Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration

2026-04-03 12:13:59 -04:00 · 2026-04-03 12:13:59 -04:00 · 63b1bfd758
commit 63b1bfd758
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--- a/.gitignore
+++ b/.gitignore
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+# Salesforce / SFDX
+.sfdx/
+.sf/
+*.lock
+
+# Node / npm
+node_modules/
+package-lock.json
+
+# Python
+__pycache__/
+*.pyc
+.env
+
+# OS
+.DS_Store
+Thumbs.db
--- a/docs/AppraiserReviewLetter_Template.docx
+++ b/docs/AppraiserReviewLetter_Template.docx
--- a/docs/CLM_INTEGRATION.md
+++ b/docs/CLM_INTEGRATION.md
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+# CLM Doc Gen Integration Guide
+
+## Overview
+This guide explains how to integrate Salesforce with DocuSign CLM to generate Appraiser Review Letters dynamically from Appraiser Case records.
+
+---
+
+## Architecture
+
+### Components
+1. **Salesforce Objects**: Appraiser_Case__c and Appraiser_Case_Deficiency__c
+2. **Apex Payload Builder**: `AppraiserCasePayloadBuilder` - transforms SOQL data into CLM merge format
+3. **HTTP Callout**: `CLMDocGenCallout` - invokes DocuSign CLM API
+4. **CLM Template**: DocuSign CLM-hosted template with merge fields and repeat blocks
+5. **Flow or Apex Trigger**: Orchestrates when/how document generation happens
+
+### Data Flow
+```
+Appraiser Case (UI/API)
+    ↓
+Salesforce Apex/Flow
+    ↓
+AppraiserCasePayloadBuilder.buildPayload()  [builds merge data]
+    ↓
+CLMDocGenCallout.generateDocument()  [sends to CLM API]
+    ↓
+DocuSign CLM
+    ↓
+Generated PDF + Envelope
+    ↓
+Recipient Email
+```
+
+---
+
+## Setup Steps
+
+### 1. Configure Named Credentials (Salesforce)
+
+**Goal**: Store CLM API endpoint and authentication credentials securely.
+
+1. Go to Setup → Named Credentials → New
+2. Configure:
+   - Label: `CLMNamedCred`
+   - URL: `https://[your-clm-instance].docusign.com`
+   - Authentication Protocol: `OAuth 2.0`
+   - Client ID: (from DocuSign CLM admin console)
+   - Client Secret: (from DocuSign CLM admin console)
+   - Scope: (typically `signature`)
+   - Token Endpoint: `https://[your-clm-instance].docusign.com/oauth/token`
+3. Save
+
+**Alternative**: For testing, use a custom Named Credential with API Key auth if available from your CLM admin.
+
+### 2. Configure Remote Site Settings (Salesforce)
+
+**Goal**: Whitelist CLM domain for HTTP callouts.
+
+1. Go to Setup → Remote Site Settings → New
+2. Configure:
+   - Remote Site Name: `DocuSignCLM`
+   - Remote Site URL: `https://[your-clm-instance].docusign.com`
+   - Disable Protocol Security: (unchecked for production)
+3. Save
+
+### 3. Get CLM Template ID
+
+**Goal**: Identify which CLM template to use for Appraiser Review Letters.
+
+1. In DocuSign CLM admin console, navigate to Templates
+2. Find or create the Appraiser Review Letter template
+3. Note the Template ID (usually a UUID or numeric string)
+4. Verify the template expects these merge fields:
+   - `AppraiserCaseNumber` (Text)
+   - `AppraiserFieldReviewDate` (Date)
+   - `PropertyAddress` (Text)
+   - `DeficiencyList[]` (Array/Lines table with deficiencyNumber, description, resolution)
+
+---
+
+## Usage Patterns
+
+### Pattern 1: Apex Trigger (Automatic)
+
+**Scenario**: Generate letter automatically when Appraiser Case status reaches "Ready for Review"
+
+```apex
+// In a trigger on Appraiser_Case__c AFTER UPDATE
+if (oldMap.get(record.Id).Status__c != 'Ready for Review' && 
+    record.Status__c == 'Ready for Review') {
+    
+    CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.generateDocument(
+        record.Id,
+        'TEMPLATE_ID_FROM_CLM', // e.g., '123456'
+        record.Reviewer_Email__c
+    );
+    
+    if (!response.success) {
+        // Log error or send notification
+        System.debug('CLM Doc Gen failed: ' + response.message);
+    }
+}
+```
+
+### Pattern 2: Flow (UI-Driven)
+
+**Scenario**: User clicks button to generate letter on-demand
+
+1. Create a Record-Triggered Flow on Appraiser_Case__c
+2. Add an Action step:
+   - Action Type: "Apex Action"
+   - Apex Class: Choose custom Apex action that wraps `CLMDocGenCallout.generateDocument()`
+3. Pass:
+   - recordId (the Appraiser Case)
+   - templateId (hardcoded or allow user to select)
+   - recipientEmail (from record or user input)
+4. On success: Show toast, store document URL on record
+5. On error: Show error message
+
+### Pattern 3: REST API (External System)
+
+**Scenario**: External system calls Salesforce to generate letter
+
+```apex
+@RestResource(urlMapping='/appraiser-case-generate-letter')
+global class AppraiserCaseDocGenRest {
+    @HttpPost
+    global static void generateLetter(String caseId, String templateId, String recipientEmail) {
+        CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.generateDocument(
+            caseId, templateId, recipientEmail
+        );
+        
+        // Return response
+        RestContext.response.statusCode = response.success ? 200 : 400;
+        RestContext.response.responseBody = Blob.valueOf(JSON.serialize(response));
+    }
+}
+```
+
+---
+
+## Payload Structure
+
+### Input
+```json
+{
+  "AppraiserCaseNumber": "AC-00001",
+  "AppraiserFieldReviewDate": "2026-04-02",
+  "PropertyAddress": "123 Main St, Denver, CO 80202",
+  "DeficiencyList": [
+    {
+      "deficiencyNumber": 1,
+      "description": "Missing comparable sale adjustment detail.",
+      "resolution": "Added adjustment rationale and supporting calculations."
+    },
+    {
+      "deficiencyNumber": 2,
+      "description": "Neighborhood trend explanation insufficient.",
+      "resolution": "Expanded market trend narrative with MLS evidence."
+    },
+    {
+      "deficiencyNumber": 3,
+      "description": "Photo date stamps were not included.",
+      "resolution": "Re-uploaded photos with date metadata and captions."
