Semantic code project

The Devil’s Advocate™ ISDA code project Index — Click ᐅ to expand: The Devil’s Advocate

Theory

In a commercial legal agreement there are a limited number of basic legal propositions, all of which have common components, which are standard building blocks of a legal contract. These are things like “definition”, “right”, “obligation”, “condition”, “warranty”, and the proposition needs a “label” to identify it and position it in the contractual framework. My hunch is that say twenty of these “canonical proposition” types could be used to fully describe the legal content of most commercial contracts.

For example, a “definition” is a fairly straightforward proposition: there is a “term”, “definition”, “operator” and “scope”. So the definition proposition template might look like this:

definition [ label def term operator scope definition ]

In a contract there will be multiple “definition” propositions, and each will have its own label and variables from which you could construct basic legal semantic text. For example, take the ISDA definition of Office:

ISDA Master Agreement 2002 Office

You could, we suggest, render that as follows:

definition [ label ISDA 2002 Office def term Office operator means scope Master Agreement definition for: [howmany: each] Party: branch or office of Party]

Create (or select) a standard proposition

Select a standard proposition. A “definition” can be represented as:

definition [ label ISDA 2002 1(c)2 def term Agreement operator means scope Master Agreement definition Master Agreement and [howmany: all] Confirmations.]

Standard proposition templates will be prefaced with a “c-” and you can find a complete list of the formats here:

Canonical propositional forms: Template propositions Completed propositions: Containers

Why are there t-versions and c-versions of each standard proposition?

You call templates using the “c-” templates. These designate:

(a) what type of standard proposition it is (is it a right, obligation definition, condition precedent, etc): you do this by the “c-type” template —“c” for “call” — you select (e.g. “c-obligation”)

(b) where to find the static data inputs to populate this particular proposition — this will be a taxonomised address for a particular agreement (e.g. “ISDA 2002 2(a)(iii)”). This is where the “t-” templates come in handy: you need to put your proposition variables into a followable, but still fairly convoluted code environment, which you can access by “{{subst:}}ing” the relevant “t-type” template — “t” for “template standard proposition” — and just dropping the variables into the relevant spaces.

(c) what format to output the proposition. For example “pr” will output it as in JCML; “se” will out put as minimalistic semantic English.

The idea is to take an existing template standard proposition and “{{subst:}}” it into a new structure at the correctly taxonomised address, and then populate it. If there isn’t an existing standard proposition to fit, create a new one — but try to avoid this: the name of the game is to have as few “canonical” propositions as possible.

The form of template standard proposition should be:

Name: t-[NAME]<noinclude>{{c|Template propositions}}</noinclude> Content: label: <section begin=label/>{{PAGENAME}}<section end=label/>. <br> {VAR1}: <section begin={VAR1}/> <section end={VAR1}/>. <br> {VAR2}: <section begin={VAR2}/> <section end={VAR2}/>. <br> {VAR3}: <section begin={VAR3}/> <section end={VAR3}/>.

Where:

• Change [NAME] and {VAR1}, {VAR2} and {VAR3} to suit your proposition. Note ALL ARE CASE SENSITIVE. Suggest using only lowercase. Bear in mind the command calling the template also has to be case-correct.
• “Label” above is fixed text and will help in correctly taxonomising. Don’t change this. Also leave <noinclude>{{c|Template propositions}}</noinclude> as is — this adds the template to the correct category and helps you to find it later.

The form of template call — this simply extracts the relevant data from the taxonomised address, but doesn’t do anything with it (the “format” parameter designates that), is as follows:

{{{{{format}}} [NAME] |label={{{template}}} |{VAR1}={{#lst:template:{{{template}}} [name]|{VAR1}}} |{VAR2}={{#lst:template:{{{template}}} [name]|{VAR2}}} |{VAR3}={{#lst:template:{{{template}}} [name]|{VAR3}}} }}<noinclude>{{c|Containers}}</noinclude>

Create a corresponding proposition in your agreement schema

You should have an agreement schema (a structured skeleton of the agreement in question. This has a unique taxonomised template name following this format: [Code] [Agreement] [Edition Year] [Clause reference]. For example, Section 1(a) of the 2002 ISDA is {{Code 2002 ISDA 1(a)}}

Create the new template (e.g. {{Code 2002 ISDA 1(a)}}) and call the template proposition using the “c-” template operator. For example, to: if you want to put an “application” operator in {{Code ISDA 2002 1(a)}} template, insert: {{c-application|ISDA 2002 1(a)1}} there. Note the 1: this is to distinguish between different instances of “application” that appear in clause 1(a), so not necessary if only one, but good practice.

If there is not an existing container, this should prompt you for a bunch of inputs which are not there yet (eg {{{label}}}, {{{action}}} etc).

Render

You choose your rendering by the parameter “format” in the “c-” template.

• pr means “proposition”: this is the inputs into the proposition listed as they are.
• se means “semantic”: This is the inputs into the proposition constructed into minimal English
• std means “standard” legal English: so idiomatic, but not legalese, but not so spartan so as not to be fun.
• pomp means “pompous” and we have had a bit of fun with this.

To do

Devise a proposition labelling taxonomy, that can neatly (and predictably) cover: proposition type, agreement type, location and clause reference

See also

• ISDA code project