fix(ralph-loop): replace with three-tier session reset detection from master

Supersedes the simple polling version written this session. The master
harness version (from the other machine) has:
  Tier 1 — Anthropic API probe via ANTHROPIC_API_KEY if available
  Tier 2 — Parse reset time from agent output ("resets 11am America/New_York")
  Tier 3 — Seeded --session-ends timestamp argument
  Tier 4 — Fixed fallback sleep (--retry-wait, default 1800s)

Agent: human
Tests: N/A
Tests-Added: 0
TypeScript: N/A

.gitignore

@@ -15,3 +15,9 @@ __pycache__/
 # OS
 .DS_Store
 Thumbs.db
+
+# Scratch retrieved metadata (org retrieves for reference only)
+retrieved/
+
+# Claude Code agent state
+.codex

AGENT.md

@@ -0,0 +1,168 @@
+# Agent Instructions — Salesforce Appraiser Review Letter
+
+> Read this file at the start of every iteration. It is the canonical operating guide.
+
+---
+
+## Role
+
+You are a senior Salesforce developer working autonomously on the appraiser review letter project.
+You have full access to the codebase and can read, write, and run shell commands.
+
+---
+
+## Core Loop
+
+### 1. Orient
+
+- Read `PROJECT-SPEC.md` — requirements and acceptance criteria for Phase 2
+- Read `IMPLEMENTATION_PLAN.md` — task list and current status
+- Read `DECISIONS.md` — architecture decisions already in force
+- Run `git log --oneline -10` — see what has been done
+- Check for any prior escalations in `IMPLEMENTATION_PLAN.md`
+
+### 2. Pick ONE Task
+
+- Find the first unchecked task `- [ ]` in `IMPLEMENTATION_PLAN.md`
+- If all tasks are checked, output `<promise>DONE</promise>` and exit
+- Work only on this one task — do not pick up the next one
+
+### 3. Implement
+
+- Follow the existing code patterns in the project
+- Read the relevant existing classes/LWCs before writing new code
+- Study the CLM tracking pattern as the model for eSignature tracking
+
+### 4. Verify — BLOCKING before commit
+
+```bash
+# Set up the CLI path (system Node v12 is too old — always use nvm Node)
+NODE=/home/paulh/.nvm/versions/node/v22.22.0/bin/node
+SF=/home/paulh/.nvm/versions/node/v22.22.0/lib/node_modules/@salesforce/cli/bin/run.js
+
+# Deploy source to org
+$NODE $SF project deploy start \
+  --source-dir force-app \
+  --target-org appraiser-dev
+
+# Run Apex tests (synchronous, human-readable output)
+$NODE $SF apex run test \
+  --target-org appraiser-dev \
+  --class-names DocusignESignatureServiceTest,CLMAdminServiceTest,AppraiserCasePayloadBuilderTest,CLMDocGenCalloutTest \
+  --result-format human \
+  --synchronous
+```
+
+**Do not commit if deploy fails or tests fail.**
+
+For metadata-only tasks (adding custom fields, no Apex changes): deploy and confirm the object deploys cleanly, but you do not need to run all test classes — run a smoke test against the affected test class only.
+
+### 5. Commit and Mark Done
+
+Commit with this exact trailer format:
+
+```
+<type>(<scope>): <description>
+
+<optional body>
+
+Agent: claude-sonnet-4-6
+Tests: N/N passing | N/A (metadata-only)
+Tests-Added: +N | 0
+TypeScript: N/A (Apex project)
+```
+
+Then mark the task `- [x]` in `IMPLEMENTATION_PLAN.md` and commit that update in the same commit.
+
+### 6. Exit
+
+Output a brief summary (what you did, test results, what is next) and exit.
+The loop will restart you with fresh context for the next task.
+
+---
+
+## Rules
+
+1. **One task per iteration.** Never work on multiple tasks.
+2. **Read before writing.** Always read the existing class/LWC before modifying it.
+3. **Follow existing patterns.** The CLM tracking pattern is the model for eSignature tracking.
+4. **Tests are mandatory for every Apex change.** Add to the existing test classes — do not create new ones unless the spec says to.
+5. **Never add fields or methods not required by the spec.** Implement what is asked, nothing more.
+6. **Never modify production data.** All DML in tests uses `@isTest` and `Test.startTest()/stopTest()`.
+7. **Mock HTTP callouts in tests.** Use `HttpCalloutMock` — same pattern as existing test classes.
+8. **Deploy before committing.** Never commit code that does not deploy cleanly.
+9. **Follow DECISIONS.md.** Do not change approaches listed as Accepted without escalating.
+10. **If stuck, escalate.** Do not invent missing requirements.
+
+---
+
+## Escalation Protocol
+
+Stop and add this block at the top of `IMPLEMENTATION_PLAN.md`, then output `<promise>STUCK</promise>`:
+
+```markdown
+## ESCALATION REQUIRED
+- **Task:** [current task]
+- **Issue:** [what is ambiguous/missing/conflicting]
+- **What I need:** [specific question or decision]
+- **What I'd do if I had to guess:** [best guess]
+```
+
+Escalate when:
+- The spec has no FR covering a required decision
+- A constraint in DECISIONS.md conflicts with the spec
+- A Salesforce platform limit or API behavior is unclear
+- A named credential or metadata record is missing from the org
+- Any task requires deleting or overwriting existing custom fields already in use
+
+---
+
+## Output Signals
+
+- `<promise>PLANNED</promise>` — plan created, ready for build
+- `<promise>DONE</promise>` — all tasks complete
+- `<promise>STUCK</promise>` — needs human intervention
+- `<promise>ERROR</promise>` — unrecoverable error
+
+---
+
+## Project Structure
+
+```
+force-app/main/default/
+├── classes/
+│   ├── CLMAdminService.cls          ← orchestration + persistDocGenResult pattern
+│   ├── CLMAdminServiceTest.cls      ← test pattern to follow
+│   ├── CLMDocGenCallout.cls
+│   ├── CLMDocGenCalloutTest.cls
+│   ├── DocusignESignatureService.cls  ← add createEnvelope() here
+│   ├── DocusignESignatureServiceTest.cls
+│   ├── AppraiserCasePayloadBuilder.cls
+│   └── AppraiserCasePayloadBuilderTest.cls
+├── lwc/
+│   ├── clmDocGenWorkbench/          ← add Send for Signature button here
+│   └── docusignEsignWorkbench/      ← read-only browsing (do not modify Phase 2)
+└── objects/
+    └── Appraiser_Case__c/
+        └── fields/                  ← add 5 eSignature tracking fields here
+```
+
+---
+
+## SF CLI Invocation (Always Use This Pattern)
+
+```bash
+NODE=/home/paulh/.nvm/versions/node/v22.22.0/bin/node
+SF=/home/paulh/.nvm/versions/node/v22.22.0/lib/node_modules/@salesforce/cli/bin/run.js
+$NODE $SF <subcommand> <args>
+```
+
+Target org alias: `appraiser-dev`
+
+---
+
+## Context Anchor
+
+- **Phase 1 is complete** — CLM doc generation works end-to-end. Do not modify it.
+- **Phase 2 goal** — after a CLM doc is generated and attached, enable sending it for eSignature using a DocuSign template (Option A).
+- **The authoritative plan** is in `NEXT_STEPS_DOCGEN.md` under Phase 2. `IMPLEMENTATION_PLAN.md` is the execution tracker derived from it.