+    }
+  ]
+}
+```
+
+### CLM API Request (what CLMDocGenCallout sends)
+```json
+{
+  "templateId": "TEMPLATE_ID_FROM_CLM",
+  "mergeData": { ...payload above... },
+  "delivery": {
+    "recipientEmail": "reviewer@example.com",
+    "documentName": "AppraiserReviewLetter_1743724800000"
+  },
+  "metadata": {
+    "salesforceRecordId": "a0wKW000007OIiCYAW",
+    "generatedAt": "2026-04-02T05:27:44Z"
+  }
+}
+```
+
+### CLM API Response (on success)
+```json
+{
+  "success": true,
+  "documentUrl": "https://clm-instance.docusign.com/documents/ABC123XYZ",
+  "documentId": "DOC-001",
+  "message": "Document generated successfully"
+}
+```
+
+---
+
+## CLM Template Design
+
+### Template Merge Tags (Handlebars syntax)
+
+**Flat fields**:
+```handlebars
+<p>Case Number: {{AppraiserCaseNumber}}</p>
+<p>Review Date: {{AppraiserFieldReviewDate}}</p>
+<p>Property: {{PropertyAddress}}</p>
+```
+
+**Deficiency repeat block**:
+```handlebars
+<table>
+  <tr>
+    <th>Deficiency #</th>
+    <th>Description</th>
+    <th>Resolution</th>
+  </tr>
+  {{#each DeficiencyList}}
+  <tr>
+    <td>{{deficiencyNumber}}</td>
+    <td>{{description}}</td>
+    <td>{{resolution}}</td>
+  </tr>
+  {{/each}}
+</table>
+```
+
+**Conditional (if no deficiencies)**:
+```handlebars
+{{#if DeficiencyList.length}}
+  <!-- Deficiency table -->
+{{else}}
+  <p>No deficiencies found.</p>
+{{/if}}
+```
+
+---
+
+## Testing
+
+### Unit Test (Apex)
+```bash
+sf apex run test --test-level RunLocalTests --target-org appraiser-dev
+```
+
+Expected: AppraiserCasePayloadBuilderTest passes all assertions.
+
+### Integration Test (Manual)
+
+1. In Salesforce, create an Appraiser Case with 2-3 sample deficiencies
+2. Run (in Apex Execute):
+   ```apex
+   String caseId = 'a0wKW000007OIiCYAW';
+   Map<String, Object> payload = AppraiserCasePayloadBuilder.buildPayload(caseId);
+   System.debug(JSON.serialize(payload));
+   ```
+3. Copy payload output
+4. Verify all fields and DeficiencyList array are populated
+
+### CLM Integration Test
+
+1. Set up Named Credentials and Remote Site Settings (see Setup section)
+2. Configure CLM template ID in CLMDocGenCallout
+3. Run (in Apex Execute):
+   ```apex
+   String caseId = 'a0wKW000007OIiCYAW';
+   String templateId = 'TEMPLATE_123';
+   String recipientEmail = 'test@example.com';
+   
+   CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.generateDocument(
+       caseId, templateId, recipientEmail
+   );
+   
+   System.debug('Success: ' + response.success);
+   System.debug('Message: ' + response.message);
+   System.debug('Document URL: ' + response.documentUrl);
+   ```
+4. Monitor CLM instance for outbound document delivery
+
+---
+
+## Troubleshooting
+
+### "Document generated successfully" but no email received
+- Check recipient email in CLM settings (delivery rules may have delay)
+- Verify Email-to-Sign integration is enabled in CLM
+- Check CLM audit log for delivery status
+
+### HTTP 401 Unauthorized (Named Credentials)
+- Verify OAuth token is valid in Named Credentials
+- Refresh token or re-authorize
+- Check OAuth scope matches CLM permissions
+
+### "Appraiser Case not found" error
+- Verify record ID is correct
+- Ensure Appraiser_Case__c object permissions are granted to running user
+
+### Empty DeficiencyList in generated document
+- Check that related Appraiser_Case_Deficiency__c records exist
+- Verify CLM template correctly references {{DeficiencyList}}
+- Test payload in Apex to confirm array is populated
+
+---
+
+## Performance Notes
+
+- `AppraiserCasePayloadBuilder.buildPayload()` runs one query (with related records in subquery)
+- `CLMDocGenCallout.generateDocument()` performs one HTTP callout (blocks execution ~1-5 seconds)
+- For bulk operations, consider queueable jobs or batch class to manage API rate limits
+
+---
+
+## Next Steps
+
+1. ✅ Deploy Apex classes to org (included in manifest)
+2. Configure Named Credentials with CLM OAuth/API credentials
+3. Add CLM Template ID to CLMDocGenCallout (configurable constant or custom setting)
+4. Build a Flow or Trigger to invoke CLMDocGenCallout
+5. Test end-to-end with sample Appraiser Case records
+
+---
+
+_Last updated: 2026-04-02_
+_Updated to include setup instructions and integration patterns._
--- a/docs/CLM_TEMPLATE_GUIDE.md
+++ b/docs/CLM_TEMPLATE_GUIDE.md
@ -0,0 +1,89 @@
+# CLM Template Guide — Appraiser Review Letter
+
+## Overview
+This guide explains how to structure, configure, and manage Appraiser Review Letter templates within Salesforce CLM. It covers:
+- Repeat/array merge tags
+- Conditional visibility (show/hide questions, sections, deficiencies)
+- Table and paragraph formatting
+- Edge cases (null values, formatting challenges, deficiencies)
+- Example usage patterns
+- Decision and action points (explicit issues or questions to resolve)
+
+---
+
+## Merge Tag Techniques
+- Table/block repeats: {{#reviewQuestions}} ... {{/reviewQuestions}}
+- Paragraphs vs. tables, hiding/showing blocks
+
+## Common Scenarios
+- Including only answered questions
+- Conditional: show deficiency section/flag if relevant
+
+## Repeat/Array Tags
+
+### Usage Example:
+```handlebars
+{{#each DeficiencyList}}
+<tr>
+  <td>{{DeficiencyType}}</td>
+  <td>{{DeficiencyDescription}}</td>
+</tr>
+{{/each}}
+```
+
+- Use `each` blocks to render dynamic content (arrays/lists from Salesforce).
+- Supports variable-length tables and grouped paragraphs.
+
+## Conditional Sections
+
+Example:
+```handlebars
+{{#if IsDeficiency}}
+Section: Deficiencies Found
+{{else}}
+Section: No Deficiencies
+{{/if}}
+```
+
+- Show/hide based on merge fields (boolean or enumerated).
+- Can target entire sections, paragraphs, or individual questions.
+
+## Table/Paragraph Examples
+
+**Deficiency Table:**
+```html
+<table>
+  <thead>
+    <tr><th>Type</th><th>Description</th></tr>
+  </thead>
+  <tbody>
+    <!-- Dynamic rows go here -->
+    {{#each DeficiencyList}}
+    <tr><td>{{DeficiencyType}}</td><td>{{DeficiencyDescription}}</td></tr>
+    {{/each}}
+  </tbody>
+</table>
+```
+
+**Paragraph Blocks:**
+```handlebars
+{{#each Comments}}
+<p>{{CommentText}}</p>
+{{/each}}
+```
+
+## Edge Case Handling
+
+- If `DeficiencyList` is empty/null, render a fallback paragraph: `No deficiencies found.`
+- Fields may be string, number, or boolean—always sanitize output in template.
+- Format sections to avoid unwanted whitespace/empty tables.
+
+## Questions to Clarify
+- What is the complete list of merge fields expected for each template?
