> ## Documentation Index
> Fetch the complete documentation index at: https://docs.postsig.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Fields

> Complete list of all contract fields

## Contract Metadata

| Name               | Field ID             | Description                                                                                                                       |
| ------------------ | -------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Vendor             | `vendor`             | Vendor name from global vendors stable                                                                                            |
| Contract Type      | `contract_type`      | The contract type, e.g. MSA or NDA. See [Contract Types](/contract-types) for the full list.                                      |
| Contract Status    | `status`             | Either **Active**, **Inactive**, or **Unconfirmed**                                                                               |
| Will Not Renew     | `will_not_renew`     | Users can mark contracts for non-renewal and they will archive at the end date                                                    |
| All Parties Signed | `all_parties_signed` | Indicates whether the contract has been executed by all parties. Displays "Not Executed" badge when value is "No"                 |
| Renewal Type       | `renewal_type`       | **Auto**, **Manual**, or **One-Time**                                                                                             |
| Auto Renewal       | `auto_renewal`       | **Replaced by renewal\_type** Y/N, if a contract contains a stipulation for renewing automatically at the end of the initial term |
| Asset Classes      | `asset_classes`      | Financial product categories tagged based on contract content. [See full taxonomy →](#asset-classes)                              |
| Tags               | `tags`               | User-created tags applied to contracts                                                                                            |
| Summary            | `summary`            | An AI generated summary of the spirit of the agreement that was entered into by the client and vendor                             |
| PostSig Notes      | `postsig_notes`      | Notes from PostSig about a contract                                                                                               |

## Date Fields

| Name                    | Field ID            | Description                                                                                                                                |
| ----------------------- | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| Start Date              | `term_start_date`   | The calendar date on which the contract begins                                                                                             |
| End Date                | `term_end_date`     | The calendar date on which the contract term ends                                                                                          |
| Cancellation Date Range | `cancel_by_date`    | The date range that determines the date by which a contract needs to be cancelled to avoid automatic renewal, expressed in days            |
| Cancel By Date          | `cancel_date`       | The date by which a contract must be cancelled to avoid auto renewal                                                                       |
| Execution Date          | `execution_date`    | The date the contract was signed. In the event that parties signed on different dates, the latter will be identified as the execution date |
| Subscription Term       | `subscription_term` | The length of the contract term, expressed as months                                                                                       |
| Multi-Year Agreement    | `multi_year`        | If a contract is for more than one year; contracts with auto renewal clauses are considered multi year                                     |

## Contract Owner

| Name                   | Field ID                 | Description                                                                                           |
| ---------------------- | ------------------------ | ----------------------------------------------------------------------------------------------------- |
| Business Sponsor       | `business_sponsor`       | The individual working for the client that advocated for the engagement with the vendor               |
| Business Group         | `business_group`         | The internal business group to which the business sponsor of a contract belongs                       |
| Business Justification | `business_justification` | The reason a client has stated the purchase of the product(s) in a contract was necessary             |
| Business Order         | `business_order`         | The identifying code (alphanumeric) that a client assigns to the purchase of the products in contract |

## Products Licensed

<Note>
  Products have their own schema structure. [See detailed Products Schema documentation →](/products)
</Note>

| Name            | Field ID                             | Description                                              |
| --------------- | ------------------------------------ | -------------------------------------------------------- |
| ID              | `vendor_products.id`                 |                                                          |
| Product Name    | `vendor_products.name`               | The name of the product offered by the vendor            |
| Vendor ID       | `vendor_products.vendor_id`          | Links the product to its vendor                          |
| Annual Fees     | `vendor_products_details.fees`       | Annual fee amount for this product in a given year       |
| Contract Year   | `vendor_products_details.year`       | For multi-year contracts with different pricing per year |
| Delivery Method | `vendor_products.delivery_method_id` | Data delivery method for this product                    |

## Adjustments

| Name                                | Field ID                 | Description                                                                                     |
| ----------------------------------- | ------------------------ | ----------------------------------------------------------------------------------------------- |
| Discount                            | `discount`               | The discount applied to the total cost                                                          |
| Percentage Increase                 | `annual_increase`        | The amount a contract is scheduled to increase in the subsequent term expressed as a percentage |
| Period for Increase                 | `annual_increase_months` | The interval for applying price increases, expressed as number of months                        |
| Consumer Price Index (CPI) Increase | `cpi`                    | Annual increase may be affected by CPI at time of renewal                                       |