DECISIONS.md

@@ -0,0 +1,122 @@
+# Architecture Decision Records
+
+> Non-obvious decisions that agents must not undo.
+> Read during Orient phase every iteration.
+
+---
+
+### ADR-001: Option A (template-based envelope) for createEnvelope()
+**Date:** 2026-04-09
+**Status:** Accepted
+
+**Context:**
+Two approaches were considered for creating a DocuSign eSignature envelope:
+- Option A: POST with a `templateId` — DocuSign template defines recipients/tabs, Salesforce only passes merge data at send time
+- Option B: POST with a raw document (download CLM blob, upload as base64) — Salesforce manages all recipient config
+
+**Decision:**
+Use Option A. Simpler implementation, no blob download, recipient config lives in the DocuSign template where it belongs.
+
+**Consequences:**
+✅ Fewer lines of Apex (no ContentVersion download, no base64 encoding)
+✅ Recipient/tab configuration lives in DocuSign where it is maintained
+❌ Requires a matching eSignature template to exist in the DocuSign account
+❌ If the template does not exist, the API returns a 400 — the operator must set up the template first
+
+**Alternatives Considered:**
+Option B was rejected as unnecessary complexity for this proof-of-concept phase.
+
+---
+
+### ADR-002: Named credentials for all DocuSign API calls
+**Date:** 2026-04-09
+**Status:** Accepted
+
+**Context:**
+All CLM and eSignature API calls must go through Salesforce named credentials. No hardcoded tokens, passwords, or base URLs in Apex.
+
+**Decision:**
+Named credential API name is always sourced from `CLM_Account_Setting__mdt`:
+- CLM calls use `CLM_API_Named_Credential__c`
+- eSignature calls use `ESignature_Rest_Named_Credential__c`
+
+The `eSignatureAccountId` is also from `CLM_Account_Setting__mdt.ESignature_Account_Id__c`.
+
+**Consequences:**
+✅ No secrets in source code
+✅ Works with Salesforce's credential management (OAuth token refresh, etc.)
+❌ Named credentials must be manually configured in each org before the code works
+
+---
+
+### ADR-003: persistEnvelopeResult follows persistDocGenResult pattern
+**Date:** 2026-04-09
+**Status:** Accepted
+
+**Context:**
+The project already has `CLMAdminService.persistDocGenResult()` which writes CLM task results back to the case. The eSignature result persistence should follow the same pattern — not a new approach.
+
+**Decision:**
+`CLMAdminService.persistEnvelopeResult()` is an `@AuraEnabled` static method that takes structured parameters (not a blob or generic map) and writes specific fields to the case via a SOQL update. Same structure as `persistDocGenResult`.
+
+**Consequences:**
+✅ Consistent code pattern, agent can learn from existing method
+✅ Testable with the same approach as `CLMAdminServiceTest`
+
+---
+
+### ADR-004: eSignature tracking fields belong on Appraiser_Case__c
+**Date:** 2026-04-09
+**Status:** Accepted
+
+**Context:**
+The case is the central record. CLM tracking fields already live on `Appraiser_Case__c`. The eSignature tracking fields follow the same pattern.
+
+**Decision:**
+All five eSignature lifecycle fields go on `Appraiser_Case__c`, not on a child record or a separate object.
+
+**Consequences:**
+✅ Single record for operator to view
+✅ Consistent with existing CLM field placement
+❌ Only one envelope tracked per case (sufficient for Phase 2)
+
+---
+
+### ADR-005: Operator manually enters template ID in Phase 2
+**Date:** 2026-04-09
+**Status:** Accepted
+
+**Context:**
+Option: auto-populate the template ID from `CLM_Letter_Definition__mdt` or present a template browser.
+Both require additional metadata fields or another API call and are out of scope for Phase 2.
+
+**Decision:**
+The operator inputs the eSignature template ID directly into a text field in `clmDocGenWorkbench`. No auto-selection, no browser, no additional metadata field.
+
+**Consequences:**
+✅ Simpler Phase 2 scope
+✅ No new metadata record changes needed
+❌ Operator must know the template ID — acceptable for a proof-of-concept
+
+**Review after:**
+Phase 3 could add a `ESignature_Template_Id__c` field to `CLM_Letter_Definition__mdt` and pre-populate the input.
+
+---
+
+### ADR-006: HTTP mocks required for all Apex callout tests
+**Date:** 2026-04-09
+**Status:** Accepted
+
+**Context:**
+Salesforce requires all HTTP callouts in test classes to use `Test.setMock(HttpCalloutMock.class, ...)`. The existing test classes all follow this pattern.
+
+**Decision:**
+All tests for `createEnvelope()` must mock the HTTP response using an inner `MockHttpResponse` class implementing `HttpCalloutMock`. Do not attempt live callouts in test methods.
+
+**Consequences:**
+✅ Tests run in any Salesforce org without external connectivity
+✅ Consistent with existing test class patterns (see `CLMDocGenCalloutTest`)
+
+---
+
+_Decisions don't drift if they're written down._

