Contract Authoring

1. Overview

Template-driven contract drafting with the approved clause library. Masters contract_templates and contract_clauses; produces draft legal_contracts that flow into CLM-NEGOTIATION. Realizes CLM-CONTRACT-AUTHORING and CLM-CLAUSE-LIBRARY-MGMT.

2. Entity summary

Name	data_object	Description
Clause Libraries	`clause_libraries`	Versioned, governed collections of approved contract clauses, often organized by jurisdiction or contract type, that authors draw from.
Contract Clauses	`contract_clauses`	Reusable clause library with preferred and fallback language for terms like indemnification, IP, termination, and payment.
Contract Templates	`contract_templates`	Pre-approved contract templates such as NDAs, MSAs, and SOWs, assembled from the clause library to author new contracts.
CPQ Contract Drafts	`contract_drafts`	Draft contracts handed off from an approved quote, the precursor to a signed contract.
Sourcing Events	`sourcing_events`	Competitive bidding processes (RFI, RFQ, RFP, or reverse auction), tracking scope, suppliers, scorecards, responses, and the awarded supplier.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  contract_templates["Contract Templates"]
  contract_clauses["Contract Clauses"]
  sourcing_events["Sourcing Events"]
  contract_drafts["CPQ Contract Drafts"]
  clause_libraries["Clause Libraries"]
  users["Users"]
  contract_templates -->|"defines"| contract_clauses
  contract_templates -->|"published_to"| contract_drafts
  clause_libraries -->|"contains"| contract_clauses
  users -->|"manages sourcing events"| sourcing_events
  users -->|"owns"| contract_templates
  users -->|"approved"| contract_templates
  users -->|"approved"| contract_clauses
  class contract_templates master;
  class contract_clauses master;
  class sourcing_events consumer;
  class contract_drafts consumer;
  class clause_libraries master;
  class users platform_builtin;
  style contract_drafts stroke-dasharray:5 5;
  style clause_libraries stroke-dasharray:5 5;

3. Entities catalog

#	data_object	canonical code	singular	plural	role	mastered in	mastered label	necessity	personal_content	entity_type	write tier	notes
1	`clause_libraries`	`clause_libraries`	Clause Library	Clause Libraries	master	-	-	optional	-	catalog	`:admin`	-
2	`contract_clauses`	`contract_clauses`	Contract Clause	Contract Clauses	master	-	-	required	-	catalog	`:admin`	-
3	`contract_templates`	`contract_templates`	Contract Template	Contract Templates	master	-	-	required	-	catalog	`:admin`	-
4	`contract_drafts`	`contract_drafts`	CPQ Contract Draft	CPQ Contract Drafts	consumer	`cpq-approvals-contracts`	Approvals and Contract Drafts	optional	-	operational_workflow	`:manage`	-
5	`sourcing_events`	`sourcing_events`	Sourcing Event	Sourcing Events	consumer	-	-	required	-	operational_workflow	`:manage`	-

4. Aliases and industry synonyms

(none: no industry-scoped aliases for this scope)

5. Relationships

5.1 Intra-scope edges

from	verb	to	cardinality	kind	necessity	owner_side	delete_mode	fk_format	notes
`contract_templates`	defines	`contract_clauses`	one_to_many	composition	optional	source	cascade	parent	-
`contract_templates`	published_to	`contract_drafts`	one_to_many	reference	optional	source	clear	reference	-
`clause_libraries`	contains	`contract_clauses`	one_to_many	composition	optional	source	cascade	parent	-

5.2 Built-in edges (`users` and other platform built-ins)

from	verb	to	cardinality	necessity	owner_side	delete_mode	fk_format	notes
`users`	manages sourcing events	`sourcing_events`	one_to_many	optional	source	clear	reference	-
`users`	owns	`contract_templates`	one_to_many	optional	source	clear	reference	-
`users`	approved	`contract_templates`	one_to_many	optional	source	clear	reference	-
`users`	approved	`contract_clauses`	one_to_many	optional	source	clear	reference	-

