poc.ipynb

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    "References:\n",
    "- https://www.programiz.com/python-programming/nested-dictionary\n",
    "- https://www.geeksforgeeks.org/python-nested-dictionary/\n",
    "- https://spacy.io/api\n",
    "- https://spacy.io/usage/adding-languages\n",
    "- https://spacy.io/usage/linguistic-features#tokenization\n",
    "- https://spacy.io/usage/processing-pipelines\n",
    "- https://spacy.io/usage/training\n",
    "- https://spacy.io/usage/adding-languages\n",
    "- https://spacy.io/usage/examples\n",
    "- https://spacy.io/api/annotation#pos-tagging"
   ]
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    "class Party():\n",
    "    \n",
    "    address = ''\n",
    "    _type = ''\n",
    "    \n",
    "    def __init__(self, sp):\n",
    "        self._span = sp\n",
    "        self.name =  sp.text\n",
    "        self.spsent = sp.sent[sp.sent.start : sp.sent.end]\n",
    "     \n",
    "    \n",
    "    def findParty(parties, name):\n",
    "        #_parties = [x.name.lower() for x in parties]\n",
    "        \n",
    "        for p in parties:\n",
    "            if p.name.lower() == name.lower():\n",
    "                return p\n",
    "        return None\n",
    "    \n",
    "\n",
    "    \n",
    "    def printParty(parties):\n",
    "        print([(p.name) for p in parties])\n",
    "        \n",
    "         "
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    "# contract class using spacy\n",
    "\n",
    "\n",
    "import pandas as pd\n",
    "import io\n",
    "import os\n",
    "import glob\n",
    "\n",
    "from pdfminer.converter import TextConverter\n",
    "from pdfminer.pdfinterp import PDFPageInterpreter\n",
    "from pdfminer.pdfinterp import PDFResourceManager\n",
    "from pdfminer.layout import LAParams\n",
    "from pdfminer.pdfpage import PDFPage\n",
    "import codecs\n",
    "import json\n",
    "import re\n",
    "\n",
    "\n",
    "from pprint import pprint\n",
    "from collections import Counter\n",
    "\n",
    "import spacy\n",
    "from spacy import displacy\n",
    "import en_core_web_sm\n",
    "from spacy import displacy\n",
    "from spacy.lang.en import English\n",
    "from spacy.pipeline import EntityRuler \n",
    "\n",
    "import usaddress\n",
    "import nltk\n",
    "\n",
    "\n",
    "\n",
    "class Contract():\n",
    "    \"\"\" Class representation of a contract \"\"\"\n",
    "    \n",
    "    SMALL_MOD = 'en_core_web_sm'\n",
    "    LARGE_MOD = 'en_core_web_lg'\n",
    "    DISPLAY_OPTIONS = {\"compact\": True, \"color\": \"blue\", 'distance':140}\n",
    "    \n",
    "    \n",
    "    # contract attributes  \n",
    "    orgtext = ''    # raw text\n",
    "    text = ''       # cleaned text\n",
    "    title =''       # contract title\n",
    "    sentences = []  # tokenized sentences, punctuation delimited\n",
    "    wordtokens = [] # tokenized words\n",
    "    lines = []      # tokenized lines, \\n delimited\n",
    "    parties = []    # Party objects\n",
    "    sections = []   # sections\n",
    "        \n",
    "    ## data model, dictionary for json \n",
    "    contract = {} # root\n",
    "    party = {}\n",
    "    section = {}\n",
    "    service = {}\n",
    "\n",
    "    \n",
    "    ## construction\n",
    "    def __init__(self, txtfile='', pdffile=''):\n",
    "        \n",
    "        \"\"\" Initializes a Contract object \n",
    "    \n",
    "        Parameters:\n",
    "        txtfile (str): contract text file\n",
    "        pdffile (str): contract pdf file\n",
    "        Returns: None\n",
    "        \n",
    "        \"\"\"\n",
    "        \n",
    "        self.pdffile = pdffile\n",
    "          \n",
    "        # load english model and return lang oject\n",
    "        #self.nlp = spacy.load(self.SMALL_MOD)  # problems in some environments?\n",
    "        self.nlp = en_core_web_sm.load()\n",
    "        \n",
    "        ### TODO: https://spacy.io/usage/processing-pipelines/\n",
    "        #merge_ents = self.nlp.create_pipe(\"merge_entities\")\n",
    "        #self.nlp.add_pipe(merge_ents)\n",
    "        #merge_nps = nlp.create_pipe(\"merge_noun_chunks\")\n",
    "        #self.nlp.add_pipe(merge_nps)\n",
    "\n",
    "        \n",
    "        # set raw text \n",
    "        if len(txtfile) > 0:\n",
    "            f = open(txtfile, 'r')  # read-from text file (debug only)\n",
    "            self.orgtext = f.read()  \n",
    "            \n",
    "        elif len(pdffile) > 0:\n",
    "            self.orgtext = self.convert_pdf_to_txt (pdffile) # read pdf and convert to text\n",
    "            \n",
    "        self.text = self.orgtext\n",
    "        \n",
    "        # preprocessing\n",
    "        self.preprocess()\n",
    "        \n",
    "        # tokenize \n",
    "        self.lines = self.text.splitlines()             # lines\n",
    "        self.sentences = self.sent_segment(self.text)   # sentences\n",
    "        self.wordtokens = self.get_words(self.text)     # word tokens\n",
    "        \n",
    "        # add address entity from preample\n",
    "        txt= self.sentences[0].replace('\\n', ' ')  # line feeds causes problems: TODO:\n",
    "        self.addAddressEntity(txt) \n",
    "        \n",
    "        # set up parties\n",
    "        self.parties = self.getParties (txt)\n",
    "        \n",
    "        # set up sections\n",
    "        self.sections = self.getSections(self.orgtext)\n",
    "    \n",
    "\n",
    "        \n",
    "    # this logic is not ideal, assumes positional  \n",
    "    def updateAddress(self, doc):\n",
    "        #print('\\n', [(ent.text, ent.label_, ent.ent_id_) for ent in doc.ents])\n",
    "\n",
    "        orgs = [ent for ent in doc.ents if ent.label_ == 'ORG']\n",
    "        #print('\\norgs:', [(ent.text, ent.label_, ent.ent_id_) for ent in orgs]) \n",
    "\n",
    "        addr = [ent for ent in doc.ents if ent.label_ == 'ADDRESS']\n",
    "        #print('\\naddr:', [(ent.text, ent.label_, ent.ent_id_) for ent in addr]) \n",
    "\n",
    "        #print('\\nparties:', [(p.name) for p in c.parties]) # ok\n",
    "\n",
    "        i = 0;\n",
    "        for o in orgs:\n",
    "            #print('\\nprocessing: ', o.text)\n",
    "            p = Party.findParty(self.parties, o.text)\n",
    "\n",
    "            if p != None:\n",
    "              p.address = addr[i].text\n",
    "              if 'metricstream' in o.text.lower():\n",
    "                 p._type = 'promisee'\n",
    "              else:\n",
    "                  p._type = 'customer' \n",
    "            i=i+1\n",
    "            \n",
    "    def getParties(self, text):\n",
    "        self.parties = []\n",
    "        \n",
    "        doc = self.get_doc(text)\n",
    "        orgs= [ent for ent in doc.ents if ent.label_ == 'ORG']\n",
    "\n",
    "        for sp in orgs:\n",
    "            p = Party(sp)\n",
    "            if \"United\\nStates\" not in p.name: ## TODO: special case\n",
    "               self.parties.append(p)\n",
    "        \n",
    "       \n",
    "        # update party with address\n",
    "        self.updateAddress(doc)\n",
    "        ''''\n",
    "        # this needs to be explored further, but it does not generalize across contracts\n",
    "        orgs= [ent for ent in doc.ents if ent.label_ == 'ADDRESS']\n",
    "       \n",
    "        for sp in orgs:\n",
    "            #print ('\\n', sp.text, '-> ', sp.start, sp.end)\n",
    "            spsent = sp.sent[sp.sent.start : sp.sent.end] # will be 0 if it's at the end of the sentence\n",
    "\n",
    "            newsent = str(spsent).replace('\\n', ' ').replace('“', ' ').replace('”', ' ')\n",
    "            d = self.get_doc(newsent)\n",
    "            ents = [(ent.text, ent.label_) for ent in d.ents]\n",
    "\n",
    "            if len(newsent) == 0:\n",
    "                p = Party.findParty(self.parties, 'METRICSTREAM') ## TODO: special case\n",
    "                if p != None:\n",
    "                    p.address = sp.text\n",
    "                    p._type = 'promisee'\n",
    "            else:\n",
    "                for e in ents:\n",
    "                    #print(e[0], e[1])\n",
    "                    p = Party.findParty(self.parties, e[0])\n",
    "                    if p != None:\n",
    "                        p.address = sp.text\n",
    "                        p._type = 'customer' ## TODO: figure this out\n",
    "        '''\n",
    "\n",
    "        return self.parties\n",
    "\n",
    "\n",
    "    # Tokenize a document into topical sections using the TextTiling algorithm. \n",
    "    # This algorithm detects subtopic shifts based on the analysis of lexical co-occurrence patterns.\n",
    "    def getSections(self, text, writetofile=False):\n",
    "\n",
    "        def cleanNumbers(lines):\n",
    "            regx = 'Page\\s+[0-9]+\\s+of\\s+[0-9]+'\n",
    "            new = ''\n",
    "            for s in lines:\n",
    "                s=s.strip()\n",
    "\n",
    "                if len(s)==0 or s.isnumeric() or re.match(regx, s):  \n",
    "                    continue\n",
    "\n",
    "                new+=s+'\\n'\n",
    "            return new\n",
    "\n",
    "\n",
    "        tt = nltk.tokenize.TextTilingTokenizer()\n",
    "        sections = tt.tokenize(text)\n",
    "\n",
    "\n",
    "        para = []\n",
    "        for sec in sections:\n",
    "            newsec = self.clean_empty_lines(sec)\n",
    "            lines = newsec.split(\"\\n\")\n",
    "            newsec = cleanNumbers(lines)  # clean\n",
    "            para.append(newsec)\n",
    "\n",
    "        if writetofile:\n",
    "            with open('./sections.txt', 'w') as f3:\n",
    "              for s in para:\n",
    "                f3.write(s + '<EOL>\\n\\n')\n",
    "        return para\n",
    "\n",
    "\n",
    "    \n",
    "    def addAddressEntity(self, text):\n",
    "        addrlist = self.getAddressList(text)\n",
    "\n",
    "        cnt=0\n",
    "        for a in addrlist:\n",
    "            cnt=cnt+1\n",
    "            #print(a)\n",
    "            ruler = EntityRuler(self.nlp, overwrite_ents=True)\n",
    "            ruler.name = \"addr_\"+str(cnt)\n",
    "            pattern = [{\"label\": \"ADDRESS\", \"pattern\": a}]\n",
    "            \n",
    "            ruler.add_patterns(pattern)\n",
    "            \n",
    "            try:\n",
    "                self.nlp.add_pipe(ruler)\n",
    "            except ValueError as ve:\n",
    "               self.nlp.remove_pipe(ruler.name)\n",
    "               self.nlp.add_pipe(ruler)\n",
    "           \n",
    "            \n",
    "        \n",
    "    def preprocess(self):\n",
    "       \n",
    "        # clean text\n",
    "        self.text = self.clean_abbrev(self.text)       # remove dots in abbreviations\n",
    "        self.text = self.clean_text(self.text)         # remove special characters\n",
    "        self.text = self.clean_empty_lines(self.text)  # remove empty lines\n",
    "    \n",
    "        # add Definition Entity Recognizer\n",
    "        ruler = EntityRuler(self.nlp, overwrite_ents=True)\n",
    "        ruler.name = 'definition'\n",
    "        patterns = [ {\"label\": \"DEFINITION\", \"pattern\": [{\"ORTH\": \"(\"}, {'IS_ALPHA': True}, {\"ORTH\": \")\"}]},\n",
    "                     #{\"label\": \"DEFINITION\", \"pattern\": [{\"LOWER\": \"effective\"}, {\"LOWER\": \"date\"}]},\n",
    "                     #{\"label\": \"GPE\", \"pattern\": [{\"LOWER\": \"united\\n\"}, {\"LOWER\": \"states\"}]}\n",
    "                   ]\n",
    "        \n",
    "        ruler.add_patterns(patterns)\n",
    "        try:\n",
    "            self.nlp.add_pipe(ruler)\n",
    "        except ValueError as ve:\n",
    "            self.nlp.remove_pipe(ruler.name)\n",
    "            self.nlp.add_pipe(ruler)\n",
    "          \n",
    "           \n",
    "        \n",
    "            \n",
    "    def get_words(self, txt):\n",
    "        \"\"\" Creates word tokens from text\n",
    "\n",
    "        Parameters:\n",
    "        txt (str): text to tokenize\n",
    "\n",
    "        Returns:\n",
    "        list: list of tokenized words\n",
    "\n",
    "        \"\"\"\n",
    "        doc = self.get_doc(txt)\n",
    "        tokens = []\n",
    "        for sent in doc.sents:\n",
    "            tokens.append([token.text for token in sent]) # for each word in sentence\n",
    "        return tokens\n",
    "    \n",
    "    \n",
    "    def getAddressList(self, text):\n",
    "        subs=['AddressNumber', 'StreetNamePreDirectional', 'StreetName',\n",
    "              'StreetNamePostType','PlaceName','StateName','ZipCode']\n",
    "\n",
    "        parsed = usaddress.parse(text)\n",
    "        parsed = [x for x in parsed if x[1] in subs ]\n",
    "\n",
    "        addrlist = []\n",
    "        addr=''\n",
    "        for x in parsed:\n",
    "            val = x[0]\n",
    "            typ =  x[1]\n",
    "            \n",
    "            if typ != 'ZipCode':\n",
    "                addr+=val+' '\n",
    "                #print(val,'-> ', typ)\n",
    "            else:\n",
    "                addr+=val+' '\n",
    "                addrlist.append(addr.strip())  \n",
    "                addr=''\n",
    "\n",
    "        return addrlist\n",
    "           \n",
    "\n",
    "    def getAddress(self, text):\n",
    "        \n",
    "        \"\"\" parse text for address \n",
    "    \n",
    "        Parameters:\n",
    "        text (str): text to parse\n",
    "        Returns: address string\n",
    "        \n",
    "        \"\"\"\n",
    "        \n",
    "        doc = self.nlp(text)\n",
    "\n",
    "        # for some reason zipcode 60601 is not an entity, so we can't filter by entity type\n",
    "        #print([(ent.text, ent.label_) for ent in doc.ents])\n",
    "        #str = ['CARDINAL', 'LOC', 'GPE', 'FAC']\n",
    "        #addrlist = [ent.text for ent in doc.ents if ent.label_ in str]\n",
    "        #addr = \" \".join(addrlist)\n",
    "        #parsed = usaddress.parse(addr)\n",
    "\n",
    "        parsed = usaddress.parse(text)\n",
    "        parsed = [x for x in parsed if x[1] != 'Recipient'] # filter out recipient\n",
    "\n",
    "        addr=''\n",
    "        for x in parsed:\n",
    "            val = x[0]\n",
    "            typ =  x[1]\n",
    "            addr+=val+' '\n",
    "            #print(val,'-> ', typ)\n",
    "\n",
    "        if len(addr) > 0:\n",
    "            addr = addr.replace('.', '').strip()\n",
    "        return addr\n",
    "    \n",
    "    \n",
    "    def addParties (self):\n",
    "        plist = []\n",
    "\n",
    "        for p in self.parties:\n",
    "            #print (p.name, '=> ', p.address)\n",
    "            e = ['name,'+ p.name, 'type,'+p._type, 'address,' + p.address]\n",
    "            p = self.add_entity(e)\n",
    "            plist.append(p)\n",
    "\n",
    "        # update model\n",
    "        self.updateModelList('party', plist)\n",
    "    \n",
    "\n",
    "    def addSections(self):\n",
    "        slist = []\n",
    "        \n",
    "        for sec in self.sections:\n",
    "            txt = sec.split('\\n')\n",
    "            typ = txt[0]\n",
    "            text = '\\n'.join(txt[1:])\n",
    "\n",
    "            s = self.add_entity(['type,'+ typ, 'text,'+text]) \n",
    "            slist.append(s)\n",
    "            \n",
    "        self.updateModelList('section', slist)\n",
    "\n",
    "    \n",
    "\n",
    "    \n",
    "    def add_entity(self, keyvalues):\n",
    "        return dict(item.split(\",\",1) for item in keyvalues)\n",
    "    \n",
    "    \n",
    "       \n",
    "    def updateModel(self, key, value):\n",
    "         \"\"\" adds attributes to contract dictionary \n",
    "         Parameters:\n",
    "         key (str): key name \n",
    "         value(str): value\n",
    "         Returns: None\n",
    "         \"\"\"\n",
    "         self.contract[key]  = value\n",
    "        \n",
    "            \n",
    "    def updateModelList(self, key, values):\n",
    "         self.contract[key]  = values\n",
    "        \n",
    "        \n",
    "    \n",
    "    def getEffectiveDate(self, doc):\n",
    "        ### TODO: not perfect\n",
    "        dateslist = [ent.text for ent in doc.ents if ent.label_ == 'DATE']\n",
    "        return dateslist[0]\n",
    "    \n",
    "        \n",
    "    def getJson(self, savetofile=False):\n",
    "        \"\"\" Converts contract to json object \n",
    "    \n",
    "        Parameters:\n",
    "        savetofile (boolean): whether to save to json file (optional)\n",
    "        Returns: json string\n",
    "        \n",
    "        \"\"\"\n",
    "    \n",
    "        ## data model\n",
    "        self.updateModel('filename', self.pdffile)\n",
    "        self.updateModel('title', self.lines[0])\n",
    "        \n",
    "        effdate = self.getEffectiveDate (self.nlp(self.sentences[0]))\n",
    "        self.updateModel('effective date', effdate) \n",
    "        \n",
    "        \n",
    "        # add parties  \n",
    "        self.updateModel('party', self.party)  \n",
    "        self.addParties()\n",
    "        \n",
    "        # add sections\n",
    "        self.updateModel('section', self.section) \n",
    "        self.addSections()\n",
    "      \n",
    "        # service \n",
    "        self.updateModel('service', self.service)     \n",
    "        \n",
    "        self.updateModel('text', self.orgtext)\n",
    "   \n",
    "        # Serializing json  \n",
    "        json_str = json.dumps(self.contract, indent = 4) \n",
    "        \n",
    "        # Writing to sample.json \n",
    "        if savetofile:\n",
    "            filename =  getTxtFileName(self.pdffile, '.json') \n",
    "            self.save_to_file(filename, json_str) \n",
    "        return json_str\n",
    "    \n",
    "    \n",
    "    # read json\n",
    "    def printJson(self, contract, getjson=False):\n",
    "        \"\"\" print json representation of the contract object\n",
    "\n",
    "        Parameters:\n",
    "        contract (str): contract dictionary \n",
    "        getjson (bool): whether to get the json object\n",
    "\n",
    "        Returns: None\n",
    "        \n",
    "        \"\"\"\n",
    "        if getjson:\n",
    "            self.getJson(False)\n",
    "            \n",
    "        for key, value in contract.items():\n",
    "            print(\"{k}: {val}\".format(k=key, val=value))\n",
    "    \n",
    "\n",
    "    def clean_abbrev(self, txt):\n",
    "        \"\"\" remove dots in abbrevations from text\n",
    "    \n",
    "        Parameters:\n",
    "        txt (str): text to evaluation\n",
    "        Returns: text with cleaned abreviations\n",
    "        \n",
    "        \"\"\"\n",
    "        # need toget rid of '.' since spacy treat that as sentence delimieter\n",
    "        abbrevs={'U.S.A':'USA', 'INC.':'INC '}    # space is needed, for spacy named-entity\n",
    "        for abbrev in abbrevs:\n",
    "            #clean= txt.replace(abbrev, abbrevs[abbrev])\n",
    "            clean = re.sub('(?i)'+re.escape(abbrev), lambda m: abbrevs[abbrev], txt) # case insensitive\n",
    "\n",
    "        return clean\n",
    "    \n",
    "\n",
    "    def clean_text(self, txt):\n",
    "        \"\"\" text cleaning\n",
    "    \n",
    "        Parameters:\n",
    "        txt (str) : text to clean \n",
    "        Returns: cleaned text\n",
    "        \n",
    "        \"\"\"\n",
    "       \n",
    "        # commas (,) cause issues. default ner seems to be using it identify ORGS \n",
    "        clean = re.sub(r'[^a-zA-Z0-9.(),“”\\s]+', ' ', txt)  # keep periods for sentence tokenizing\n",
    "        return clean\n",
    "    \n",
    "\n",
    "    def clean_empty_lines(self, txt):\n",
    "        \"\"\" remove empty lines from the text\n",
    "    \n",
    "        Parameters:\n",
    "        txt (str) : text to clean\n",
    "        Returns: cleaned text\n",
    "        \n",
    "        \"\"\"\n",
    "        lines = txt.split(\"\\n\")\n",
    "        non_empty_lines = [line for line in lines if line.strip() != \"\"]\n",
    "\n",
    "        without_empty_lines = \"\"\n",
    "        for line in non_empty_lines:\n",
    "            without_empty_lines += line.strip() + \"\\n\"\n",
    "            \n",
    "        return without_empty_lines\n",
    "    \n",
    "\n",
    "   \n",
    "    def convert_pdf_to_txt(self, pdf):\n",
    "        \"\"\" convert pdf to text and return the text\n",
    "    \n",
    "        Parameters:\n",
    "        pdf (str) : contract pdf file\n",
    "        Returns: contract raw text\n",
    "        \n",
    "        \"\"\"\n",
    "        rsrcmgr = PDFResourceManager()\n",
    "        retstr = io.StringIO()\n",
    "        \n",
    "        laparams = LAParams()\n",
    "        layout = LAParams(all_texts=True)\n",
    "        device = TextConverter(rsrcmgr, retstr, laparams=layout)\n",
    "\n",
    "        fp = open(pdf, 'rb')\n",
    "        interpreter = PDFPageInterpreter(rsrcmgr, device)\n",
    "        password = \"\"\n",
    "        maxpages = 0\n",
    "        caching = True\n",
    "        pagenos=set()\n",
    "\n",
    "        for pg in PDFPage.get_pages(fp, pagenos, maxpages=maxpages, password=password,\n",
    "                                      caching=caching, check_extractable=True):\n",
    "            interpreter.process_page(pg)\n",
    "\n",
    "        text = retstr.getvalue()\n",
    "\n",
    "        fp.close()\n",
    "        device.close()\n",
    "        retstr.close()\n",
    "        return text \n",
    "    \n",
    "\n",
    "    def save_file(self, filename, pdffile='', txt=''):\n",
    "        \"\"\" save contract text to filename\n",
    "    \n",
    "        Parameters:\n",
    "        filename (str) : filename to save to\n",
    "        pdffile (str) : optional contract pdf file\n",
    "        txt (str) : optional contract txt\n",
    "        Returns: None\n",
    "        \n",
    "        \"\"\"\n",
    "       \n",
    "        # no text\n",
    "        if len(txt) == 0:\n",
    "            if len(pdffile) > 0:\n",
    "                txt = self.convert_pdf_to_txt(pdffile)  #get text from pdffile\n",
    "            else:\n",
    "                txt = self.text #objects text\n",
    "        \n",
    "        f = open(filename,'w')\n",
    "        f.write(txt)\n",
    "        f.close()\n",
    "        \n",
    "    \n",
    "    def save_to_file(self, filename, txt):\n",
    "        \"\"\" save txt to filename\n",
    "    \n",
    "        Parameters:\n",
    "        filename (str) : filename to save to\n",
    "        txt (str) : text to save\n",
    "        Returns: None\n",
    "        \n",
    "        \"\"\"\n",
    "        f=open(filename,'w')\n",
    "        f.write(txt)\n",
    "        f.close()\n",
    "        \n",
    "        \n",
    "   \n",
    "    def save_pdf_to_txt(self, pdffile, txtfile):\n",
    "        \"\"\" save pdf file to text \n",
    "    \n",
    "        Parameters:\n",
    "        pdffile (str) : pdf contract file\n",
    "        txtfile (str) : filename to save to\n",
    "        Returns: None\n",
    "        \n",
    "        \"\"\"\n",
    "        \n",
    "        txt = self.convert_pdf_to_txt(pdffile)\n",
    "        self.save_to_file(txtfile, txt)\n",
    "        \n",
    "        \n",
    "    \n",
    "    def get_doc(self, txt):\n",
    "        \"\"\" returns NLP doc from text \n",
    "    \n",
    "        Parameters:\n",
    "        txt (str) : text to process\n",
    "        Returns: spacy NLP doc from text\n",
    "        \n",
    "        \"\"\"\n",
    "        doc = self.nlp(txt)\n",
    "        return doc\n",
    "    \n",
    "    \n",
    "    # tags: https://spacy.io/api/annotation \n",
    "    def get_entities(self, doc):\n",
    "        \"\"\" returns a dataframe of Named Entities \n",
    "    \n",
    "        Parameters:\n",
    "        doc : spacy doc \n",
    "        Returns: dataframe of Named Entities \n",
    "        \n",
    "        \"\"\"\n",
    "        \n",
    "        # for each named-entity in doc\n",
    "        df = pd.DataFrame(\n",
    "            [ent.text, ent.start_char, ent.end_char, ent.label_] for ent in doc.ents \n",
    "        )\n",
    "        df.columns = ['text', 'start_char', 'end_char', 'label_']\n",
    "        return df\n",
    "    \n",
    "    \n",
    "    def print_entities(self, doc):\n",
    "        \"\"\" print Named Entities \n",
    "    \n",
    "        Parameters:\n",
    "        doc : spacy doc \n",
    "        Returns: None \n",
    "        \n",
    "        \"\"\"\n",
    "        for ent in doc.ents:\n",
    "            print(ent.text, ent.start_char, ent.end_char, ent.label_)\n",
    "    \n",
    "    \n",
    "    def pretty_entities(self, doc):\n",
    "        \"\"\" pretty print Named Entities \n",
    "    \n",
    "        Parameters:\n",
    "        doc : spacy doc \n",
    "        Returns: None \n",
    "        \n",
    "        \"\"\"\n",
    "        pprint([(e.text, e.label_) for e in doc.ents])\n",
    "        \n",
    "    \n",
    "    # Part-of-speech tags and dependencies\n",
    "    # https://spacy.io/usage/linguistic-features#dependency-parse\n",
    "    def get_tokens(self, doc):\n",
    "        '''\n",
    "        Text: original word text.\n",
    "        Lemma: base form of the word.\n",
    "        POS: simple part-of-speech tag.\n",
    "        Tag: detailed part-of-speech tag.\n",
    "        Dep: Syntactic dependency, i.e. the relation between tokens.\n",
    "        Shape: word shape – capitalization, punctuation, digits.\n",
    "        ''' \n",
    "        \n",
    "        # Create list of word tokens, remove line feeds\n",
    "        #for each token — i.e. a word, punctuation symbol, whitespace, etc.\n",
    "        for token in doc:\n",
    "           tokens = [t for t in doc if t.pos_ != 'SPACE']  #warning! takes too long for long txt\n",
    "           \n",
    "         \n",
    "    \n",
    "        df = pd.DataFrame(\n",
    "            [t.text, t.lemma_, t.pos_, t.tag_, t.dep_,\n",
    "              t.shape_, t.is_alpha, t.is_stop, t.is_title] for t in tokens\n",
    "        )\n",
    "        df.columns = ['text', 'lemma', 'pos', 'tag', 'dep', 'shape', 'is_alpha', 'is_stop', 'is_title']\n",
    "        return df\n",
    "    \n",
    "    \n",
    "    def get_noun_chunks (self, doc):\n",
    "        \"\"\" returns noun chucks from document\n",
    "    \n",
    "        Parameters:\n",
    "        doc : spacy doc\n",
    "        Returns: base noun phrases in the document.\n",
    "        \n",
    "        \"\"\"\n",
    "        noun_chunks = list(doc.noun_chunks) # base noun phrases in the document.\n",
    "        #for token in noun_chunks:\n",
    "        #    nouns = [t for t in noun_chunks if t.pos_ != 'SPACE'] \n",
    "        return noun_chunks\n",
    "    \n",
    "    \n",
    "    def get_pos_list (self, doc, pos=\"NOUN\"):\n",
    "        \"\"\" returns a list of tokens matching parts of speech \n",
    "    \n",
    "        Parameters:\n",
    "        doc : spacy doc \n",
    "        pos (str): parts-of-speech tag. eg: \"NOUN\", \"VERB\", etc\n",
    "        Returns: None \n",
    "        \n",
    "        \"\"\"\n",
    "        \n",
    "        return [token.text for token in doc if token.pos_ == pos] \n",
    "       \n",
    "        \n",
    "   \n",
    "    def sent_segment(self, txt):\n",
    "        \"\"\" sentence tokenization\n",
    "    \n",
    "        Parameters:\n",
    "        txt : tex to tokenize into sentences\n",
    "        Returns: list of sentences\n",
    "        \n",
    "        \"\"\"\n",
    "\n",
    "        # Load English tokenizer, tagger, parser, NER and word vectors\n",
    "        nlp = English() \n",
    "\n",
    "        # A simple pipeline component, to allow custom sentence boundary detection logic \n",
    "        # that doesn’t require the dependency parse. It splits on punctuation by default\n",
    "        sbd = nlp.create_pipe('sentencizer')\n",
    "\n",
    "        # Add the component to the pipeline\n",
    "        nlp.add_pipe(sbd)\n",
    "\n",
    "        #nlp is used to create documents with linguistic annotations.\n",
    "        doc = nlp(txt)   \n",
    "\n",
    "        # create list of sentence tokens\n",
    "        sents_list = []\n",
    "        for sent in doc.sents:\n",
    "            sents_list.append(sent.text)\n",
    "            \n",
    "        return sents_list \n",
    "    \n",
    "\n",
    "\n",
    "    # Visualizing the dependency parse\n",
    "    # https://spacy.io/usage/visualizers\n",
    "    # https://spacy.io/api/top-level#displacy_options\n",
    "\n",
    "    \n",
    "    #dependency visualizer, dep, shows part-of-speech tags and syntactic dependencies.\n",
    "    def viz_deps(self, doc, dispoptions=DISPLAY_OPTIONS):\n",
    "        displacy.render(doc, style=\"dep\", jupyter=True, options=dispoptions)\n",
    "        \n",
    "    # Visualizing long texts    \n",
    "    def viz_deps_long(self, doc, dispoptions=DISPLAY_OPTIONS):\n",
    "        sentence_spans = list(doc.sents)\n",
    "        sentence_spans\n",
    "        displacy.render(sentence_spans, style=\"dep\", jupyter=True, options=dispoptions)\n",
    "\n",
    "    # Visualizing the entity recognizer\n",
    "    def viz_ent(self, doc, dispoptions=DISPLAY_OPTIONS):\n",
    "        displacy.render(doc, style=\"ent\", jupyter=True, options=dispoptions)\n",
    "        \n",
    "        \n",
    "        "
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 3,
   "metadata": {},
   "outputs": [],
   "source": [
    "from pathlib import Path\n",
    "\n",
    "def getTxtFileName(pdffile, ext):\n",
    "    return os.path.splitext(pdffile)[0]+ ext\n",
    "\n",
    "def getFilePath(file):\n",