IMPLEMENTATION_PLAN.md

@@ -0,0 +1,33 @@
+# Implementation Plan — Phase 2: eSignature Envelope Creation
+
+> This is the live execution tracker. The agent reads and updates this every iteration.
+> Check off tasks as they are completed (`- [x]`).
+> Add `ESCALATION REQUIRED` block at the top if stuck.
+
+---
+
+## Tasks
+
+- [ ] **Task 1 — Custom fields:** Add 5 eSignature tracking fields to `Appraiser_Case__c` object metadata and update `package.xml` if needed. Deploy to verify. (FR-001)
+
+- [ ] **Task 2 — EnvelopeCreateResult class + createEnvelope() method:** Add `EnvelopeCreateResult` inner class and `createEnvelope(Id caseId, String accountCode, String templateId)` to `DocusignESignatureService`. (FR-002)
+
+- [ ] **Task 3 — Tests for createEnvelope():** Add test coverage in `DocusignESignatureServiceTest` — success path (mock 201), failure path (mock 400), blank email guard. (NFR-001, TC-001, TC-002)
+
+- [ ] **Task 4 — persistEnvelopeResult() + CaseContext extension:** Add `persistEnvelopeResult()` to `CLMAdminService`. Extend `CaseContext` inner class and `getCaseContext()` SOQL to include the 5 eSignature fields. (FR-003, FR-004)
+
+- [ ] **Task 5 — Tests for persistEnvelopeResult():** Add test coverage in `CLMAdminServiceTest` — verify fields written correctly, `ESignature_Sent_At__c` is set, `ESignature_Completed_At__c` is NOT written on a "sent" result. (NFR-001, TC-003)
+
+- [ ] **Task 6 — clmDocGenWorkbench UI:** Add "eSignature Template ID" text input and "Send for Signature" button to `clmDocGenWorkbench`. Button calls `createEnvelope()` then `persistEnvelopeResult()`, shows result. (FR-005)
+
+- [ ] **Task 7 — Full deploy and test run:** Deploy entire change set, run all four test classes, verify all pass. Confirm no regressions. Update `docs/CURRENT_STATUS.md` to reflect Phase 2 completion.
+
+---
+
+## Completion
+
+When all tasks are checked, output `<promise>DONE</promise>`.
+
+---
+
+_Phase 2 plan created: 2026-04-09_