+- Are custom data transformations needed before merge?
+- Are any fields multi-select or nested objects?
+- How are null/empty values handled (leave blank vs. explicit text)?
+
+---
+_Last updated: 2026-02-26 10:32 AM_
+_Work in progress: More examples and Salesforce integration notes coming next._
--- a/docs/DEPLOYMENT_AND_TESTING.md
+++ b/docs/DEPLOYMENT_AND_TESTING.md
@ -0,0 +1,82 @@
+# Deployment & Testing — Appraiser Review Letter
+
+## Implemented Salesforce Metadata
+- Parent object: Appraiser_Case__c (label: Appraiser Case)
+- Name field (auto number): Appraiser Case Number (AC-{00000})
+- Fields on Appraiser Case:
+  - Appraiser_Field_Review_Date__c (Date)
+  - Property_Address__c (Text 255)
+- Child object for repeatable deficiencies: Appraiser_Case_Deficiency__c
+- Fields on Appraiser Case Deficiency:
+  - Appraiser_Case__c (Master-Detail to Appraiser_Case__c)
+  - Deficiency_Number__c (Number)
+  - Description__c (Long Text Area)
+  - Resolution__c (Long Text Area)
+- Permission set: Appraiser_Case_Access
+- Apex Classes:
+  - AppraiserCasePayloadBuilder: Transforms Salesforce data to CLM merge payload
+  - AppraiserCasePayloadBuilderTest: Unit tests for payload builder
+  - CLMDocGenCallout: HTTP integration with DocuSign CLM API
+
+## Deployment Steps
+1. Deploy custom objects & fields
+2. Deploy Apex classes (included in manifest)
+3. Configure Named Credentials for CLM API access
+4. Configure Remote Site Settings for CLM instance
+5. Map merge fields to object schema
+6. Configure CLM template and connect API
+7. Test with sample Appraiser Case records
+
+### Suggested CLI Deploy Commands
+1. Authenticate to your org:
+	- sf org login web --alias appraiser-dev
+2. Validate source deploy:
+	- sf project deploy validate --target-org appraiser-dev --manifest manifest/package.xml
+3. Deploy metadata:
+	- sf project deploy start --target-org appraiser-dev --manifest manifest/package.xml
+
+---
+
+## Testing Workflow
+- Use sample JSON payloads (see requirements.md)
+- Validate conditional logic—test both existence and missing data
+- Test table rendering for arrays (DeficiencyList, ReviewerComments)
+- Document any failed merges or formatting gaps
+
+## CLM Data Mapping Starter
+- AppraiserCaseNumber -> Appraiser_Case__c.Name
+- AppraiserFieldReviewDate -> Appraiser_Case__c.Appraiser_Field_Review_Date__c
+- PropertyAddress -> Appraiser_Case__c.Property_Address__c
+- DeficiencyList[] -> Appraiser_Case__c.Deficiencies__r
+	- deficiencyNumber -> Deficiency_Number__c
+	- description -> Description__c
+	- resolution -> Resolution__c
+
+## Smoke Test Execution
+After deployment, sample test data was created:
+- Appraiser Case: AC-00001 (a0wKW000007OIiCYAW)
+- 3 related deficiency records verified
+
+### Test Payload Query (run in Apex Execute or Query Editor)
+```soql
+SELECT Id, Name, Appraiser_Field_Review_Date__c, Property_Address__c, 
+  (SELECT Id, Deficiency_Number__c, Description__c, Resolution__c 
+   FROM Deficiencies__r ORDER BY Deficiency_Number__c) 
+FROM Appraiser_Case__c 
+WHERE Id='a0wKW000007OIiCYAW'
+```
+
+### Test Payload Generation (Apex)
+```apex
+String caseId = 'a0wKW000007OIiCYAW';
+Map<String, Object> payload = AppraiserCasePayloadBuilder.buildPayload(caseId);
+System.debug(JSON.serializePretty(payload));
+```
+
+## CLM Doc Gen Integration
+See [CLM_INTEGRATION.md](CLM_INTEGRATION.md) for complete setup and integration patterns.
+
+---
+
+_Last updated: 2026-02-26 13:26 PM_
+_Work in progress: Add test cases and troubleshooting checklist._
--- a/docs/FEATURES_UPDATE.md
+++ b/docs/FEATURES_UPDATE.md
@ -0,0 +1,19 @@
+# Features/Change Log — Appraiser Review Letter
+
+## Progress Summary
+- CLM_TEMPLATE_GUIDE.md: Initial merge/tag logic and edge cases outlined
+- requirements.md and design.md: Created and populated with core requirements and structure
+- README.md: Project intro and architecture brief
+- DEPLOYMENT_AND_TESTING.md: Deployment steps and testing workflow drafted
+
+---
+
+## Next Steps
+- Expand template engine features (nested conditionals, richer formatting)
+- Clarify integration specifics with Salesforce CLM
+- Add more actionable questions in doc footers
+
+---
+
+_Last updated: 2026-02-26 13:28 PM_
+_Work in progress: Feature/requirement expansion and blockages/questions to be listed here._
--- a/docs/README.md
+++ b/docs/README.md
@ -0,0 +1,28 @@
+# Appraiser Review Letter Generator (Salesforce + DocuSign CLM)
+
+## Welcome!
+This project contains documentation and guides for building Appraiser Review Letter templates for use in Salesforce CLM (Contract Lifecycle Management).
+
+---
+
+## Overview
+This application automates generation of personalized appraiser review letters within Salesforce, merging Q&A responses and related data into a DocuSign CLM-powered letter. Content and layout adjust dynamically to each review scenario.
+
+## Architecture Overview
+- Templates are rendered using dynamic data from Salesforce objects
+- All merge fields and arrays are mapped from Salesforce data model
+- Modular blocks for easy maintenance and expansion
+
+## Key Features
+- Dynamic merge of Appraiser Review answers (tables, paragraphs)
+- Salesforce-initiated CLM document generation and delivery
+- Robust requirements, data, and design documentation
+
+## Onboarding
+- Clone docs directory into your Salesforce project repo
+- Review CLM_TEMPLATE_GUIDE.md for template logic and examples
+- See requirements.md for merge field details
+
+---
+_Last updated: 2026-02-26 13:23 PM_
+_Work in progress: Add quick-start workflow and test recommendations._
--- a/docs/design.md
+++ b/docs/design.md
@ -0,0 +1,45 @@
+# Design — Appraiser Review Letter Generator
+
+## Architecture
+Describe the template structure, merge field handling logic, and integration with Salesforce CLM.
+
+---
+
+## Data Model
+- Appraiser_Review__c: main record
+- Appraiser_Review_Question__c: child (per Q&A)
+
+## Merge Data (to CLM)
+- Flat fields: appraiser, address, etc.
+- Collection: reviewQuestions[] with Q, A, comments, etc.
