Opal is a flexible, modern platform for document creation and management

Introducing Opal

Opal is a modern, easy-to-use software platform that streamlines the production of complex documents. The platform integrates with your existing applications and workflows to automate the construction of detailed, richly-styled documents built from templates created in Microsoft Word.

Opal supports any business process, from client outreach to pre- and post-trade documentation to contract repapering, and more.

opal platform

Opal components


  • Repository for Structured Documents created using Opal Templates
  • Templates are standard Word documents (.DOCX) enhanced with Smart Tokens and Smart Tags
template author

Template Author

  • Word-based add-in to build Opal Templates
  • Configurable workflow allows banks to set up their own workflow steps

Document Generator

  • Mass-produce Structured Documents from Opal Templates using a spreadsheet upload
  • Resulting documents are stored in Opal: Repository
Opal Interview


  • Create Structured Documents using Guided Interview
  • Resulting documents are stored in Opal: Repository


  • Browser-based view of the documents and data stored in Opal: Repository
  • Hierarchical view by Template Family
  • Search and export Opal data


  • Import documents created outside of Opal into the Opal: Repository
  • Extract metadata to Opal’s repository
Opal Negotiate


  • Build contracts from a Clause Library, manage negotiation workflow with outside parties through Word and using Opal: Web
  • Includes contract comparison tool to compare versions

Share and Sign

  • Send documents (PDF or Word) to clients via Email, Web, or Blockchain
  • Integrate with industry standard signing tools such as Docusign


  • Integrate Opal with enterprise solutions via the REST API
  • Automated processing when integrated to enterprise applications


  • Smart scripts support the insertion of dynamic data during document production
  • Template-driven document creation
  • Structured documents containing semantic metadata
  • Full interoperability via open API and simple workflow
  • Single repository, common API for retrieving structured document data
  • Provide consistency, simplify the document production process, and allow for automation
  • Allow extraction of data to feed other enterprise systems as well as MIS dashboards & reports
  • Enable easy integration into existing enterprise architecture and workflow
  • Reduce time/cost of extracting document data and allow for automation

Opal Use cases

The Opal suite of products can be applied to a number of redocumentation and BAU use cases. Opal components can be used in combination as accelerators for repapering exercises such as Brexit and Initial Margin.

They can also be combined to support BAU operational processes such as trade confirmations and client onboarding.

Why opal?

Opal’s enterprise-ready framework provides solutions for challenges of varying complexity. The Opal: Template Author is easily deployed and includes role-based access control, while the API allows for the automation of bulk documentation creation using an open document model.

  • Built as APIs: Opal’s features are available to integrate via REST APIs
  • Data-driven from the ground up, with a consistent, open document model
  • Lightweight, web-based front-end
  • Minimal, state-based workflow
  • Role-based access control, group permissions, audit logs
  • Scalable - built for the cloud
  • Completely open to custom integration with enterprise systems: automate creation of new Documents from Templates; retrieve Documents for display or processing; feed Document data into other applications.
  • All Documents in Opal are stored as metadata + data, whether they are created via API or the Opal front-end. This allows consistent reporting & analytics across the entire document repository.
  • Opal does not have a desktop “fat client” to install & update
  • Integrate with enterprise workflow or use Opal’s
  • Enterprise-ready
  • Opal is cloud-agnostic, portable across private or public clouds from multiple cloud providers

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