    "    path = Path(file).parent.absolute()\n",
    "    return path\n"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 5,
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "/Users/evanuribe/Desktop/GGU/MetricStream/metricstream_poc/data/Master Services Agreement.pdf\n",
      "filename: /Users/evanuribe/Desktop/GGU/MetricStream/metricstream_poc/data/Master Services Agreement.pdf\n",
      "title: Services Agreement\n",
      "effective date: 2010\n",
      "party: [{'name': 'FEDERAL HOME LOAN BANK OF CHICAGO', 'type': 'customer', 'address': '200 E. Randolph Drive, Chicago, Illinois 60601'}, {'name': 'METRICSTREAM', 'type': 'promisee', 'address': '2600 East Bayshore Road, Palo Alto, California 94303.'}]\n",
      "section: [{'type': 'Services Agreement', 'text': 'This Services Agreement (“Agreement”) is made and entered into this _______ of _________,\\n2010, (“Effective Date”) by and between FEDERAL HOME LOAN BANK OF CHICAGO, a United\\nStates corporation, with its principal place of business at 200 E. Randolph Drive, Chicago, Illinois 60601\\n(\"Bank\") and METRICSTREAM, INC. (\"Company\"), a Delaware corporation, with its principal place of\\nbusiness at 2600 East Bayshore Road, Palo Alto, California 94303.\\nWHEREAS, Bank and Company have entered into a Software License Agreement, dated\\n________________ (“License Agreement”) and a Hosting Agreement, dated ________________\\n(“Hosting Agreement”).\\nWHEREAS, Bank desires to engage the professional or consulting services of Company related\\nto the Company Software (“Services”) for use in its business as set forth herein and Company desires to\\nprovide such Services to Bank.  Capitalized terms not otherwise defined herein shall have the meanings\\ngiven to such terms in the License Agreement or Hosting Agreement.\\n'}, {'type': 'contained and for other good and valuable consideration, the receipt of which is hereby acknowledged,', 'text': 'Bank and Company covenant and agree as follows:\\nNOW, THEREFORE, in consideration of the premises and covenants and agreements herein\\n1.\\nConsulting Services; Fees\\n'}, {'type': '1.1  Services.  Subject to the terms and conditions of this Agreement, Company agrees to deliver to', 'text': 'Bank the Services as described in one or more Statement(s) of Work, as may be amended from time\\nto time (referred to herein as “Statements of Work” or “SOWs”) that may be prepared, agreed upon\\nand signed by both parties during the term of this Agreement.  A Statement of Work shall be in\\nsubstantially the form attached hereto as Exhibit 1.\\n'}, {'type': '1.2  Fees; Expenses; Rates.  Bank will pay Company the fees, rates, compensation and other', 'text': 'amounts on a time and material basis according to the rates set forth in the applicable SOW.  Except\\nas otherwise agreed to in a SOW, Bank will reimburse Company for all reasonable expenses incurred\\nby Company in the performance of the Services and the delivery of any Deliverables (as defined in\\nSection 2.1 below), including, but not limited to, travel and lodging expenses; provided, however,\\nCompany must receive prior approval from Bank for all travel and lodging expenses.  Company must\\nprovide Bank with copies of receipts or other appropriate documentation for all expenses.\\nCompany shall be responsible for the payment of any and all federal, state and local income taxes that\\nmay arise out of its performance of the Services.\\n1.3 Change in Scope. If Bank requests an expansion of the scope of Services under a SOW, an\\namendment to the SOW will be prepared by Company and signed by both parties.  If Company\\nrequests a change in the scope of Services under a SOW, Company shall bring such requested change\\nto the Bank’s attention and Bank shall determine whether such change in scope of Services is\\nacceptable.  If such change in scope of Services is acceptable to Bank, an amendment to the SOW\\nwill be prepared by Company and signed by both parties.\\n1.4 Estimates.  Unless otherwise specified in the applicable SOW, Company will perform the\\nServices on a time-and-materials basis.  Company shall provide Bank with an estimated fee on each\\n'}, {'type': 'SOW.  This is Company’s good-faith estimate of the amount the Services will cost, but is not a fixed', 'text': 'fee.  Company does not guarantee the Services will be completed for such amount.  The actual cost\\nwill be based on the actual time spent by various Company personnel assigned plus expenses\\nincurred, and may be more or less than the estimate.  Weekly, Company will provide Bank with a\\nstatus report of all activities being performed as specified in each SOW.  This status report will\\ninclude, but is not limited to, reporting on a percentage of actual work performed to date, a\\ncomparison of expenses and fees incurred to estimated fees within the applicable SOW, and reporting\\nof any impediments that could negatively affect the timely completion of work as specified in the\\nSOW.\\n'}, {'type': '1.5 Payment.  Unless otherwise specified in a SOW, Company shall submit invoices to Bank', 'text': 'monthly and Bank will pay Company within thirty (30) days of receipt of invoice. Bank will provide\\nCompany with a certificate or other evidence of tax exemption, if requested by Company.  Any\\namount not paid when due will bear interest at the rate of one and one-half (1.5%) percent per month\\nor the maximum rate permitted by applicable law, whichever is less.   Notwithstanding the foregoing,\\nif Bank has a bona fide dispute as to the amount of any invoice, Bank shall pay Company when due\\nthe undisputed portion of the invoice and both parties agree to work diligently to resolve the dispute.\\nBank shall not be responsible for late fees incurred as a result of such dispute.\\n'}, {'type': '1.6 Staffing.  Company will provide fully qualified personnel (“Resources”) with a varying range of', 'text': 'experience to perform Services for Bank under the SOWs.  Resources shall be assigned to perform\\nServices appropriate to their individual abilities.  Bank may make reasonable requests for the removal\\nand replacement of an individual and Company shall use commercially reasonable efforts to replace\\nsuch individual with a mutually agreed upon substitute resource within a reasonable time.  With\\nBank’s prior approval (which shall not be required in the case of the termination of employment with\\nCompany, whether voluntary or involuntary, of any particular Resource), Company may replace any\\nResource with a fully qualified Resource acceptable to Bank.\\n'}, {'type': 'Proprietary Rights', 'text': '2.1  Deliverables.  The parties grant to each other the rights as specified in this Section 2, subject to\\nthe provisions of Section 11 below.  Regardless of the type of Deliverable, as defined herein, to the\\nextent the Deliverables contain any Confidential Information, Proprietary Item(s), and/or Third-Party\\nProduct, such Confidential Information, Proprietary Item(s), and/or Third-Party Product will continue\\nto be subject to the terms and conditions of this Agreement, except as necessary to be consistent with\\nthe ownership rights granted herein.  For purposes of this Agreement, “Deliverable” means all right,\\ntitle and interest in and to any programs, systems, data or materials created or prepared by Company\\nfor Bank under this Agreement; and \"Third-Party Product\" means any products, methodologies, tools,\\nmaterials, computer programs, architecture, design specifications, flowcharts, or software (including,\\nwithout limitation, any object code, source code, tool, utility or template), or other tangible or\\nintangible item licensed or otherwise acquired by Company or Bank from a third party.\\n2.1.1  Rights in Deliverables.  Unless otherwise specified in writing and signed by both parties,\\nthe Deliverables shall be the sole property of Bank and shall be considered “works made for hire,”\\nas that term is defined in the Copyright Act of 1976, as amended.  In the event such work product\\nshall be deemed not to constitute a work made for hire, or in the event that Company should\\notherwise, by operation of law, be deemed to retain any rights therein, Company does hereby\\nassign to Bank, exclusively and perpetually, all right, title and interest throughout the world in\\nand to all such work product.  Bank shall have the sole and exclusive rights to all patent rights and\\n'}, {'type': '2.', 'text': 'copyright rights associated with such work product.\\n2.1.2  Rights in General Services Deliverables.\\n'}, {'type': '(a)  Bank acknowledges that from time to time Company develops certain reusable computer', 'text': 'software, techniques, information, training material and documentation (“GS Deliverables” as\\ndefined herein).  As set forth in this Agreement, “GS Deliverables” means general services\\ndeliverables involved in the installation and implementation of Company or third party developed\\nsoftware; general education and training services; general consulting and management expertise\\nfor a particular subject, or systems level code that does not include any user interface or business\\nlogic developed for or specific to the Bank.\\n(b)  Notwithstanding Section 2.1.1 above, GS Deliverables are Company’s proprietary\\ninformation and intellectual property and shall not be considered “works made for hire” for the\\nBank.  GS Deliverables may be incorporated into the work done by Company for Bank by prior\\nagreement of the parties.  Company shall identify any GS Deliverables in the applicable SOW.\\nCompany agrees to use reasonable efforts to identify such GS Deliverables prior to the execution\\nof the applicable SOW.  Nevertheless, the parties agree that Company may request amendment of\\na SOW if a GS Deliverable is identified following commencement of work under such SOW, and\\nthe parties shall use reasonable efforts to reach agreement on the classification and, if applicable,\\nthe inclusion of such GS Deliverable in the applicable SOW.  Company grants Bank a non-\\nexclusive, perpetual, irrevocable right and license to use those GS Deliverables incorporated into\\nthe Deliverables developed for Bank.  Subject to the foregoing license, Company retains all rights\\nto the GS Deliverables for any future use.  Bank shall protect the GS Deliverables according to\\nthe policies and procedures Bank uses for its own similar proprietary information and intellectual\\nproperty.\\n'}, {'type': '2.2  Company Proprietary Items.  Company’s processes, including but not limited to Company’s', 'text': 'methodology, procedures, strategies, trade secrets, know how, ideas and expertise used by Company\\nand its employees and/or approved subcontractors in providing the Services, are not included in any\\nDeliverable and Company retains all right, title and interest in and to such processes, including all\\nintellectual property rights pertaining thereto. In addition, Bank will have or obtain no rights in any\\nCompany Proprietary Items (or in any modifications or enhancements to them) other than (a) to use\\nthem as authorized by Company in writing from time to time solely in connection with the Services or\\nDeliverables provided by Company under this Agreement; or (b) to the extent the Company\\nProprietary Items are incorporated into any Deliverable, Company hereby grants to Bank a\\nnonexclusive, perpetual, world-wide, paid-up right and license to use, copy, modify and prepare\\nderivative works of such Company Proprietary Items for purposes of the  business of Bank; provided,\\nhowever, to the extent the Company Proprietary Items are identified assets of Company, rather than\\nprogramming shortcuts, subroutines or similar tools, Company shall obtain written approval from\\nBank before incorporating any Company Proprietary Items into any Deliverable.  For purposes of this\\nAgreement, \"Company Proprietary Items\" means any work, materials, or other tangible or intangible\\nproperty proprietary to Company and/or used by it in the course of its performance under this\\nAgreement or any SOWs and that is (i) not a Deliverable, (ii) developed independently of this\\nAgreement, including pre-existing materials; or (iii) designated as a Company Proprietary Item.\\nInclusion of any Company Proprietary Item in a Deliverable does not change its character as a\\nCompany Proprietary Item.\\n2.3 Bank Proprietary Items.  Bank’s processes, including but not limited to Bank’s methodology,\\nprocedures, strategies, trade secrets, know how, ideas and expertise provided by Bank to Company in\\nthe performance of Services by Company, are not included in any Deliverable and Bank retains all\\nright, title, and interest in and to such processes, including all intellectual property rights pertaining\\n'}, {'type': '3.', 'text': '4.\\n5.\\nthereto (“Bank Proprietary Items”).  In addition, Company will not have and will not obtain any rights\\nin any Bank Proprietary Items (or in any modifications or enhancements to them) other than to use\\nthem as authorized by Bank in writing from time to time solely in connection with the Services or\\nDeliverables provided by Company under this Agreement.  Company shall return all Bank\\nProprietary Items to Bank if the use of such Bank Proprietary Items is discontinued by Bank.\\n'}, {'type': 'Delivery; Warranty', 'text': '3.1  Delivery.  Delivery of the Deliverables will be made as specified in the applicable SOW.  (a) All\\nsoftware work products provided to Bank will be deemed accepted upon installation of the\\nDeliverables into Bank’s production environment, and (b) all non-software work products will be\\ndeemed accepted twenty (20) business days after final submission to the Bank and the Bank has not\\nprovided written notice to the person designated by Company in the applicable SOW as the contact\\nperson (“Contact Person”) (written notice shall include electronic mail) identifying specifically any\\nbasis for not accepting the non-software work product.\\n3.2  Warranty.  Company warrants that: (a) the Services will be performed in a good and\\nworkmanlike manner; and (b) the Deliverables will perform in all respects with the applicable\\nspecifications as set forth in the SOW\\n3.3  Authority to Enter into Agreement.  Company warrants it has full power and authority to enter\\ninto and perform this Agreement.\\n'}, {'type': '3.4  No Warranty.  Company does not provide any warranty or representation whatsoever regarding', 'text': \"software code not created by Company with which the Company Software will interface nor the\\ndatabases to which the Company Software may be applied.\\nLimitation of Warranty\\nWITH THE EXCEPTION OF THE EXPRESS WARRANTIES SET FORTH IN  SECTION 3,\\nCOMPANY MAKES NO OTHER EXPRESS OR IMPLIED WARRANTIES, INCLUDING ANY\\nIMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR\\nPURPOSE OF ANY OF THE DELIVERABLES.\\nResponsibilities\\n5.1  Bank Responsibilities.  Bank agrees to provide the resources, perform those tasks and fulfill\\nthose responsibilities specified in the “Bank Responsibilities” section of the applicable SOW as well\\nas those specified in Sections 5.3 and 5.5 below.  The SOW may also contain assumptions related to\\nthe Services.  Bank understands that Company's performance is dependent on Bank's timely and\\neffective performance of Bank’s responsibilities hereunder and in the SOW(s) and timely decisions\\nand approvals by Bank.\\n\"}, {'type': '5.2  Company Responsibilities.  Company will perform those tasks and fulfill those responsibilities', 'text': 'specified in this Agreement and/or any SOW.  Company understands that its performance of Services\\nshall be completed in a timely manner and that any testing required to ensure the Deliverables meet\\nthe specifications set forth in this Agreement and/or any SOW shall be completed by Company prior\\nto Company delivering the Deliverable to Bank unless otherwise specified in the applicable SOW.\\n5.3  Provision of Documentation.  If Bank, including its subcontractors and third party vendors, is\\nresponsible for developing or providing documentation, materials and assistance to Company in\\nconnection with the Services, Bank agrees to do so in a timely manner.  Company shall not be\\nresponsible for any delays in completing its assigned tasks, or associated increases in the estimated\\nfees, to the extent that they result from Bank’s (including its subcontractors’ and third party vendors’)\\nfailure to provide such timely documentation, materials and assistance.\\n'}, {'type': '5.4  Cooperation.  Bank and Company mutually agree to cooperate to see that the Services specified', 'text': 'in the SOW are successfully completed.\\n5.5  Third Party Vendors.  Bank represents and warrants to Company that Bank has obtained\\npermission from any third party vendor, if necessary, for both Bank and Company to access and use\\nBank’s system, the data on it and all hardware and software components included in it for the purpose\\nof providing the Services.  If Bank does not already have such permission, it is Bank’s responsibility\\nto obtain it, at Bank’s expense, before Bank asks Company to perform the Services.  Company\\nrepresents and warrants to Bank that it has obtained permission from any third party vendor, if\\nnecessary, to provide the Services contemplated herein.  If Company does not already have such\\npermission, it is Company’s responsibility to obtain it, at Company’s expense, before Company\\nperforms the Services.\\n'}, {'type': 'Limitations of Liability', 'text': '6.1  Limitation of Liability.  Company’s liability with regard to any Services, Deliverables, or any\\nother items furnished under this Agreement or any SOW will not exceed the compensation paid,\\nincluding any due and owing, by the Bank to Company for the applicable Statement of Work.\\n6.2  No Consequential Damages.  NEITHER PARTY WILL BE LIABLE TO THE OTHER FOR\\nANY INDIRECT, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES OF ANY\\nTYPE, INCLUDING BUT NOT LIMITED TO SPECIAL DAMAGES OR LOSS, LOST PROFITS\\nOR SAVINGS, OR LOST DATA, ARISING OUT OF OR IN CONNECTION WITH: (a) THIS\\nAGREEMENT OR THE SERVICES RENDERED UNDER ANY SOW; (b) THE USE OR\\nINABILITY TO USE THE SERVICES; OR (c) THE RESULTS OR OPERATION OF ANY\\nSYSTEM RESULTING FROM IMPLEMENTATION OF ANY RECOMMENDED PLAN OR\\nDESIGN, EVEN IF ONE OR THE OTHER PARTY HAS BEEN ADVISED OF THE\\nPOSSIBILITY OF THE DAMAGE AND EVEN IF ONE PARTY ASSERTS OR ESTABLISHES A\\nFAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY PROVIDED IN THIS\\nAGREEMENT.\\n'}, {'type': '6.3 Independent Allocations of Risk.  EACH PROVISION OF THIS AGREEMENT THAT', 'text': 'PROVIDES FOR A LIMITATION OF LIABILITY, DISCLAIMER OF WARRANTIES, OR\\nEXCLUSION OF DAMAGES IS TO ALLOCATE THE RISKS OF THIS AGREEMENT\\nBETWEEN THE PARTIES.  THIS ALLOCATION IS REFLECTED IN THE PRICING OFFERED\\nBY COMPANY TO BANK AND IS AN ESSENTIAL ELEMENT OF THE BASIS OF THE\\nBARGAIN BETWEEN THE PARTIES.  EACH OF THESE PROVISIONS IS SEVERABLE AND\\nINDEPENDENT OF ALL OTHER PROVISIONS OF THIS AGREEMENT.  THE LIMITATIONS\\nIN THIS SECTION 6 WILL APPLY NOTWITHSTANDING THE FAILURE OF ESSENTIAL\\nPURPOSE OF ANY LIMITED REMEDY IN THIS AGREEMENT.\\n'}, {'type': 'Indemnification', 'text': '6.\\n7.\\n8.\\n7.1  Bank Indemnification.  Bank agrees to defend, indemnify and hold harmless Company from\\nand against any and all claims, suits, liabilities, judgments, losses, damages, fines, costs and expenses\\n(including reasonable attorneys’ fees and expenses) (“Losses”) resulting from any claim, suit or\\ndemand by any third party arising from (a) Bank’s failure to obtain permission for Company to access\\nand use Bank’s systems (including but not limited to hardware, software, utilities, databases and their\\ncontents and all other components) that Bank asks Company to work on; (b) Bank’s failure to obtain\\nthe appropriate license or other intellectual property rights necessary to permit Company to perform\\nthe Services; and (c) the effect, if any, on Bank’s third-party product warranties caused by having\\nCompany perform service on such third-party products; (iv) injuries to or deaths of persons caused by\\nBank, or (v) Bank’s breach of the confidentiality provisions contained herein, except to the extent\\nsuch Losses are proximately caused by the negligence or intentional misconduct of Company.\\nCompany agrees to provide Bank with written notice of any such third party claim or suit and\\nreasonable cooperation in the defense of any such claim or suit.  Bank shall have complete control\\nover the defense and settlement of any such claim or suit.  Bank will defend such claim or suit at its\\nexpense and will pay any costs or damages that may be finally awarded against Company.\\n'}, {'type': '7.2  Company Indemnification.  Company shall defend, indemnify and hold harmless Bank from', 'text': 'and against any and all Losses resulting from any claim, suit or demand by any third party arising\\nfrom (a) infringement of an intellectual property or other proprietary right of any third party arising\\nfrom any act by Company or Bank’s exercise of the rights granted hereunder; (b) injuries or deaths of\\npersons caused by Company; (c) a claim that Bank is the statutory employer of any of Company’s\\nprincipals, employees, or contractors for purposes of taxation or workers’ compensation, or (d)\\nCompany’s breach of any of the confidentiality provisions contained herein, except to the extent such\\nLosses are proximately caused by the negligence or intentional misconduct of Bank.  Bank agrees to\\nprovide Company with written notice of any such third party claim or suit and reasonable cooperation\\nin the defense of any such claim or suit.  Company shall have complete control over the defense and\\nsettlement of any such claim or suit.  Company will defend such claim or suit at its expense and will\\npay any costs or damages that may be finally awarded against Bank.\\n'}, {'type': 'Confidentiality', 'text': '8.1  Definition.  “Confidential Information” shall mean all information disclosed by a party\\n(“Discloser”), whether of a technical, business or other nature relating to that party’s technology,\\nresearch, product development strategy and activity, marketing plans and strategy, corporate\\nassessments and strategic plans, pricing, financial and statistical information, accounting information,\\nemployees, contractors, identity of suppliers, software systems, services, processes, formula\\ninventions, discoveries, policies, guidelines, procedures, practices, disputes or litigation.  The\\nforegoing list is given by way of example and is not intended to be all-inclusive.  Confidential\\nInformation shall also include all nonpublic personal information (as that term is defined in the\\nGramm-Leach-Bliley Act) and all similar categories of information defined under other applicable\\nprivacy laws (“Nonpublic Personal Information”).  Confidential Information does not include any\\ninformation that (a) was known to the recipient of the Confidential Information (“Recipient”) prior to\\nreceiving the same from the Discloser in connection with this Agreement; (b) is independently\\ndeveloped by Recipient without reference to the Confidential Information of the Discloser; (c) is\\nacquired by the Recipient from another source without restriction as to use or disclosure; or (d) is or\\nbecomes known to the public through no fault or action of the Recipient.\\n8.2  Confidential Information.  Except for any license or other right expressly granted under this\\n'}, {'type': '9.', 'text': 'Agreement and/or any SOW, each party reserves any and all right, title and interest (including,\\nwithout limitation, any intellectual property rights) that it may have in or to any Confidential\\nInformation, as defined in this Section 8.  Recipient agrees that the Confidential Information is of\\ncritical importance to the Discloser and agrees to keep all Confidential Information confidential\\nwhether or not such information is marked or designated as confidential.  Recipient further agrees to\\ncomply with all applicable privacy laws with respect to Confidential Information which constitutes\\nNonpublic Personal Information.  The Recipient will protect Confidential Information of the\\nDiscloser against any unauthorized use or disclosure to the same extent that the Recipient protects its\\nown Confidential Information of a similar nature against unauthorized use or disclosure.  The\\nRecipient will use any Confidential Information of the Discloser solely for the purpose for which it is\\nprovided by the Discloser.\\n'}, {'type': 'This Section will not be interpreted or construed to prohibit:  (a) any use or disclosure which is', 'text': 'necessary or appropriate in connection with any Recipient’s performance of its obligations or exercise\\nof its rights under this Agreement or any SOW or any other agreement between the parties; (b) any\\nuse or disclosure required by applicable law, provided that the Recipient uses reasonable efforts to\\ngive the Discloser reasonable advance notice thereof so as to afford the Discloser an opportunity to\\nintervene and seek an order or other appropriate relief for the protection of its Confidential\\nInformation from any unauthorized use or disclosure; or (c) any use or disclosure made with the\\nconsent of the Discloser.  In the event of any breach or threatened breach by Recipient of its\\nobligations under this Section, the Discloser will be entitled to injunctive relief and other equitable\\nrelief to enforce such obligations.\\nTermination\\n9.1.  Term.  This Agreement shall remain in effect until __________________, or until completion of\\nthe various SOW(s) issued hereunder, or as provided hereunder.\\n9.2  Termination without Cause.  Either party may terminate this Agreement at any time upon thirty\\n(30) days prior written notice to the other party.\\n'}, {'type': '9.3  Termination with Cause.  Either party may terminate this Agreement or any SOW if the other', 'text': 'party is in material breach or default of any obligation hereunder, which breach or default is not cured\\nwithin fifteen (15) days of written notice from the other party.  Notwithstanding the foregoing, if the\\nbreach or default is such that it cannot be cured, including but not limited to, the defaulting party\\nentering or being forced into bankruptcy or liquidation, the nonbreaching party has the right to\\nterminate the Agreement, Services, and/or SOWs immediately.\\n'}, {'type': '9.4  Termination for Lack of Payment.  If Bank fails to perform any payment obligations', 'text': 'hereunder, and such failure remains unremedied for fifteen (15) days after notice of such failure by\\nCompany, Company may suspend its performance of any SOW(s) until payment is received or\\nterminate this Agreement and any SOW(s) upon written notice.\\n9.5  Payment of Accrued Fees Upon Termination.  Upon any termination of this Agreement or any\\nSOW, Bank shall pay all of Company’s unpaid fees and out-of-pocket expenses described in Section\\n1.2 above accrued through the effective date of such termination.\\n9.6  Effect of Termination.  If the Agreement and/or any SOW is terminated pursuant to this Section\\n11, then:  (a) the parties will cooperate to effect an orderly, efficient, effective and expeditious\\n'}, {'type': 'termination of the parties’ respective activities under the terminated Agreement and/or SOW; (b)', 'text': 'Company shall promptly return to Bank any and all Bank Proprietary Items and any copies of such\\nitems or products delivered by Bank to Company under the terminated Agreement and/or SOW and\\ndeliver to Bank a written certification of such return signed by an officer of Company; (c) upon\\npayment by Bank of all fees due for work performed, Company shall promptly deliver to Bank the\\nbalance of all software work products and all other non-software work products being produced by\\nCompany under the terminated Agreement and/or SOW and deliver to Bank a written certification of\\nsuch return signed by an officer of Company; (d) Company will have no obligation to perform any\\nServices under the terminated SOW after the effective date of the termination; (e) any and all\\nliabilities accrued prior to the effective date of the termination will survive; and (f) the parties’\\nrespective rights and obligations under Sections 1.2; 1.3; 1.5; 2; 6; 7; 8; 9.6; and 11 of this Agreement\\nwill survive such termination of the Agreement and/or SOW.\\n'}, {'type': 'Notices', 'text': 'All notices provided for herein shall be in writing and may be given or served by (a) depositing the\\nsame in the mail, postage prepaid, registered, or certified with return receipt requested, and addressed\\nto the party’s representative, whose name and address appears below; or (b) telex, facsimile,\\ntelegraph, telecopy, or other written telecommunication medium (which shall require evidence of\\nhard copy confirmation to be effective in the event of any dispute regarding the giving of notice) to\\nthe party’s representative named below.  Each party can change its respective designated\\nrepresentatives, or its address, by providing written notice to the other.\\n10.\\nIf to Company:\\nMetricStream, Inc.\\n2600 East Bayshore Road\\nPalo Alto, CA 94303\\nAttn: Bill William.\\nIf to Bank:\\nFederal Home Loan Bank of Chicago\\n200 E. Randolph Drive\\nChicago, IL 60601\\nAttn:  Audit Department\\n'}, {'type': '11.  Miscellaneous', 'text': '11.1  Governing Law/Attorney Fees.  THIS AGREEMENT WILL BE GOVERNED BY AND\\nCONSTRUED IN ACCORDANCE WITH THE LAWS OF THE STATE OF ILLINOIS, WITHOUT\\nREGARD TO PRINCIPLES OF CONFLICTS OF LAW.  If either party employs attorneys to\\nenforce any rights arising out of or relating to this Agreement, the prevailing party shall be entitled to\\nrecover its reasonable attorneys’ fees, costs and other expenses.\\n11.2  Independent Contractor.  Company is an independent contractor.  Neither party will consider\\nthe other its agent or representative. Bank will not be responsible for paying benefits or employment\\ntaxes for the Company’s employees who perform the Services, and they will not be considered\\nBank’s employees.  