Advanced
Complex contract analysis: embedded derivatives and bifurcation screen
Screens a complex contract for embedded derivatives and outlines next steps and data needed. Useful for technical accounting and audit planning.
Screen the contract for embedded derivatives and required separation under {framework}.
Inputs:
- Contract summary or text: {contract_text}
- Payment terms and indices: {payment_terms}
- Settlement features: {settlement_features}
- Underlying exposures (rates, commodities, FX): {underlyings}
- Company’s typical risk management approach: {risk_management_context}
Output:
1) Embedded feature inventory (list each feature).
2) Screening conclusion (likely bifurcation? why/why not) with assumptions.
3) Data needed for valuation and accounting.
4) Suggested workpaper structure and controls.
5) Auditor communication points.
Do not provide definitive conclusions without sufficient facts—flag uncertainties.Related Prompts
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