+
+## Template Structure
+- Modular blocks (Header/Body/Footer)
+- Dynamic sections for deficiencies, comments, summary
+- Use of template language (Handlebars/Mustache/etc)
+
+## Merge Logic
+- Iterate lists (arrays) for tables
+- Conditional display for sections/questions
+- Null/empty handling (default text or suppression)
+
+## Example Structure
+```handlebars
+{{#each DeficiencyList}}
+<tr><td>{{DeficiencyType}}</td><td>{{DeficiencyDescription}}</td></tr>
+{{/each}}
+```
+
+## CLM Template Guidance
+- Repeat blocks/tables for reviewQuestions
+- Conditional/variable blocks for rich, dynamic output
+
+---
+
+## Questions/Decisions
+- Should merge logic be handled in Salesforce or intermediary middleware?
+- What template engine is ideal for maintainability and troubleshooting?
+
+---
+_Last updated: 2026-02-26 13:20 PM_
+_Work in progress: More complete architecture diagrams and template examples forthcoming._
--- a/docs/document-plan.md
+++ b/docs/document-plan.md
@ -0,0 +1,30 @@
+# Documentation Plan — salesforce-appraiser-review-letter
+
+**Purpose:** Lay out the set of core documents and their roles for the Appraiser Review Letter workflow (Salesforce + DocuSign CLM).
+
+---
+
+## 1. README.md
+- **Overview:** High-level system explanation, architecture, quick start
+
+## 2. requirements.md
+- **Functional and Non-Functional Requirements**
+- **Business rules, user stories, field mapping**
+
+## 3. design.md
+- **Data Model Design:** Objects, relationships, datatypes
+- **Integration:** Merge data JSON, API spec
+- **CLM Template:** Merge tag/logic guide, how variable content/tables are filled
+
+## 4. CLM_TEMPLATE_GUIDE.md
+- **Details for CLM Template Admins:** Merge tag syntax, dynamic block/table examples, versioning strategy
+
+## 5. DEPLOYMENT_AND_TESTING.md
+- **Install and Configure:** Project setup, org/CLM config, verification checklist, test plan
+
+## 6. FEATURES_UPDATE.md
+- **Change Log/Features:** Major improvements, new capabilities, key learnings
+
+---
+
+**You can add more docs as needed (e.g., UX mocks, API payload samples, FAQ). This plan keeps reference and handoff friction low.**
--- a/docs/requirements.md
+++ b/docs/requirements.md
@ -0,0 +1,80 @@
+# Requirements — Appraiser Review Letter Generator
+
+## Purpose
+Outline technical and functional requirements for Appraiser Review Letter templates in Salesforce CLM. Include assumed merge fields, integration points, edge cases, and design goals.
+
+---
+
+## Functional
+- Reviewer completes form Q&A on Appraiser Review
+- Each response drives tailored content in final letter (questions, comments, tables/blocks)
+- Salesforce triggers CLM letter, merges data fields and Q&A collection
+
+## Non-Functional
+- Configurable (new Qs/fields easy to add)
+- Audit and status tracking
+- Support for complex/dynamic tables in output
+
+## Key Requirements
+- Support dynamic template merge fields (arrays/lists, booleans, enums)
+- Render tables, paragraphs, and conditional sections
+- Handle edge cases: nulls, empty lists, formatting gaps
+- Provide fallback text for empty sections (e.g., 'No deficiencies found')
+- Enable integration with Salesforce data model (objects: Appraisal, Deficiency, Reviewer)
+
+## Example JSON
+```json
+{
+  "AppraisalId": "a1b2c3",
+  "DeficiencyList": [
+    {
+      "DeficiencyType": "Missing Docs",
+      "DeficiencyDescription": "Appraisal report lacking required documents."
+    }
+  ],
+  "ReviewerComments": ["Well organized report."]
+}
+```
+
+---
+
+## Questions/Decisions
+- What is the authoritative object and field schema for merge?
+- Are custom field mappings needed for relationships (e.g. lookup fields)?
+
+## Initial Authoritative Salesforce Schema
+- Appraiser_Case__c (Appraiser Case)
+  - Name (label: Appraiser Case Number, AutoNumber)
+  - Appraiser_Field_Review_Date__c (Date)
+  - Property_Address__c (Text)
+- Appraiser_Case_Deficiency__c (Appraiser Case Deficiency)
+  - Appraiser_Case__c (Master-Detail -> Appraiser_Case__c)
+  - Deficiency_Number__c (Number)
+  - Description__c (Long Text Area)
+  - Resolution__c (Long Text Area)
+
+This schema supports CLM array merges by iterating child deficiency records tied to one appraiser case.
+
+## CLM Integration
+
+### Payload Structure (from AppraiserCasePayloadBuilder)
+The Apex class `AppraiserCasePayloadBuilder` transforms Salesforce records into CLM-ready JSON:
+- AppraiserCaseNumber (string) -> Appraiser_Case__c.Name
+- AppraiserFieldReviewDate (ISO date) -> Appraiser_Case__c.Appraiser_Field_Review_Date__c
+- PropertyAddress (string) -> Appraiser_Case__c.Property_Address__c
+- DeficiencyList (array of objects):
+  - deficiencyNumber (number) -> Appraiser_Case_Deficiency__c.Deficiency_Number__c
+  - description (string) -> Appraiser_Case_Deficiency__c.Description__c
+  - resolution (string) -> Appraiser_Case_Deficiency__c.Resolution__c
+
+### CLM API Integration (CLMDocGenCallout)
+- HTTP POST to DocuSign CLM API with merge payload
+- Named Credentials: Securely store CLM endpoint + OAuth token
+- Remote Site Settings: Whitelist CLM instance domain
+- Response includes document URL and ID for tracking
+
+See [CLM_INTEGRATION.md](CLM_INTEGRATION.md) for setup and usage patterns.
+ 
+ ---
+ _Last updated: 2026-02-26 10:35 AM_
+ _Work in progress: Integration and schema expansion next._
--- a/force-app/main/default/classes/AppraiserCasePayloadBuilder.cls
+++ b/force-app/main/default/classes/AppraiserCasePayloadBuilder.cls
@ -0,0 +1,83 @@
+/**
+ * @description Builds CLM-ready JSON payload for Appraiser Case with related Deficiencies.
+ * Used to transform Salesforce data into DocuSign CLM merge field structure.
+ */
+public class AppraiserCasePayloadBuilder {
+    
+    /**
+     * @description Generates CLM merge payload for a given Appraiser Case.
