paulh
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62b78faf1a
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Add new Salesforce metadata for account-based CLM and eSignature integration
- Appraiser_Case__c: appraiser identity/address fields, FHA case number,
CLM tracking fields (task ID/URL/status), generated document fields,
attached file fields, Letter_Sent_Date__c
- Appraiser_Case_Deficiency__c: Reference__c field, blank-record validation rule
- CLM_Account_Setting__mdt and CLM_Letter_Definition__mdt: per-account CLM
and eSignature configuration with seeded records for DTC_CLM_Demo,
DTC_IAM_Enterprise, DTC_HUD_Demo
- CLM_Environment_Setting__mdt: UAT/S1 environment defaults
- Named credentials: CLMs1NamedCreds, CLMs1Download, Esignature_Demo_NamedCreds
- LWC: clmDocGenWorkbench, docusignEsignWorkbench, clmRequestPreview
- Layouts, record page, permission sets, quick action, app, tabs, manifest
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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2026-04-09 20:35:59 -04:00 |