5.3 Cross-scope edges

5.3a Outbound from this scope’s masters and contributors

Edges this scope drives: the in-scope endpoint has role of master or contributor.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
`contract_templates`	seeds	`legal_contracts`	one_to_many	optional	none	n/a	-
`legal_contracts`	contains	`contract_clauses`	one_to_many	optional	none	n/a	-
`negotiation_playbooks`	defines positions for	`contract_clauses`	one_to_many	optional	none	n/a	-

5.3b Context edges on embedded shells and consumed entities

Edges the canonical owner drives, shown for context: the in-scope endpoint has role of embedded_master, consumer, or derived.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
`sourcing_events`	originates	`legal_contracts`	one_to_many	optional	none	n/a	-
`contract_drafts`	drafts	`legal_contracts`	one_to_many	optional	none	n/a	-
`suppliers`	enables	`sourcing_events`	one_to_many	optional	none	n/a	-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

(none: no other module embeds this scope’s masters; the canonical owners do.)

6.2 Outbound handoffs (events this scope publishes)

source module	target domain	target module	trigger_event	transition	payload	integration	friction	description
CLM-AUTHORING	CPQ	CPQ-APPROVALS-CONTRACTS	`contract_template.published`	(state_change)	`contract_templates`	api_call	medium	New approved template available to CPQ for contract-draft generation.

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	transition	payload	integration	friction	description
CLM-AUTHORING	CLM	CLM-NEGOTIATION	`contract_clause.flagged`	(state_change)	`contract_clauses`	lifecycle_progression	medium	Clause flagged during negotiation (counterparty pushed back, non-standard language detected, missing protection) is routed back to the authoring/library team for review. Library team decides whether the flag warrants a new approved variant or a clarification on the existing clause.
CLM-AUTHORING	S2P	(domain-level)	`sourcing_event.awarded`	(state_change)	`sourcing_events`	event_stream	low	Award triggers contract drafting in CLM with the chosen supplier.
CLM-AUTHORING	CPQ	CPQ-APPROVALS-CONTRACTS	`contract_draft.generated`	(state_change)	`contract_drafts`	api_call	medium	CPQ-generated contract draft handed off to CLM for clause assembly and signature routing. Friction when CPQ’s term language doesn’t match approved CLM templates.

6.4 Master providers (modules / domains that own masters this scope embeds)

data_object	role here	necessity	canonical owner(s)	slice notes
`contract_drafts`	consumer	optional	CPQ-APPROVALS-CONTRACTS (CPQ)	-
`sourcing_events`	consumer	required	(no canonical owner recorded)	-

7. Lifecycle states

`contract_clauses` (Contract Clause)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	`draft`	✓	-	-	-	Clause authored but not yet reviewed. Cannot be selected for new contracts.
20	`in_review`	-	-	-	-	Clause routed to the legal panel for review.
30	`approved`	-	-	✓	`clm-authoring:approve_contract_clause`	Clause approved for use in contract authoring.
40	`published`	-	-	-	-	Clause available in the library for selection by authors. Locked from edits; supersession requires a new version.
50	`deprecated`	-	✓	✓	`clm-authoring:deprecate_contract_clause`	Clause withdrawn from the library; existing contracts retain it but new authoring cannot select it. Terminal.

`contract_drafts` (CPQ Contract Draft)

This scope holds contract_drafts as consumer; the canonical state machine is owned by CPQ-APPROVALS-CONTRACTS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`draft`	✓	-	-	-	Draft contract assembled from an approved quote.
2	`in_review`	-	-	-	-	Legal/desk review of clauses, terms, and exceptions.
3	`signed`	-	-	-	-	Counter-signatures collected from both parties.
4	`executed`	-	-	-	-	Contract effective and handed off to CLM/billing.
5	`expired`	-	✓	-	-	Contract term elapsed without renewal.
6	`terminated`	-	✓	-	-	Contract ended early by either party.