## Payment

| Name                 | Field ID               | Description                                                                                  |
| -------------------- | ---------------------- | -------------------------------------------------------------------------------------------- |
| Billing Frequency    | `billing_frequency`    | The frequency at which the client is obligated to pay the vendor                             |
| Currency             | `currency`             | The currency the remuneration in the contract is expressed in                                |
| Payment Terms        | `payment_terms`        | The detail around how the client is obligated to pay the vendor for the products in contract |
| Renewal Period       | `renewal_period`       | The term that the renewal period encompasses                                                 |
| Cancellation Process | `cancellation_process` | The means by which a contract can be cancelled before entering into an auto renewal          |

## Permissions & Scope of Use

| Name                     | Field ID                   | Description                                                                                                                                                                                          |
| ------------------------ | -------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| End Users                | `end_users`                | Detail about the number of users, group/department/job function, user locations, may contain tiered pricing information                                                                              |
| Number of Users          | `number_of_users`          | Licensed user allocations per product, sourced from `vendor_products_users` table. Used for allocation of **Active Users**                                                                           |
| AI Training Restrictions | `ai_training_restrictions` | Where a vendor prohibits a client from using their data to train an LLM or any software for the client’s benefit                                                                                     |
| Market Data Types        | `market_data_types`        | Outlines a description of the products to be used by end users. This could include descriptions like: real time quotes, delayed quotes, fixed income holdings, terms and conditions, historical data |
| Data Delivery Method     | `data_delivery_types`      | Examples: SFTP, Snowflake, etc. Used for iventory management                                                                                                                                         |
| User Type                | `internal_external_users`  | Detail regarding client's enabling of users strictly internal to the firm or including external users as well                                                                                        |
| Exclusivity Terms        | `exclusivity_terms`        | The client's rights to the data or product sold by the vendor (exclusive/non-exclusive)                                                                                                              |
| Distribution Rights      | `distribution_rights`      | The client's rights and obligations as it relates to distribution of the product sold by the vendor                                                                                                  |
| Geographic Restrictions  | `geo_restrictions`         | The geographic restrictions of the data or product sold by the vendor                                                                                                                                |
| Derivative Works         | `derivative_works`         | Addresses if a user can combine the vendor data into other offerings to be shared with clients or used internally                                                                                    |
| Activities               | `activities`               | Describes what lines of business the data can be used in aid of (i.e. trading, research, sales)                                                                                                      |

## Other Terms

| Name                                | Field ID                              | Description                                                                                                                                           |
| ----------------------------------- | ------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| Marketing Rights                    | `marketing_rights`                    | The marketing rights and obligations stipulated in the contract for both parties to the contract                                                      |
| Suspension of Service               | `suspension_of_service`               | Detail around the circumstances that can precipitate the agreement being paused or ended in term                                                      |
| Data Disposal Terms and Conditions  | `data_disposal_tnc`                   | Obligations that exist under the conditions of the contract ending through cancellation or lapse or election not to purchase after a trial period     |
| Arbitration and Conflict Resolution | `arbitration_and_conflict_resolution` | Jurisdictional and venue stipulations                                                                                                                 |
| Security Awareness and Tracking     | `security_awareness`                  | What educational resources does the vendor make available                                                                                             |
| Audit Requirements                  | `audit_requirements`                  |                                                                                                                                                       |
| Service Level Agreements            | `service_level_agreements`            | Service level descriptions including SLA, Disaster Recovery Plan, and Uptime Guarantees                                                               |
| Incident Related Cost Mitigation    | `cost_mitigation`                     | Elements of SLA, Disaster Recovery Plan and Uptime Guarantees that relate specifically to damages and accounting for them, compensation due to client |

## Asset Classes

Asset classes associated with the contract.