+     * @param caseId Appraiser_Case__c record Id
+     * @return Map<String, Object> CLM merge data ready for template rendering
+     */
+    public static Map<String, Object> buildPayload(String caseId) {
+        // Query parent case with all child deficiencies
+        Appraiser_Case__c appraiserCase = queryAppraiserCase(caseId);
+        
+        if (appraiserCase == null) {
+            throw new IllegalArgumentException('Appraiser Case not found: ' + caseId);
+        }
+        
+        // Build CLM payload structure
+        Map<String, Object> payload = new Map<String, Object>();
+        payload.put('AppraiserCaseNumber', appraiserCase.Name);
+        payload.put('AppraiserFieldReviewDate', formatDate(appraiserCase.Appraiser_Field_Review_Date__c));
+        payload.put('PropertyAddress', appraiserCase.Property_Address__c);
+        
+        // Transform child deficiencies into DeficiencyList array
+        List<Map<String, Object>> deficiencyList = new List<Map<String, Object>>();
+        if (appraiserCase.Deficiencies__r != null && !appraiserCase.Deficiencies__r.isEmpty()) {
+            for (Appraiser_Case_Deficiency__c deficiency : appraiserCase.Deficiencies__r) {
+                Map<String, Object> defMap = new Map<String, Object>();
+                defMap.put('deficiencyNumber', deficiency.Deficiency_Number__c);
+                defMap.put('description', deficiency.Description__c);
+                defMap.put('resolution', deficiency.Resolution__c);
+                deficiencyList.add(defMap);
+            }
+        }
+        payload.put('DeficiencyList', deficiencyList);
+        
+        return payload;
+    }
+    
+    /**
+     * @description Returns CLM payload as JSON string for API transmission.
+     * @param caseId Appraiser_Case__c record Id
+     * @return String JSON representation of payload
+     */
+    public static String buildPayloadJson(String caseId) {
+        Map<String, Object> payload = buildPayload(caseId);
+        return JSON.serialize(payload);
+    }
+    
+    /**
+     * @description Query Appraiser Case with related Deficiencies ordered by number.
+     * @param caseId Appraiser_Case__c record Id
+     * @return Appraiser_Case__c Record with Deficiencies__r populated
+     */
+    private static Appraiser_Case__c queryAppraiserCase(String caseId) {
+        List<Appraiser_Case__c> results = [
+            SELECT 
+                Id, 
+                Name, 
+                Appraiser_Field_Review_Date__c, 
+                Property_Address__c,
+                (SELECT Id, Deficiency_Number__c, Description__c, Resolution__c 
+                 FROM Deficiencies__r 
+                 ORDER BY Deficiency_Number__c ASC)
+            FROM Appraiser_Case__c
+            WHERE Id = :caseId
+            LIMIT 1
+        ];
+        
+        return results.isEmpty() ? null : results.get(0);
+    }
+    
+    /**
+     * @description Format date for CLM merge (YYYY-MM-DD or null).
+     * @param dt Date field value
+     * @return String Formatted date or null
+     */
+    private static String formatDate(Date dt) {
+        return dt != null ? dt.format() : null;
+    }
+}
--- a/force-app/main/default/classes/AppraiserCasePayloadBuilder.cls-meta.xml
+++ b/force-app/main/default/classes/AppraiserCasePayloadBuilder.cls-meta.xml
@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>62.0</apiVersion>
+    <status>Active</status>
+</ApexClass>
--- a/force-app/main/default/classes/AppraiserCasePayloadBuilderTest.cls
+++ b/force-app/main/default/classes/AppraiserCasePayloadBuilderTest.cls
@ -0,0 +1,80 @@
+@IsTest
+private class AppraiserCasePayloadBuilderTest {
+    
+    @TestSetup
+    static void setupTestData() {
+        // Create test Appraiser Case
+        Appraiser_Case__c testCase = new Appraiser_Case__c(
+            Appraiser_Field_Review_Date__c = Date.parse('04/02/2026'),
+            Property_Address__c = '123 Main St, Denver, CO 80202'
+        );
+        insert testCase;
+        
+        // Create test deficiency records
+        List<Appraiser_Case_Deficiency__c> testDefs = new List<Appraiser_Case_Deficiency__c>();
+        testDefs.add(new Appraiser_Case_Deficiency__c(
+            Appraiser_Case__c = testCase.Id,
+            Deficiency_Number__c = 1,
+            Description__c = 'Missing comparable sale adjustment detail.',
+            Resolution__c = 'Added adjustment rationale and supporting calculations.'
+        ));
+        testDefs.add(new Appraiser_Case_Deficiency__c(
+            Appraiser_Case__c = testCase.Id,
+            Deficiency_Number__c = 2,
+            Description__c = 'Neighborhood trend explanation insufficient.',
+            Resolution__c = 'Expanded market trend narrative with MLS evidence.'
+        ));
+        insert testDefs;
+    }
+    
+    @IsTest
+    static void testBuildPayload() {
+        Appraiser_Case__c testCase = [SELECT Id FROM Appraiser_Case__c LIMIT 1];
+        
+        Map<String, Object> payload = AppraiserCasePayloadBuilder.buildPayload(testCase.Id);
+        
+        Assert.isNotNull(payload, 'Payload should not be null');
+        Assert.isTrue(payload.containsKey('AppraiserCaseNumber'), 'Payload should contain AppraiserCaseNumber');
+        Assert.isTrue(payload.containsKey('AppraiserFieldReviewDate'), 'Payload should contain AppraiserFieldReviewDate');
+        Assert.isTrue(payload.containsKey('PropertyAddress'), 'Payload should contain PropertyAddress');
+        Assert.isTrue(payload.containsKey('DeficiencyList'), 'Payload should contain DeficiencyList');
+        
+        List<Object> deficiencyList = (List<Object>) payload.get('DeficiencyList');
+        Assert.areEqual(2, deficiencyList.size(), 'DeficiencyList should contain 2 items');
+    }
+    
+    @IsTest
+    static void testBuildPayloadJson() {
+        Appraiser_Case__c testCase = [SELECT Id FROM Appraiser_Case__c LIMIT 1];
+        
+        String jsonPayload = AppraiserCasePayloadBuilder.buildPayloadJson(testCase.Id);
+        
+        Assert.isNotNull(jsonPayload, 'JSON payload should not be null');
+        Assert.isTrue(jsonPayload.contains('AppraiserCaseNumber'), 'JSON should contain AppraiserCaseNumber');
+        Assert.isTrue(jsonPayload.contains('DeficiencyList'), 'JSON should contain DeficiencyList');
+    }
+    
+    @IsTest
+    static void testPayloadWithNullDate() {
+        // Create case without review date
+        Appraiser_Case__c testCase = new Appraiser_Case__c(
+            Property_Address__c = '456 Oak Ave, Boulder, CO 80301'
+        );
+        insert testCase;
+        
+        Map<String, Object> payload = AppraiserCasePayloadBuilder.buildPayload(testCase.Id);
+        
+        Assert.isNotNull(payload, 'Payload should not be null even with null date');
+        Assert.isNull(payload.get('AppraiserFieldReviewDate'), 'Null date should map to null in payload');
+    }
+    
+    @IsTest
+    static void testInvalidCaseId() {
+        try {
+            AppraiserCasePayloadBuilder.buildPayload('a0wKW000000000000');
+            Assert.fail('Should have thrown exception for invalid case id');
+        } catch (IllegalArgumentException ex) {
+            Assert.isTrue(ex.getMessage().contains('Appraiser Case not found'));
+        }
+    }
+}
--- a/force-app/main/default/classes/AppraiserCasePayloadBuilderTest.cls-meta.xml
+++ b/force-app/main/default/classes/AppraiserCasePayloadBuilderTest.cls-meta.xml
@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>62.0</apiVersion>
+    <status>Active</status>
+</ApexClass>
--- a/force-app/main/default/classes/CLMDocGenCallout.cls
+++ b/force-app/main/default/classes/CLMDocGenCallout.cls
@ -0,0 +1,172 @@
+public class CLMDocGenCallout {
+
+    // S1 demo environment
+    private static final String CLM_ACCOUNT_ID_S1  = '2371cf36-eb8a-43fe-9f28-b5bbe7644397';
+    private static final String CLM_BASE_S1         = 'callout:CLMNamedCred/v2/'         + CLM_ACCOUNT_ID_S1;
+
+    // UAT demo environment
+    private static final String CLM_ACCOUNT_ID_UAT = 'bccae332-c7db-4892-ab85-257df0f70fea';
+    private static final String CLM_BASE_UAT        = 'callout:CLMuatNamedCreds/v2/'     + CLM_ACCOUNT_ID_UAT;
+
+    private static final Integer HTTP_TIMEOUT = 30000;
+
+    /** Resolve the correct CLM base URL. env: 'UAT' or 'S1'. */
+    private static String clmBase(String env) {
+        return env == 'S1' ? CLM_BASE_S1 : CLM_BASE_UAT;
+    }
+
+    /** Defaults to UAT environment. */
+    public static CLMDocGenResponse generateDocument(
+        String caseId,
+        String templateDocHref,
+        String destinationFolderHref,
+        String destinationDocName
+    ) {
+        return generateDocument(caseId, templateDocHref, destinationFolderHref, destinationDocName, 'UAT');
+    }
+
+    /**
+     * Generate a merged document via CLM documentxmlmergetasks (no user interaction).