`contract_templates` (Contract Template)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	`draft`	✓	-	-	-	Template authored but not yet reviewed. Cannot be used for new contracts.
20	`in_review`	-	-	-	-	Template routed to the legal panel for review.
30	`approved`	-	-	✓	`clm-authoring:approve_contract_template`	Template approved for publication.
40	`published`	-	-	-	-	Template available in the library; authors can instantiate new contracts from it. Locked from edits.
50	`deprecated`	-	✓	✓	`clm-authoring:deprecate_contract_template`	Template withdrawn from the library; existing in-flight drafts retain it but new authoring cannot select it. Terminal.

`sourcing_events` (Sourcing Event)

This scope holds sourcing_events as consumer; the canonical state machine is owned by (no canonical master found).

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`draft`	✓	-	-	-	Sourcing event being scoped: requirements, supplier list, scorecard weighting.
2	`published`	-	-	-	-	Event released to invited suppliers; responses can now be collected.
3	`in_progress`	-	-	-	-	Suppliers are actively submitting responses or bids.
4	`bidding_closed`	-	-	-	-	Response window has closed; sourcing team is evaluating submissions.
5	`awarded`	-	✓	✓	-	Winning supplier selected; outcome feeds CLM contract creation.
6	`canceled`	-	✓	-	-	Event terminated without award.

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in `:admin`?
`clm-authoring:read`	baseline-read	Read access to every entity in the module	✓
`clm-authoring:manage`	baseline-manage	Edit operational records	✓
`clm-authoring:admin`	baseline-admin	Edit reference data and inherit every workflow gate below	-
`clm-authoring:approve_contract_clause`	workflow-gate (lifecycle)	Transition `contract_clauses` into state `approved`	✓
`clm-authoring:deprecate_contract_clause`	workflow-gate (lifecycle)	Transition `contract_clauses` into state `deprecated`	✓
`clm-authoring:approve_contract_template`	workflow-gate (lifecycle)	Transition `contract_templates` into state `approved`	✓
`clm-authoring:deprecate_contract_template`	workflow-gate (lifecycle)	Transition `contract_templates` into state `deprecated`	✓

8.2 Business rules

(none: no flag-derived business rules)

9. Roles, RACI, and responsibilities (derived)

Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope’s entity-type write tiers + process_raci; none of it is stored in the catalog (the deployer provisions it from this blueprint).

9.1 `CLM-AUTHORING`

Baseline roles:

role	baseline grant
`clm-authoring_viewer`	`clm-authoring:read`
`clm-authoring_manager`	`clm-authoring:manage`
`clm-authoring_admin`	`clm-authoring:admin`

Permission hierarchy:

permission	includes
`clm-authoring:admin`	`clm-authoring:manage`
`clm-authoring:manage`	`clm-authoring:read`
`clm-authoring:admin`	`clm-authoring:approve_contract_clause`
`clm-authoring:admin`	`clm-authoring:deprecate_contract_clause`
`clm-authoring:admin`	`clm-authoring:approve_contract_template`
`clm-authoring:admin`	`clm-authoring:deprecate_contract_template`

Processes wired:

process_key	process_name	PCF code	PCF ID	level	description
`provide_legal_advice_counseling`	Provide legal advice/counseling	12.4.8	11051	3	Providing legal advice concerning the substance or procedure of a law in relation to a particular situation.

RACI realization:

actor	kind	raci	process_key	realization
`LEGAL-COUNSEL`	persona	responsible	`provide_legal_advice_counseling`	grant gates [clm-authoring:approve_contract_clause, clm-authoring:deprecate_contract_clause, clm-authoring:approve_contract_template, clm-authoring:deprecate_contract_template] + the gated entities’ write tier
`CONTRACT-OPS-MANAGER`	persona	accountable	`provide_legal_advice_counseling`	approval gate
`CONTRACT-OPS-SPECIALIST`	persona	informed	`provide_legal_advice_counseling`	notification side effect (trigger_event / webhook_receiver)

9.2 Functional ownership and default grants

responsibility	business function	default role	default tier
owner	Contract Operations	`admin`	`:admin`
contributor	Procurement	`manage`	`:manage`
contributor	Sales	`manage`	`:manage`