**Tagging Logic**

* Finding any subcategory triggers the parent tag (e.g., "Common Stocks" → "Equities" tag)
* Finding the parent itself also triggers that tag
* Multiple asset classes can be tagged per contract

| Parent Asset Class                                 | Subcategories / Synonyms                                                                                                                                                                                                                                                                                                                   |
| -------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Equities**                                       | <ul><li>Common Stocks</li><li>Preferred Stocks</li><li>Exchange-Traded Funds (ETFs)</li><li>American Depository Receipts (ADRs)</li><li>Warrants and Rights</li></ul>                                                                                                                                                                      |
| **Fixed Income**                                   | <ul><li>Government Bonds</li><li>U.S. Treasuries</li><li>Eurobonds</li><li>Corporate Bonds</li><li>Municipal Bonds</li><li>Sovereign Debt</li><li>Supranationals</li><li>Mortgage Backed Securities (MBS)</li><li>Asset Backed Securities (ABS)</li><li>Treasury Inflation Protected Securities (TIPS)</li><li>Convertible Bonds</li></ul> |
| **Derivatives**                                    | <ul><li>Equities Options / Equity Options</li><li>Index Options</li><li>FX Options</li><li>Interest Rate Options</li><li>Futures (Commodity, Financial)</li><li>Swaps (Interest Rate, Credit Default/CDS)</li><li>Forwards (Currency, Commodity)</li><li>Contracts for Difference (CFDs)</li></ul>                                         |
| **Foreign Exchange**                               | <ul><li>Spot FX</li><li>FX Forwards</li><li>FX Options</li><li>Currency Swaps</li></ul>                                                                                                                                                                                                                                                    |
| **Commodities**                                    | <ul><li>Energy (Oil, Natural Gas)</li><li>Precious Metals (Gold, Silver, Platinum, Palladium)</li><li>Industrial Metals (Copper, Aluminum)</li><li>Agricultural Commodities (Wheat, Corn, Soybeans, FCOJ)</li><li>Livestock (Cattle, Hogs)</li><li>Soft Commodities (Coffee, Cotton, Sugar)</li></ul>                                      |
| **Real Estate**                                    | <ul><li>Real Estate Investment Trusts (REIT)</li><li>Commercial Real Estate</li><li>Residential Real Estate</li></ul>                                                                                                                                                                                                                      |
| **Money Market Instruments**                       | <ul><li>Treasury Bills (T-Bills)</li><li>Commercial Paper</li><li>Certificates of Deposit (CD)</li><li>Repurchase Agreements (Repos)</li></ul>                                                                                                                                                                                             |
| **Mutual Funds and Collective Investment Schemes** | <ul><li>Open-End Mutual Funds</li><li>Closed-End Funds</li><li>Hedge Funds</li><li>Unit Investment Trusts (UIT)</li></ul>                                                                                                                                                                                                                  |
| **Indices**                                        | <ul><li>Equity Market Indices</li><li>Bond Market Indices</li><li>Commodity Indices (CRB Index)</li><li>Volatility Indices (VIX)</li></ul>                                                                                                                                                                                                 |
| **Alternative Investments**                        | <ul><li>Private Equity</li><li>Venture Capital</li><li>Hedge Funds</li><li>Infrastructure Funds</li><li>Art</li><li>Wine</li><li>Collectibles</li></ul>                                                                                                                                                                                    |
| **Cryptocurrencies and Digital Assets**            | <ul><li>Bitcoin (BTC)</li><li>Ethereum (ETH)</li><li>Altcoins (Litecoin)</li><li>Stablecoins</li><li>Non-fungible Tokens (NFT)</li></ul>                                                                                                                                                                                                   |
| **Credit Instruments**                             | <ul><li>Corporate Loans</li><li>Syndicated Loans</li><li>Collateralized Debt Obligations (CDO)</li></ul>                                                                                                                                                                                                                                   |
| **Structured Products**                            | <ul><li>Collateralized Loan Obligations (CLO)</li><li>Structured Notes</li></ul>                                                                                                                                                                                                                                                           |
| **Insurance Products**                             | <ul><li>Life Insurance Contracts</li><li>Annuities</li><li>Catastrophe Bonds</li></ul>                                                                                                                                                                                                                                                     |

<Note>
  This taxonomy may expand over time as new asset classes and financial products emerge.
</Note>