Company is solely responsible for determining the method and means by which it\\nwill accomplish the Services and otherwise fulfill its obligations hereunder.\\n11.3  Entire Agreement.  This Agreement and any SOW(s), including all attachments and exhibits\\nthereto, is the complete agreement between the parties.  Modifications must be in writing and signed\\nby both parties.\\n'}, {'type': '11.4  Books and Records.  Bank or its representatives shall have access to and the right to examine', 'text': 'during regular business hours on at least three (3) business days prior written notice, and Company\\nagrees to keep and maintain, any directly pertinent books, documents, papers and records of Company\\ninvolving transactions related to this Agreement for two (2) years after the completion of the Services\\nto which such records relate.\\n11.5  Assignment.  Neither party may assign this Agreement, in whole or in part, without the express\\nwritten consent of the other party.\\n11.6  Severability/Waiver.  If any provision of this Agreement proves to be or becomes invalid or\\nunenforceable under any applicable law, then such provision shall be deemed modified to the extent\\nnecessary to render such provision valid and enforceable. If such provision may not be so saved, it\\nshall be severed and the remainder of this Agreement shall remain in full force and effect.  No waiver\\nof any breach of any provision of this Agreement shall constitute a waiver of any other breach of the\\nsame or any other provision hereof, and no waiver shall be effective unless made in writing and\\nsigned by an authorized representative of the waiving party.\\n'}, {'type': '11.7  Force Majeure.  If circumstances beyond the control of a party shall temporarily make it', 'text': 'impossible for it or both of them to perform their obligations under this Agreement, then the\\nprincipals of force majeure shall apply and the rights and obligations or the parties will be temporarily\\nsuspended during the force majeure period to the extent that such performance is reasonably affected\\nthereby; provided, however, that the party uses best efforts to promptly overcome or mitigate the\\ndelay or failure to perform.  Bank’s failure to provide timely documentation, materials and assistance\\nto Company in performing its Services may be a force majeure with respect to Company.\\n'}, {'type': '11.8  Surviving Sections.  Whenever the context requires, any commitment or obligation provided', 'text': 'for in this Agreement shall survive termination or expiration hereof.\\n11.9  No Third-Party Beneficiaries.  This Agreement is for the benefit of, and will be enforceable\\nby, the parties only.  This Agreement is not intended to confer any right or benefit on any third party.\\nNo action may be commenced or prosecuted against a party by any third party claiming to be a third-\\nparty beneficiary of this Agreement or any of the transactions contemplated by this Agreement.\\n'}, {'type': 'IN  WITNESS  WHEREOF  the  parties  have  executed  this  Agreement  in  duplicate  originals  as  of  the', 'text': 'dates below, with effect as of the Effective Date.\\nMetricStream, Inc.\\nFederal Home Loan Bank of Chicago\\nBy\\n(Print Name)\\nTitle\\nDate\\nBy\\n(Print Name)\\nTitle\\nDate\\n'}, {'type': 'Exhibit 1', 'text': 'STATEMENT OF WORK: Project Name\\nEFFECTIVE DATE:  mm-dd-yyyy\\nCONSULTING SERVICES\\nThe  parties,  MetricStream,  Inc.  (“Company”)  and  Federal  Home  Loan  Bank  of Chicago  (the  “Bank”),\\nagree that the terms of this Statement of Work shall be subject to the terms of the Services Agreement\\nbetween the parties, effective          (the \"Agreement\").  In the event of a conflict between the terms of the\\nAgreement and the terms of this Statement of Work, the terms of this Statement of Work shall control.\\nThis Statement of Work shall have effect from        (the “Effective Date”).\\nSCOPE OF WORK:\\nThis  Statement  of  Work  defines  the  _____________________________  Company  will  provide  to  the\\nBank for the following applications (“Services”):\\nAPPROACH:\\nThe  following  approach(es)  will  be  followed  by  the  Bank  and  Company  to  discover,  specify,  plan,\\nconstruct, test, and deploy work covered under this Statement of Work:\\nDELIVERABLES:\\nThis Statement of Work is designed for the [Project Name].  The project Deliverables created as a result\\nof the Services under this Statement of Work, will be categorized as Deliverables under section 2.1.1 of\\nthe Agreement.  For purposes of understanding, these Deliverables are not general services deliverables,\\ndefined as “GS Deliverables” in Section 2.1.2 of the Agreement.\\nStandard Deliverables may include the following components mutually agreed upon between the parties:\\nDeliverables may be adjusted in the form of an amendment to this Statement of Work.\\nDURATION OF WORK ASSIGNMENT: [ ____], 2010 to [          ], 20__\\nESTIMATED BANK FEES:\\nASSUMPTIONS:\\nBANK OBLIGATIONS:\\nThe Bank understands that the success of this Statement of Work is a collaborative effort, and includes\\ncertain actions which are under the control of the Bank.  In addition to any other responsibilities or duties\\ndescribed in this Statement of Work, set forth below is a list of the obligations for which the Bank is\\nresponsible upon which Company has relied in agreeing to perform the Services described in this\\nStatement of Work on the terms set out herein (including the estimates) (“Bank Obligations”):\\n'}, {'type': 'If any of the above Bank Obligations are not performed or prove to be incorrect or untrue, it may impact', 'text': 'the project schedule, fees and expenses, Deliverables, or level of effort required and result in delays to the\\nproject and increased costs to the Bank.\\nOUT OF SCOPE:\\nThe parties understand and acknowledge that the following items are out of scope for this Statement of\\nWork:\\nSCHEDULE OF REVIEW:\\nTESTING AND ACCEPTANCE:\\nThe following describes the testing and acceptance procedures:\\nTesting:\\nAcceptance:\\nCompany shall submit the aforementioned Deliverables to the Bank.  The Deliverables will be considered\\naccepted upon the terms set forth in Section 3.1 of the Agreement.\\nThe Contact Person for purposes of the Bank providing written notice identifying any basis for not\\naccepting the work product pursuant to Section 3.1 of the Agreement is ______________.\\nTERMINATION:\\nBank may terminate this SOW at any time upon ___ (__) business days prior written notice to Company.\\nSPECIAL TERMS AND CONDITIONS:\\nIN WITNESS WHEREOF, the parties have entered into this Statement of Work as of the last date signed\\nbelow, effective as of the Effective Date.\\nMetricStream, Inc.\\nFederal Home Loan Bank of Chicago\\nBy\\n(Print Name)\\nTitle\\nDate\\nBy\\n(Print Name)\\nTitle\\nDate\\n'}]\n",
      "service: {}\n",
      "text: Services Agreement \n",
      "\n",
      " \n",
      "\n",
      "This Services Agreement (“Agreement”) is made and entered into this _______ of _________, \n",
      "2010, (“Effective Date”) by and between FEDERAL HOME LOAN BANK OF CHICAGO, a United \n",
      "States corporation, with its principal place of business at 200 E. Randolph Drive, Chicago, Illinois 60601 \n",
      "(\"Bank\") and METRICSTREAM, INC. (\"Company\"), a Delaware corporation, with its principal place of \n",
      "business at 2600 East Bayshore Road, Palo Alto, California 94303. \n",
      "\n",
      " \n",
      " \n",
      "\n",
      " \n",
      "WHEREAS, Bank and Company have entered into a Software License Agreement, dated \n",
      "________________ (“License Agreement”) and a Hosting Agreement, dated ________________ \n",
      "(“Hosting Agreement”). \n",
      " \n",
      "\n",
      "WHEREAS, Bank desires to engage the professional or consulting services of Company related \n",
      "to the Company Software (“Services”) for use in its business as set forth herein and Company desires to \n",
      "provide such Services to Bank.  Capitalized terms not otherwise defined herein shall have the meanings \n",
      "given to such terms in the License Agreement or Hosting Agreement.   \n",
      " \n",
      " \n",
      "contained and for other good and valuable consideration, the receipt of which is hereby acknowledged, \n",
      "Bank and Company covenant and agree as follows: \n",
      "\n",
      "NOW, THEREFORE, in consideration of the premises and covenants and agreements herein \n",
      "\n",
      " \n",
      "\n",
      "1. \n",
      "  \n",
      "\n",
      "Consulting Services; Fees \n",
      "\n",
      "1.1  Services.  Subject to the terms and conditions of this Agreement, Company agrees to deliver to \n",
      "Bank the Services as described in one or more Statement(s) of Work, as may be amended from time \n",
      "to time (referred to herein as “Statements of Work” or “SOWs”) that may be prepared, agreed upon \n",
      "and signed by both parties during the term of this Agreement.  A Statement of Work shall be in \n",
      "substantially the form attached hereto as Exhibit 1.   \n",
      "\n",
      " \n",
      "\n",
      "1.2  Fees; Expenses; Rates.  Bank will pay Company the fees, rates, compensation and other \n",
      "amounts on a time and material basis according to the rates set forth in the applicable SOW.  Except \n",
      "as otherwise agreed to in a SOW, Bank will reimburse Company for all reasonable expenses incurred \n",
      "by Company in the performance of the Services and the delivery of any Deliverables (as defined in \n",
      "Section 2.1 below), including, but not limited to, travel and lodging expenses; provided, however, \n",
      "Company must receive prior approval from Bank for all travel and lodging expenses.  Company must \n",
      "provide Bank with copies of receipts or other appropriate documentation for all expenses.   \n",
      " \n",
      "Company shall be responsible for the payment of any and all federal, state and local income taxes that \n",
      "may arise out of its performance of the Services.  \n",
      " \n",
      "1.3 Change in Scope. If Bank requests an expansion of the scope of Services under a SOW, an \n",
      "amendment to the SOW will be prepared by Company and signed by both parties.  If Company \n",
      "requests a change in the scope of Services under a SOW, Company shall bring such requested change \n",
      "to the Bank’s attention and Bank shall determine whether such change in scope of Services is \n",
      "acceptable.  If such change in scope of Services is acceptable to Bank, an amendment to the SOW \n",
      "will be prepared by Company and signed by both parties.    \n",
      " \n",
      "1.4 Estimates.  Unless otherwise specified in the applicable SOW, Company will perform the \n",
      "Services on a time-and-materials basis.  Company shall provide Bank with an estimated fee on each \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "1 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "SOW.  This is Company’s good-faith estimate of the amount the Services will cost, but is not a fixed \n",
      "fee.  Company does not guarantee the Services will be completed for such amount.  The actual cost \n",
      "will be based on the actual time spent by various Company personnel assigned plus expenses \n",
      "incurred, and may be more or less than the estimate.  Weekly, Company will provide Bank with a \n",
      "status report of all activities being performed as specified in each SOW.  This status report will \n",
      "include, but is not limited to, reporting on a percentage of actual work performed to date, a \n",
      "comparison of expenses and fees incurred to estimated fees within the applicable SOW, and reporting \n",
      "of any impediments that could negatively affect the timely completion of work as specified in the \n",
      "SOW.  \n",
      " \n",
      "1.5 Payment.  Unless otherwise specified in a SOW, Company shall submit invoices to Bank \n",
      "monthly and Bank will pay Company within thirty (30) days of receipt of invoice. Bank will provide \n",
      "Company with a certificate or other evidence of tax exemption, if requested by Company.  Any \n",
      "amount not paid when due will bear interest at the rate of one and one-half (1.5%) percent per month \n",
      "or the maximum rate permitted by applicable law, whichever is less.   Notwithstanding the foregoing, \n",
      "if Bank has a bona fide dispute as to the amount of any invoice, Bank shall pay Company when due \n",
      "the undisputed portion of the invoice and both parties agree to work diligently to resolve the dispute.  \n",
      "Bank shall not be responsible for late fees incurred as a result of such dispute.     \n",
      " \n",
      "1.6 Staffing.  Company will provide fully qualified personnel (“Resources”) with a varying range of \n",
      "experience to perform Services for Bank under the SOWs.  Resources shall be assigned to perform \n",
      "Services appropriate to their individual abilities.  Bank may make reasonable requests for the removal \n",
      "and replacement of an individual and Company shall use commercially reasonable efforts to replace \n",
      "such individual with a mutually agreed upon substitute resource within a reasonable time.  With \n",
      "Bank’s prior approval (which shall not be required in the case of the termination of employment with \n",
      "Company, whether voluntary or involuntary, of any particular Resource), Company may replace any \n",
      "Resource with a fully qualified Resource acceptable to Bank.     \n",
      "   \n",
      "\n",
      "Proprietary Rights \n",
      "\n",
      "2.1  Deliverables.  The parties grant to each other the rights as specified in this Section 2, subject to \n",
      "the provisions of Section 11 below.  Regardless of the type of Deliverable, as defined herein, to the \n",
      "extent the Deliverables contain any Confidential Information, Proprietary Item(s), and/or Third-Party \n",
      "Product, such Confidential Information, Proprietary Item(s), and/or Third-Party Product will continue \n",
      "to be subject to the terms and conditions of this Agreement, except as necessary to be consistent with \n",
      "the ownership rights granted herein.  For purposes of this Agreement, “Deliverable” means all right, \n",
      "title and interest in and to any programs, systems, data or materials created or prepared by Company \n",
      "for Bank under this Agreement; and \"Third-Party Product\" means any products, methodologies, tools, \n",
      "materials, computer programs, architecture, design specifications, flowcharts, or software (including, \n",
      "without limitation, any object code, source code, tool, utility or template), or other tangible or \n",
      "intangible item licensed or otherwise acquired by Company or Bank from a third party.  \n",
      "\n",
      "2.1.1  Rights in Deliverables.  Unless otherwise specified in writing and signed by both parties, \n",
      "the Deliverables shall be the sole property of Bank and shall be considered “works made for hire,” \n",
      "as that term is defined in the Copyright Act of 1976, as amended.  In the event such work product \n",
      "shall be deemed not to constitute a work made for hire, or in the event that Company should \n",
      "otherwise, by operation of law, be deemed to retain any rights therein, Company does hereby \n",
      "assign to Bank, exclusively and perpetually, all right, title and interest throughout the world in \n",
      "and to all such work product.  Bank shall have the sole and exclusive rights to all patent rights and \n",
      "\n",
      "2. \n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "2 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "copyright rights associated with such work product.   \n",
      "\n",
      "2.1.2  Rights in General Services Deliverables.   \n",
      "\n",
      "(a)  Bank acknowledges that from time to time Company develops certain reusable computer \n",
      "software, techniques, information, training material and documentation (“GS Deliverables” as \n",
      "defined herein).  As set forth in this Agreement, “GS Deliverables” means general services \n",
      "deliverables involved in the installation and implementation of Company or third party developed \n",
      "software; general education and training services; general consulting and management expertise \n",
      "for a particular subject, or systems level code that does not include any user interface or business \n",
      "logic developed for or specific to the Bank. \n",
      "\n",
      "(b)  Notwithstanding Section 2.1.1 above, GS Deliverables are Company’s proprietary \n",
      "information and intellectual property and shall not be considered “works made for hire” for the \n",
      "Bank.  GS Deliverables may be incorporated into the work done by Company for Bank by prior \n",
      "agreement of the parties.  Company shall identify any GS Deliverables in the applicable SOW.  \n",
      "Company agrees to use reasonable efforts to identify such GS Deliverables prior to the execution \n",
      "of the applicable SOW.  Nevertheless, the parties agree that Company may request amendment of \n",
      "a SOW if a GS Deliverable is identified following commencement of work under such SOW, and \n",
      "the parties shall use reasonable efforts to reach agreement on the classification and, if applicable, \n",
      "the inclusion of such GS Deliverable in the applicable SOW.  Company grants Bank a non-\n",
      "exclusive, perpetual, irrevocable right and license to use those GS Deliverables incorporated into \n",
      "the Deliverables developed for Bank.  Subject to the foregoing license, Company retains all rights \n",
      "to the GS Deliverables for any future use.  Bank shall protect the GS Deliverables according to \n",
      "the policies and procedures Bank uses for its own similar proprietary information and intellectual \n",
      "property.   \n",
      " \n",
      "\n",
      "2.2  Company Proprietary Items.  Company’s processes, including but not limited to Company’s \n",
      "methodology, procedures, strategies, trade secrets, know how, ideas and expertise used by Company \n",
      "and its employees and/or approved subcontractors in providing the Services, are not included in any \n",
      "Deliverable and Company retains all right, title and interest in and to such processes, including all \n",
      "intellectual property rights pertaining thereto. In addition, Bank will have or obtain no rights in any \n",
      "Company Proprietary Items (or in any modifications or enhancements to them) other than (a) to use \n",
      "them as authorized by Company in writing from time to time solely in connection with the Services or \n",
      "Deliverables provided by Company under this Agreement; or (b) to the extent the Company \n",
      "Proprietary Items are incorporated into any Deliverable, Company hereby grants to Bank a \n",
      "nonexclusive, perpetual, world-wide, paid-up right and license to use, copy, modify and prepare \n",
      "derivative works of such Company Proprietary Items for purposes of the  business of Bank; provided, \n",
      "however, to the extent the Company Proprietary Items are identified assets of Company, rather than \n",
      "programming shortcuts, subroutines or similar tools, Company shall obtain written approval from \n",
      "Bank before incorporating any Company Proprietary Items into any Deliverable.  For purposes of this \n",
      "Agreement, \"Company Proprietary Items\" means any work, materials, or other tangible or intangible \n",
      "property proprietary to Company and/or used by it in the course of its performance under this \n",
      "Agreement or any SOWs and that is (i) not a Deliverable, (ii) developed independently of this \n",
      "Agreement, including pre-existing materials; or (iii) designated as a Company Proprietary Item.  \n",
      "Inclusion of any Company Proprietary Item in a Deliverable does not change its character as a \n",
      "Company Proprietary Item.   \n",
      "2.3 Bank Proprietary Items.  Bank’s processes, including but not limited to Bank’s methodology, \n",
      "procedures, strategies, trade secrets, know how, ideas and expertise provided by Bank to Company in \n",
      "the performance of Services by Company, are not included in any Deliverable and Bank retains all \n",
      "right, title, and interest in and to such processes, including all intellectual property rights pertaining \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "3 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      "3. \n",
      " \n",
      "\n",
      " \n",
      "4. \n",
      "\n",
      "5. \n",
      "\n",
      " \n",
      " \n",
      "thereto (“Bank Proprietary Items”).  In addition, Company will not have and will not obtain any rights \n",
      "in any Bank Proprietary Items (or in any modifications or enhancements to them) other than to use \n",
      "them as authorized by Bank in writing from time to time solely in connection with the Services or \n",
      "Deliverables provided by Company under this Agreement.  Company shall return all Bank \n",
      "Proprietary Items to Bank if the use of such Bank Proprietary Items is discontinued by Bank.   \n",
      " \n",
      "\n",
      "Delivery; Warranty   \n",
      "\n",
      "3.1  Delivery.  Delivery of the Deliverables will be made as specified in the applicable SOW.  (a) All \n",
      "software work products provided to Bank will be deemed accepted upon installation of the \n",
      "Deliverables into Bank’s production environment, and (b) all non-software work products will be \n",
      "deemed accepted twenty (20) business days after final submission to the Bank and the Bank has not \n",
      "provided written notice to the person designated by Company in the applicable SOW as the contact \n",
      "person (“Contact Person”) (written notice shall include electronic mail) identifying specifically any \n",
      "basis for not accepting the non-software work product. \n",
      " \n",
      "3.2  Warranty.  Company warrants that: (a) the Services will be performed in a good and \n",
      "workmanlike manner; and (b) the Deliverables will perform in all respects with the applicable \n",
      "specifications as set forth in the SOW \n",
      " \n",
      "3.3  Authority to Enter into Agreement.  Company warrants it has full power and authority to enter \n",
      "into and perform this Agreement. \n",
      "   \n",
      "3.4  No Warranty.  Company does not provide any warranty or representation whatsoever regarding \n",
      "software code not created by Company with which the Company Software will interface nor the \n",
      "databases to which the Company Software may be applied. \n",
      "\n",
      "Limitation of Warranty \n",
      "\n",
      " \n",
      "WITH THE EXCEPTION OF THE EXPRESS WARRANTIES SET FORTH IN  SECTION 3, \n",
      "COMPANY MAKES NO OTHER EXPRESS OR IMPLIED WARRANTIES, INCLUDING ANY \n",
      "IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR \n",
      "PURPOSE OF ANY OF THE DELIVERABLES.   \n",
      " \n",
      "\n",
      "Responsibilities \n",
      "\n",
      " \n",
      "5.1  Bank Responsibilities.  Bank agrees to provide the resources, perform those tasks and fulfill \n",
      "those responsibilities specified in the “Bank Responsibilities” section of the applicable SOW as well \n",
      "as those specified in Sections 5.3 and 5.5 below.  The SOW may also contain assumptions related to \n",
      "the Services.  Bank understands that Company's performance is dependent on Bank's timely and \n",
      "effective performance of Bank’s responsibilities hereunder and in the SOW(s) and timely decisions \n",
      "and approvals by Bank.   \n",
      " \n",
      "5.2  Company Responsibilities.  Company will perform those tasks and fulfill those responsibilities \n",
      "specified in this Agreement and/or any SOW.  Company understands that its performance of Services \n",
      "shall be completed in a timely manner and that any testing required to ensure the Deliverables meet \n",
      "the specifications set forth in this Agreement and/or any SOW shall be completed by Company prior \n",
      "to Company delivering the Deliverable to Bank unless otherwise specified in the applicable SOW.   \n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "4 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "5.3  Provision of Documentation.  If Bank, including its subcontractors and third party vendors, is \n",
      "responsible for developing or providing documentation, materials and assistance to Company in \n",
      "connection with the Services, Bank agrees to do so in a timely manner.  Company shall not be \n",
      "responsible for any delays in completing its assigned tasks, or associated increases in the estimated \n",
      "fees, to the extent that they result from Bank’s (including its subcontractors’ and third party vendors’) \n",
      "failure to provide such timely documentation, materials and assistance. \n",
      " \n",
      "5.4  Cooperation.  Bank and Company mutually agree to cooperate to see that the Services specified \n",
      "in the SOW are successfully completed. \n",
      " \n",
      "5.5  Third Party Vendors.  Bank represents and warrants to Company that Bank has obtained \n",
      "permission from any third party vendor, if necessary, for both Bank and Company to access and use \n",
      "Bank’s system, the data on it and all hardware and software components included in it for the purpose \n",
      "of providing the Services.  If Bank does not already have such permission, it is Bank’s responsibility \n",
      "to obtain it, at Bank’s expense, before Bank asks Company to perform the Services.  Company \n",
      "represents and warrants to Bank that it has obtained permission from any third party vendor, if \n",
      "necessary, to provide the Services contemplated herein.  If Company does not already have such \n",
      "permission, it is Company’s responsibility to obtain it, at Company’s expense, before Company \n",
      "performs the Services. \n",
      "\n",
      "Limitations of Liability   \n",
      "\n",
      "6.1  Limitation of Liability.  Company’s liability with regard to any Services, Deliverables, or any \n",
      "other items furnished under this Agreement or any SOW will not exceed the compensation paid, \n",
      "including any due and owing, by the Bank to Company for the applicable Statement of Work.  \n",
      "\n",
      "6.2  No Consequential Damages.  NEITHER PARTY WILL BE LIABLE TO THE OTHER FOR \n",
      "ANY INDIRECT, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES OF ANY \n",
      "TYPE, INCLUDING BUT NOT LIMITED TO SPECIAL DAMAGES OR LOSS, LOST PROFITS \n",
      "OR SAVINGS, OR LOST DATA, ARISING OUT OF OR IN CONNECTION WITH: (a) THIS \n",
      "AGREEMENT OR THE SERVICES RENDERED UNDER ANY SOW; (b) THE USE OR \n",
      "INABILITY TO USE THE SERVICES; OR (c) THE RESULTS OR OPERATION OF ANY \n",
      "SYSTEM RESULTING FROM IMPLEMENTATION OF ANY RECOMMENDED PLAN OR \n",
      "DESIGN, EVEN IF ONE OR THE OTHER PARTY HAS BEEN ADVISED OF THE \n",
      "POSSIBILITY OF THE DAMAGE AND EVEN IF ONE PARTY ASSERTS OR ESTABLISHES A \n",
      "FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY PROVIDED IN THIS \n",
      "AGREEMENT. \n",
      " \n",
      "6.3 Independent Allocations of Risk.  EACH PROVISION OF THIS AGREEMENT THAT \n",
      "PROVIDES FOR A LIMITATION OF LIABILITY, DISCLAIMER OF WARRANTIES, OR \n",
      "EXCLUSION OF DAMAGES IS TO ALLOCATE THE RISKS OF THIS AGREEMENT \n",
      "BETWEEN THE PARTIES.  THIS ALLOCATION IS REFLECTED IN THE PRICING OFFERED \n",
      "BY COMPANY TO BANK AND IS AN ESSENTIAL ELEMENT OF THE BASIS OF THE \n",
      "BARGAIN BETWEEN THE PARTIES.  EACH OF THESE PROVISIONS IS SEVERABLE AND \n",
      "INDEPENDENT OF ALL OTHER PROVISIONS OF THIS AGREEMENT.  THE LIMITATIONS \n",
      "IN THIS SECTION 6 WILL APPLY NOTWITHSTANDING THE FAILURE OF ESSENTIAL \n",
      "PURPOSE OF ANY LIMITED REMEDY IN THIS AGREEMENT.    \n",
      "\n",
      "Indemnification \n",
      "\n",
      "5 \n",
      "\n",
      " \n",
      "\n",
      "6. \n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "7. \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "    \n",
      "\n",
      "8. \n",
      " \n",
      "\n",
      "7.1  Bank Indemnification.  Bank agrees to defend, indemnify and hold harmless Company from \n",
      "and against any and all claims, suits, liabilities, judgments, losses, damages, fines, costs and expenses \n",
      "(including reasonable attorneys’ fees and expenses) (“Losses”) resulting from any claim, suit or \n",
      "demand by any third party arising from (a) Bank’s failure to obtain permission for Company to access \n",
      "and use Bank’s systems (including but not limited to hardware, software, utilities, databases and their \n",
      "contents and all other components) that Bank asks Company to work on; (b) Bank’s failure to obtain \n",
      "the appropriate license or other intellectual property rights necessary to permit Company to perform \n",
      "the Services; and (c) the effect, if any, on Bank’s third-party product warranties caused by having \n",
      "Company perform service on such third-party products; (iv) injuries to or deaths of persons caused by \n",
      "Bank, or (v) Bank’s breach of the confidentiality provisions contained herein, except to the extent \n",
      "such Losses are proximately caused by the negligence or intentional misconduct of Company.  \n",
      "Company agrees to provide Bank with written notice of any such third party claim or suit and \n",
      "reasonable cooperation in the defense of any such claim or suit.  Bank shall have complete control \n",
      "over the defense and settlement of any such claim or suit.  Bank will defend such claim or suit at its \n",
      "expense and will pay any costs or damages that may be finally awarded against Company.    \n",
      "  \n",
      " \n",