PROJECT-SPEC.md

@@ -0,0 +1,327 @@
+# Project Specification — Phase 2: eSignature Envelope Creation
+
+---
+
+## 1. Project Overview
+
+### What are we building?
+
+Connecting the CLM document generation workflow to DocuSign eSignature. After a review letter is generated and attached to an `Appraiser_Case__c` record, the operator can click "Send for Signature" to create a DocuSign envelope (using a pre-built eSignature template), send it, and have the envelope ID, status, and sent timestamp written back to the case.
+
+### Why does it matter?
+
+Phase 1 produces the review letter. Phase 2 delivers it for signature. Without this, the operator must manually log into DocuSign to send the envelope — a workflow gap.
+
+### Success criteria
+
+- [ ] Five eSignature tracking fields exist on `Appraiser_Case__c` and deploy cleanly
+- [ ] `DocusignESignatureService.createEnvelope()` calls the eSignature REST API and returns a structured result
+- [ ] Envelope ID, status, and sent timestamp are persisted to the case after a successful send
+- [ ] `clmDocGenWorkbench` exposes a "Send for Signature" button that activates after attach succeeds
+- [ ] All Apex changes are covered by tests in the existing test classes; all tests pass in appraiser-dev
+
+---
+
+## 2. Technical Foundation
+
+### Tech stack
+
+- **Language:** Apex (Salesforce), LWC (JavaScript/HTML)
+- **Framework:** Salesforce DX / SFDX source format
+- **Test framework:** Apex Test (deployed and run via sf CLI)
+- **Package manager:** N/A — Salesforce metadata deployment
+- **Org alias:** `appraiser-dev`
+
+### Project structure
+
+```
+force-app/main/default/
+├── classes/
+│   ├── CLMAdminService.cls
+│   ├── CLMAdminServiceTest.cls
+│   ├── DocusignESignatureService.cls     ← primary change target
+│   └── DocusignESignatureServiceTest.cls ← test target
+├── lwc/
+│   └── clmDocGenWorkbench/               ← UI change target
+└── objects/
+    └── Appraiser_Case__c/
+        └── fields/                       ← 5 new fields
+```
+
+### Build and test commands
+
+```bash
+NODE=/home/paulh/.nvm/versions/node/v22.22.0/bin/node
+SF=/home/paulh/.nvm/versions/node/v22.22.0/lib/node_modules/@salesforce/cli/bin/run.js
+
+# Deploy
+$NODE $SF project deploy start --source-dir force-app --target-org appraiser-dev
+
+# Run tests
+$NODE $SF apex run test \
+  --target-org appraiser-dev \
+  --class-names DocusignESignatureServiceTest,CLMAdminServiceTest \
+  --result-format human \
+  --synchronous
+```
+
+### Coding standards
+
+- Follow existing Apex class structure — inner DTO classes, `@AuraEnabled` methods, `with sharing`
+- Follow CLM tracking pattern: service layer method → result object → persist to case in `CLMAdminService`
+- All HTTP callouts mocked in tests using `HttpCalloutMock` (see `CLMDocGenCalloutTest` for the pattern)
+- LWC: follow existing `clmDocGenWorkbench` patterns (wire adapters, async/await handlers, tracked properties)
+- Field API names use `__c` suffix; field-meta.xml follows Salesforce DX format
+
+---
+
+## 3. Requirements
+
+### FR-001: eSignature Tracking Fields on Appraiser_Case__c
+
+**Description:** Five custom fields to track the envelope lifecycle on the case record.
+
+**Fields:**
+- `ESignature_Envelope_Id__c` — Text(255), label "eSignature Envelope ID"
+- `ESignature_Envelope_Status__c` — Text(50), label "eSignature Envelope Status" (values: created / sent / delivered / completed / voided)
+- `ESignature_Sent_At__c` — DateTime, label "eSignature Sent At"
+- `ESignature_Completed_At__c` — DateTime, label "eSignature Completed At"
+- `ESignature_Envelope_Url__c` — URL(255), label "eSignature Envelope URL"
+
+**Acceptance criteria:**
+- [ ] All 5 field metadata XML files exist under `objects/Appraiser_Case__c/fields/`
+- [ ] Fields deploy cleanly to appraiser-dev with no errors
+- [ ] `package.xml` is updated to include the new fields (or already covers `CustomField` members)
+
+---
+
+### FR-002: createEnvelope() in DocusignESignatureService
+
+**Description:** An Apex method that creates a DocuSign eSignature envelope using Option A (template-based). The caller provides a case ID, account code, and template ID. The method resolves the named credential from the account setting, calls `POST /v2.1/accounts/{accountId}/envelopes` with the template ID and a signer role populated from the case's appraiser fields, and returns a structured result.
+
+**API call shape:**
+```json
+POST /v2.1/accounts/{accountId}/envelopes
+{
+  "templateId": "<templateId>",
+  "templateRoles": [
+    {
+      "email": "<Appraiser_Email__c>",
+      "name": "<Appraiser_Name__c or Appraiser_Salutation__c + Appraiser_Last_Name__c>",
+      "roleName": "Signer"
+    }
+  ],
+  "status": "sent"
+}
+```
+
+**Result class:** `EnvelopeCreateResult` — inner class on `DocusignESignatureService`:
+- `Boolean success`
+- `String envelopeId`