+     * @param caseId                Appraiser_Case__c record Id
+     * @param templateDocHref       Full CLM Href URL of the template .docx document
+     * @param destinationFolderHref Full CLM Href URL of the destination folder
+     * @param destinationDocName    Filename for the generated document, e.g. "Review_AC-00001.docx"
+     * @param env                   'UAT' (apiuatna11.springcm.com) or 'S1' (api.s1.us.clm.demo.docusign.net)
+     */
+    public static CLMDocGenResponse generateDocument(
+        String caseId,
+        String templateDocHref,
+        String destinationFolderHref,
+        String destinationDocName,
+        String env
+    ) {
+        Map<String, Object> casePayload = AppraiserCasePayloadBuilder.buildPayload(caseId);
+
+        Map<String, Object> requestBody = new Map<String, Object>{
+            'TemplateDocument' => new Map<String, Object>{
+                'Href' => templateDocHref
+            },
+            'DataXML'                 => buildDataXml(casePayload),
+            'DestinationDocumentName' => destinationDocName,
+            'DestinationFolder'       => new Map<String, Object>{
+                'Href' => destinationFolderHref
+            }
+        };
+
+        HttpRequest req = new HttpRequest();
+        req.setEndpoint(clmBase(env) + '/documentxmlmergetasks');
+        req.setMethod('POST');
+        req.setHeader('Content-Type', 'application/json');
+        req.setTimeout(HTTP_TIMEOUT);
+        req.setBody(JSON.serialize(requestBody));
+
+        try {
+            Http http = new Http();
+            HttpResponse res = http.send(req);
+            return parseTaskResponse(res);
+        } catch (Exception ex) {
+            return new CLMDocGenResponse(false, 'HTTP Callout Error: ' + ex.getMessage(), null, null);
+        }
+    }
+
+    /** Poll the status of a submitted merge task by its GUID. */
+    /** Poll the status of a submitted merge task by its GUID (defaults to UAT). */
+    public static CLMDocGenResponse getTaskStatus(String taskId) {
+        return getTaskStatus(taskId, 'UAT');
+    }
+
+    public static CLMDocGenResponse getTaskStatus(String taskId, String env) {
+        HttpRequest req = new HttpRequest();
+        req.setEndpoint(clmBase(env) + '/documentxmlmergetasks/' + taskId);
+        req.setMethod('GET');
+        req.setTimeout(HTTP_TIMEOUT);
+        try {
+            Http http = new Http();
+            HttpResponse res = http.send(req);
+            return parseTaskResponse(res);
+        } catch (Exception ex) {
+            return new CLMDocGenResponse(false, 'HTTP Callout Error: ' + ex.getMessage(), null, null);
+        }
+    }
+
+    /** Probe any CLM resource path for debugging. env: 'UAT' or 'S1'. */
+    public static String probe(String resource) {
+        return probe(resource, 'UAT');
+    }
+
+    public static String probe(String resource, String env) {
+        HttpRequest req = new HttpRequest();
+        req.setEndpoint(clmBase(env) + '/' + resource);
+        req.setMethod('GET');
+        req.setTimeout(HTTP_TIMEOUT);
+        HttpResponse res = new Http().send(req);
+        return 'HTTP ' + res.getStatusCode() + ': ' + res.getBody();
+    }
+
+    /**
+     * Build the DataXML string from the case payload.
+     * Flat fields become direct child elements of <TemplateFieldData>.
+     * DeficiencyList items expand into numbered elements:
+     *   Deficiency_1_Number, Deficiency_1_Description, Deficiency_1_Resolution, etc.