      "7.2  Company Indemnification.  Company shall defend, indemnify and hold harmless Bank from \n",
      "and against any and all Losses resulting from any claim, suit or demand by any third party arising \n",
      "from (a) infringement of an intellectual property or other proprietary right of any third party arising \n",
      "from any act by Company or Bank’s exercise of the rights granted hereunder; (b) injuries or deaths of \n",
      "persons caused by Company; (c) a claim that Bank is the statutory employer of any of Company’s \n",
      "principals, employees, or contractors for purposes of taxation or workers’ compensation, or (d) \n",
      "Company’s breach of any of the confidentiality provisions contained herein, except to the extent such \n",
      "Losses are proximately caused by the negligence or intentional misconduct of Bank.  Bank agrees to \n",
      "provide Company with written notice of any such third party claim or suit and reasonable cooperation \n",
      "in the defense of any such claim or suit.  Company shall have complete control over the defense and \n",
      "settlement of any such claim or suit.  Company will defend such claim or suit at its expense and will \n",
      "pay any costs or damages that may be finally awarded against Bank.    \n",
      " \n",
      "\n",
      "Confidentiality \n",
      "\n",
      "8.1  Definition.  “Confidential Information” shall mean all information disclosed by a party \n",
      "(“Discloser”), whether of a technical, business or other nature relating to that party’s technology, \n",
      "research, product development strategy and activity, marketing plans and strategy, corporate \n",
      "assessments and strategic plans, pricing, financial and statistical information, accounting information, \n",
      "employees, contractors, identity of suppliers, software systems, services, processes, formula \n",
      "inventions, discoveries, policies, guidelines, procedures, practices, disputes or litigation.  The \n",
      "foregoing list is given by way of example and is not intended to be all-inclusive.  Confidential \n",
      "Information shall also include all nonpublic personal information (as that term is defined in the \n",
      "Gramm-Leach-Bliley Act) and all similar categories of information defined under other applicable \n",
      "privacy laws (“Nonpublic Personal Information”).  Confidential Information does not include any \n",
      "information that (a) was known to the recipient of the Confidential Information (“Recipient”) prior to \n",
      "receiving the same from the Discloser in connection with this Agreement; (b) is independently \n",
      "developed by Recipient without reference to the Confidential Information of the Discloser; (c) is \n",
      "acquired by the Recipient from another source without restriction as to use or disclosure; or (d) is or \n",
      "becomes known to the public through no fault or action of the Recipient. \n",
      " \n",
      "8.2  Confidential Information.  Except for any license or other right expressly granted under this \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "6 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "9. \n",
      " \n",
      "\n",
      "Agreement and/or any SOW, each party reserves any and all right, title and interest (including, \n",
      "without limitation, any intellectual property rights) that it may have in or to any Confidential \n",
      "Information, as defined in this Section 8.  Recipient agrees that the Confidential Information is of \n",
      "critical importance to the Discloser and agrees to keep all Confidential Information confidential \n",
      "whether or not such information is marked or designated as confidential.  Recipient further agrees to \n",
      "comply with all applicable privacy laws with respect to Confidential Information which constitutes \n",
      "Nonpublic Personal Information.  The Recipient will protect Confidential Information of the \n",
      "Discloser against any unauthorized use or disclosure to the same extent that the Recipient protects its \n",
      "own Confidential Information of a similar nature against unauthorized use or disclosure.  The \n",
      "Recipient will use any Confidential Information of the Discloser solely for the purpose for which it is \n",
      "provided by the Discloser.   \n",
      " \n",
      "This Section will not be interpreted or construed to prohibit:  (a) any use or disclosure which is \n",
      "necessary or appropriate in connection with any Recipient’s performance of its obligations or exercise \n",
      "of its rights under this Agreement or any SOW or any other agreement between the parties; (b) any \n",
      "use or disclosure required by applicable law, provided that the Recipient uses reasonable efforts to \n",
      "give the Discloser reasonable advance notice thereof so as to afford the Discloser an opportunity to \n",
      "intervene and seek an order or other appropriate relief for the protection of its Confidential \n",
      "Information from any unauthorized use or disclosure; or (c) any use or disclosure made with the \n",
      "consent of the Discloser.  In the event of any breach or threatened breach by Recipient of its \n",
      "obligations under this Section, the Discloser will be entitled to injunctive relief and other equitable \n",
      "relief to enforce such obligations. \n",
      " \n",
      " \n",
      "\n",
      "Termination  \n",
      "\n",
      "9.1.  Term.  This Agreement shall remain in effect until __________________, or until completion of \n",
      "the various SOW(s) issued hereunder, or as provided hereunder.   \n",
      " \n",
      "9.2  Termination without Cause.  Either party may terminate this Agreement at any time upon thirty \n",
      "(30) days prior written notice to the other party.   \n",
      " \n",
      "9.3  Termination with Cause.  Either party may terminate this Agreement or any SOW if the other \n",
      "party is in material breach or default of any obligation hereunder, which breach or default is not cured \n",
      "within fifteen (15) days of written notice from the other party.  Notwithstanding the foregoing, if the \n",
      "breach or default is such that it cannot be cured, including but not limited to, the defaulting party \n",
      "entering or being forced into bankruptcy or liquidation, the nonbreaching party has the right to \n",
      "terminate the Agreement, Services, and/or SOWs immediately.   \n",
      " \n",
      "9.4  Termination for Lack of Payment.  If Bank fails to perform any payment obligations \n",
      "hereunder, and such failure remains unremedied for fifteen (15) days after notice of such failure by \n",
      "Company, Company may suspend its performance of any SOW(s) until payment is received or \n",
      "terminate this Agreement and any SOW(s) upon written notice. \n",
      " \n",
      "9.5  Payment of Accrued Fees Upon Termination.  Upon any termination of this Agreement or any \n",
      "SOW, Bank shall pay all of Company’s unpaid fees and out-of-pocket expenses described in Section \n",
      "1.2 above accrued through the effective date of such termination. \n",
      "\n",
      "9.6  Effect of Termination.  If the Agreement and/or any SOW is terminated pursuant to this Section \n",
      "11, then:  (a) the parties will cooperate to effect an orderly, efficient, effective and expeditious \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "7 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "termination of the parties’ respective activities under the terminated Agreement and/or SOW; (b) \n",
      "Company shall promptly return to Bank any and all Bank Proprietary Items and any copies of such \n",
      "items or products delivered by Bank to Company under the terminated Agreement and/or SOW and \n",
      "deliver to Bank a written certification of such return signed by an officer of Company; (c) upon \n",
      "payment by Bank of all fees due for work performed, Company shall promptly deliver to Bank the \n",
      "balance of all software work products and all other non-software work products being produced by \n",
      "Company under the terminated Agreement and/or SOW and deliver to Bank a written certification of \n",
      "such return signed by an officer of Company; (d) Company will have no obligation to perform any \n",
      "Services under the terminated SOW after the effective date of the termination; (e) any and all \n",
      "liabilities accrued prior to the effective date of the termination will survive; and (f) the parties’ \n",
      "respective rights and obligations under Sections 1.2; 1.3; 1.5; 2; 6; 7; 8; 9.6; and 11 of this Agreement \n",
      "will survive such termination of the Agreement and/or SOW. \n",
      "\n",
      "  \n",
      "\n",
      "Notices \n",
      "\n",
      " \n",
      "All notices provided for herein shall be in writing and may be given or served by (a) depositing the \n",
      "same in the mail, postage prepaid, registered, or certified with return receipt requested, and addressed \n",
      "to the party’s representative, whose name and address appears below; or (b) telex, facsimile, \n",
      "telegraph, telecopy, or other written telecommunication medium (which shall require evidence of \n",
      "hard copy confirmation to be effective in the event of any dispute regarding the giving of notice) to \n",
      "the party’s representative named below.  Each party can change its respective designated \n",
      "representatives, or its address, by providing written notice to the other. \n",
      "\n",
      "10. \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "If to Company: \n",
      " \n",
      "  MetricStream, Inc. \n",
      "  2600 East Bayshore Road \n",
      "  Palo Alto, CA 94303 \n",
      "  Attn: Bill William. \n",
      " \n",
      " \n",
      "If to Bank: \n",
      " \n",
      "     Federal Home Loan Bank of Chicago \n",
      "     200 E. Randolph Drive \n",
      " \n",
      " \n",
      "\n",
      "  Chicago, IL 60601 \n",
      "  Attn:  Audit Department \n",
      "\n",
      " \n",
      " \n",
      "11.  Miscellaneous \n",
      " \n",
      "\n",
      "11.1  Governing Law/Attorney Fees.  THIS AGREEMENT WILL BE GOVERNED BY AND \n",
      "CONSTRUED IN ACCORDANCE WITH THE LAWS OF THE STATE OF ILLINOIS, WITHOUT \n",
      "REGARD TO PRINCIPLES OF CONFLICTS OF LAW.  If either party employs attorneys to \n",
      "enforce any rights arising out of or relating to this Agreement, the prevailing party shall be entitled to \n",
      "recover its reasonable attorneys’ fees, costs and other expenses. \n",
      " \n",
      "11.2  Independent Contractor.  Company is an independent contractor.  Neither party will consider \n",
      "the other its agent or representative. Bank will not be responsible for paying benefits or employment \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "8 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "taxes for the Company’s employees who perform the Services, and they will not be considered \n",
      "Bank’s employees.  Company is solely responsible for determining the method and means by which it \n",
      "will accomplish the Services and otherwise fulfill its obligations hereunder. \n",
      " \n",
      "11.3  Entire Agreement.  This Agreement and any SOW(s), including all attachments and exhibits \n",
      "thereto, is the complete agreement between the parties.  Modifications must be in writing and signed \n",
      "by both parties. \n",
      " \n",
      "11.4  Books and Records.  Bank or its representatives shall have access to and the right to examine \n",
      "during regular business hours on at least three (3) business days prior written notice, and Company \n",
      "agrees to keep and maintain, any directly pertinent books, documents, papers and records of Company \n",
      "involving transactions related to this Agreement for two (2) years after the completion of the Services \n",
      "to which such records relate. \n",
      " \n",
      "11.5  Assignment.  Neither party may assign this Agreement, in whole or in part, without the express \n",
      "written consent of the other party.   \n",
      " \n",
      "11.6  Severability/Waiver.  If any provision of this Agreement proves to be or becomes invalid or \n",
      "unenforceable under any applicable law, then such provision shall be deemed modified to the extent \n",
      "necessary to render such provision valid and enforceable. If such provision may not be so saved, it \n",
      "shall be severed and the remainder of this Agreement shall remain in full force and effect.  No waiver \n",
      "of any breach of any provision of this Agreement shall constitute a waiver of any other breach of the \n",
      "same or any other provision hereof, and no waiver shall be effective unless made in writing and \n",
      "signed by an authorized representative of the waiving party. \n",
      " \n",
      "11.7  Force Majeure.  If circumstances beyond the control of a party shall temporarily make it \n",
      "impossible for it or both of them to perform their obligations under this Agreement, then the \n",
      "principals of force majeure shall apply and the rights and obligations or the parties will be temporarily \n",
      "suspended during the force majeure period to the extent that such performance is reasonably affected \n",
      "thereby; provided, however, that the party uses best efforts to promptly overcome or mitigate the \n",
      "delay or failure to perform.  Bank’s failure to provide timely documentation, materials and assistance \n",
      "to Company in performing its Services may be a force majeure with respect to Company. \n",
      " \n",
      "11.8  Surviving Sections.  Whenever the context requires, any commitment or obligation provided \n",
      "for in this Agreement shall survive termination or expiration hereof. \n",
      " \n",
      "11.9  No Third-Party Beneficiaries.  This Agreement is for the benefit of, and will be enforceable \n",
      "by, the parties only.  This Agreement is not intended to confer any right or benefit on any third party.  \n",
      "No action may be commenced or prosecuted against a party by any third party claiming to be a third-\n",
      "party beneficiary of this Agreement or any of the transactions contemplated by this Agreement.  \n",
      "\n",
      "IN  WITNESS  WHEREOF  the  parties  have  executed  this  Agreement  in  duplicate  originals  as  of  the \n",
      "dates below, with effect as of the Effective Date. \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "9 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      "MetricStream, Inc. \n",
      "\n",
      "  Federal Home Loan Bank of Chicago \n",
      "\n",
      " \n",
      " \n",
      "\n",
      "By \n",
      "\n",
      "(Print Name) \n",
      "\n",
      "Title \n",
      "\n",
      "Date \n",
      "\n",
      " \n",
      "\n",
      "  By \n",
      "\n",
      " \n",
      "\n",
      "(Print Name) \n",
      "\n",
      "  Title \n",
      "\n",
      "  Date \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "10 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      "Exhibit 1 \n",
      "\n",
      " \n",
      " \n",
      "\n",
      "STATEMENT OF WORK: Project Name \n",
      "\n",
      "EFFECTIVE DATE:  mm-dd-yyyy \n",
      "\n",
      "CONSULTING SERVICES  \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "The  parties,  MetricStream,  Inc.  (“Company”)  and  Federal  Home  Loan  Bank  of Chicago  (the  “Bank”), \n",
      "agree that the terms of this Statement of Work shall be subject to the terms of the Services Agreement \n",
      "between the parties, effective          (the \"Agreement\").  In the event of a conflict between the terms of the \n",
      "Agreement and the terms of this Statement of Work, the terms of this Statement of Work shall control.  \n",
      "This Statement of Work shall have effect from        (the “Effective Date”). \n",
      " \n",
      " \n",
      "SCOPE OF WORK: \n",
      "This  Statement  of  Work  defines  the  _____________________________  Company  will  provide  to  the \n",
      "Bank for the following applications (“Services”): \n",
      " \n",
      "APPROACH: \n",
      " \n",
      "The  following  approach(es)  will  be  followed  by  the  Bank  and  Company  to  discover,  specify,  plan, \n",
      "construct, test, and deploy work covered under this Statement of Work: \n",
      " \n",
      "DELIVERABLES: \n",
      "This Statement of Work is designed for the [Project Name].  The project Deliverables created as a result \n",
      "of the Services under this Statement of Work, will be categorized as Deliverables under section 2.1.1 of \n",
      "the Agreement.  For purposes of understanding, these Deliverables are not general services deliverables, \n",
      "defined as “GS Deliverables” in Section 2.1.2 of the Agreement. \n",
      " \n",
      "Standard Deliverables may include the following components mutually agreed upon between the parties: \n",
      " \n",
      " \n",
      "Deliverables may be adjusted in the form of an amendment to this Statement of Work. \n",
      " \n",
      "DURATION OF WORK ASSIGNMENT: [ ____], 2010 to [          ], 20__   \n",
      "ESTIMATED BANK FEES:   \n",
      "ASSUMPTIONS: \n",
      "BANK OBLIGATIONS: \n",
      "The Bank understands that the success of this Statement of Work is a collaborative effort, and includes \n",
      "certain actions which are under the control of the Bank.  In addition to any other responsibilities or duties \n",
      "described in this Statement of Work, set forth below is a list of the obligations for which the Bank is \n",
      "responsible upon which Company has relied in agreeing to perform the Services described in this \n",
      "Statement of Work on the terms set out herein (including the estimates) (“Bank Obligations”): \n",
      " \n",
      " \n",
      "If any of the above Bank Obligations are not performed or prove to be incorrect or untrue, it may impact \n",
      "the project schedule, fees and expenses, Deliverables, or level of effort required and result in delays to the \n",
      "project and increased costs to the Bank.   \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "11 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      " \n",
      " \n",
      "\n",
      "OUT OF SCOPE: \n",
      "The parties understand and acknowledge that the following items are out of scope for this Statement of \n",
      "Work: \n",
      " \n",
      " \n",
      "SCHEDULE OF REVIEW: \n",
      " \n",
      "TESTING AND ACCEPTANCE: \n",
      " \n",
      "The following describes the testing and acceptance procedures: \n",
      " \n",
      "Testing: \n",
      " \n",
      " \n",
      " \n",
      "Acceptance: \n",
      " \n",
      "Company shall submit the aforementioned Deliverables to the Bank.  The Deliverables will be considered \n",
      "accepted upon the terms set forth in Section 3.1 of the Agreement.  \n",
      " \n",
      "The Contact Person for purposes of the Bank providing written notice identifying any basis for not \n",
      "accepting the work product pursuant to Section 3.1 of the Agreement is ______________.  \n",
      " \n",
      "TERMINATION: \n",
      " \n",
      "Bank may terminate this SOW at any time upon ___ (__) business days prior written notice to Company.   \n",
      " \n",
      "SPECIAL TERMS AND CONDITIONS: \n",
      " \n",
      "IN WITNESS WHEREOF, the parties have entered into this Statement of Work as of the last date signed \n",
      "below, effective as of the Effective Date. \n",
      " \n",
      " \n",
      "MetricStream, Inc. \n",
      "\n",
      "  Federal Home Loan Bank of Chicago \n",
      "\n",
      "By \n",
      "\n",
      "(Print Name) \n",
      "\n",
      "Title \n",
      "\n",
      "Date \n",
      "\n",
      " \n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "277968 \n",
      " \n",
      "\n",
      "  By \n",
      "\n",
      " \n",
      "\n",
      "(Print Name) \n",
      "\n",
      "  Title \n",
      "\n",
      "  Date \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "12 \n",
      "\n",
      " \n",
      "\n",
      "\f",
      "\n",
      "/Users/evanuribe/Desktop/GGU/MetricStream/metricstream_poc/data/Software Support  Services Agreement (SSSA) MetricStream - Legal Redline 7-27-10.pdf\n"
     ]
    },
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "filename: /Users/evanuribe/Desktop/GGU/MetricStream/metricstream_poc/data/Software Support  Services Agreement (SSSA) MetricStream - Legal Redline 7-27-10.pdf\n",
      "title: SOFTWARE LICENSE AGREEMENT\n",
      "effective date: 2010\n",
      "party: [{'name': 'MetricStream, INC', 'type': 'promisee', 'address': '2600 East Bayshore Road, Palo Alto, CA 94303'}, {'name': 'Federal Home Loan Bank of Chicago', 'type': 'customer', 'address': '200 East Randolph Drive, Chicago, IL 60601.'}]\n",
      "section: [{'type': 'SOFTWARE LICENSE AGREEMENT', 'text': 'This Software License Agreement (the “Agreement”) is made effective as of -------------------------\\n-------------,  2010  (the “Effective Date”) by and between MetricStream, Inc., a Delaware corporation (the\\n“Company”), having a principal place of business at 2600 East Bayshore Road, Palo Alto, CA 94303  and\\nFederal Home Loan Bank of Chicago (“the Licensee”) having a principal place of business at 200 East\\nRandolph Drive, Chicago, IL 60601.  The capitalized terms shall have the meaning set forth in Exhibit A\\nor as defined in the Agreement.\\n(a)\\nLicense to Licensed Materials.  The Company hereby grants to the Licensee a\\n1.  Grant of License.\\n'}, {'type': 'perpetual, non-transferable, non-exclusive license (with no right to sublicense) to use the Company’s', 'text': 'software, in machine readable (object code) form as described in the Order Form (the “Company\\nSoftware”) and related documentation and supporting materials in either machine readable or hard copy\\nform (the “Documentation”), collectively referred to in this Agreement as the “Licensed Materials”.\\nLicensee shall have the right to: (i) install and use the Company Software solely for the purpose of\\nenterprise application management at the location and on those computers and system components\\nspecified in Schedule 1 (the “Designated Equipment”), and (ii) to use the Documentation solely in\\nconnection with Licensee’s authorized use of the Company Software.  Such right and license shall be\\nirrevocable, subject only to the express provisions for termination set forth in Section 7.  Licensee may\\nnot use the Company Software to process information owned by or for the benefit of any third party\\nunless such use is specifically in connection with Licensee’s authorized use of the Company Software as\\nspecified in the Order Form.    The Licensee may contract out the control, management and/or resourcing\\nof the system to a third party for its own internal business purposes provided nothing in this section shall\\nrelieve the Licensee of any of its obligations in this Agreement.  In consideration of the licenses granted\\nherein, Licensee shall pay the licensee fees in the amount and in accordance with the payment terms set\\nforth in Order Form No. 1..\\n'}, {'type': 'Limitation of Rights.  Licensee acknowledges that Licensee’s rights in and to Licensed', 'text': 'Materials are solely as set forth in Section 1(a) hereto and do not include any rights of ownership in any\\nof the Licensed Materials.  Company owns all right, title and interest, including but not limited to\\ncopyright, patent, trade secret and all other intellectual property rights, in and to the Licensed Materials,\\nand any changes, modifications or corrections thereof.  Licensee hereby irrevocably assigns to the\\nCompany any and all rights it may be deemed to have in any changes, modifications or corrections to the\\nLicensed Materials, including but not limited to copyright rights, and agrees to execute all documents\\nnecessary to implement and effect such assignment.  Licensee shall not, and shall not permit any third\\nparty to, (i) modify the Licensed Materials except to the extent permitted in Section 1(a) and an Order\\nForm ; or (ii) decompile, reverse engineer, disassemble or otherwise determine or attempt to determine\\nsource code (or the underlying ideas, algorithms, structure or organization) of any object code contained\\nin the Company Software.  Except as expressly set forth herein, Licensee will not market, sublicense,\\ndistribute, reproduce, rent, lease or offer for timesharing any Licensed Material.  Except as set forth in\\nSection 14(b) hereto, this Agreement and the license granted pursuant hereto may not be assigned,\\nsublicensed or otherwise transferred by Licensee without the prior written consent of the Company.\\n'}, {'type': 'unavailable, Licensee may use the Company Software at any substitute location and/or computer selected', 'text': 'by Licensee on a temporary basis upon the prior written consent of the Company (which consent shall not\\nbe unreasonably withheld).  Except as provided herein, the Company Software may not be transferred\\nSubstitute Designated Equipment.  If for any reason the Designated Equipment is\\n(b)\\n(c)\\n(d)\\n(e)\\nBack-up Copies.  Licensee is permitted to make copies of the Company Software and\\n'}, {'type': 'physically, mechanically, electronically, over a computer network or by any other means to any computer', 'text': 'hardware other than the Designated Equipment.\\nDocumentation insofar as the making of these copies are necessary for the use of the Company Software\\nand Documentation permitted by the license granted hereunder; provided, however, at any one time,\\nLicensee shall only have one copy of the Company Software in production use.  Licensee shall not make\\nor permit others to make any copies of the Documentation without the Company’s prior written consent,\\nother than copies permitted under this Section 1(d).    Notwithstanding the foregoing, Licensee shall\\nmaintain the following copies of the Company Software:  (i) one production version; (ii) one disaster\\nrecovery version; (iii) multiple versions for testing purposes; and (iv) backup versions, as necessary.\\n'}, {'type': 'Export Restrictions.  Licensee acknowledges and agrees to comply with all export and', 'text': 're-export restrictions and regulations of the Department of Commerce or other United States agency or\\nauthority.  Without limiting the foregoing or any other provision of this Agreement, Licensee agrees not\\nto download or transfer (or authorize anyone to download or transfer) the Licensed Materials (i) into (or\\nto a national or resident of) Cuba, Iraq, Libya, Yugoslavia, North Korea, Iran, Syria or any other country\\nto which the U.S. has embargoed goods; or (ii) to anyone on the U.S. Treasury Department’s list of\\nSpecially Designated Nationals or the U.S. Commerce Department’s Table of Deny Orders.\\n'}, {'type': '2.  Delivery and Installation.', 'text': 'Delivery.  Upon the execution of this Agreement and payment of the appropriate fees, as\\nset forth in Order Form No. 1, Company shall issue to Licensee one copy of the Company Software and\\nDocumentation.\\nInstallation.  Company shall carry out the installation of the Company Software pursuant\\nto a Statement of Work. The “installation of the Company Software” means the installation schedule to be\\nagreed upon by the parties pursuant to the applicable SOW.\\n'}, {'type': '3.  Acceptance.', 'text': '(a)\\n(b)\\n(a)\\nAcceptance in Hosted Environment.  Acceptance testing criteria of the Company\\nSoftware by Licensee in the hosted environment are set forth in the Hosting Agreement and/or SOW, if\\napplicable.  The date the Company Software has been accepted by Licensee shall be the “Deemed\\nDelivery Date” for purposes of the Support Services.\\nAcceptance Upon Termination of Hosting Agreement.  Upon termination of the\\nHosting Agreement, Company shall assist Licensee in the transfer of Company Software from\\nCompany’s computer system to Licensee’s computer system as detailed in the relevant SOW.  Licensee\\nshall have the period of time specified in such SOW after installation of the Company Software on\\nLicensee’s computer system to inspect, test and evaluate such installation to determine whether they\\nsatisfy the acceptance criteria set forth in the applicable SOW.  If any part of the Company Software fails\\nto satisfy the applicable acceptance criteria pursuant to the first sentence of this subsection, the Licensee\\nwill notify Company of such failure and will provide reasons for the rejection.  Company shall have thirty\\n(30) days after receipt of such notice, or such other amount of time as is mutually agreed upon by\\nCompany and Licensee, to correct such deficiencies.  Licensee will then have thirty (30) days to after\\nreceiving such corrected product, or such other amount of time as agreed to by Company and Licensee, to\\n'}, {'type': '(b)', 'text': 're-inspect, re-test, and re-evaluate the Company Software.  If the Company Software remains\\nunsatisfactory, then Licensee may either (i) require Company to repeat the procedure set forth above until\\nLicensee is reasonably satisfied that the deficiency has been corrected, or (ii) without limiting its other\\nremedies, terminate this Agreement immediately upon written notice to Company and receive a full\\nrefund of all fees paid for the Company Software up to and including the date of termination.\\n4.  Maintenance and Support Services.\\n(a)\\nMaintenance and Support Services.  Company will provide, and the Licensee will\\naccept, the Maintenance and Support Services (“Support Services”) for the Company Software during the\\nmaintenance period as specified in Exhibit C but subject to the earlier termination as provided by this\\nAgreement.  Company will provide such Support Services to Licensee for two (2) years from the\\nEffective Date, subject to the payment of any applicable maintenance fees then in effect, and annually\\nthereafter unless terminated by Licensee pursuant to Section 7(b).