- Design and implementation of a document portfolio data extraction system at a tier 1 investment bank to enable the extraction of key document terms from over 200,000 legal agreements. Tasks included the data modelling of ISDA Master Agreements and Credit Support Annexes required for regulatory and risk reporting purposes, resulting in large RWA savings.
- Management of a vendor selection process with respect to legal document generation, workflow/approvals process.
- Provision of subject matter expertise / business analysis to an investment bank to analyse current processes and collate future requirements with respect to legal and operational documentation, producing a strategic roadmap and global target operating model.
- Detailed survey (as of December 2011) of the document storage, generation and data extraction systems used by in-house legal teams at twenty of the leading investment banks and asset managers.