AI confirmation review for complex derivatives
Confirmations arrive late, in inconsistent formats, and are reviewed by hand. Float AI matches each one to your trade and runs the economic and legal checks, so your team only handles the exceptions.
Our approach
Built for complex trading documents
Float AI reads every confirmation, then checks it against your trade data and underlying legal agreements.
Economic analysis
Automated trade matching
Float AI matches each confirmation to your trade field by field, flagging any economic breaks.
Term extraction
Economic extraction and review
Float AI extracts every economic term from each confirmation, from notionals, dates, and rates to schedules, barriers, and payoffs, then reviews them, flagging any missing, inconsistent, or non-standard terms.
Legal analysis
Agentic legal review
Each confirmation is linked to its related documents, then run through clause checks and template reviews, with any material contractual risks flagged for your legal team.
Collaboration
One shared workflow
Internal and external teams manage the same workflow, with live commentary and a full audit trail, all captured digitally instead of scattered across email.
Execution
Digital signing
Once a confirmation clears review, both sides sign it in Float. Every signature is recorded, and the document is archived and searchable.
Financial document intelligence
Every confirmation and the documents behind it, managed on one platform from the moment they reach your inbox to the moment they are signed.
Real-time document capture
Confirmations are imported straight from your inbox as they arrive, with versioning and a full audit trail.
Centralized document management
Confirmations, templates, and MCAs in one place, classified by product, client, and jurisdiction.
Domain-specific AI
Float AI runs on models built for derivatives documentation, so economic and legal terms are read at high accuracy.
Semantic search
Search documents by meaning and ask questions in plain language, answered with the context of the underlying agreements.
Digital signing
Review and sign across legal entities and teams, with the full history of every change.
Any complexity
Cross-asset coverage for every product, from vanilla swaps to the most complex structures.
Front-to-back automation
Float spans the full trade lifecycle, simplifying every process from trade capture to settlement. Electronic workflows, augmented by Float AI for complex, document-heavy work, create a clear path to full automation.
Electronic workflows
Trades captured and affirmed on Float flow straight into confirmation, creating a foundation for fully electronic workflows.
Agentic automation
Sterling runs your custom reporting, chasers, and escalations, so nothing outstanding slips through.
Insights and analytics
Field-level data on dealer performance, team efficiency, and AI accuracy, so you can fix problems at source.
Recursive improvement
Float AI learns from every tracked break, so recurring breaks are eliminated, not just reported.
Automate confirmation review
Match every confirmation to your trade, flag economic breaks and material legal risks, and resolve exceptions in one collaborative workflow.