\\n'}, {'type': '(b)  Updates.  Company shall provide Licensee with updates, enhancements, modifications or', 'text': 'changes to the Company Software provided by Company to any other customer using the same or similar\\nCompany Software, provided that such updates, enhancements, modifications or changes are directly\\nrelated to the Company Software.  Any corrected or modified versions of the Company Software or\\nDocumentation or new releases of the Company Software supplied by Company pursuant to the Support\\nServices, will be deemed to form part of the Licensed Materials and be subject to this Agreement.\\n'}, {'type': '5.  Installation and/or Training Services.  Company may provide various installation, training or', 'text': 'consulting services to Licensee subject to the provisions of the Services Agreement and separate\\nStatements of Work.  The SOWs will include cost estimates, delivery schedules and scope of work.\\n6.   Confidential Information.\\n(a)\\nProtection of Confidential Information.  Each party acknowledges that in the course of\\n'}, {'type': 'the performance of this Agreement, it may obtain the Confidential Information of the other party. The', 'text': 'Receiving Party shall, at all times, both during the term of this Agreement and thereafter keep in\\nconfidence and trust all of the Disclosing Party’s Confidential Information received by it (except for any\\nsource code, which shall be kept in confidence and trust in perpetuity). The Receiving Party shall not use\\nthe Confidential Information of the Disclosing Party other than as expressly permitted under the terms of\\nthis Agreement. The Receiving Party shall take reasonable steps to prevent unauthorized disclosure or use\\nof the Disclosing Party’s Confidential Information and to prevent it from falling into the public domain or\\ninto the possession of unauthorized persons. The Receiving Party shall not disclose Confidential\\nInformation of the Disclosing Party to any person or entity other than its officers, employees,  contractors,\\nand consultants who need access to such Confidential Information in order to effect the intent of this\\nAgreement and who have agreed to protect the Confidential Information of the Disclosing Party in\\naccordance with the Agreement; notwithstanding the foregoing, Licensee may provide Confidential\\nInformation to its regulator, Federal Housing Finance Agency, or its successor, as may be requested.  The\\nReceiving Party shall immediately give notice to the Disclosing Party of any unauthorized use or\\ndisclosure of Disclosing Party’s Confidential Information. The Receiving Party agrees to assist the\\nDisclosing Party to remedy such unauthorized use or disclosure of its Confidential Information.\\n'}, {'type': 'Equitable Remedy.  The Receiving Party acknowledges that due to the unique nature of', 'text': 'the Disclosing Party’s Confidential Information, the Disclosing Party will not have an adequate remedy in\\nmoney or damages in the event of any unauthorized use or disclosure of the Disclosing Party’s\\n(b)\\n(c)\\n(e)\\n(d)\\nTerm of Nondisclosure Obligations.  Each party’s obligations set forth in this Section 6\\nConfidential Information.  In addition to any other remedies that may be available in law, in equity or\\notherwise, the Disclosing Party shall be entitled to obtain any injunctive relief that may be appropriate to\\nprevent such unauthorized use or disclosure.\\n'}, {'type': 'will survive thereafter, and will bind each party’s representatives, successors and assigns, if any;', 'text': 'provided, however, that such obligations will terminate with respect to any Confidential Information\\nwhich becomes available for unrestricted public use through no fault of the Receiving Party.\\nMaterials are the property of the Company.  Licensee will reproduce and include any copyright,\\ntrademark and/or other proprietary notices in any form on all copies of Licensed Materials -in the\\npossession of Licensee.\\n'}, {'type': 'Copies of Licensed Materials and Company Innovations.  All copies of Licensed', 'text': 'Return of Confidential Information.  In the event that this Agreement is terminated by\\neither party, each party shall:  (i) return to the other party the original and all copies of any Confidential\\nInformation requested by the Disclosing Party ; and (ii) at a Disclosing Party’s request, have one of the\\nofficers of the Receiving Party certify in writing that:  (a) it shall not make any further use of such\\nConfidential Information of the Disclosing Party; and (b) shall comply with the terms of this Section 6\\nregarding prohibited use of Confidential Information of the Disclosing Party.\\n'}, {'type': '(b)', 'text': 'Termination of Support Services.  Licensee may terminate the Support\\n7.    Termination.\\n'}, {'type': '(a)  Termination by Company or Licensee.   Either party may terminate this Agreement:', 'text': '(i) immediately in the event of the insolvency, bankruptcy or voluntary dissolution of the other party; or\\n(ii) if either party materially defaults in the performance of any material provision hereunder, and if such\\ndefault continues and is not cured by the breaching party within thirty (30) days after written notice\\nthereof.  Such termination right is in addition to, and not in limitation of, any other right or remedies\\navailable to either party.   Any termination of this Agreement shall automatically terminate all\\nuncompleted SOWs.  Termination shall be Licensee’s sole and exclusive remedy for delay or failure of\\nCompany to complete an Order Form or SOW.\\n'}, {'type': 'Services by providing at least thirty (30) days notice prior to the end of the then-current term.', 'text': 'Notwithstanding the foregoing, Licensee may terminate the Support Services at any time if Company has\\nmaterially defaulted in the performance of the Support Services, and such default has not been cured by\\nCompany within thirty (30) days of written notice thereof.  If Support Services are terminated due to\\nCompany’s breach, Company shall provide Licensee with a pro-rata refund of the maintenance fees paid\\nEffect of Termination of Agreement.  Notwithstanding anything to the contrary\\nby Licensee.\\nin this Agreement, any termination of this Agreement shall not relieve either party hereto of any of its\\nobligations or liabilities accrued hereunder prior to such termination.  If this Agreement is terminated as a\\nresult of Licensee’s uncured material breach, within ten (10) days after such effective date of termination\\nof this Agreement, Licensee shall no longer have the right to use and shall cease to use the Licensed\\nMaterials provided by the Company then in Licensee’s possession, and, if requested by Company,\\nLicensee shall certify in writing to the Company, within two (2) weeks of any termination of this\\nAgreement, that it has ceased to use the Licensed Materials provided by the Company.\\n8.    Warranties.\\nassociated intellectual property rights, or otherwise has the right to grant the right and license provided in\\nThe Company hereby warrants that (i) Company owns the Licensed Materials including all\\n(c)\\n'}, {'type': 'Limitation of Liability.  EXCEPT WITH RESPECT TO THE OBLIGATIONS SET FORTH IN', 'text': 'this Agreement, and that as of the date of the Agreement, to the best of Company’s knowledge, neither\\nthe Company Software nor the Documentation infringe any valid patents, copyrights, trademarks or other\\nproprietary rights of any third parties; (ii) Company has the right to  enter into this Agreement; (iii) the\\nLicensed Materials, and any new releases and documentation, will operate as agreed to between the\\nparties as specified an Order Form and/or SOW; (iv) the Company Software will meet or exceed the\\nservice level agreement standards set forth in [Exhibit D/Order Form/SOW?]; (v) Company will perform\\nits services using generally accepted industry standards and practices; and (vi) the Company Software\\n(and any new releases or associated deliverables) do and shall not contain, at the time delivered by\\nCompany to Licensee, any program routine, device or other undisclosed feature, including without\\nlimitation, a time bomb, virus, software lock, drop dead device, malicious logic worm, Trojan horse or\\ntrap door, that is designed to delete, disable, deactiviate, interfere with, or otherwise harm the Company\\nSoftware or the Licensee’s hardware, data or other programs, or that is intended to provide access or\\nproduce modifications not authorized by Licensee.\\n'}, {'type': '89.', 'text': 'SECTION 10 (INFRINGEMENT), BREACHES OF THE OBLIGATIONS OF SECTION 6\\n(CONFIDENTIAL INFORMATION), LICENSEE’S BREACH OF SECTION 1, OR COMPANY’S\\nBREACH OF SECTION 12(b) (TAXES), EACH PARTY’S LIABILITY UNDER THIS AGREEMENT\\nSHALL BE LIMITED TO THE AMOUNT OF THE LICENSE FEE PAID BY LICENSEE TO THE\\nCOMPANY HEREUNDER DURING THE PREVIOUS TWELVE (12) MONTHS, IF ANY.  EXCEPT\\nWITH RESPECT TO THE OBLIGATIONS SET FORTH IN SECTION 10 (INFRINGEMENT) AND\\nBREACHES OF THE OBLIGATIONS OF SECTION 6 (CONFIDENTIAL INFORMATION), OR\\nLICENSEE’S BREACH OF SECTION 1, OR COMPANY’S BREACH OF SECTION 12(b)\\n(TAXES)IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR COSTS OF PROCUREMENT\\nOF SUBSTITUTE GOODS, LOSS OF PROFITS, OR FOR ANY INDIRECT, SPECIAL,\\nCONSEQUENTIAL OR INCIDENTAL DAMAGES, HOWEVER CAUSED.\\n'}, {'type': '10.', 'text': 'pay all settlement fees or costs, expenses, legal fees, and damages finally awarded in a court of competent\\njurisdiction in any action in which Licensee is a named defendant alleging that the Licensed Materials, as\\nused within the scope of this Agreement, infringe or misappropriate a patent, copyright or trade secret.\\nLicensee shall notify the Company promptly in writing of any such claim.  Licensee shall not enter into\\nany settlement or compromise of any claim without the Company’s prior written consent.  The Company\\nshall have sole control of any such action or settlement negotiations, and Licensee shall provide the\\nCompany with information and assistance, at Company’s expense, necessary to settle or defend such\\nclaim.\\n'}, {'type': 'Company may become, the subject of a claim of infringement of a copyright or patent,  or', 'text': 'misappropriation of any trade secret, the Company may, at its option:  (i) procure for Licensee the right to\\nuse such Licensed Materials free of any liability; (ii) replace or modify such Licensed Materials to make\\nthem non-infringing; or if options (i) or (ii) are not available, the Licensee may return the Licensed\\nMaterials for a full refund of the License Fee.\\n'}, {'type': 'By Company.  The Company will defend, indemnify and hold harmless Licensee and', 'text': \"(c)\\nNo Company Liability.  The Company assumes no liability hereunder for, and shall\\nhave no obligation to defend Licensee or to pay costs, damages or attorney's fees for, any claim based\\nupon: (a) the combination, operation or use of any Licensed Materials furnished hereunder with programs\\nor data not provided by Company if such infringement would have been avoided by the combination,\\noperation, or use of the Licensed Materials with other programs or data; (b) use or incorporation in the\\n(b)\\nCompany Options.  If any of the Licensed Materials become, or in the opinion of the\\nInfringement.\\n\"}, {'type': '(a)', 'text': 'Invoices and Payment.\\nTaxes.\\n(b)\\n(a)\\n(b)\\nLicensee’s payment to Company of the (i) License Fee shall occur at the times specified\\nLicensed Materials of any design, technique or specification furnished by Licensee, if the infringement\\nwould not have occurred but for such incorporation or use; (c) any claim based on Licensee’s use of the\\nLicensed Materials as delivered after Company has provided the Licensee with updated Licensed\\nMaterials of equal or better performance required to avoid such claims, if such claim would have been\\navoided by implementation of Company’s updated Licensed Materials; or (d) use of the Licensed\\nMaterials other than as permitted under this Agreement, if the infringement would not have occurred but\\nfor such use.\\n'}, {'type': '11.', 'text': 'in Order Form No. 1; (ii) the maintenance fees at the times specified in Exhibit C; and (iii) all other\\ncharges which fall due under this Agreement at the times invoiced by the Company from time to time.\\nCompany will send invoices to the address set forth in the Order Form.  Licensee will pay Company in\\nU.S. dollars within 30 days of receipt of a correct invoice (“Due Date”) all undisputed charges and\\npromptly notify Company in writing of any disputed amount.  Company shall supply Licensee with\\ndocumentation to support the validity of any disputed charge.  Licensee may require credit for, or\\nrepayment of the amount of any billing errors.  Licensee may set off its payments against any amount due\\nfrom Company to Licensee.\\n'}, {'type': 'If Licensee fails to pay any amounts by the Due Date, Licensee shall be subject to a late', 'text': 'charge equal to 1.0% per month, or, if lesser, the maximum amount permitted by law, until such amount\\nis paid.  Licensee shall have the right to decline late charge assessed or withhold payment of any amount\\ndue to the Company that Licensee disputes in good faith, which shall not constitute a material breach of\\nthis Agreement of Licensee’s payment obligations.\\n12.\\nexempt.\\nany franchise taxes or fees, or any taxes measured by or against Company’s income or property.  Licensee\\nshall not withhold taxes or Social Security payments from any sum paid to Company under this\\nAgreement.  Company acknowledges and agrees that Company is solely responsible for the payment of\\nits federal, state and local employment taxes, and Company agrees to indemnify Licensee for all such tax\\nliability, including any interest and penalties.  Additionally, Company shall honor any tax-exempt\\ncertificates provided by Licensee.\\n'}, {'type': '13.    Escrow.', 'text': 'Company, at the expense of the Licensee, shall deposit a copy of the source code and relevant\\ndocumentation for the Company Software and Documentation together with any upgrades or releases\\n(collectively, the “Materials”) with [Iron Mountain].  Company shall deposit the initial copy of the\\nMaterials within 30 days of the execution of this Agreement.  Company shall deposit any upgrade or\\nrelease to the Company Software and/or Documentation within 60 days of such upgrade or release being\\nmade available to Company’s customers.  In the event of a termination of this Agreement by the Licensee\\ndue to the occurrence of an event affecting Company under [termination for cause/insolvency], this copy\\nshall be released to the Licensee and the Licensee shall be free to use the source code solely for the\\n'}, {'type': 'Payable by Company.  Licensee shall not be liable to pay or reimburse Company for', 'text': '(a)\\nPayable by Licensee.  Pursuant to the Federal Home Loan Bank Act, Licensee is tax\\nGeneral.\\n(a)\\nModification of the Agreement.  The terms of this Agreement may only be modified by\\n(a) not sell or otherwise part with possession of the Materials or any copy thereof to any third\\n(b)\\nAssignment.  This Agreement may not be assigned by either party without the prior\\n(b)  not allow the Materials or any copy thereof to be used by any third party or made available to\\n'}, {'type': '(c) maintain the Materials and all copies thereof secure against any third parties;', 'text': '(d) not copy the Materials except as necessary for the purpose of this Section 12; and\\n(e) return the Materials and all copies thereof to Iron Mountain or with an escrow agent mutually\\npurpose of enabling Licensee to assume Company’s obligations under this Agreement.  Without prejudice\\nto the generality of the above, the Licensee shall:\\nparty;\\nany third party;\\nagreeable to both parties when it is no longer required for the purpose of this Section 12.\\n14.\\na written agreement duly signed by both parties hereto.  Variance from the terms and conditions of this\\nAgreement in any Licensee purchase order or other written notification will be of no effect.\\n'}, {'type': 'written consent of the other party, which consent shall not be unreasonably withheld; provided, however,', 'text': 'that such consent shall not be required for the assignment of this Agreement by either party to a wholly-\\nowned subsidiary of either party or to a successor corporation or entity in connection with a merger,\\nconsolidation or transfer of all or substantially all of the assets of either party by such successor\\ncorporation or entity.  In such event, the assigning party shall provide prior written notice of such\\nassignment to the other party.\\nany termination of this Agreement, or such other terms that by their nature should survive the termination\\nof this Agreement.\\n'}, {'type': 'rights and obligations of the parties hereto shall be governed, construed and interpreted in accordance', 'text': 'with the laws of the State of California and the United States of America.  Any legal action or proceeding\\narising out of, or connected or relating to this Agreement or any right or obligation created by this\\nAgreement, irrespective of the legal theory or claims underlying any such dispute (including tort and\\nstatutory claims), shall be resolved in any state or federal court in Santa Clara County, California;\\nCompany and Licensee agree to submit to the jurisdiction of, and agree that venue is proper in, these\\ncourts in any such legal action or proceeding.\\notherwise set forth in this Agreement, shall be in writing and shall be deemed sufficient upon receipt,\\nwhen delivered personally or by courier, overnight delivery service or confirmed facsimile, or forty-eight\\n(48) hours after being deposited in the regular mail as certified or registered mail (airmail if sent\\ninternationally) with postage prepaid, if such notice is addressed to the party to be notified at such party’s\\naddress or facsimile number as set forth below or as subsequently modified by written notice.\\n'}, {'type': 'unenforceable under applicable law, the parties agree to renegotiate such provision in good faith, in order', 'text': 'to maintain the economic position enjoyed by each party as close as possible to that under the provision\\nrendered unenforceable.  In the event that the parties cannot reach a mutually agreeable and enforceable\\nreplacement for such provision, then (i) such provision shall be excluded from this Agreement, (ii) the\\n(d)\\nGoverning Law.  This Agreement and all acts and transactions pursuant hereto and the\\n(c)\\nSurvival.  The provisions of Sections 1(b), 6, 7(c), 8, 9, 10, 12(b) and 14 shall survive\\n(e)\\nNotices.  Any notice or report required or permitted by this Agreement, except as\\n(f)\\nSeverability; Waiver.  If one or more provisions of this Agreement are held to be\\n(h)\\n(g)\\n(i)\\nRelationship of the Parties.  Nothing in this Agreement is to be construed as creating an\\n'}, {'type': 'balance of the Agreement shall be interpreted as if such provision were so excluded and (iii) the balance', 'text': 'of the Agreement shall be enforceable in accordance with its terms.  No failure of either party to exercise\\nor enforce any of its rights under this Agreement will act as a waiver of such rights or of any other rights\\nhereunder.\\nagency, partnership, or joint venture relationship between the parties hereto.\\nCosts.  If any action at law or in equity is necessary to enforce or interpret the terms of\\n'}, {'type': 'this Agreement, the prevailing party shall be entitled to reasonable attorney’s fees, costs and necessary', 'text': 'disbursements in addition to any other relief to which such party may be entitled.\\n'}, {'type': 'of Company who perform the services are a valuable asset to Company and are difficult to replace.', 'text': 'Accordingly, Licensee agrees that, for the term of this Agreement and for a period of twelve months\\nthereafter, unless otherwise agreed to by Company in writing, it will not employ or solicit employment of\\nany current employee of Company (including contracted consultants) involved in the performance of\\nprofessional, development, or consulting work for Licensee; provided, however, this provision shall not\\napply to employees of Company who have not performed any services for Licensee, individuals who\\nrespond to general ads placed by Licensee which were not specifically targeted to such individuals, and\\nfurther provided, that this provision shall not apply to employees whose employment was terminated by\\nCompany for reasons related to a general “reduction in force” by Company, where Company otherwise\\neliminates the employee’s position, where such employee was dismissed by Company or where Company\\nor in the event Company’s insolvency, bankruptcy or voluntary dissolution.\\n'}, {'type': 'Non-solicitation.  Licensee acknowledges and agrees that the employees and consultants', 'text': '(j) Force Majeure. Except for Licensee’s obligation to pay for services already performed by the\\nCompany, if either party is prevented from performing, either totally or in part, its obligations under this\\nAgreement by reasons of fire, flood, storm, earthquake, strike, lockout or other labor trouble, riot, war,\\nrebellion, communications or utility failures, accident or other acts of God, then upon written notice to the\\nother party, the requirements of this Agreement, or the affected provisions hereof to the extent affected,\\nshall be suspended during the period of such disability.\\nEntire Agreement.  This Agreement, including all Exhibits hereto, is the product of both\\n(k)\\n(l)  Publicity.  Company agrees that it shall not use Licensee’s name and/or logo in any\\n'}, {'type': 'of the parties hereto, and constitutes the entire agreement between such parties pertaining to the subject', 'text': 'matter hereof. Any and all other written or oral agreements existing between the parties hereto regarding\\nthe subject matter hereof are expressly canceled. The terms of this Agreement may only be modified by a\\nwritten agreement duly signed by both parties hereto.\\nmarketing materials, client lists or websites without Licensee’s prior written consent.\\nBOTH PARTIES ACKNOWLEDGE THAT THEY HAVE READ THIS AGREEMENT,\\nUNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS.\\nMETRICSTREAM, INC.\\nSignature:\\nFEDERAL HOME LOAN BANK OF CHICAGO\\nSignature\\n'}, {'type': 'Printed Name: _____________________', 'text': 'Title: ___________________________\\nPrinted Name:\\nTitle:\\nSCHEDULE 1\\nLICENSEE’S DESIGNATED EQUIPMENT LOCATIONS\\n200 E. Randolph Drive\\nChicago, IL 60601\\n8605 W. Bryn Mawr Avenue\\nChicago, IL 60631\\nAcxiom Corporation\\n1501 Opus Place\\nDowners Grove, IL 60515\\nEXHIBIT A\\nDEFINITIONS\\n(a)\\n“Confidential Information” means that information of either party (“Disclosing Party”)\\n'}, {'type': 'which is disclosed to the other party (“Receiving Party”) pursuant to this Agreement, in whatever form,', 'text': 'that is identified as confidential or should reasonably be understood to be confidential based upon the\\ncircumstances of the disclosure or the nature of the information itself. Confidential Information shall\\ninclude, but not be limited to, trade secrets, know-how, inventions, techniques, processes, algorithms,\\nCompany Innovations and License Materials, all training and procedural materials developed by the\\nCompany in conjunction with the use or installation of the Company Software, Licensed Materials,\\nsource code, schematics, designs, contracts, customer lists, financial information, product plans, sales and\\nmarketing plans and business information.    The obligations set forth in Section 5 shall not apply to the\\nextent that Confidential Information includes information which is: (a) now or hereafter, through no\\nunauthorized act or failure to act on the Receiving Party’s part, in the public domain; (b) known to the\\nReceiving Party without an obligation of confidentiality at the time the Receiving Party receives the same\\nfrom the Disclosing Party, as evidenced by written records; (c) hereafter furnished to the Receiving Party\\nby a third party as a matter of right and without restriction on disclosure; (d) furnished to others by the\\nDisclosing Party without restriction on disclosure; or (e) independently developed by the Receiving Party\\nwithout use of the Disclosing Party’s Confidential Information. Nothing in this Agreement shall prevent\\nthe Receiving Party from disclosing Confidential Information to the extent the Receiving Party is legally\\ncompelled to do so by any governmental investigative or judicial agency pursuant to proceedings over\\nwhich such agency has jurisdiction; provided, however, that prior to any such disclosure, the Receiving\\nParty shall: (i) assert the confidential nature of the Confidential Information to the agency; (ii)\\nimmediately notify the Disclosing Party in writing of the agency’s order or request to disclose; and (iii)\\ncooperate fully with the Disclosing Party in protecting against any such disclosure and/or obtaining a\\nprotective order narrowing the scope of the compelled disclosure and protecting its confidentiality.\\n'}, {'type': '“Error(s)” shall mean any failure of the Licensed Materials to materially conform to such', 'text': 'software’s functional specifications set forth in the Licensed Materials.  Notwithstanding anything\\ncontained in this Agreement to the contrary, the term “Error” shall not include any failure of the Licensed\\nMaterials to materially conform to such software’s functional specifications set forth in the Licensed\\nMaterials that:  (i) results from Licensee’s misuse or improper use of the Licensed Materials; (ii) does not\\nmaterially affect the operation and use of the Licensed Materials; (iii) results from the modification by\\nLicensee of the Licensed Materials in a fashion not contemplated by this Agreement; or (iv) results from\\nLicensee’s failure to implement into new enabled devices in a timely manner any relevant improvement\\nprovided to Licensee.\\n'}, {'type': '(b)', 'text': '(c)\\n“Error Correction” shall mean either a modification or addition to or deletion from the\\nLicensed Materials that, when made to such software shall materially conform such software to the\\nLicensed Materials, or a procedure or routine that is not materially inconvenient to Licensee and that,\\nwhen observed in the regular operation of the Licensed Materials, eliminates the material adverse effect\\non Licensee of such Error.\\n'}, {'type': '(d)', 'text': '“Moderate Error” means any demonstrable Error in the Licensed Materials that:  (i) causes\\nthe Licensed Materials to operate improperly; or (ii) produces results materially different from those\\ndescribed in the Company Specifications, but which error does not rise to the level of a Severe Error.\\n(e)\\n“Minor Error” means any demonstrable Error that:  (i) causes a function to not execute as\\ndocumented in published the Licensed Materials without a significant loss of utility of intended\\nfunctionality; or (ii) disables one or more nonessential functions.\\n'}, {'type': '(f)', 'text': '“Order Form” means an order form, or any other document, in substantially the form set\\nforth in Exhibit B attached hereto, which may include specific terms and conditions relating to the\\nproduct being purchased.  Additional Order Form(s) may be entered into pursuant to this Agreement from\\ntime to time by mutual written agreement of both parties.  Each Order Form shall, when executed by\\nCompany and Licensee, form a part of this Agreement and be subject to the terms and conditions set forth\\nherein.  Neither Company nor Licensee shall be obligated to enter into any Order Form. In the event of\\nany conflict between the terms of this Agreement and the Order Form(s), the Order Form(s) shall control.\\n'}, {'type': '(g)', 'text': '“Services Agreement” means the Services Agreement between Company and Licensee.\\n(h)\\n“Severe Error” means any demonstrable Error in the Licensed Materials that:  (i) causes the\\nLicensed Materials to have a significant loss of utility of intended function as set forth in the Licensed\\nMaterials; (ii) causes or is likely to cause data to be lost or destroyed; or (iii) prevents the Licensed\\nMaterials from being installed or executed on the properly configured environment.\\n'}, {'type': '(i)', 'text': 'SOW.\\n“Specifications” means such specifications as agreed to by the parties and set forth in a\\n(j)\\n“Statement of Work” or “SOW”, as set forth in the Services Agreement, means the\\ndocument signed by the parties that describes the services to be provided to Licensee by Company.\\n(k)\\n“Support Services” means the on-going software maintenance and support to be performed\\nby the Company pursuant this Agreement.\\n'}, {'type': '(l)', 'text': '“Workaround” means a temporary solution to an Error that the Company has implemented,\\nor enabled Licensee to implement and that allows the Licensed Materials to regain functionality and\\nprovide major software functions in accordance with the Specifications.\\nEXHIBIT C\\nMAINTENANCE AND SUPPORT SERVICES\\n1.  Term.\\n(a)\\nshall mean the Deemed Delivery Date.\\nSupport Services Commencement Date.  The Support Services Commencement Date\\n(b)\\nTerm.  The initial Support Services Term is for a period of 12 months commencing on\\nthe Support Services Commencement Date and will automatically renew for 12 month periods unless\\nterminated pursuant to Section 7(b) of the Agreement.\\n'}, {'type': '2.  Support Services.', 'text': '(a)\\nCompany Responsibilities -- Telephone and Electronic Support.  The Company will\\nprovide support by telephone, facsimile and electronic mail.  The technical support telephone line will be\\nstaffed by a Licensee technical support representative during the hours of 7:00 a.m. to 3:00 p.m. (Pacific\\nTime) Monday through Friday, excluding holidays scheduled by the Company (“Normal Business\\nHours”), subject to modification by the Company at the Company’s reasonable discretion.  