+     */
+    private static String buildDataXml(Map<String, Object> payload) {
+        String xml = '<TemplateFieldData>';
+
+        for (String key : payload.keySet()) {
+            if (key == 'DeficiencyList') continue;
+            xml += '<' + key + '>' + escapeXml(String.valueOf(payload.get(key))) + '</' + key + '>';
+        }
+
+        List<Object> deficiencies = (List<Object>) payload.get('DeficiencyList');
+        if (deficiencies != null) {
+            for (Integer i = 0; i < deficiencies.size(); i++) {
+                Map<String, Object> d = (Map<String, Object>) deficiencies[i];
+                String p = 'Deficiency_' + (i + 1) + '_';
+                xml += '<' + p + 'Number>'      + escapeXml(String.valueOf(d.get('deficiencyNumber'))) + '</' + p + 'Number>';
+                xml += '<' + p + 'Description>' + escapeXml(String.valueOf(d.get('description')))      + '</' + p + 'Description>';
+                xml += '<' + p + 'Resolution>'  + escapeXml(String.valueOf(d.get('resolution')))       + '</' + p + 'Resolution>';
+            }
+            xml += '<DeficiencyCount>' + deficiencies.size() + '</DeficiencyCount>';
+        }
+
+        xml += '</TemplateFieldData>';
+        return xml;
+    }
+
+    private static String escapeXml(String s) {
+        if (s == null) return '';
+        return s.replace('&', '&amp;')
+                .replace('<', '&lt;')
+                .replace('>', '&gt;')
+                .replace('"', '&quot;')
+                .replace('\'', '&apos;');
+    }
+
+    private static CLMDocGenResponse parseTaskResponse(HttpResponse res) {
+        Integer statusCode = res.getStatusCode();
+        String body = res.getBody();
+        if (statusCode >= 200 && statusCode < 300) {
+            Map<String, Object> m = (Map<String, Object>) JSON.deserializeUntyped(body);
+            String href   = (String) m.get('Href');
+            String status = (String) m.get('Status');
+            String taskId = href != null ? href.substringAfterLast('/') : null;
+            return new CLMDocGenResponse(true, 'Task status: ' + status, href, taskId);
+        } else {
+            return new CLMDocGenResponse(false, 'CLM API Error (HTTP ' + statusCode + '): ' + body, null, null);
+        }
+    }
+
+    public class CLMDocGenResponse {
+        public Boolean success;
+        public String message;
+        public String documentUrl;
+        public String documentId;
+
+        public CLMDocGenResponse(Boolean success, String message, String documentUrl, String documentId) {
+            this.success     = success;
+            this.message     = message;
+            this.documentUrl = documentUrl;
+            this.documentId  = documentId;
+        }
+    }
+}
--- a/force-app/main/default/classes/CLMDocGenCallout.cls-meta.xml
+++ b/force-app/main/default/classes/CLMDocGenCallout.cls-meta.xml
@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>62.0</apiVersion>
+    <status>Active</status>
+</ApexClass>
--- a/force-app/main/default/externalCredentials/DocusignJWT.externalCredential-meta.xml
+++ b/force-app/main/default/externalCredentials/DocusignJWT.externalCredential-meta.xml
@ -0,0 +1,98 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ExternalCredential xmlns="http://soap.sforce.com/2006/04/metadata">
+    <authenticationProtocol>Oauth</authenticationProtocol>
+    <externalCredentialParameters>
+        <certificate>DocusignJWT</certificate>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>SigningCertificate</parameterName>
+        <parameterType>SigningCertificate</parameterType>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Issuer</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>iss</parameterName>
+        <parameterType>JwtBodyClaim</parameterType>
+        <parameterValue>fb613701-2c6c-44a9-9e05-3a0c17e9e3d3</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Subject</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>sub</parameterName>
+        <parameterType>JwtBodyClaim</parameterType>
+        <parameterValue>d9aab149-ff54-408c-a748-baa4b56e2fcd</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Audience</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>aud</parameterName>
+        <parameterType>JwtBodyClaim</parameterType>
+        <parameterValue>account-d.docusign.com</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Expiration Time</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>exp</parameterName>
+        <parameterType>JwtBodyClaim</parameterType>
+        <parameterValue>{!Text(FLOOR((NOW() - DATETIMEVALUE( &quot;1970-01-01 00:00:00&quot; )) * 86400 + 3600))}</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Algorithm</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>alg</parameterName>
+        <parameterType>JwtHeaderClaim</parameterType>
+        <parameterValue>RS256</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Type</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>typ</parameterName>
+        <parameterType>JwtHeaderClaim</parameterType>
+        <parameterValue>JWT</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Issued At</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>iat</parameterName>
+        <parameterType>JwtBodyClaim</parameterType>
+        <parameterValue>{!Text(FLOOR((NOW() - DATETIMEVALUE( &quot;1970-01-01 00:00:00&quot; )) * 86400))}</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Not Before</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>nbf</parameterName>
+        <parameterType>JwtBodyClaim</parameterType>
+        <parameterValue>{!Text(FLOOR((NOW() - DATETIMEVALUE( &quot;1970-01-01 00:00:00&quot; )) * 86400))}</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Key ID</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>kid</parameterName>
+        <parameterType>JwtHeaderClaim</parameterType>
+        <parameterValue>DocusignJWT</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>Oauth</parameterName>
+        <parameterType>AuthProtocolVariant</parameterType>
+        <parameterValue>JwtBearer</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <description>Scope</description>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>scope</parameterName>
+        <parameterType>JwtBodyClaim</parameterType>
+        <parameterValue>signature impersonation spring_read spring_write</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <parameterGroup>DefaultGroup</parameterGroup>
+        <parameterName>AuthProviderUrl</parameterName>
+        <parameterType>AuthProviderUrl</parameterType>
+        <parameterValue>https://account-d.docusign.com/oauth/token</parameterValue>
+    </externalCredentialParameters>
+    <externalCredentialParameters>
+        <parameterName>DefaultGroup</parameterName>
+        <parameterType>NamedPrincipal</parameterType>
+        <sequenceNumber>1</sequenceNumber>
+    </externalCredentialParameters>
+    <label>DocusignJWT</label>
+</ExternalCredential>
--- a/force-app/main/default/namedCredentials/CLMNamedCred.namedCredential-meta.xml
+++ b/force-app/main/default/namedCredentials/CLMNamedCred.namedCredential-meta.xml
@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
+    <allowMergeFieldsInBody>false</allowMergeFieldsInBody>
+    <allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
+    <calloutStatus>Enabled</calloutStatus>
+    <generateAuthorizationHeader>true</generateAuthorizationHeader>
+    <label>CLMNamedCred</label>
+    <namedCredentialParameters>
+        <parameterName>Url</parameterName>
+        <parameterType>Url</parameterType>
+        <parameterValue>https://api.s1.us.clm.demo.docusign.net</parameterValue>
+    </namedCredentialParameters>
+    <namedCredentialParameters>
+        <externalCredential>DocusignJWT</externalCredential>
+        <parameterName>ExternalCredential</parameterName>
+        <parameterType>Authentication</parameterType>
+    </namedCredentialParameters>
+    <namedCredentialParameters>
+        <certificate>DocusignJWT</certificate>
+        <parameterName>ClientCertificate</parameterName>
+        <parameterType>ClientCertificate</parameterType>
+    </namedCredentialParameters>
+    <namedCredentialType>SecuredEndpoint</namedCredentialType>
+</NamedCredential>
--- a/force-app/main/default/namedCredentials/CLMuatNamedCreds.namedCredential-meta.xml
+++ b/force-app/main/default/namedCredentials/CLMuatNamedCreds.namedCredential-meta.xml
@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
+    <allowMergeFieldsInBody>false</allowMergeFieldsInBody>
+    <allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
