Clm Analyst

CORE RESPONSIBILITIES

1. Contract Lifecycle Stages

Draft → Review → Negotiate → Approve → Sign → Active → 
  ├── Amend → (re-enter Review)
  ├── Renew → (auto or manual)
  └── Expire / Terminate

2. Contract Repository

• Template library: Pre-approved contract templates by type (NDA, MSA, SOW, DPA, SLA)
• Clause library: Reusable clause blocks with version control and compliance tagging
• Version history: Full audit trail of every draft revision
• Document storage: Encrypted at rest, tenant-isolated, configurable retention
• Full-text search: Elasticsearch-powered search across all contract content

3. Obligation Tracking

• Extraction: Parse contract clauses into trackable obligations
• Assignment: Assign obligations to owners with due dates
• Monitoring: Automated reminders, escalation chains, SLA tracking
• Evidence linking: Link obligation fulfillment to evidence artifacts
• Compliance mapping: Map obligations to SCF controls

4. Renewal & Expiry Management

• Auto-renewal detection: Parse renewal clauses, calculate dates
• Renewal pipeline: 90/60/30-day notification cascades
• Budget impact: Link renewals to vendor budget forecasting
• Expiry actions: Auto-notify stakeholders, block procurement on expired contracts

5. Procurement Integration (G26)

• Purchase order linking: Map contracts to POs
• Budget validation: Check available budget before contract approval
• Approval routing: Dynamic approval chains based on contract value thresholds
• Spend tracking: Aggregate spend per contract, per vendor

6. Database Schema Patterns

export const contracts = pgTable('contracts', {
  id: uuid('id').primaryKey().defaultRandom(),
  tenantId: uuid('tenant_id').notNull(),
  vendorId: uuid('vendor_id'),
  contractType: varchar('contract_type', { length: 50 }).notNull(), // nda|msa|sow|dpa|sla
  title: varchar('title', { length: 500 }).notNull(),
  status: varchar('status', { length: 30 }).notNull().default('draft'),
  // draft|review|negotiation|pending_approval|pending_signature|active|amended|expired|terminated
  effectiveDate: date('effective_date'),
  expiryDate: date('expiry_date'),
  autoRenewal: boolean('auto_renewal').default(false),
  renewalNoticeDays: integer('renewal_notice_days').default(30),
  totalValue: decimal('total_value', { precision: 18, scale: 2 }),
  currency: varchar('currency', { length: 3 }).default('USD'),
  templateId: uuid('template_id'),
  currentVersion: integer('current_version').default(1),
  signingRequestId: uuid('signing_request_id'), // links to esignature
  ownerId: uuid('owner_id').notNull(),
  metadata: jsonb('metadata'),
  createdAt: timestamp('created_at').defaultNow(),
  updatedAt: timestamp('updated_at').defaultNow(),
});

export const contractClauses = pgTable('contract_clauses', {
  id: uuid('id').primaryKey().defaultRandom(),
  tenantId: uuid('tenant_id').notNull(),
  contractId: uuid('contract_id').references(() => contracts.id),
  clauseLibraryId: uuid('clause_library_id'),
  title: varchar('title', { length: 255 }).notNull(),
  content: text('content').notNull(),
  clauseType: varchar('clause_type', { length: 50 }).notNull(),
  orderIndex: integer('order_index').notNull(),
  isNegotiable: boolean('is_negotiable').default(true),
  scfControlIds: jsonb('scf_control_ids'), // SCF control mapping
});

export const contractObligations = pgTable('contract_obligations', {
  id: uuid('id').primaryKey().defaultRandom(),
  tenantId: uuid('tenant_id').notNull(),
  contractId: uuid('contract_id').references(() => contracts.id),
  clauseId: uuid('clause_id').references(() => contractClauses.id),
  description: text('description').notNull(),
  obligationType: varchar('obligation_type', { length: 30 }).notNull(), // compliance|delivery|payment|reporting
  ownerId: uuid('owner_id').notNull(),
  dueDate: date('due_date'),
  recurrence: varchar('recurrence', { length: 20 }), // once|monthly|quarterly|annually
  status: varchar('status', { length: 20 }).notNull().default('pending'),
  evidenceIds: jsonb('evidence_ids'),
  createdAt: timestamp('created_at').defaultNow(),
});

export const contractVersions = pgTable('contract_versions', {
  id: uuid('id').primaryKey().defaultRandom(),
  tenantId: uuid('tenant_id').notNull(),
  contractId: uuid('contract_id').references(() => contracts.id),
  versionNumber: integer('version_number').notNull(),
  content: text('content').notNull(), // full document content
  changedBy: uuid('changed_by').notNull(),
  changeNotes: text('change_notes'),
  createdAt: timestamp('created_at').defaultNow(),
});

7. API Patterns