Voicemail,\\ncell phone and/or pager phone numbers may be provided for back-up support when the line is busy or\\nafter Normal Business Hours.  In order to provide quality services, these support services may be used by\\nup to 10 personnel designated by the Licensee.\\n'}, {'type': '(b)', 'text': 'Notification of Errors.  Licensee agrees to notify the Company promptly following the\\ndiscovery of any Error.  Upon discovery of an Error by Licensee, Licensee agrees, if requested by the\\nCompany, to submit promptly to the Company a listing of output and any other data, including the\\noperating conditions under which the Error occurred or was discovered, that the Company may\\nreasonably require to reproduce the Error.  Such listings, data, and requested information shall be deemed\\nLicensee’s Confidential Information.\\n'}, {'type': '(c)', 'text': 'Response to Errors.  The Company will provide Support Services to Licensee to ensure\\na consistent and high level of operation of the Licensed Materials.  In the event Licensee notifies the\\nCompany of an Error in the Licensed Materials, the Company will provide Support Services necessary to\\ncorrect the Error in accordance with the terms of the Agreement.  The Company shall use  reasonable\\nefforts to correct Errors in accordance with the following response times and with as little disruption to\\nLicensee as practicable:\\n(i)\\nSevere Errors.  The Company shall, within two (2) hours of the receipt of notice\\nof any Severe Error, contact Licensee to verify such Severe Error and begin a resolution process.  Upon\\nthe Company’s verification of such Severe Error, the Company will use reasonable efforts to provide an\\nError Correction for such Severe Error until such Error Correction is provided.\\n'}, {'type': '(ii)  Moderate Errors.  The Company shall, within four (4) hours of the receipt of', 'text': 'notice of any Moderate Error, contact Licensee to verify such Moderate Error.  Upon the Company’s\\nverification of such Moderate Error, the Company will use reasonable efforts to provide a Workaround\\nfor such Moderate Error.  The Company will use reasonable efforts to provide an Error Correction for\\nsuch Moderate Error in the next scheduled patch release of the Licensed Materials.\\n(iii)  Minor Errors.  Upon the Company’s receipt of notice of a Minor Error and\\nupon the Company’s verification of such Minor Error, the Company will initiate work to provide Error\\n'}, {'type': 'Correction for such Minor Error in the next regular release of the Licensed Materials at the Company’s', 'text': 'sole discretion.\\n(d)\\nVersion Level Support.  The Company agrees to support a previous version release of\\nthe Licensed Materials for twelve (12) months following the release of a new version of the Licensed\\nMaterials.  If an Error is identified in the previous version release during that twelve (12) month period,\\nthe Company’s responsibilities will be the following:\\n'}, {'type': '(i)', 'text': 'If the Error is categorized as a Severe Error, the Company will attempt to issue a\\ntemporary modification or Workaround.  If a temporary modification is not possible, and the Severe Error\\nis not resolved in the latest version, the Company will use reasonable efforts to expedite its next\\nscheduled patch or regular release of the Licensed Materials.\\n(ii)\\nIf the Error is categorized as Moderate or Minor, the Company will attempt to\\nissue a temporary modification or Workaround.  If a temporary modification is not possible, and the\\nModerate or Minor Error is not corrected in the latest version, the Company will use reasonable efforts to\\nincorporate the correction in its next scheduled patch or regular  release of the Licensed Materials.\\n'}, {'type': '(e)', 'text': 'Exclusions from Support Services.  Support Services do not cover services for (i) any\\nfailure or defect in the Licensed Materials caused by the improper use, alteration, or damage of the\\nLicensed Materials by Licensee or persons not authorized by the Company; (ii) modifications to the\\nLicensed Materials not made by the Company; (iii) application software not provided or approved by the\\nCompany; or (iv) use of the Licensed Materials on hardware that has not been approved by the Company.\\nAny services required to install, upgrade, deploy, test or validate a new release of the Software is\\nspecifically excluded.  Support performed by Company related to any of these exclusions will be charged\\nto Licensee on a Time and Materials at then current rates.\\n'}, {'type': '(f)', 'text': 'Form of Releases.  The Company reserves the sole right to provide any particular Error\\nCorrection or Workaround under this Agreement in one of three forms, and at the Company’s sole\\ndiscretion and depending on the nature, size, scope and impact of such Error Correction or Workaround,\\nas applicable.  The three forms include:\\n(i)\\nField Service Bulletins.  Written advisory form, which may include suggested\\nmodifications to the Licensed Materials in written form.\\n(ii)\\nSoftware Modifications.  Machine readable modifications to the Licensed\\nMaterials, with revision levels clearly identified.\\n(iii)\\nNew Software Releases.  Machine readable software updates of the Licensed\\nMaterials that must be reinstalled and/or upgraded by the customer, with revision levels clearly identified.\\n3.  Fees and Expenses.\\n(a)    Annual Maintenance Fee. The Annual Maintenance Fee shall be payable within 30 days\\n'}, {'type': 'after the Deemed Delivery Date and the  Annual Maintenance Fee will be due thereafter annually, in', 'text': 'advance on the anniversary date of the Deemed Delivery Date.  The Annual Maintenance Fee for each\\n'}, {'type': 'year of the first two (2) years of the Agreement is calculated at the rate of 20% of the License Fee, which', 'text': 'is $40,600 per year.  After the initial two year period, Company may increase such Annual Maintenance\\nFee at the lesser of 5% or CPI; provided Company has provided Licensee with at least sixty (60) days\\nprior written notice of such increase.  For the avoidance of any doubt, the Annual Maintenance Fee shall\\ncover maintenance, support and training relating to future enhancements, upgrades, changes or\\nmodifications of the Company Software.\\n(b)\\nExpenses.  Company shall be entitled to be reimbursed for all properly vouched expenses\\nincurred while carrying out the Support Services, subject to Licensee’s expenses and travel policies.  Any\\ntravel and lodging expenses and any expenses greater than $1,000 must be pre-approved by Licensee.\\nFor MetricStream Software License, Support and Services Agreement\\nBetween MetricStream, Inc. (“Company”) and Federal Home Loan Bank of Chicago (“Licensee”)\\nORDER FORM NO. 1\\nDate:\\ndated …..\\nCompany will provide Licensee to the following module(s):\\n1. Risk Management\\n2. Compliance Management\\n3. Audit Management\\nNumber of Authorized Users:    Heavy Users: Up to 30\\nMedium Users; Up to 50\\nLight Users: Up to 100\\nSuper Light Users: Up to 150\\nPerpetual License Option\\nLicense Fee: $203,000\\nLicense Fee: $45,000 for each additional module for the above number\\nof authorized users\\n50% of License Fee due upon execution of the Agreement.    Twenty-\\nfive percent (25%) of License Fee due upon completion of Phase 1 as set\\nforth in the applicable Statement of Work.  Final 25% of License Fee due\\nupon completion of acceptance testing as set forth in Hosting Agreement.\\n200 E. Randolph Drive\\nChicago, IL 60601\\n[identify date]\\nElectronic transfer\\nSoftware:\\nType of License:\\nPricing:\\nAdditional Module\\nPayment Schedule:\\nInvoice Address:\\nDelivery:\\nDelivery Date:\\nMedia:\\nMETRICSTREAM, INC.\\nSignature:\\nPrinted Name: _____________________\\nTitle: ___________________________\\nFEDERAL HOME LOAN BANK OF CHICAGO\\nSignature\\nPrinted Name:\\nTitle:\\n'}]\n",
      "service: {}\n",
      "text: SOFTWARE LICENSE AGREEMENT \n",
      "\n",
      "This Software License Agreement (the “Agreement”) is made effective as of -------------------------\n",
      "-------------,  2010  (the “Effective Date”) by and between MetricStream, Inc., a Delaware corporation (the \n",
      "“Company”), having a principal place of business at 2600 East Bayshore Road, Palo Alto, CA 94303  and \n",
      "Federal Home Loan Bank of Chicago (“the Licensee”) having a principal place of business at 200 East \n",
      "Randolph Drive, Chicago, IL 60601.  The capitalized terms shall have the meaning set forth in Exhibit A \n",
      "or as defined in the Agreement. \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "(a) \n",
      "\n",
      "License to Licensed Materials.  The Company hereby grants to the Licensee a \n",
      "\n",
      "1.  Grant of License. \n",
      " \n",
      " \n",
      "perpetual, non-transferable, non-exclusive license (with no right to sublicense) to use the Company’s \n",
      "software, in machine readable (object code) form as described in the Order Form (the “Company \n",
      "Software”) and related documentation and supporting materials in either machine readable or hard copy \n",
      "form (the “Documentation”), collectively referred to in this Agreement as the “Licensed Materials”.  \n",
      "Licensee shall have the right to: (i) install and use the Company Software solely for the purpose of \n",
      "enterprise application management at the location and on those computers and system components \n",
      "specified in Schedule 1 (the “Designated Equipment”), and (ii) to use the Documentation solely in \n",
      "connection with Licensee’s authorized use of the Company Software.  Such right and license shall be \n",
      "irrevocable, subject only to the express provisions for termination set forth in Section 7.  Licensee may \n",
      "not use the Company Software to process information owned by or for the benefit of any third party \n",
      "unless such use is specifically in connection with Licensee’s authorized use of the Company Software as \n",
      "specified in the Order Form.    The Licensee may contract out the control, management and/or resourcing \n",
      "of the system to a third party for its own internal business purposes provided nothing in this section shall \n",
      "relieve the Licensee of any of its obligations in this Agreement.  In consideration of the licenses granted \n",
      "herein, Licensee shall pay the licensee fees in the amount and in accordance with the payment terms set \n",
      "forth in Order Form No. 1.. \n",
      " \n",
      "Limitation of Rights.  Licensee acknowledges that Licensee’s rights in and to Licensed \n",
      " \n",
      "Materials are solely as set forth in Section 1(a) hereto and do not include any rights of ownership in any \n",
      "of the Licensed Materials.  Company owns all right, title and interest, including but not limited to \n",
      "copyright, patent, trade secret and all other intellectual property rights, in and to the Licensed Materials, \n",
      "and any changes, modifications or corrections thereof.  Licensee hereby irrevocably assigns to the \n",
      "Company any and all rights it may be deemed to have in any changes, modifications or corrections to the \n",
      "Licensed Materials, including but not limited to copyright rights, and agrees to execute all documents \n",
      "necessary to implement and effect such assignment.  Licensee shall not, and shall not permit any third \n",
      "party to, (i) modify the Licensed Materials except to the extent permitted in Section 1(a) and an Order \n",
      "Form ; or (ii) decompile, reverse engineer, disassemble or otherwise determine or attempt to determine \n",
      "source code (or the underlying ideas, algorithms, structure or organization) of any object code contained \n",
      "in the Company Software.  Except as expressly set forth herein, Licensee will not market, sublicense, \n",
      "distribute, reproduce, rent, lease or offer for timesharing any Licensed Material.  Except as set forth in \n",
      "Section 14(b) hereto, this Agreement and the license granted pursuant hereto may not be assigned, \n",
      "sublicensed or otherwise transferred by Licensee without the prior written consent of the Company. \n",
      " \n",
      " \n",
      "unavailable, Licensee may use the Company Software at any substitute location and/or computer selected \n",
      "by Licensee on a temporary basis upon the prior written consent of the Company (which consent shall not \n",
      "be unreasonably withheld).  Except as provided herein, the Company Software may not be transferred \n",
      "\n",
      "Substitute Designated Equipment.  If for any reason the Designated Equipment is \n",
      "\n",
      "(b) \n",
      "\n",
      "(c) \n",
      "\n",
      " \n",
      "\n",
      "Page 1 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "(d) \n",
      "\n",
      " \n",
      "(e) \n",
      "\n",
      "Back-up Copies.  Licensee is permitted to make copies of the Company Software and \n",
      "\n",
      "physically, mechanically, electronically, over a computer network or by any other means to any computer \n",
      "hardware other than the Designated Equipment. \n",
      " \n",
      " \n",
      "Documentation insofar as the making of these copies are necessary for the use of the Company Software \n",
      "and Documentation permitted by the license granted hereunder; provided, however, at any one time, \n",
      "Licensee shall only have one copy of the Company Software in production use.  Licensee shall not make \n",
      "or permit others to make any copies of the Documentation without the Company’s prior written consent, \n",
      "other than copies permitted under this Section 1(d).    Notwithstanding the foregoing, Licensee shall \n",
      "maintain the following copies of the Company Software:  (i) one production version; (ii) one disaster \n",
      "recovery version; (iii) multiple versions for testing purposes; and (iv) backup versions, as necessary.   \n",
      " \n",
      " \n",
      "Export Restrictions.  Licensee acknowledges and agrees to comply with all export and \n",
      " \n",
      "re-export restrictions and regulations of the Department of Commerce or other United States agency or \n",
      "authority.  Without limiting the foregoing or any other provision of this Agreement, Licensee agrees not \n",
      "to download or transfer (or authorize anyone to download or transfer) the Licensed Materials (i) into (or \n",
      "to a national or resident of) Cuba, Iraq, Libya, Yugoslavia, North Korea, Iran, Syria or any other country \n",
      "to which the U.S. has embargoed goods; or (ii) to anyone on the U.S. Treasury Department’s list of \n",
      "Specially Designated Nationals or the U.S. Commerce Department’s Table of Deny Orders. \n",
      " \n",
      " \n",
      " \n",
      "2.  Delivery and Installation. \n",
      " \n",
      "Delivery.  Upon the execution of this Agreement and payment of the appropriate fees, as \n",
      " \n",
      "set forth in Order Form No. 1, Company shall issue to Licensee one copy of the Company Software and \n",
      "Documentation.   \n",
      " \n",
      "Installation.  Company shall carry out the installation of the Company Software pursuant \n",
      " \n",
      "to a Statement of Work. The “installation of the Company Software” means the installation schedule to be \n",
      "agreed upon by the parties pursuant to the applicable SOW.   \n",
      " \n",
      "3.  Acceptance.   \n",
      " \n",
      "\n",
      "(a) \n",
      "\n",
      " \n",
      "(b) \n",
      "\n",
      "(a) \n",
      "\n",
      "Acceptance in Hosted Environment.  Acceptance testing criteria of the Company \n",
      "\n",
      "Software by Licensee in the hosted environment are set forth in the Hosting Agreement and/or SOW, if \n",
      "applicable.  The date the Company Software has been accepted by Licensee shall be the “Deemed \n",
      "Delivery Date” for purposes of the Support Services. \n",
      "\n",
      "Acceptance Upon Termination of Hosting Agreement.  Upon termination of the \n",
      "\n",
      "Hosting Agreement, Company shall assist Licensee in the transfer of Company Software from \n",
      "Company’s computer system to Licensee’s computer system as detailed in the relevant SOW.  Licensee \n",
      "shall have the period of time specified in such SOW after installation of the Company Software on \n",
      "Licensee’s computer system to inspect, test and evaluate such installation to determine whether they \n",
      "satisfy the acceptance criteria set forth in the applicable SOW.  If any part of the Company Software fails \n",
      "to satisfy the applicable acceptance criteria pursuant to the first sentence of this subsection, the Licensee \n",
      "will notify Company of such failure and will provide reasons for the rejection.  Company shall have thirty \n",
      "(30) days after receipt of such notice, or such other amount of time as is mutually agreed upon by \n",
      "Company and Licensee, to correct such deficiencies.  Licensee will then have thirty (30) days to after \n",
      "receiving such corrected product, or such other amount of time as agreed to by Company and Licensee, to \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "(b) \n",
      "\n",
      " \n",
      "\n",
      "Page 2 of 19 \n",
      "\n",
      "\f",
      "re-inspect, re-test, and re-evaluate the Company Software.  If the Company Software remains \n",
      "unsatisfactory, then Licensee may either (i) require Company to repeat the procedure set forth above until \n",
      "Licensee is reasonably satisfied that the deficiency has been corrected, or (ii) without limiting its other \n",
      "remedies, terminate this Agreement immediately upon written notice to Company and receive a full \n",
      "refund of all fees paid for the Company Software up to and including the date of termination.   \n",
      "  \n",
      "\n",
      "4.  Maintenance and Support Services.    \n",
      "\n",
      " \n",
      "\n",
      "(a) \n",
      "\n",
      "Maintenance and Support Services.  Company will provide, and the Licensee will \n",
      "\n",
      "accept, the Maintenance and Support Services (“Support Services”) for the Company Software during the \n",
      "maintenance period as specified in Exhibit C but subject to the earlier termination as provided by this \n",
      "Agreement.  Company will provide such Support Services to Licensee for two (2) years from the \n",
      "Effective Date, subject to the payment of any applicable maintenance fees then in effect, and annually \n",
      "thereafter unless terminated by Licensee pursuant to Section 7(b).   \n",
      "\n",
      "(b)  Updates.  Company shall provide Licensee with updates, enhancements, modifications or \n",
      "\n",
      "changes to the Company Software provided by Company to any other customer using the same or similar \n",
      "Company Software, provided that such updates, enhancements, modifications or changes are directly \n",
      "related to the Company Software.  Any corrected or modified versions of the Company Software or \n",
      "Documentation or new releases of the Company Software supplied by Company pursuant to the Support \n",
      "Services, will be deemed to form part of the Licensed Materials and be subject to this Agreement.     \n",
      "\n",
      "  \n",
      "\n",
      "5.  Installation and/or Training Services.  Company may provide various installation, training or \n",
      "consulting services to Licensee subject to the provisions of the Services Agreement and separate \n",
      "Statements of Work.  The SOWs will include cost estimates, delivery schedules and scope of work.  \n",
      " \n",
      "6.   Confidential Information. \n",
      " \n",
      "\n",
      " \n",
      "\n",
      "(a) \n",
      "\n",
      "Protection of Confidential Information.  Each party acknowledges that in the course of \n",
      "\n",
      "the performance of this Agreement, it may obtain the Confidential Information of the other party. The \n",
      "Receiving Party shall, at all times, both during the term of this Agreement and thereafter keep in \n",
      "confidence and trust all of the Disclosing Party’s Confidential Information received by it (except for any \n",
      "source code, which shall be kept in confidence and trust in perpetuity). The Receiving Party shall not use \n",
      "the Confidential Information of the Disclosing Party other than as expressly permitted under the terms of \n",
      "this Agreement. The Receiving Party shall take reasonable steps to prevent unauthorized disclosure or use \n",
      "of the Disclosing Party’s Confidential Information and to prevent it from falling into the public domain or \n",
      "into the possession of unauthorized persons. The Receiving Party shall not disclose Confidential \n",
      "Information of the Disclosing Party to any person or entity other than its officers, employees,  contractors, \n",
      "and consultants who need access to such Confidential Information in order to effect the intent of this \n",
      "Agreement and who have agreed to protect the Confidential Information of the Disclosing Party in \n",
      "accordance with the Agreement; notwithstanding the foregoing, Licensee may provide Confidential \n",
      "Information to its regulator, Federal Housing Finance Agency, or its successor, as may be requested.  The \n",
      "Receiving Party shall immediately give notice to the Disclosing Party of any unauthorized use or \n",
      "disclosure of Disclosing Party’s Confidential Information. The Receiving Party agrees to assist the \n",
      "Disclosing Party to remedy such unauthorized use or disclosure of its Confidential Information.  \n",
      " \n",
      "Equitable Remedy.  The Receiving Party acknowledges that due to the unique nature of \n",
      " \n",
      "the Disclosing Party’s Confidential Information, the Disclosing Party will not have an adequate remedy in \n",
      "money or damages in the event of any unauthorized use or disclosure of the Disclosing Party’s \n",
      "\n",
      "(b) \n",
      "\n",
      " \n",
      "\n",
      "Page 3 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "(c) \n",
      "\n",
      "(e) \n",
      "\n",
      "(d) \n",
      "\n",
      "Term of Nondisclosure Obligations.  Each party’s obligations set forth in this Section 6 \n",
      "\n",
      "Confidential Information.  In addition to any other remedies that may be available in law, in equity or \n",
      "otherwise, the Disclosing Party shall be entitled to obtain any injunctive relief that may be appropriate to \n",
      "prevent such unauthorized use or disclosure. \n",
      " \n",
      " \n",
      "will survive thereafter, and will bind each party’s representatives, successors and assigns, if any; \n",
      "provided, however, that such obligations will terminate with respect to any Confidential Information \n",
      "which becomes available for unrestricted public use through no fault of the Receiving Party. \n",
      "  \n",
      " \n",
      "Materials are the property of the Company.  Licensee will reproduce and include any copyright, \n",
      "trademark and/or other proprietary notices in any form on all copies of Licensed Materials -in the \n",
      "possession of Licensee. \n",
      " \n",
      "\n",
      "Copies of Licensed Materials and Company Innovations.  All copies of Licensed \n",
      "\n",
      "Return of Confidential Information.  In the event that this Agreement is terminated by \n",
      "either party, each party shall:  (i) return to the other party the original and all copies of any Confidential \n",
      "Information requested by the Disclosing Party ; and (ii) at a Disclosing Party’s request, have one of the \n",
      "officers of the Receiving Party certify in writing that:  (a) it shall not make any further use of such \n",
      "Confidential Information of the Disclosing Party; and (b) shall comply with the terms of this Section 6 \n",
      "regarding prohibited use of Confidential Information of the Disclosing Party. \n",
      "\n",
      " \n",
      "\n",
      "(b) \n",
      "\n",
      "Termination of Support Services.  Licensee may terminate the Support \n",
      "\n",
      "7.    Termination. \n",
      " \n",
      "(a)  Termination by Company or Licensee.   Either party may terminate this Agreement:  \n",
      "(i) immediately in the event of the insolvency, bankruptcy or voluntary dissolution of the other party; or \n",
      "(ii) if either party materially defaults in the performance of any material provision hereunder, and if such \n",
      "default continues and is not cured by the breaching party within thirty (30) days after written notice \n",
      "thereof.  Such termination right is in addition to, and not in limitation of, any other right or remedies \n",
      "available to either party.   Any termination of this Agreement shall automatically terminate all \n",
      "uncompleted SOWs.  Termination shall be Licensee’s sole and exclusive remedy for delay or failure of \n",
      "Company to complete an Order Form or SOW. \n",
      " \n",
      " \n",
      "Services by providing at least thirty (30) days notice prior to the end of the then-current term.  \n",
      "Notwithstanding the foregoing, Licensee may terminate the Support Services at any time if Company has \n",
      "materially defaulted in the performance of the Support Services, and such default has not been cured by \n",
      "Company within thirty (30) days of written notice thereof.  If Support Services are terminated due to \n",
      "Company’s breach, Company shall provide Licensee with a pro-rata refund of the maintenance fees paid \n",
      "Effect of Termination of Agreement.  Notwithstanding anything to the contrary \n",
      "by Licensee. \n",
      "in this Agreement, any termination of this Agreement shall not relieve either party hereto of any of its \n",
      "obligations or liabilities accrued hereunder prior to such termination.  If this Agreement is terminated as a \n",
      "result of Licensee’s uncured material breach, within ten (10) days after such effective date of termination \n",
      "of this Agreement, Licensee shall no longer have the right to use and shall cease to use the Licensed \n",
      "Materials provided by the Company then in Licensee’s possession, and, if requested by Company, \n",
      "Licensee shall certify in writing to the Company, within two (2) weeks of any termination of this \n",
      "Agreement, that it has ceased to use the Licensed Materials provided by the Company.   \n",
      " \n",
      "8.    Warranties. \n",
      " \n",
      " \n",
      "associated intellectual property rights, or otherwise has the right to grant the right and license provided in \n",
      "\n",
      "The Company hereby warrants that (i) Company owns the Licensed Materials including all \n",
      "\n",
      "(c) \n",
      "\n",
      " \n",
      "\n",
      "Page 4 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "Limitation of Liability.  EXCEPT WITH RESPECT TO THE OBLIGATIONS SET FORTH IN \n",
      "\n",
      "this Agreement, and that as of the date of the Agreement, to the best of Company’s knowledge, neither \n",
      "the Company Software nor the Documentation infringe any valid patents, copyrights, trademarks or other \n",
      "proprietary rights of any third parties; (ii) Company has the right to  enter into this Agreement; (iii) the \n",
      "Licensed Materials, and any new releases and documentation, will operate as agreed to between the \n",
      "parties as specified an Order Form and/or SOW; (iv) the Company Software will meet or exceed the \n",
      "service level agreement standards set forth in [Exhibit D/Order Form/SOW?]; (v) Company will perform \n",
      "its services using generally accepted industry standards and practices; and (vi) the Company Software \n",
      "(and any new releases or associated deliverables) do and shall not contain, at the time delivered by \n",
      "Company to Licensee, any program routine, device or other undisclosed feature, including without \n",
      "limitation, a time bomb, virus, software lock, drop dead device, malicious logic worm, Trojan horse or \n",
      "trap door, that is designed to delete, disable, deactiviate, interfere with, or otherwise harm the Company \n",
      "Software or the Licensee’s hardware, data or other programs, or that is intended to provide access or \n",
      "produce modifications not authorized by Licensee.   \n",
      " \n",
      "89. \n",
      "SECTION 10 (INFRINGEMENT), BREACHES OF THE OBLIGATIONS OF SECTION 6 \n",
      "(CONFIDENTIAL INFORMATION), LICENSEE’S BREACH OF SECTION 1, OR COMPANY’S \n",
      "BREACH OF SECTION 12(b) (TAXES), EACH PARTY’S LIABILITY UNDER THIS AGREEMENT \n",
      "SHALL BE LIMITED TO THE AMOUNT OF THE LICENSE FEE PAID BY LICENSEE TO THE \n",
      "COMPANY HEREUNDER DURING THE PREVIOUS TWELVE (12) MONTHS, IF ANY.  EXCEPT \n",
      "WITH RESPECT TO THE OBLIGATIONS SET FORTH IN SECTION 10 (INFRINGEMENT) AND \n",
      "BREACHES OF THE OBLIGATIONS OF SECTION 6 (CONFIDENTIAL INFORMATION), OR \n",
      "LICENSEE’S BREACH OF SECTION 1, OR COMPANY’S BREACH OF SECTION 12(b) \n",
      "(TAXES)IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR COSTS OF PROCUREMENT \n",
      "OF SUBSTITUTE GOODS, LOSS OF PROFITS, OR FOR ANY INDIRECT, SPECIAL, \n",
      "CONSEQUENTIAL OR INCIDENTAL DAMAGES, HOWEVER CAUSED.  \n",
      " \n",
      "10. \n",
      " \n",
      " \n",
      "pay all settlement fees or costs, expenses, legal fees, and damages finally awarded in a court of competent \n",
      "jurisdiction in any action in which Licensee is a named defendant alleging that the Licensed Materials, as \n",
      "used within the scope of this Agreement, infringe or misappropriate a patent, copyright or trade secret.  \n",
      "Licensee shall notify the Company promptly in writing of any such claim.  Licensee shall not enter into \n",