+- `String status`
+- `String envelopeUri`
+- `String errorMessage`
+
+**Method signature:**
+```apex
+@AuraEnabled(cacheable=false)
+public static EnvelopeCreateResult createEnvelope(
+    Id caseId,
+    String accountCode,
+    String templateId
+)
+```
+
+**Acceptance criteria:**
+- [ ] Method is `@AuraEnabled` and callable from LWC
+- [ ] Resolves `eSignatureAccountId` and `eSignatureRestNamedCredential` from `CLM_Account_Setting__mdt` via `accountCode`
+- [ ] Queries `Appraiser_Email__c`, `Appraiser_Name__c`, `Appraiser_Last_Name__c`, `Appraiser_Salutation__c` from the case
+- [ ] POSTs correct JSON body to the eSignature API
+- [ ] Returns `EnvelopeCreateResult` with `envelopeId` and `status` on success
+- [ ] Returns `EnvelopeCreateResult` with `success=false` and `errorMessage` on failure (non-2xx or exception)
+- [ ] Does NOT throw uncaught exceptions — catches and wraps in result
+
+---
+
+### FR-003: persistEnvelopeResult() in CLMAdminService
+
+**Description:** After a successful `createEnvelope()` call, write the result back to `Appraiser_Case__c`. Follows the same pattern as `persistDocGenResult`.
+
+**Method signature:**
+```apex
+@AuraEnabled(cacheable=false)
+public static void persistEnvelopeResult(
+    Id caseId,
+    String envelopeId,
+    String envelopeStatus,
+    String envelopeUri
+)
+```
+
+**Fields written:**
+- `ESignature_Envelope_Id__c` = envelopeId
+- `ESignature_Envelope_Status__c` = envelopeStatus
+- `ESignature_Sent_At__c` = Datetime.now()
+- `ESignature_Envelope_Url__c` = envelopeUri (if not blank)
+
+**Acceptance criteria:**
+- [ ] Method updates the correct case record (by `caseId`)
+- [ ] Sets `ESignature_Sent_At__c` to current datetime
+- [ ] Does not overwrite `ESignature_Completed_At__c` (only set when status = completed)
+
+---
+
+### FR-004: Extend CaseContext with Envelope Fields
+
+**Description:** The `CaseContext` inner class in `CLMAdminService` (and its `getCaseContext()` query) must include the 5 eSignature tracking fields so the LWC can display current envelope status.
+
+**Fields to add to CaseContext:**
+- `String eSignatureEnvelopeId`
+- `String eSignatureEnvelopeStatus`
+- `String eSignatureEnvelopeUrl`
+- `Datetime eSignatureSentAt`
+- `Datetime eSignatureCompletedAt`
+
+**Acceptance criteria:**
+- [ ] `getCaseContext()` SOQL query includes all 5 fields
+- [ ] `CaseContext` DTO maps all 5 fields with `@AuraEnabled`
+
+---
+
+### FR-005: "Send for Signature" Button in clmDocGenWorkbench
+
+**Description:** After the "Attach Generated Document" step succeeds, a "Send for Signature" button becomes enabled. Clicking it calls `createEnvelope()` and then `persistEnvelopeResult()`, and displays the result (envelope ID and status, or error message) in the workbench UI.
+
+**Behavior:**
+- Button is disabled until `attachedFileContentDocumentId` is populated (i.e., attach has succeeded)
+- Button shows a spinner while in progress (same pattern as generate/attach buttons)
+- On success: display envelope ID and status; update envelope fields displayed from `caseContext`
+- On error: display error message
+- Button does NOT automatically select a template — the operator must provide `templateId` via a text input field in the UI
+
+**New UI elements:**
+- Text input: "eSignature Template ID" (maps to `templateId` parameter)
+- Button: "Send for Signature"
+- Status display: envelope ID, status, sent timestamp (read from refreshed `caseContext`)
+
+**Acceptance criteria:**
+- [ ] Button is disabled when `attachedFileContentDocumentId` is blank
+- [ ] Button calls `DocusignESignatureService.createEnvelope()` with the case ID, account code, and template ID from the input
+- [ ] On success, calls `CLMAdminService.persistEnvelopeResult()` and refreshes the case context display
+- [ ] On failure, displays the error message from `EnvelopeCreateResult.errorMessage`
+- [ ] Template ID input is cleared after a successful send
+- [ ] Spinner shown during the callout; button disabled during in-flight request
+
+---
+
+### NFR-001: Test Coverage
+
+- [ ] `DocusignESignatureServiceTest` covers `createEnvelope()` — at minimum: success path (mock HTTP 201), failure path (mock HTTP 400), missing template ID guard
+- [ ] `CLMAdminServiceTest` covers `persistEnvelopeResult()` — at minimum: fields written correctly, `ESignature_Sent_At__c` is set
+- [ ] All existing tests continue to pass after each change
+
+### NFR-002: No Hardcoded Credentials
+
+- [ ] All DocuSign API calls go through named credentials (never hardcoded tokens or passwords)
+- [ ] Named credential API name is sourced from `CLM_Account_Setting__mdt`
+
+---
+
+## 4. Data Model
+
+### New fields on Appraiser_Case__c
+
+| API Name | Type | Length |
+|----------|------|--------|
+| ESignature_Envelope_Id__c | Text | 255 |
+| ESignature_Envelope_Status__c | Text | 50 |