+    <calloutStatus>Enabled</calloutStatus>
+    <generateAuthorizationHeader>true</generateAuthorizationHeader>
+    <label>CLMuatNamedCreds</label>
+    <namedCredentialParameters>
+        <parameterName>Url</parameterName>
+        <parameterType>Url</parameterType>
+        <parameterValue>https://apiuatna11.springcm.com</parameterValue>
+    </namedCredentialParameters>
+    <namedCredentialParameters>
+        <externalCredential>DocusignJWT</externalCredential>
+        <parameterName>ExternalCredential</parameterName>
+        <parameterType>Authentication</parameterType>
+    </namedCredentialParameters>
+    <namedCredentialType>SecuredEndpoint</namedCredentialType>
+</NamedCredential>
--- a/force-app/main/default/objects/Appraiser_Case_Deficiency__c/Appraiser_Case_Deficiency__c.object-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case_Deficiency__c/Appraiser_Case_Deficiency__c.object-meta.xml
@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Repeatable deficiency rows for each appraiser case.</description>
+    <enableActivities>true</enableActivities>
+    <enableReports>true</enableReports>
+    <enableSearch>true</enableSearch>
+    <label>Appraiser Case Deficiency</label>
+    <nameField>
+        <displayFormat>DEF-{00000}</displayFormat>
+        <label>Deficiency Record Number</label>
+        <type>AutoNumber</type>
+    </nameField>
+    <pluralLabel>Appraiser Case Deficiencies</pluralLabel>
+    <sharingModel>ControlledByParent</sharingModel>
+</CustomObject>
--- a/force-app/main/default/objects/Appraiser_Case_Deficiency__c/fields/Appraiser_Case__c.field-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case_Deficiency__c/fields/Appraiser_Case__c.field-meta.xml
@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Appraiser_Case__c</fullName>
+    <description>Parent appraiser case for this deficiency row.</description>
+    <label>Appraiser Case</label>
+    <referenceTo>Appraiser_Case__c</referenceTo>
+    <relationshipLabel>Deficiencies</relationshipLabel>
+    <relationshipName>Deficiencies</relationshipName>
+    <relationshipOrder>0</relationshipOrder>
+    <reparentableMasterDetail>false</reparentableMasterDetail>
+    <trackHistory>false</trackHistory>
+    <type>MasterDetail</type>
+    <writeRequiresMasterRead>false</writeRequiresMasterRead>
+</CustomField>
--- a/force-app/main/default/objects/Appraiser_Case_Deficiency__c/fields/Deficiency_Number__c.field-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case_Deficiency__c/fields/Deficiency_Number__c.field-meta.xml
@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Deficiency_Number__c</fullName>
+    <description>Business sequence number for a deficiency in the letter.</description>
+    <label>Deficiency Number</label>
+    <precision>6</precision>
+    <required>false</required>
+    <scale>0</scale>
+    <trackHistory>false</trackHistory>
+    <type>Number</type>
+</CustomField>
--- a/force-app/main/default/objects/Appraiser_Case_Deficiencyc/fields/Descriptionc.field-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case_Deficiencyc/fields/Descriptionc.field-meta.xml
@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Description__c</fullName>
+    <description>Deficiency description provided by the reviewer.</description>
+    <label>Description</label>
+    <length>32768</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>LongTextArea</type>
+    <visibleLines>3</visibleLines>
+</CustomField>
--- a/force-app/main/default/objects/Appraiser_Case_Deficiencyc/fields/Resolutionc.field-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case_Deficiencyc/fields/Resolutionc.field-meta.xml
@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Resolution__c</fullName>
+    <description>Resolution text for the deficiency item.</description>
+    <label>Resolution</label>
+    <length>32768</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>LongTextArea</type>
+    <visibleLines>3</visibleLines>
+</CustomField>
--- a/force-app/main/default/objects/Appraiser_Case__c/Appraiser_Case__c.object-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case__c/Appraiser_Case__c.object-meta.xml
@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <deploymentStatus>Deployed</deploymentStatus>
+    <description>Main record for appraiser review letter generation in CLM.</description>
+    <enableActivities>true</enableActivities>
+    <enableReports>true</enableReports>
+    <enableSearch>true</enableSearch>
+    <label>Appraiser Case</label>
+    <nameField>
+        <displayFormat>AC-{00000}</displayFormat>
+        <label>Appraiser Case Number</label>
+        <type>AutoNumber</type>
+    </nameField>
+    <pluralLabel>Appraiser Cases</pluralLabel>
+    <sharingModel>ReadWrite</sharingModel>
+</CustomObject>
--- a/force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Field_Review_Date__c.field-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Field_Review_Date__c.field-meta.xml
@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Appraiser_Field_Review_Date__c</fullName>
+    <description>Date the appraiser field review was completed.</description>
+    <label>Appraiser Field Review Date</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Date</type>
+</CustomField>
--- a/force-app/main/default/objects/Appraiser_Case__c/fields/Property_Address__c.field-meta.xml
+++ b/force-app/main/default/objects/Appraiser_Case__c/fields/Property_Address__c.field-meta.xml
@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Property_Address__c</fullName>
+    <description>Subject property address used in generated review letter.</description>
+    <label>Property Address</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+</CustomField>
--- a/force-app/main/default/permissionsets/Appraiser_Case_Access.permissionset-meta.xml
+++ b/force-app/main/default/permissionsets/Appraiser_Case_Access.permissionset-meta.xml
@ -0,0 +1,53 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
+    <description>Access to Appraiser Case records and deficiency rows for CLM generation.</description>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Appraiser_Field_Review_Date__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case__c.Property_Address__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case_Deficiency__c.Deficiency_Number__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case_Deficiency__c.Description__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <fieldPermissions>
+        <editable>true</editable>
+        <field>Appraiser_Case_Deficiency__c.Resolution__c</field>
+        <readable>true</readable>
+    </fieldPermissions>
+    <externalCredentialPrincipalAccesses>
+        <enabled>true</enabled>
+        <externalCredentialPrincipal>DocusignJWT-DefaultGroup</externalCredentialPrincipal>
+    </externalCredentialPrincipalAccesses>
+    <hasActivationRequired>false</hasActivationRequired>
+    <label>Appraiser Case Access</label>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>false</modifyAllRecords>
+        <object>Appraiser_Case__c</object>
+        <viewAllRecords>false</viewAllRecords>
+    </objectPermissions>
+    <objectPermissions>
+        <allowCreate>true</allowCreate>
+        <allowDelete>true</allowDelete>
+        <allowEdit>true</allowEdit>
+        <allowRead>true</allowRead>
+        <modifyAllRecords>false</modifyAllRecords>
+        <object>Appraiser_Case_Deficiency__c</object>
+        <viewAllRecords>false</viewAllRecords>
+    </objectPermissions>
+</PermissionSet>
--- a/manifest/package.xml
+++ b/manifest/package.xml
@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<Package xmlns="http://soap.sforce.com/2006/04/metadata">
+    <types>
+        <members>Appraiser_Case__c</members>
+        <members>Appraiser_Case_Deficiency__c</members>
+        <name>CustomObject</name>
+    </types>
+    <types>
+        <members>Appraiser_Case_Access</members>
+        <name>PermissionSet</name>
+    </types>
+    <types>
+        <members>AppraiserCasePayloadBuilder</members>
+        <members>AppraiserCasePayloadBuilderTest</members>
+        <members>CLMDocGenCallout</members>
+        <name>ApexClass</name>
+    </types>
+    <types>
+        <members>DocusignJWT</members>
+        <name>ExternalCredential</name>
+    </types>
+    <version>62.0</version>
+</Package>
--- a/sfdx-project.json
+++ b/sfdx-project.json
@ -0,0 +1,12 @@
+{
+  "packageDirectories": [
+    {
+      "path": "force-app",
+      "default": true
+    }
+  ],
+  "name": "salesforce-appraiser-review-letter",
+  "namespace": "",
+  "sfdcLoginUrl": "https://login.salesforce.com",
+  "sourceApiVersion": "62.0"
+}