      "any settlement or compromise of any claim without the Company’s prior written consent.  The Company \n",
      "shall have sole control of any such action or settlement negotiations, and Licensee shall provide the \n",
      "Company with information and assistance, at Company’s expense, necessary to settle or defend such \n",
      "claim.   \n",
      " \n",
      " \n",
      "Company may become, the subject of a claim of infringement of a copyright or patent,  or \n",
      "misappropriation of any trade secret, the Company may, at its option:  (i) procure for Licensee the right to \n",
      "use such Licensed Materials free of any liability; (ii) replace or modify such Licensed Materials to make \n",
      "them non-infringing; or if options (i) or (ii) are not available, the Licensee may return the Licensed \n",
      "Materials for a full refund of the License Fee.    \n",
      " \n",
      "\n",
      "By Company.  The Company will defend, indemnify and hold harmless Licensee and \n",
      "\n",
      "(c) \n",
      "\n",
      "No Company Liability.  The Company assumes no liability hereunder for, and shall \n",
      "have no obligation to defend Licensee or to pay costs, damages or attorney's fees for, any claim based \n",
      "upon: (a) the combination, operation or use of any Licensed Materials furnished hereunder with programs \n",
      "or data not provided by Company if such infringement would have been avoided by the combination, \n",
      "operation, or use of the Licensed Materials with other programs or data; (b) use or incorporation in the \n",
      "\n",
      "(b) \n",
      "\n",
      "Company Options.  If any of the Licensed Materials become, or in the opinion of the \n",
      "\n",
      "Infringement. \n",
      "\n",
      "(a) \n",
      "\n",
      " \n",
      "\n",
      "Page 5 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "Invoices and Payment.   \n",
      "\n",
      "Taxes. \n",
      "\n",
      "(b) \n",
      "\n",
      "(a) \n",
      "\n",
      "(b) \n",
      "\n",
      "Licensee’s payment to Company of the (i) License Fee shall occur at the times specified \n",
      "\n",
      "Licensed Materials of any design, technique or specification furnished by Licensee, if the infringement \n",
      "would not have occurred but for such incorporation or use; (c) any claim based on Licensee’s use of the \n",
      "Licensed Materials as delivered after Company has provided the Licensee with updated Licensed \n",
      "Materials of equal or better performance required to avoid such claims, if such claim would have been \n",
      "avoided by implementation of Company’s updated Licensed Materials; or (d) use of the Licensed \n",
      "Materials other than as permitted under this Agreement, if the infringement would not have occurred but \n",
      "for such use. \n",
      " \n",
      " \n",
      "11. \n",
      " \n",
      " \n",
      "in Order Form No. 1; (ii) the maintenance fees at the times specified in Exhibit C; and (iii) all other \n",
      "charges which fall due under this Agreement at the times invoiced by the Company from time to time.  \n",
      "Company will send invoices to the address set forth in the Order Form.  Licensee will pay Company in \n",
      "U.S. dollars within 30 days of receipt of a correct invoice (“Due Date”) all undisputed charges and \n",
      "promptly notify Company in writing of any disputed amount.  Company shall supply Licensee with \n",
      "documentation to support the validity of any disputed charge.  Licensee may require credit for, or \n",
      "repayment of the amount of any billing errors.  Licensee may set off its payments against any amount due \n",
      "from Company to Licensee. \n",
      " \n",
      " \n",
      "If Licensee fails to pay any amounts by the Due Date, Licensee shall be subject to a late \n",
      "charge equal to 1.0% per month, or, if lesser, the maximum amount permitted by law, until such amount \n",
      "is paid.  Licensee shall have the right to decline late charge assessed or withhold payment of any amount \n",
      "due to the Company that Licensee disputes in good faith, which shall not constitute a material breach of \n",
      "this Agreement of Licensee’s payment obligations. \n",
      " \n",
      "12. \n",
      " \n",
      " \n",
      "exempt. \n",
      "   \n",
      " \n",
      "any franchise taxes or fees, or any taxes measured by or against Company’s income or property.  Licensee \n",
      "shall not withhold taxes or Social Security payments from any sum paid to Company under this \n",
      "Agreement.  Company acknowledges and agrees that Company is solely responsible for the payment of \n",
      "its federal, state and local employment taxes, and Company agrees to indemnify Licensee for all such tax \n",
      "liability, including any interest and penalties.  Additionally, Company shall honor any tax-exempt \n",
      "certificates provided by Licensee. \n",
      " \n",
      "13.    Escrow. \n",
      " \n",
      " \n",
      "Company, at the expense of the Licensee, shall deposit a copy of the source code and relevant \n",
      "documentation for the Company Software and Documentation together with any upgrades or releases \n",
      "(collectively, the “Materials”) with [Iron Mountain].  Company shall deposit the initial copy of the \n",
      "Materials within 30 days of the execution of this Agreement.  Company shall deposit any upgrade or \n",
      "release to the Company Software and/or Documentation within 60 days of such upgrade or release being \n",
      "made available to Company’s customers.  In the event of a termination of this Agreement by the Licensee \n",
      "due to the occurrence of an event affecting Company under [termination for cause/insolvency], this copy \n",
      "shall be released to the Licensee and the Licensee shall be free to use the source code solely for the \n",
      "\n",
      "Payable by Company.  Licensee shall not be liable to pay or reimburse Company for \n",
      "\n",
      "(a)  \n",
      "\n",
      "Payable by Licensee.  Pursuant to the Federal Home Loan Bank Act, Licensee is tax \n",
      "\n",
      " \n",
      "\n",
      "Page 6 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "General. \n",
      "\n",
      "(a) \n",
      "\n",
      "Modification of the Agreement.  The terms of this Agreement may only be modified by \n",
      "\n",
      "(a) not sell or otherwise part with possession of the Materials or any copy thereof to any third \n",
      "\n",
      "(b) \n",
      "\n",
      "Assignment.  This Agreement may not be assigned by either party without the prior \n",
      "\n",
      "(b)  not allow the Materials or any copy thereof to be used by any third party or made available to \n",
      "\n",
      "(c) maintain the Materials and all copies thereof secure against any third parties;   \n",
      "(d) not copy the Materials except as necessary for the purpose of this Section 12; and \n",
      "(e) return the Materials and all copies thereof to Iron Mountain or with an escrow agent mutually \n",
      "\n",
      "purpose of enabling Licensee to assume Company’s obligations under this Agreement.  Without prejudice \n",
      "to the generality of the above, the Licensee shall: \n",
      " \n",
      " \n",
      "party; \n",
      " \n",
      "any third party; \n",
      " \n",
      " \n",
      " \n",
      "agreeable to both parties when it is no longer required for the purpose of this Section 12. \n",
      " \n",
      "14. \n",
      " \n",
      " \n",
      "a written agreement duly signed by both parties hereto.  Variance from the terms and conditions of this \n",
      "Agreement in any Licensee purchase order or other written notification will be of no effect.   \n",
      " \n",
      " \n",
      "written consent of the other party, which consent shall not be unreasonably withheld; provided, however, \n",
      "that such consent shall not be required for the assignment of this Agreement by either party to a wholly-\n",
      "owned subsidiary of either party or to a successor corporation or entity in connection with a merger, \n",
      "consolidation or transfer of all or substantially all of the assets of either party by such successor \n",
      "corporation or entity.  In such event, the assigning party shall provide prior written notice of such \n",
      "assignment to the other party. \n",
      " \n",
      " \n",
      "any termination of this Agreement, or such other terms that by their nature should survive the termination \n",
      "of this Agreement. \n",
      " \n",
      " \n",
      "rights and obligations of the parties hereto shall be governed, construed and interpreted in accordance \n",
      "with the laws of the State of California and the United States of America.  Any legal action or proceeding \n",
      "arising out of, or connected or relating to this Agreement or any right or obligation created by this \n",
      "Agreement, irrespective of the legal theory or claims underlying any such dispute (including tort and \n",
      "statutory claims), shall be resolved in any state or federal court in Santa Clara County, California; \n",
      "Company and Licensee agree to submit to the jurisdiction of, and agree that venue is proper in, these \n",
      "courts in any such legal action or proceeding. \n",
      " \n",
      " \n",
      "otherwise set forth in this Agreement, shall be in writing and shall be deemed sufficient upon receipt, \n",
      "when delivered personally or by courier, overnight delivery service or confirmed facsimile, or forty-eight \n",
      "(48) hours after being deposited in the regular mail as certified or registered mail (airmail if sent \n",
      "internationally) with postage prepaid, if such notice is addressed to the party to be notified at such party’s \n",
      "address or facsimile number as set forth below or as subsequently modified by written notice. \n",
      " \n",
      " \n",
      "unenforceable under applicable law, the parties agree to renegotiate such provision in good faith, in order \n",
      "to maintain the economic position enjoyed by each party as close as possible to that under the provision \n",
      "rendered unenforceable.  In the event that the parties cannot reach a mutually agreeable and enforceable \n",
      "replacement for such provision, then (i) such provision shall be excluded from this Agreement, (ii) the \n",
      "\n",
      "(d) \n",
      "\n",
      "Governing Law.  This Agreement and all acts and transactions pursuant hereto and the \n",
      "\n",
      "(c) \n",
      "\n",
      "Survival.  The provisions of Sections 1(b), 6, 7(c), 8, 9, 10, 12(b) and 14 shall survive \n",
      "\n",
      "(e) \n",
      "\n",
      "Notices.  Any notice or report required or permitted by this Agreement, except as \n",
      "\n",
      "(f) \n",
      "\n",
      "Severability; Waiver.  If one or more provisions of this Agreement are held to be \n",
      "\n",
      " \n",
      "\n",
      "Page 7 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "(h) \n",
      "\n",
      "(g) \n",
      "\n",
      "(i)   \n",
      "\n",
      "Relationship of the Parties.  Nothing in this Agreement is to be construed as creating an \n",
      "\n",
      "balance of the Agreement shall be interpreted as if such provision were so excluded and (iii) the balance \n",
      "of the Agreement shall be enforceable in accordance with its terms.  No failure of either party to exercise \n",
      "or enforce any of its rights under this Agreement will act as a waiver of such rights or of any other rights \n",
      "hereunder. \n",
      " \n",
      " \n",
      "agency, partnership, or joint venture relationship between the parties hereto. \n",
      " \n",
      "Costs.  If any action at law or in equity is necessary to enforce or interpret the terms of \n",
      " \n",
      "this Agreement, the prevailing party shall be entitled to reasonable attorney’s fees, costs and necessary \n",
      "disbursements in addition to any other relief to which such party may be entitled.  \n",
      " \n",
      " \n",
      "of Company who perform the services are a valuable asset to Company and are difficult to replace.  \n",
      "Accordingly, Licensee agrees that, for the term of this Agreement and for a period of twelve months \n",
      "thereafter, unless otherwise agreed to by Company in writing, it will not employ or solicit employment of \n",
      "any current employee of Company (including contracted consultants) involved in the performance of \n",
      "professional, development, or consulting work for Licensee; provided, however, this provision shall not \n",
      "apply to employees of Company who have not performed any services for Licensee, individuals who \n",
      "respond to general ads placed by Licensee which were not specifically targeted to such individuals, and \n",
      "further provided, that this provision shall not apply to employees whose employment was terminated by \n",
      "Company for reasons related to a general “reduction in force” by Company, where Company otherwise \n",
      "eliminates the employee’s position, where such employee was dismissed by Company or where Company \n",
      "or in the event Company’s insolvency, bankruptcy or voluntary dissolution.   \n",
      " \n",
      "\n",
      "Non-solicitation.  Licensee acknowledges and agrees that the employees and consultants \n",
      "\n",
      "(j) Force Majeure. Except for Licensee’s obligation to pay for services already performed by the \n",
      "Company, if either party is prevented from performing, either totally or in part, its obligations under this \n",
      "Agreement by reasons of fire, flood, storm, earthquake, strike, lockout or other labor trouble, riot, war, \n",
      "rebellion, communications or utility failures, accident or other acts of God, then upon written notice to the \n",
      "other party, the requirements of this Agreement, or the affected provisions hereof to the extent affected, \n",
      "shall be suspended during the period of such disability. \n",
      " \n",
      "\n",
      "Entire Agreement.  This Agreement, including all Exhibits hereto, is the product of both \n",
      "\n",
      "(k) \n",
      "\n",
      "(l)  Publicity.  Company agrees that it shall not use Licensee’s name and/or logo in any \n",
      "\n",
      "of the parties hereto, and constitutes the entire agreement between such parties pertaining to the subject \n",
      "matter hereof. Any and all other written or oral agreements existing between the parties hereto regarding \n",
      "the subject matter hereof are expressly canceled. The terms of this Agreement may only be modified by a \n",
      "written agreement duly signed by both parties hereto.   \n",
      " \n",
      " \n",
      "marketing materials, client lists or websites without Licensee’s prior written consent. \n",
      " \n",
      " \n",
      " BOTH PARTIES ACKNOWLEDGE THAT THEY HAVE READ THIS AGREEMENT, \n",
      "UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS. \n",
      " \n",
      "METRICSTREAM, INC. \n",
      " \n",
      " \n",
      " \n",
      "Signature: \n",
      " \n",
      "\n",
      "FEDERAL HOME LOAN BANK OF CHICAGO \n",
      "\n",
      "Signature  \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "Page 8 of 19 \n",
      "\n",
      "\f",
      "Printed Name: _____________________ \n",
      " \n",
      "Title: ___________________________   \n",
      "\n",
      "Printed Name:  \n",
      "\n",
      "Title:    \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "Page 9 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "SCHEDULE 1 \n",
      "\n",
      "LICENSEE’S DESIGNATED EQUIPMENT LOCATIONS \n",
      "\n",
      " \n",
      "\n",
      "200 E. Randolph Drive  \n",
      "Chicago, IL 60601 \n",
      " \n",
      "8605 W. Bryn Mawr Avenue \n",
      "Chicago, IL 60631 \n",
      " \n",
      "\n",
      "Acxiom Corporation \n",
      "1501 Opus Place \n",
      "Downers Grove, IL 60515 \n",
      " \n",
      "\n",
      " \n",
      "\n",
      "Page 10 of 19 \n",
      "\n",
      "\f",
      "EXHIBIT A \n",
      "\n",
      "DEFINITIONS \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " (a) \n",
      "\n",
      "“Confidential Information” means that information of either party (“Disclosing Party”) \n",
      "\n",
      "which is disclosed to the other party (“Receiving Party”) pursuant to this Agreement, in whatever form, \n",
      "that is identified as confidential or should reasonably be understood to be confidential based upon the \n",
      "circumstances of the disclosure or the nature of the information itself. Confidential Information shall \n",
      "include, but not be limited to, trade secrets, know-how, inventions, techniques, processes, algorithms, \n",
      "Company Innovations and License Materials, all training and procedural materials developed by the \n",
      "Company in conjunction with the use or installation of the Company Software, Licensed Materials, \n",
      "source code, schematics, designs, contracts, customer lists, financial information, product plans, sales and \n",
      "marketing plans and business information.    The obligations set forth in Section 5 shall not apply to the \n",
      "extent that Confidential Information includes information which is: (a) now or hereafter, through no \n",
      "unauthorized act or failure to act on the Receiving Party’s part, in the public domain; (b) known to the \n",
      "Receiving Party without an obligation of confidentiality at the time the Receiving Party receives the same \n",
      "from the Disclosing Party, as evidenced by written records; (c) hereafter furnished to the Receiving Party \n",
      "by a third party as a matter of right and without restriction on disclosure; (d) furnished to others by the \n",
      "Disclosing Party without restriction on disclosure; or (e) independently developed by the Receiving Party \n",
      "without use of the Disclosing Party’s Confidential Information. Nothing in this Agreement shall prevent \n",
      "the Receiving Party from disclosing Confidential Information to the extent the Receiving Party is legally \n",
      "compelled to do so by any governmental investigative or judicial agency pursuant to proceedings over \n",
      "which such agency has jurisdiction; provided, however, that prior to any such disclosure, the Receiving \n",
      "Party shall: (i) assert the confidential nature of the Confidential Information to the agency; (ii) \n",
      "immediately notify the Disclosing Party in writing of the agency’s order or request to disclose; and (iii) \n",
      "cooperate fully with the Disclosing Party in protecting against any such disclosure and/or obtaining a \n",
      "protective order narrowing the scope of the compelled disclosure and protecting its confidentiality.  \n",
      "\n",
      "“Error(s)” shall mean any failure of the Licensed Materials to materially conform to such \n",
      "\n",
      "software’s functional specifications set forth in the Licensed Materials.  Notwithstanding anything \n",
      "contained in this Agreement to the contrary, the term “Error” shall not include any failure of the Licensed \n",
      "Materials to materially conform to such software’s functional specifications set forth in the Licensed \n",
      "Materials that:  (i) results from Licensee’s misuse or improper use of the Licensed Materials; (ii) does not \n",
      "materially affect the operation and use of the Licensed Materials; (iii) results from the modification by \n",
      "Licensee of the Licensed Materials in a fashion not contemplated by this Agreement; or (iv) results from \n",
      "Licensee’s failure to implement into new enabled devices in a timely manner any relevant improvement \n",
      "provided to Licensee.  \n",
      "\n",
      " \n",
      "(b)  \n",
      "\n",
      " \n",
      "(c) \n",
      "\n",
      "“Error Correction” shall mean either a modification or addition to or deletion from the \n",
      "Licensed Materials that, when made to such software shall materially conform such software to the \n",
      "Licensed Materials, or a procedure or routine that is not materially inconvenient to Licensee and that, \n",
      "when observed in the regular operation of the Licensed Materials, eliminates the material adverse effect \n",
      "on Licensee of such Error. \n",
      "\n",
      "(d) \n",
      "\n",
      "“Moderate Error” means any demonstrable Error in the Licensed Materials that:  (i) causes \n",
      "\n",
      "the Licensed Materials to operate improperly; or (ii) produces results materially different from those \n",
      "described in the Company Specifications, but which error does not rise to the level of a Severe Error. \n",
      "\n",
      " \n",
      "\n",
      "Page 11 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "(e) \n",
      "\n",
      "“Minor Error” means any demonstrable Error that:  (i) causes a function to not execute as \n",
      "\n",
      "documented in published the Licensed Materials without a significant loss of utility of intended \n",
      "functionality; or (ii) disables one or more nonessential functions. \n",
      "\n",
      "(f) \n",
      "\n",
      "“Order Form” means an order form, or any other document, in substantially the form set \n",
      "\n",
      "forth in Exhibit B attached hereto, which may include specific terms and conditions relating to the \n",
      "product being purchased.  Additional Order Form(s) may be entered into pursuant to this Agreement from \n",
      "time to time by mutual written agreement of both parties.  Each Order Form shall, when executed by \n",
      "Company and Licensee, form a part of this Agreement and be subject to the terms and conditions set forth \n",
      "herein.  Neither Company nor Licensee shall be obligated to enter into any Order Form. In the event of \n",
      "any conflict between the terms of this Agreement and the Order Form(s), the Order Form(s) shall control.   \n",
      "\n",
      "(g) \n",
      "\n",
      "“Services Agreement” means the Services Agreement between Company and Licensee. \n",
      "\n",
      "(h) \n",
      "\n",
      "“Severe Error” means any demonstrable Error in the Licensed Materials that:  (i) causes the \n",
      "\n",
      "Licensed Materials to have a significant loss of utility of intended function as set forth in the Licensed \n",
      "Materials; (ii) causes or is likely to cause data to be lost or destroyed; or (iii) prevents the Licensed \n",
      "Materials from being installed or executed on the properly configured environment.  \n",
      "\n",
      "(i) \n",
      "SOW. \n",
      "\n",
      "“Specifications” means such specifications as agreed to by the parties and set forth in a \n",
      "\n",
      "(j) \n",
      "\n",
      "“Statement of Work” or “SOW”, as set forth in the Services Agreement, means the \n",
      "\n",
      "document signed by the parties that describes the services to be provided to Licensee by Company.   \n",
      "\n",
      "(k) \n",
      "\n",
      "“Support Services” means the on-going software maintenance and support to be performed \n",
      "\n",
      "by the Company pursuant this Agreement. \n",
      "\n",
      "(l) \n",
      "\n",
      "“Workaround” means a temporary solution to an Error that the Company has implemented, \n",
      "\n",
      "or enabled Licensee to implement and that allows the Licensed Materials to regain functionality and \n",
      "provide major software functions in accordance with the Specifications. \n",
      "\n",
      "  \n",
      "\n",
      " \n",
      "\n",
      "Page 12 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      " \n",
      "\n",
      "Page 13 of 19 \n",
      "\n",
      "\f",
      "EXHIBIT C \n",
      "\n",
      "MAINTENANCE AND SUPPORT SERVICES \n",
      "\n",
      "1.  Term. \n",
      "\n",
      " \n",
      "\n",
      "(a) \n",
      "\n",
      " \n",
      "shall mean the Deemed Delivery Date. \n",
      "\n",
      "Support Services Commencement Date.  The Support Services Commencement Date \n",
      "\n",
      "(b) \n",
      "\n",
      "Term.  The initial Support Services Term is for a period of 12 months commencing on \n",
      "\n",
      " \n",
      "the Support Services Commencement Date and will automatically renew for 12 month periods unless \n",
      "terminated pursuant to Section 7(b) of the Agreement. \n",
      "\n",
      "2.  Support Services. \n",
      "\n",
      " (a) \n",
      "\n",
      "Company Responsibilities -- Telephone and Electronic Support.  The Company will \n",
      "provide support by telephone, facsimile and electronic mail.  The technical support telephone line will be \n",
      "staffed by a Licensee technical support representative during the hours of 7:00 a.m. to 3:00 p.m. (Pacific \n",
      "Time) Monday through Friday, excluding holidays scheduled by the Company (“Normal Business \n",
      "Hours”), subject to modification by the Company at the Company’s reasonable discretion.  Voicemail, \n",
      "cell phone and/or pager phone numbers may be provided for back-up support when the line is busy or \n",
      "after Normal Business Hours.  In order to provide quality services, these support services may be used by \n",
      "up to 10 personnel designated by the Licensee. \n",
      "\n",
      "(b) \n",
      "\n",
      "Notification of Errors.  Licensee agrees to notify the Company promptly following the \n",
      "\n",
      "discovery of any Error.  Upon discovery of an Error by Licensee, Licensee agrees, if requested by the \n",
      "Company, to submit promptly to the Company a listing of output and any other data, including the \n",
      "operating conditions under which the Error occurred or was discovered, that the Company may \n",
      "reasonably require to reproduce the Error.  Such listings, data, and requested information shall be deemed \n",
      "Licensee’s Confidential Information. \n",
      "\n",
      " (c) \n",
      "\n",
      "Response to Errors.  The Company will provide Support Services to Licensee to ensure \n",
      "\n",
      "a consistent and high level of operation of the Licensed Materials.  In the event Licensee notifies the \n",
      "Company of an Error in the Licensed Materials, the Company will provide Support Services necessary to \n",
      "correct the Error in accordance with the terms of the Agreement.  The Company shall use  reasonable \n",
      "efforts to correct Errors in accordance with the following response times and with as little disruption to \n",
      "Licensee as practicable: \n",
      "\n",
      "(i) \n",
      "\n",
      "Severe Errors.  The Company shall, within two (2) hours of the receipt of notice \n",
      "\n",
      "of any Severe Error, contact Licensee to verify such Severe Error and begin a resolution process.  Upon \n",
      "the Company’s verification of such Severe Error, the Company will use reasonable efforts to provide an \n",
      "Error Correction for such Severe Error until such Error Correction is provided. \n",
      "\n",
      "(ii)  Moderate Errors.  The Company shall, within four (4) hours of the receipt of \n",
      "\n",
      "notice of any Moderate Error, contact Licensee to verify such Moderate Error.  Upon the Company’s \n",
      "verification of such Moderate Error, the Company will use reasonable efforts to provide a Workaround \n",
      "for such Moderate Error.  The Company will use reasonable efforts to provide an Error Correction for \n",
      "such Moderate Error in the next scheduled patch release of the Licensed Materials. \n",
      "\n",
      "(iii)  Minor Errors.  Upon the Company’s receipt of notice of a Minor Error and \n",
      "\n",
      "upon the Company’s verification of such Minor Error, the Company will initiate work to provide Error \n",
      "\n",
      " \n",
      "\n",
      "Page 14 of 19 \n",
      "\n",
      "\f",
      "Correction for such Minor Error in the next regular release of the Licensed Materials at the Company’s \n",
      "sole discretion. \n",
      "\n",
      " \n",
      "\n",
      "(d) \n",
      "\n",
      "Version Level Support.  The Company agrees to support a previous version release of \n",
      "\n",
      "the Licensed Materials for twelve (12) months following the release of a new version of the Licensed \n",
      "Materials.  If an Error is identified in the previous version release during that twelve (12) month period, \n",
      "the Company’s responsibilities will be the following: \n",
      "\n",
      "(i) \n",
      "\n",
      "If the Error is categorized as a Severe Error, the Company will attempt to issue a \n",
      "temporary modification or Workaround.  If a temporary modification is not possible, and the Severe Error \n",
      "is not resolved in the latest version, the Company will use reasonable efforts to expedite its next \n",
      "scheduled patch or regular release of the Licensed Materials. \n",
      "\n",
      "(ii) \n",
      "\n",
      "If the Error is categorized as Moderate or Minor, the Company will attempt to \n",
      "\n",
      "issue a temporary modification or Workaround.  If a temporary modification is not possible, and the \n",
      "Moderate or Minor Error is not corrected in the latest version, the Company will use reasonable efforts to \n",
      "incorporate the correction in its next scheduled patch or regular  release of the Licensed Materials. \n",
      "\n",
      "(e) \n",
      "\n",
      "Exclusions from Support Services.  Support Services do not cover services for (i) any \n",
      "\n",
      "failure or defect in the Licensed Materials caused by the improper use, alteration, or damage of the \n",
      "Licensed Materials by Licensee or persons not authorized by the Company; (ii) modifications to the \n",
      "Licensed Materials not made by the Company; (iii) application software not provided or approved by the \n",