+| ESignature_Sent_At__c | DateTime | — |
+| ESignature_Completed_At__c | DateTime | — |
+| ESignature_Envelope_Url__c | URL | 255 |
+
+### Existing fields read by createEnvelope()
+
+| API Name | Used for |
+|----------|----------|
+| Appraiser_Email__c | templateRoles[0].email |
+| Appraiser_Name__c | templateRoles[0].name (prefer this) |
+| Appraiser_Salutation__c | fallback for name |
+| Appraiser_Last_Name__c | fallback for name |
+
+---
+
+## 5. Architecture Decisions
+
+### Constraints
+
+- **MUST:** Use `CLM_Account_Setting__mdt` to resolve named credentials — never hardcode
+- **MUST:** Follow the `persistDocGenResult` pattern in `CLMAdminService` for `persistEnvelopeResult`
+- **MUST:** Mock all HTTP callouts in tests using `HttpCalloutMock`
+- **MUST NOT:** Modify the CLM document generation flow (Phase 1) — leave it untouched
+- **MUST NOT:** Create new Apex test classes — add to existing ones
+- **MUST NOT:** Add eSignature template browsing in this phase — the operator inputs the template ID directly
+- **PREFER:** Option A (template-based envelope) for `createEnvelope()` — simpler, already decided
+- **ESCALATE:** If the eSignature named credential does not exist in the org, stop and flag it
+- **ESCALATE:** If `Appraiser_Email__c` is blank on the queried case, stop — do not silently send with a blank email
+- **ESCALATE:** If the spec does not cover a required decision — do not fill gaps silently
+
+### Dependencies
+
+- `CLM_Account_Setting__mdt` — provides `ESignature_Account_Id__c`, `ESignature_Rest_Named_Credential__c`
+- DocuSign eSignature REST API v2.1 — `/v2.1/accounts/{accountId}/envelopes`
+- Named credential (AcctDemo_NamedCreds or equivalent) — must exist in appraiser-dev
+
+### Known Challenges
+
+- The named credential for eSignature REST may differ from the CLM named credential — check `CLM_Account_Setting__mdt` for `ESignature_Rest_Named_Credential__c`
+- DocuSign template roles: the `roleName` must match the role name defined in the eSignature template — "Signer" is the default, but the actual template may use a different name. If tests fail with a 400 from DocuSign about role name, escalate.
+- LWC must use `async/await` for imperative Apex calls (not wire adapters) for the send action — matches the existing attach pattern
+
+### Rejected Approaches
+
+| Rejected option | Why rejected |
+|-----------------|-------------|
+| Option B (upload CLM document as envelope document) | More complex, requires downloading the blob and managing recipients in code. Option A with a matching template is simpler and sufficient. |
+| Creating a new Apex test class for eSignature | Not needed — `DocusignESignatureServiceTest` already exists and is the right home |
+| Automatic template selection via API | Out of scope for Phase 2 — operator inputs template ID directly |
+
+---
+
+## 6. Reference Materials
+
+### Existing code to learn from
+
+- `CLMAdminService.persistDocGenResult()` — the exact pattern to replicate for `persistEnvelopeResult()`
+- `CLMAdminService.getCaseContext()` — how case fields are queried and mapped to a DTO
+- `CLMDocGenCalloutTest` — the HTTP mock pattern to follow in `DocusignESignatureServiceTest`
+- `clmDocGenWorkbench` — the LWC pattern (async handlers, spinner, button enable/disable) to follow for the send button
+
+### Anti-patterns
+
+- Do not use `HttpRequest.setBodyAsBlob()` for the JSON envelope payload — use `setBody()` with `JSON.serialize()`
+- Do not trust the `status` field in the LWC to determine if all prior steps completed — check the specific field (e.g., `attachedFileContentDocumentId`) that the button should gate on
+
+---
+
+## 7. Evaluation Design
+
+### Test cases
+
+#### TC-001: createEnvelope() success path
+**Input:** Valid caseId, valid accountCode, valid templateId; mock HTTP returns 201 with `{"envelopeId":"abc-123","status":"sent","uri":"/envelopes/abc-123"}`
+**Expected output:** `EnvelopeCreateResult.success = true`, `envelopeId = "abc-123"`, `status = "sent"`
+**Verification:** `System.assertEquals(true, result.success)` in `DocusignESignatureServiceTest`
+
+#### TC-002: createEnvelope() failure path
+**Input:** Valid caseId/accountCode/templateId; mock HTTP returns 400 with error body
+**Expected output:** `EnvelopeCreateResult.success = false`, `errorMessage` is non-blank
+**Verification:** `System.assertEquals(false, result.success)` and `System.assertNotEquals(null, result.errorMessage)`
+
+#### TC-003: persistEnvelopeResult() writes correct fields
+**Input:** Existing case record, envelopeId = "test-env-id", envelopeStatus = "sent", envelopeUri = "/envelopes/test-env-id"
+**Expected output:** Re-queried case has `ESignature_Envelope_Id__c = "test-env-id"`, `ESignature_Sent_At__c` is non-null
+**Verification:** Re-query case after call and assert in `CLMAdminServiceTest`
+
+---
+
+_Last updated: 2026-04-09_

