Compatibility · Finance
Financial Products
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Annuity product descriptions
A document explaining how an annuity product works, including payout options, fees, and guarantees for buyers.
What it’s used for
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Buyout evaluation worksheets
A worksheet used to price and assess whether buying out an existing lease, loan, or contract makes financial sense.
What it’s used for
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Discount rate tables
A reference table of the interest rates and present-value factors used to convert future cash flows into today's value.
What it’s used for
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Lump-sum vs payout comparison sheets
A worksheet comparing taking a benefit as one lump sum against receiving regular payments over time.
What it’s used for
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Portfolio summaries
A periodic statement showing what an investment portfolio holds, what it is worth, and how it has performed.
What it’s used for
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Pre-approved offer templates
A standard letter or notice format used to extend a pre-approved credit offer, such as a loan, credit card, or credit limit increase.
What it’s used for
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Pricing formulas
A reference document setting out the calculations used to price a financial product, including fees, rates, and margins.
What it’s used for
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Product overview sheets
A short summary sheet describing a single financial product's features, costs, eligibility and risks for customers or sales staff.
What it’s used for
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Sample payout structures
A reference sheet showing how much an investment product pays back under different market outcomes, using worked examples.
What it’s used for
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Structured settlement product explanations
A plain-language guide explaining how structured settlements work, including how periodic payments are set up, funded, taxed, and sometimes sold.
What it’s used for
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