      "Company; or (iv) use of the Licensed Materials on hardware that has not been approved by the Company.   \n",
      "Any services required to install, upgrade, deploy, test or validate a new release of the Software is \n",
      "specifically excluded.  Support performed by Company related to any of these exclusions will be charged \n",
      "to Licensee on a Time and Materials at then current rates. \n",
      "\n",
      " (f)   \n",
      "\n",
      "Form of Releases.  The Company reserves the sole right to provide any particular Error \n",
      "\n",
      "Correction or Workaround under this Agreement in one of three forms, and at the Company’s sole \n",
      "discretion and depending on the nature, size, scope and impact of such Error Correction or Workaround, \n",
      "as applicable.  The three forms include: \n",
      "\n",
      "(i) \n",
      "\n",
      "Field Service Bulletins.  Written advisory form, which may include suggested \n",
      "\n",
      "modifications to the Licensed Materials in written form. \n",
      "\n",
      "(ii) \n",
      "\n",
      "Software Modifications.  Machine readable modifications to the Licensed \n",
      "\n",
      "Materials, with revision levels clearly identified. \n",
      "\n",
      "(iii) \n",
      "\n",
      "New Software Releases.  Machine readable software updates of the Licensed \n",
      "\n",
      "Materials that must be reinstalled and/or upgraded by the customer, with revision levels clearly identified. \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "3.  Fees and Expenses. \n",
      "\n",
      "(a)    Annual Maintenance Fee. The Annual Maintenance Fee shall be payable within 30 days \n",
      "\n",
      "after the Deemed Delivery Date and the  Annual Maintenance Fee will be due thereafter annually, in \n",
      "advance on the anniversary date of the Deemed Delivery Date.  The Annual Maintenance Fee for each \n",
      "\n",
      " \n",
      "\n",
      "Page 15 of 19 \n",
      "\n",
      "\f",
      " \n",
      "\n",
      "year of the first two (2) years of the Agreement is calculated at the rate of 20% of the License Fee, which \n",
      "is $40,600 per year.  After the initial two year period, Company may increase such Annual Maintenance \n",
      "Fee at the lesser of 5% or CPI; provided Company has provided Licensee with at least sixty (60) days \n",
      "prior written notice of such increase.  For the avoidance of any doubt, the Annual Maintenance Fee shall \n",
      "cover maintenance, support and training relating to future enhancements, upgrades, changes or \n",
      "modifications of the Company Software. \n",
      "\n",
      " (b)  \n",
      "\n",
      "Expenses.  Company shall be entitled to be reimbursed for all properly vouched expenses \n",
      "incurred while carrying out the Support Services, subject to Licensee’s expenses and travel policies.  Any \n",
      "travel and lodging expenses and any expenses greater than $1,000 must be pre-approved by Licensee.     \n",
      "\n",
      " \n",
      "\n",
      "Page 16 of 19 \n",
      "\n",
      "\f",
      "For MetricStream Software License, Support and Services Agreement \n",
      "\n",
      "Between MetricStream, Inc. (“Company”) and Federal Home Loan Bank of Chicago (“Licensee”) \n",
      "\n",
      "ORDER FORM NO. 1 \n",
      "\n",
      "Date:   \n",
      "\n",
      " \n",
      "\n",
      "dated ….. \n",
      "\n",
      " \n",
      "\n",
      "Company will provide Licensee to the following module(s):  \n",
      "1. Risk Management \n",
      "2. Compliance Management  \n",
      "3. Audit Management \n",
      " \n",
      "\n",
      " \n",
      "Number of Authorized Users:    Heavy Users: Up to 30 \n",
      " \n",
      "\n",
      "Medium Users; Up to 50 \n",
      "Light Users: Up to 100 \n",
      "Super Light Users: Up to 150 \n",
      "\n",
      "Perpetual License Option \n",
      "\n",
      " \n",
      "\n",
      "License Fee: $203,000 \n",
      " \n",
      " \n",
      "License Fee: $45,000 for each additional module for the above number \n",
      "of authorized users \n",
      " \n",
      "\n",
      "50% of License Fee due upon execution of the Agreement.    Twenty-\n",
      "five percent (25%) of License Fee due upon completion of Phase 1 as set \n",
      "forth in the applicable Statement of Work.  Final 25% of License Fee due \n",
      "upon completion of acceptance testing as set forth in Hosting Agreement.   \n",
      " \n",
      " \n",
      "200 E. Randolph Drive \n",
      "Chicago, IL 60601 \n",
      "\n",
      "  \n",
      " \n",
      "\n",
      "[identify date] \n",
      "\n",
      "Electronic transfer  \n",
      "\n",
      " \n",
      "Software: \n",
      " \n",
      " \n",
      " \n",
      "\n",
      " \n",
      " \n",
      "Type of License: \n",
      " \n",
      " \n",
      "Pricing:   \n",
      "\n",
      "Additional Module \n",
      "\n",
      " \n",
      " \n",
      "Payment Schedule: \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      " \n",
      "Invoice Address:   \n",
      " \n",
      " \n",
      " \n",
      "Delivery: \n",
      " \n",
      "Delivery Date:   \n",
      " \n",
      "Media:   \n",
      " \n",
      "\n",
      " \n",
      "\n",
      "Page 17 of 19 \n",
      "\n",
      "\f",
      "  \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "METRICSTREAM, INC. \n",
      " \n",
      "Signature: \n",
      " \n",
      "Printed Name: _____________________ \n",
      " \n",
      "Title: ___________________________   \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "FEDERAL HOME LOAN BANK OF CHICAGO \n",
      "\n",
      "Signature  \n",
      "\n",
      " \n",
      "\n",
      "Printed Name:  \n",
      "\n",
      "Title:  \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "Page 18 of 19 \n",
      "\n",
      "\f",
      "  \n",
      " \n",
      " \n",
      " \n",
      "\n",
      " \n",
      "\n",
      " \n",
      "\n",
      "Page 19 of 19 \n",
      "\n",
      "\f",
      "\n"
     ]
    }
   ],
   "source": [
    "\n",
    "def test(pdf, savejson=False, savetxt=False):\n",
    "\n",
    "    txtfile =  getTxtFileName(pdf, '.txt') \n",
    "\n",
    "    con = Contract(\n",
    "                pdffile=pdf\n",
    "                #txtfile=txtfile\n",
    "                )\n",
    "\n",
    "    # write to text file\n",
    "    if savetxt:\n",
    "        con.save_pdf_to_txt(pdf, txtfile)\n",
    "\n",
    "\n",
    "    # test json\n",
    "    con.getJson(savejson) \n",
    "    con.printJson(con.contract)\n",
    "    return con\n",
    "\n",
    "\n",
    " # test\n",
    "filenames  = []\n",
    "parent_dir = os.getcwd()+'/data'\n",
    "for pdf_file in glob.glob(os.path.join(parent_dir, '*.pdf')):\n",
    "    filenames.append(pdf_file)\n",
    "\n",
    "contracts = []\n",
    "for fn in filenames:\n",
    "    print(fn)\n",
    "    c=test(pdf=fn, savejson=True, savetxt=False)\n",
    "    contracts.append(c)\n"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "metadata": {},
   "outputs": [],
   "source": []
  },
  {
   "cell_type": "code",
   "execution_count": 10,
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "'Services Agreement'"
      ]
     },
     "execution_count": 10,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "c = contracts[0]\n",
    "# preamble \n",
    "#text = c.sentences[0]\n",
    "\n",
    "text = c.sections[0]\n",
    "list = text.split('\\n')\n",
    "list[0]"
   ]
  },
  {
   "cell_type": "markdown",
   "metadata": {},
   "source": [
    "### contract processing"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 20,
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "Services Agreement\n",
      "This Services Agreement (“Agreement”) is made and entered into this   of  ,\n",
      "2010, (“Effective Date”) by and between FEDERAL HOME LOAN BANK OF CHICAGO, a United\n",
      "States corporation, with its principal place of business at 200 E. Randolph Drive, Chicago, Illinois 60601\n",
      "( Bank ) and METRICSTREAM, INC  ( Company ), a Delaware corporation, with its principal place of\n",
      "business at 2600 East Bayshore Road, Palo Alto, California 94303.\n"
     ]
    },
    {
     "data": {
      "text/html": [
       "<span class=\"tex2jax_ignore\"><div class=\"entities\" style=\"line-height: 2.5; direction: ltr\">Services Agreement</br>This Services Agreement (“Agreement”) is made and entered into this   of  ,</br>\n",
       "<mark class=\"entity\" style=\"background: #bfe1d9; padding: 0.45em 0.6em; margin: 0 0.25em; line-height: 1; border-radius: 0.35em;\">\n",
       "    2010\n",
       "    <span style=\"font-size: 0.8em; font-weight: bold; line-height: 1; border-radius: 0.35em; text-transform: uppercase; vertical-align: middle; margin-left: 0.5rem\">DATE</span>\n",
       "</mark>\n",
       ", (\n",
       "<mark class=\"entity\" style=\"background: #f0d0ff; padding: 0.45em 0.6em; margin: 0 0.25em; line-height: 1; border-radius: 0.35em;\">\n",
       "    “Effective Date”\n",
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       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"7850\">PROPN</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"8000\"> (</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"8000\">SPACE</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"8150\">Company ),</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"8150\">PROPN</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"8300\">a</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"8300\">DET</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"8450\">Delaware</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"8450\">PROPN</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"8600\">corporation,</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"8600\">NOUN</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"8750\">with</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"8750\">ADP</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"8900\">its</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"8900\">DET</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
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       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"9050\">ADJ</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"9200\">place</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"9200\">NOUN</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"9350\">of</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"9350\">ADP</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
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       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"9500\">SPACE</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"9650\">business</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"9650\">NOUN</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"9800\">at</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"9800\">ADP</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"9950\">2600</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"9950\">NUM</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"10100\">East</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"10100\">PROPN</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"10250\">Bayshore</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"10250\">PROPN</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"10400\">Road,</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"10400\">PROPN</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"10550\">Palo</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"10550\">PROPN</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"10700\">Alto,</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"10700\">PROPN</tspan>\n",
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       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"10850\">California</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"10850\">PROPN</tspan>\n",
       "</text>\n",
       "\n",
       "<text class=\"displacy-token\" fill=\"currentColor\" text-anchor=\"middle\" y=\"872.0\">\n",
       "    <tspan class=\"displacy-word\" fill=\"currentColor\" x=\"11000\">94303.</tspan>\n",
       "    <tspan class=\"displacy-tag\" dy=\"2em\" fill=\"currentColor\" x=\"11000\">NUM</tspan>\n",
       "</text>\n",
       "\n",
       "<g class=\"displacy-arrow\">\n",
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       "    </text>\n",
       "    <path class=\"displacy-arrowhead\" d=\"M662,829.0 L658,821.0 666,821.0\" fill=\"currentColor\"/>\n",
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       "\n",
       "<g class=\"displacy-arrow\">\n",
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       "    </text>\n",
       "    <path class=\"displacy-arrowhead\" d=\"M812,829.0 L808,821.0 816,821.0\" fill=\"currentColor\"/>\n",
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       "\n",
       "<g class=\"displacy-arrow\">\n",
       "    <path class=\"displacy-arc\" id=\"arrow-f85b2c9169844af4b25baf5c47efcbba-0-5\" stroke-width=\"2px\" d=\"M812,827.0 812,802.0 920.0,802.0 920.0,827.0\" fill=\"none\" stroke=\"currentColor\"/>\n",
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       "    </text>\n",
       "    <path class=\"displacy-arrowhead\" d=\"M920.0,829.0 L924.0,821.0 916.0,821.0\" fill=\"currentColor\"/>\n",
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       "\n",
       "<g class=\"displacy-arrow\">\n",
       "    <path class=\"displacy-arc\" id=\"arrow-f85b2c9169844af4b25baf5c47efcbba-0-6\" stroke-width=\"2px\" d=\"M1112,827.0 1112,802.0 1220.0,802.0 1220.0,827.0\" fill=\"none\" stroke=\"currentColor\"/>\n",
       "    <text dy=\"1.25em\" style=\"font-size: 0.8em; letter-spacing: 1px\">\n",
       "        <textPath xlink:href=\"#arrow-f85b2c9169844af4b25baf5c47efcbba-0-6\" class=\"displacy-label\" startOffset=\"50%\" side=\"left\" fill=\"currentColor\" text-anchor=\"middle\">auxpass</textPath>\n",
       "    </text>\n",
       "    <path class=\"displacy-arrowhead\" d=\"M1112,829.0 L1108,821.0 1116,821.0\" fill=\"currentColor\"/>\n",
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       "\n",
       "<g class=\"displacy-arrow\">\n",
       "    <path class=\"displacy-arc\" id=\"arrow-f85b2c9169844af4b25baf5c47efcbba-0-7\" stroke-width=\"2px\" d=\"M1262,827.0 1262,802.0 1370.0,802.0 1370.0,827.0\" fill=\"none\" stroke=\"currentColor\"/>\n",
       "    <text dy=\"1.25em\" style=\"font-size: 0.8em; letter-spacing: 1px\">\n",
       "        <textPath xlink:href=\"#arrow-f85b2c9169844af4b25baf5c47efcbba-0-7\" class=\"displacy-label\" startOffset=\"50%\" side=\"left\" fill=\"currentColor\" text-anchor=\"middle\">cc</textPath>\n",
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       "    <path class=\"displacy-arrowhead\" d=\"M1370.0,829.0 L1374.0,821.0 1366.0,821.0\" fill=\"currentColor\"/>\n",
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       "\n",
       "<g class=\"displacy-arrow\">\n",
       "    <path class=\"displacy-arc\" id=\"arrow-f85b2c9169844af4b25baf5c47efcbba-0-8\" stroke-width=\"2px\" d=\"M1262,827.0 1262,777.0 1523.0,777.0 1523.0,827.0\" fill=\"none\" stroke=\"currentColor\"/>\n",
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       "    <path class=\"displacy-arrowhead\" d=\"M1523.0,829.0 L1527.0,821.0 1519.0,821.0\" fill=\"currentColor\"/>\n",
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       "\n",
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       "\n",
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   "source": [
    "# visualize relationships\n",
    "displayoptions = {\"compact\": True}\n",
    "\n",
    "# preamble \n",
    "for c in contracts:\n",
    "    text = c.sentences[0]\n",
    "    print(text)\n",
    "    \n",
    "    # Named Entities\n",
    "    doc = c.get_doc(text)\n",
    "    edf = c.get_entities(doc)\n",
    "    \n",
    "    # Visualizing the entity recognizer\n",
    "    c.viz_ent(doc)\n",
    "    \n",
    "    # Part-of-speech tags and dependencies\n",
    "    df = c.get_tokens(doc)\n",
    "    df.head(20)\n",
    "    \n",
    "    # visualize deps\n",
    "    c.viz_deps(doc, dispoptions = displayoptions)\n",
    "    #c.viz_deps_long(doc, dispoptions = displayoptions)\n",
    "    \n"
   ]
  },
  {
   "cell_type": "markdown",
   "metadata": {},
   "source": [
    "### Information Retrieval"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 12,
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "/Users/evanuribe/Desktop/GGU/MetricStream/metricstream_poc/test/data/foundList.xlsx\n",
      "Check foundList.xlsx\n"
     ]
    },
    {
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       "<div>\n",
       "<style scoped>\n",
       "    .dataframe tbody tr th:only-of-type {\n",
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       "\n",
       "    .dataframe tbody tr th {\n",
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       "    }\n",
       "\n",
       "    .dataframe thead th {\n",
       "        text-align: right;\n",
       "    }\n",
       "</style>\n",
       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr style=\"text-align: right;\">\n",
       "      <th></th>\n",
       "      <th>filename</th>\n",
       "      <th>section</th>\n",
       "      <th>category</th>\n",
       "      <th>keyword_synonym</th>\n",
       "      <th>original_keyword</th>\n",
       "      <th>context</th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
       "    <tr>\n",
       "      <td>2</td>\n",
       "      <td>/Users/evanuribe/Desktop/GGU/MetricStream/metr...</td>\n",
       "      <td>2.2  Company Proprietary Items.  Company’s pro...</td>\n",
       "      <td>financial</td>\n",
       "      <td>perpetual</td>\n",
       "      <td></td>\n",
       "      <td>incorporated into any deliverable  company her...</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <td>7</td>\n",
       "      <td>/Users/evanuribe/Desktop/GGU/MetricStream/metr...</td>\n",
       "      <td>If Licensee fails to pay any amounts by the Du...</td>\n",
       "      <td>SLA</td>\n",
       "      <td>breach</td>\n",
       "      <td></td>\n",
       "      <td>disputes in good faith  which shall not consti...</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <td>8</td>\n",
       "      <td>/Users/evanuribe/Desktop/GGU/MetricStream/metr...</td>\n",
       "      <td>(c) maintain the Materials and all copies ther...</td>\n",
       "      <td>financial</td>\n",
       "      <td>escrow</td>\n",
       "      <td></td>\n",
       "      <td>and all copies thereof to iron mountain or wit...</td>\n",
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       "  </tbody>\n",
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       "                                            filename  \\\n",
       "2  /Users/evanuribe/Desktop/GGU/MetricStream/metr...   \n",
       "7  /Users/evanuribe/Desktop/GGU/MetricStream/metr...   \n",
       "8  /Users/evanuribe/Desktop/GGU/MetricStream/metr...   \n",
       "\n",
       "                                             section   category  \\\n",
       "2  2.2  Company Proprietary Items.  Company’s pro...  financial   \n",
       "7  If Licensee fails to pay any amounts by the Du...        SLA   \n",
       "8  (c) maintain the Materials and all copies ther...  financial   \n",
       "\n",
       "  keyword_synonym original_keyword  \\\n",
       "2       perpetual                    \n",
       "7          breach                    \n",
       "8          escrow                    \n",
       "\n",
       "                                             context  \n",
       "2  incorporated into any deliverable  company her...  \n",
       "7  disputes in good faith  which shall not consti...  \n",
       "8  and all copies thereof to iron mountain or wit...  "
      ]
     },
     "execution_count": 12,
     "metadata": {},
     "output_type": "execute_result"
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   ],
   "source": [
    "import pandas as pd\n",
    "from nltk.corpus import wordnet\n",
    "from itertools import chain\n",
    "\n",
    "\n",
    "def createSearch(search):\n",
    "    d = eval(search) \n",
    "    data = pd.DataFrame(d.items(), columns=['Category', 'Keyword'])\n",
    "    return data\n",
    "\n",
    "\n",
    "#find synonyms based on the keyword and build into a dataframe\n",
    "def get_synonyms(df, col, num):\n",
    "    L = []\n",
    "    for key in df[col]:\n",
    "        syn = wordnet.synsets(key)\n",
    "       \n",
    "        #flatten all lists by chain, remove duplicates by set\n",
    "        lemmas = list(set(chain.from_iterable([w.lemma_names() for w in syn])))\n",
    "        \n",
    "        for syn in lemmas[:num]:\n",
    "            L.append([key, syn])\n",
    "    \n",
    "    return (pd.DataFrame(L, columns=['Keyword','Syn']))    \n",
    "\n",
    "\n",
    "def doSearch(contracts, searchStr):\n",
    "    \n",
    "    data = createSearch(searchStr)\n",
    "\n",
    "    # add dups\n",
    "    #data.loc[3] = ['financial', 'escrow']\n",
    "    #data.loc[4] = ['SLA', 'breach']\n",
    "    #data\n",
    "    \n",
    "    #add number of filtered synonyms\n",
    "    df1 = get_synonyms(data, 'Keyword', 3)  # up to 3 syn\n",
    "    #print(df1)\n",
    "\n",
    "    synonyms = list(df1['Syn'])\n",
    "    #print(synonyms)\n",
    "\n",
    "    #merge Category, Keyword and Synonyms \n",
    "    df2= pd.merge(data, df1)\n",
    "    #print(df2)\n",
    "\n",
    "    # merge keywords and syn\n",
    "    category=list(data['Category'])\n",
    "    keyword=list(data['Keyword'])\n",
    "\n",
    "    new_input_data= keyword + synonyms\n",
    "    new_input_data = list(set(new_input_data))\n",
    "    #print(new_input_data)\n",
    "\n",
    "    #clean Synonyms without any duplication\n",
    "    resultwords = [word for word in new_input_data if word not in keyword]\n",
    "    #print(resultwords)\n",
    "    \n",
    "    \n",
    "    ##### do the search\n",
    "    colnames = ('filename', 'section', 'category', 'keyword_synonym', 'original_keyword', 'context')\n",
    "    foundDf = pd.DataFrame(columns=colnames)\n",
    "\n",
    "    # search in each contract file\n",
    "    for con in contracts:\n",
    "        \n",
    "        for sec in con.sections:\n",
    "            \n",
    "            seclist = sec.split('\\n')\n",
    "            secType = seclist[0]\n",
    "            stext =''.join(seclist)\n",
    "            \n",
    "            reccnt=0\n",
    "            \n",
    "            for word in new_input_data:\n",
    "                if word in keyword:\n",
    "                    match= data.loc[data['Keyword'] == word, 'Category'].iloc[0] \n",
    "                else: \n",
    "                    match= df2.loc[df2['Syn'] == word, 'Category'].iloc[0]           \n",
    "                if word in resultwords:\n",
    "                    match2 = df2.loc[df2['Syn'] == word, 'Keyword'].iloc[0]\n",
    "                else: \n",
    "                    match2=\"\"\n",
    "\n",
    "                sub = '(?:\\S+\\s+){10}%s.*(?:\\S+\\s+){10}' % word\n",
    "                surrounding_text = re.findall(sub, stext.lower()) \n",
    "\n",
    "                if surrounding_text != [] :\n",
    "                    \n",
    "                    for found_text in surrounding_text:\n",
    "                        found_text = found_text.replace('\\n','').replace(',',' ')\n",
    "                        \n",
    "                        #print(secType, match, word, match2, cnt)\n",
    "                            \n",
    "                        foundDf.loc[reccnt] = [con.pdffile, secType, # filename', 'section_num\n",
    "                                            match, word,             # 'category', 'Keyword_Synonym'\n",
    "                                            match2, found_text]      # Original_Keyword', 'Context\n",
    "                       \n",
    "                \n",
    "                reccnt = reccnt+1\n",
    "                \n",
    "\n",
    "\n",
    "    # save results to csv\n",
    "    if len(foundDf) > 0:\n",
    "        path= os.getcwd()+'/data/foundList.xlsx'\n",
    "        foundDf.to_excel(path, index = False)\n",
    "        print('Check foundList.xlsx')\n",
    "        \n",
    "    return foundDf\n",
    "        \n",
    "        \n",
    "# test\n",
    "s = \"{'legal': 'anti-bribery', 'financial': 'escrow','financial': 'perpetual','SLA': 'breach','SLA': 'uptime'}\"\n",
    "df=doSearch(contracts, s)\n",
    "df"
   ]
  },
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   "source": []
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   "cell_type": "code",
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   "cell_type": "markdown",
   "metadata": {},
   "source": [
    "## training example\n",
    "\n",
    "https://spacy.io/usage/training"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "metadata": {},
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   "source": [
    "'''\n",
    "from spacy.util import minibatch, compounding\n",
    "import random\n",
    "import os\n",
    "\n",
    "def train_example(itr=100):\n",
    "    \n",
    "    LABEL = \"ANIMAL\"\n",
    "    TRAIN_DATA = [\n",
    "        (\n",
    "            \"Horses are too tall and they pretend to care about your feelings\", {\"entities\": [(0, 6, LABEL)]},\n",
    "        ),\n",
    "        (\"Do they bite?\", {\"entities\": []}),\n",
    "        (\n",
    "            \"horses are too tall and they pretend to care about your feelings\", {\"entities\": [(0, 6, LABEL)]},\n",
    "        ),\n",
    "        (\"horses pretend to care about your feelings\", {\"entities\": [(0, 6, LABEL)]}),\n",
    "        (\n",
    "            \"they pretend to care about your feelings, those horses\", {\"entities\": [(48, 54, LABEL)]},\n",
    "        ),\n",
    "        (\"horses?\", {\"entities\": [(0, 6, LABEL)]},\n",
    "        ),\n",
    "        (\"horse\", {\"entities\": [(0, 5, LABEL)]}\n",
    "        ),\n",
    "        (\"this is a horse\", {\"entities\": [(10, 15, LABEL)]}\n",
    "        ),\n",
    "    ]\n",
    "\n",
    "\n",
    "    nlp = spacy.blank(\"en\")  # create blank Language class\n",
    "    ner = nlp.create_pipe(\"ner\")\n",
    "    nlp.add_pipe(ner)\n",
    "\n",
    "    #ner.add_label(LABEL)  # add new entity label to entity recognizer\n",
    "    for _, annotations in TRAIN_DATA:\n",
    "        for ent in annotations.get('entities'):\n",
    "            ner.add_label(ent[2])\n",
    "\n",
    "\n",
    "    optimizer = nlp.begin_training()\n",
    "\n",
    "    #move_names = list(ner.move_names)\n",
    "\n",
    "    # get names of other pipes to disable them during training\n",
    "    other_pipes = [pipe for pipe in nlp.pipe_names if pipe != \"ner\"]\n",
    "\n",
    "    with nlp.disable_pipes(*other_pipes):  # only train NER\n",
    "        sizes = compounding(1.0, 4.0, 1.001)\n",
    "\n",
    "        # batch up the examples using spaCy's minibatch\n",
    "        for itn in range(itr):\n",
    "            random.shuffle(TRAIN_DATA)\n",
    "            batches = minibatch(TRAIN_DATA, size=sizes)\n",
    "            losses = {}\n",
    "            for batch in batches:\n",
    "                texts, annotations = zip(*batch)\n",
    "                nlp.update(texts, annotations, sgd=optimizer, drop=0.35, losses=losses)\n",
    "            #print(\"Losses\", losses)\n",
    "\n",
    "    # test the trained model\n",
    "    for text, _ in TRAIN_DATA:\n",
    "        doc = nlp(text)\n",
    "        print(doc)\n",
    "        print(\"Entities\", [(ent.text, ent.label_) for ent in doc.ents])\n",
    "        #print(\"Tokens\", [(t.text, t.ent_type_, t.ent_iob) for t in doc])\n",
    "\n",
    "\n",
    "    ## predict with new sentence\n",
    "    print('\\npredict a new sentence')\n",
    "    sent = [\"Do you like horses?\", \"My pig, horse, and horses went to sleep\"]\n",
    "    for s in sent:\n",
    "        doc = nlp(s)\n",
    "        print(doc)\n",
    "        print(\"Entities\", [(ent.text, ent.label_) for ent in doc.ents])\n",
    "        \n",
    "    return nlp\n",
    "\n",
    "    \n",
    " # save model to output directory\n",
    "def saveMode(nlp, new_model_name='testmodel',  output_dir = os.getcwd()): \n",
    "   \n",
    "    #ner = nlp.get_pipe(\"ner\")\n",
    "    #move_names = list(ner.move_names)\n",
    "\n",
    "    if output_dir is not None:\n",
    "        output_dir = Path(output_dir)\n",
    "        if not output_dir.exists():\n",
    "            output_dir.mkdir()\n",
    "        \n",
    "        nlp.meta[\"name\"] = new_model_name  # rename model\n",
    "        nlp.to_disk(output_dir)\n",
    "        print(\"\\nSaved model to\", output_dir)\n",
    "        return nlp\n",
    "\n",
    "        \n",
    "def loadModel(move_names='', output_dir = os.getcwd()): \n",
    "       \n",
    "    print(\"\\nLoading from\", output_dir)\n",
    "    nlp2 = spacy.load(output_dir)\n",
    "        \n",
    "    # Check the classes have loaded back consistently\n",
    "    if len(move_names) > 0:\n",
    "        assert nlp2.get_pipe(\"ner\").move_names == move_names\n",
    "    return nlp2\n",
    "           \n",
    "\n",
    "#modelA = train_example(200) # train an named-entity\n",
    "\n",
    "#modelB = saveMode(modelA) # save the trained model\n",
    "\n",
    "#ner = modelB.get_pipe(\"ner\")\n",
    "#move_names = list(ner.move_names)\n",
    "#print (move_names)\n",
    "modelC = loadModel() # load the trained model\n",
    "\n",
    "print('\\nTesting loaded model')\n",
    "sent = [\"Do you like horses?\", \"My pig, horse, and horses went to sleep\"]\n",
    "for s in sent:\n",
    "    doc2 = modelC(s)\n",
    "    print(doc2)\n",
    "    print(\"Entities\", [(ent.text, ent.label_) for ent in doc2.ents])\n",
    "    \n",
    "'''"
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