docs/CLM_INTEGRATION.md

@@ -1,5 +1,7 @@
 # CLM Doc Gen Integration Guide
 
+> Status note (2026-04-07): the repo is now standardized on the XML merge path built on `AppraiserCasePayloadBuilder` and `CLMDocGenCallout`, using `Appraiser_Case_Deficiency__c` as the canonical child object. See `CURRENT_STATUS.md` before using this guide as the sole source of truth.
+
 ## Overview
 This guide explains how to integrate Salesforce with DocuSign CLM to generate Appraiser Review Letters dynamically from Appraiser Case records.
 
@@ -80,42 +82,57 @@ Recipient Email
 
 ## Usage Patterns
 
-### Pattern 1: Apex Trigger (Automatic)
+### Pattern 1: Queueable Apex (Automatic/Trigger-Driven)
 
-**Scenario**: Generate letter automatically when Appraiser Case status reaches "Ready for Review"
+**Scenario**: Generate letter automatically from a trigger or process (callouts cannot be made synchronously from triggers — use a queueable)
 
 ```apex
-// In a trigger on Appraiser_Case__c AFTER UPDATE
+public class AppraiserCaseDocGenJob implements Queueable, Database.AllowsCallouts {
-if (oldMap.get(record.Id).Status__c != 'Ready for Review' && 
+    private Id caseId;
-    record.Status__c == 'Ready for Review') {
+    private String accountCode;
+    private String templateDocHref;
+    private String destinationFolderHref;
+    private String destinationDocName;
 
-    CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.generateDocument(
+    public AppraiserCaseDocGenJob(Id caseId, String accountCode,
-        record.Id,
+            String templateDocHref, String destinationFolderHref, String destinationDocName) {
-        'TEMPLATE_ID_FROM_CLM', // e.g., '123456'
+        this.caseId = caseId;
-        record.Reviewer_Email__c
+        this.accountCode = accountCode;
+        this.templateDocHref = templateDocHref;
+        this.destinationFolderHref = destinationFolderHref;
+        this.destinationDocName = destinationDocName;
+    }
+
+    public void execute(QueueableContext ctx) {
+        CLMDocGenCallout.CLMDocGenResponse response = CLMAdminService.generateDocument(
+            caseId, templateDocHref, destinationFolderHref, destinationDocName, accountCode
         );
-    
         if (!response.success) {
-        // Log error or send notification
             System.debug('CLM Doc Gen failed: ' + response.message);
         }
     }
+}
+
+// Enqueue from a trigger:
+System.enqueueJob(new AppraiserCaseDocGenJob(
+    record.Id,
+    'DTC_CLM_Demo',
+    letterSettings.defaultTemplateDocumentHref,
+    letterSettings.destinationRootFolderHref,
+    'Review_' + record.Name + '.docx'
+));
 ```
 
-### Pattern 2: Flow (UI-Driven)
+### Pattern 2: LWC Quick Action (UI-Driven) ✅ Implemented
 
-**Scenario**: User clicks button to generate letter on-demand
+The `clmDocGenWorkbench` component, launched from the **Generate Review Letter** quick action, is the current implemented UI path. It calls `CLMAdminService` to:
+- Browse available accounts and letter types
+- Browse CLM template and destination folders
+- Submit a merge task via `generateDocument()`
+- Poll task status via `getTaskStatus()`
+- Attach the generated file to the case via `attachGeneratedDocumentToCase()`
 
-1. Create a Record-Triggered Flow on Appraiser_Case__c
+No additional configuration is needed beyond deploying the metadata and setting up Named Credentials.
-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)
 
@@ -125,12 +142,16 @@ if (oldMap.get(record.Id).Status__c != 'Ready for Review' &&
 @RestResource(urlMapping='/appraiser-case-generate-letter')
 global class AppraiserCaseDocGenRest {
     @HttpPost
-    global static void generateLetter(String caseId, String templateId, String recipientEmail) {
+    global static void generateLetter(
-        CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.generateDocument(
+        String caseId,
-            caseId, templateId, recipientEmail
+        String accountCode,
+        String templateDocHref,
+        String destinationFolderHref,
+        String destinationDocName
+    ) {
+        CLMDocGenCallout.CLMDocGenResponse response = CLMAdminService.generateDocument(
+            (Id) caseId, templateDocHref, destinationFolderHref, destinationDocName, accountCode
         );
-        
-        // Return response
         RestContext.response.statusCode = response.success ? 200 : 400;
         RestContext.response.responseBody = Blob.valueOf(JSON.serialize(response));
     }
@@ -141,97 +162,72 @@ global class AppraiserCaseDocGenRest {
 
