`	Real-time/delayed quotes, fixed income holdings, T&C, historical data
`data_delivery_types`	Delivery methods such as SFTP or Snowflake

Payment details

Field	Description
`payment_terms`	Detail on how the client must pay
`renewal_period`	The term covered by any renewal
`cancellation_process`	How to cancel before auto-renewal

Permissions and scope of use

Field	Description
`end_users`	Detail about users, groups, locations, tiered pricing
`number_of_users`	Licensed user allocations per product

Invoices intentionally omit the Adjustments, Marketing Rights, SLA, Audit, Arbitration, Security Awareness, and other long-form term sections that appear on the default field set. They are billing artifacts, not negotiated agreements.

PostSig metadata

Field	Description
`postsig_notes`	Notes added by PostSig
`missing_fields`	Fields flagged as incomplete during extraction
`asset_classes`	Tagged financial product categories
`tags`	User-created tags
`summary`	AI-generated summary of the agreement

Baseline (all contracts)

Fields below appear on every contract regardless of type.

Contract metadata

Field	Description
`vendor`	Vendor name
`contract_type`	The contract type (e.g. MSA, NDA)
`status`	Active, Inactive, or Unconfirmed
`will_not_renew`	Marks contract for archival at end date
`all_parties_signed`	Execution status

Contract owner

Field	Description
`business_sponsor`	Internal advocate for the engagement
`business_group`	The sponsor’s business group
`business_justification`	Reason for the purchase
`business_order`	Client-assigned order code

Getting started

CPM

Investor

MCP Servers

Access

Overview

Contract details

Products Licensed

Product terms

Payment details

Permissions and scope of use

PostSig metadata

Baseline (all contracts)

Contract metadata

Contract owner

​Overview

​Contract details

​Products Licensed

​Product terms

​Payment details

​Permissions and scope of use

​PostSig metadata

​Baseline (all contracts)

​Contract metadata

​Contract owner

Overview

Contract details

Products Licensed

Product terms

Payment details

Permissions and scope of use

PostSig metadata

Baseline (all contracts)

Contract metadata

Contract owner