Trial

Uses the default field configuration — the standard field set shared by MSA, Service Order, Addendum, Other, TOS, Trial, and Operational agreements. (Invoice and NDA have custom configurations.)

Field definitions live in the Contract Fields glossary.

Overview

Field	Description
`term_start_date`	Calendar date on which the contract begins
`term_end_date`	Calendar date on which the contract term ends
`cancel_by_date`	Date range to cancel by to avoid auto-renewal
`subscription_term`	Length of the contract term, in months
`renewal_type`	Auto, Manual, or One-Time
`multi_year`	Whether the contract spans more than one year

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
`exclusivity_terms`	Exclusive/non-exclusive rights to the data or product

Adjustments

Field	Description
`discount`	Discount applied to the total cost
`annual_increase`	Scheduled percentage increase per period
`annual_increase_months`	Interval between increases, in months (defaults to 12)
`cpi`	Whether annual increase may be affected by CPI

Payment details

Field	Description
`billing_frequency`	How often the client pays the vendor
`currency`	Currency the remuneration is expressed in
`payment_terms`	Detail on how the client must pay
`renewal_period`	The term covered by the 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
`ai_training_restrictions`	Restrictions on using vendor data to train models
`internal_external_users`	Whether external users are permitted
`distribution_rights`	Client rights and obligations regarding distribution
`geo_restrictions`	Geographic restrictions
`derivative_works`	Rules for combining vendor data into other offerings
`activities`	Lines of business the data can support

Other terms

Each appears as an individual card in the contract details panel.

Field	Description
`marketing_rights`	Marketing rights and obligations
`suspension_of_service`	Circumstances that can pause or end the agreement
`data_disposal_tnc`	Disposal obligations on cancellation or lapse
`audit_requirements`	Audit requirements
`service_level_agreements`	SLA, DRP, uptime guarantees
`cost_mitigation`	Incident-related cost mitigation
`arbitration_and_conflict_resolution`	Jurisdictional and venue stipulations
`security_awareness`	Vendor-provided educational resources
`amended_clauses`	Clauses amended in this contract

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

Adjustments

Payment details

Permissions and scope of use

Other terms

PostSig metadata

Baseline (all contracts)

Contract metadata

Contract owner

​Overview

​Contract details

​Products Licensed

​Product terms

​Adjustments

​Payment details

​Permissions and scope of use

​Other terms

​PostSig metadata

​Baseline (all contracts)

​Contract metadata

​Contract owner

Overview

Contract details

Products Licensed

Product terms

Adjustments

Payment details

Permissions and scope of use

Other terms

PostSig metadata

Baseline (all contracts)

Contract metadata

Contract owner