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OTC KID Generator

The OTC KID generator is the cleversoft service application for creating PRIIP-KIDs for OTC products such as forward exchange contracts or interest rate options. With the OTC KID generator, cleversoft offers a fully automated and standardized KID-creation solution for OTC derivatives.

The cloud-based service comprises the calculation of all key figures and performance scenarios, as well as the preparation and archiving of documents with a wide range of retrieval functionalities to fulfill the regulatory requirements of the PRIIP Regulation.


  • Hosted solution (SaaS) – no need to deploy any software on-premise
  • SOAP and REST API for STP integration
  • Transaction based / on-demand generation of PRIIP KIDs within seconds
  • Supports generic KID approach
  • Adaptor to a variety of banking solutions and data sources for integration with client-side resources
  • Tracking of changes and 4-eye principle when changes are made to the templates
  • Full versioning including audit trails and unique serial numbers for each document
  • Audit-compliant archiving in 3- or 6-times redundant form
  • OTC KID-Generator WEB-GUI


  • FX derivatives/Forward exchange contracts
  • Equity and equity index derivatives
  • Interest rate and money market derivatives
  • Credit derivatives
  • Structured and synthetic OTC products


Additionally we assist you in the implementation of regulatory specifications like MiFID II and ensure that
the OTC Setup will be also ready for these requirements. With our MiFID II option we are providing:

  • Cost transparency figures as well as cost information sheets
  • Specific pre-trade information with the investor‘s transaction details
  • Target market etc.


The flexible SOA architecture of the docCreator™ allows cleversoft to adapt the OTC KID generator service entirely to customers’ needs.

No matter whether you want to produce transaction-specific KIDs or generic documents with the OTC KID generator, it can handle both and they can even be combined for pre- and post-trade.

  • on-demand KID Generierung
  • 3 seitiges OTC-KID

on-demand KID Generierung

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

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We ensure you have everything you need to get off to a great start with your compliance software and services.

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Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

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Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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