 ## Payload Structure
 
-### Input
+### AppraiserCasePayloadBuilder output (intermediate JSON)
 ```json
 {
-  "AppraiserCaseNumber": "AC-00001",
+  "AppraiserCaseNumber": "AC-000001",
-  "AppraiserFieldReviewDate": "2026-04-02",
+  "AppraiserFieldReviewDate": "Apr 02, 2026",
-  "PropertyAddress": "123 Main St, Denver, CO 80202",
+  "LetterSentDate": "Apr 09, 2026",
+  "FHACaseNumber": "123-4567890",
+  "AppraiserName": "Jamie Appraiser",
+  "AppraiserSalutation": "Ms.",
+  "AppraiserLastName": "Appraiser",
+  "AppraiserEmail": "jamie@example.com",
+  "AppraiserAddress": "245 Lexington Ave, New York, NY 10016, USA",
+  "PropertyAddress": "123 Main St, Denver, CO 80202, USA",
   "DeficiencyList": [
-    {
+    { "deficiencyNumber": 1, "description": "...", "resolution": "...", "reference": "VC-1" }
-      "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)
+### CLM API Request (what CLMDocGenCallout sends to `/documentxmlmergetasks`)
 ```json
 {
-  "templateId": "TEMPLATE_ID_FROM_CLM",
+  "TemplateDocument": { "Href": "https://.../documents/<template-guid>" },
-  "mergeData": { ...payload above... },
+  "DataXML": "<TemplateFieldData><AppraiserCaseNumber>AC-000001</AppraiserCaseNumber>...<DeficiencyList><Deficiency><Number>1</Number>...</Deficiency></DeficiencyList></TemplateFieldData>",
-  "delivery": {
+  "DestinationDocumentName": "Review_AC-000001.docx",
-    "recipientEmail": "reviewer@example.com",
+  "DestinationFolder": { "Href": "https://.../folders/<folder-guid>" }
-    "documentName": "AppraiserReviewLetter_1743724800000"
-  },
-  "metadata": {
-    "salesforceRecordId": "a0wKW000007OIiCYAW",
-    "generatedAt": "2026-04-02T05:27:44Z"
-  }
 }
 ```
 
 ### CLM API Response (on success)
 ```json
 {
-  "success": true,
+  "Href": "https://apiuatna11.springcm.com/v2/<account-id>/documentxmlmergetasks/<task-guid>",
-  "documentUrl": "https://clm-instance.docusign.com/documents/ABC123XYZ",
+  "Status": "Queued",
-  "documentId": "DOC-001",
+  "Result": { "Href": "https://apiuatna11.springcm.com/v2/<account-id>/documents/<doc-guid>" }
-  "message": "Document generated successfully"
 }
 ```
 
+The response is persisted to `Appraiser_Case__c` tracking fields by `CLMAdminService.persistDocGenResult()`.
+
 ---
 
 ## CLM Template Design
 
-### Template Merge Tags (Handlebars syntax)
+The implementation uses the DocuSign CLM **XML merge** (`documentxmlmergetasks`) API, not a Handlebars/template-key approach. Template field tags in the `.docx` file use CLM's Word merge syntax (typically `«FieldName»` merge fields or CLM repeat-block markers). Refer to your CLM tenant documentation for the exact syntax.
 
-**Flat fields**:
+**Flat field example** (Word merge field in the .docx):
-```handlebars
+```
-<p>Case Number: {{AppraiserCaseNumber}}</p>
+«AppraiserCaseNumber»   «AppraiserFieldReviewDate»
-<p>Review Date: {{AppraiserFieldReviewDate}}</p>
+«PropertyAddress»
-<p>Property: {{PropertyAddress}}</p>
 ```
 
-**Deficiency repeat block**:
+**Deficiency repeat block** — the XML structure sent is:
-```handlebars
+```xml
-<table>
+<DeficiencyList>
-  <tr>
+  <Deficiency>
-    <th>Deficiency #</th>
+    <Number>1</Number>
-    <th>Description</th>
+    <Description>Missing comparable sale adjustment detail.</Description>
-    <th>Resolution</th>
+    <Resolution>Added adjustment rationale and supporting calculations.</Resolution>
-  </tr>
+    <Reference>VC-1</Reference>
-  {{#each DeficiencyList}}
+  </Deficiency>
-  <tr>
+</DeficiencyList>
-    <td>{{deficiencyNumber}}</td>
+<DeficiencyCount>1</DeficiencyCount>
-    <td>{{description}}</td>
-    <td>{{resolution}}</td>
-  </tr>
-  {{/each}}
-</table>
 ```
 
-**Conditional (if no deficiencies)**:
+Configure a repeat region in your CLM template over `DeficiencyList/Deficiency`, binding `Number`, `Description`, `Resolution`, and `Reference` within the loop.
-```handlebars
-{{#if DeficiencyList.length}}
-  <!-- Deficiency table -->
-{{else}}
-  <p>No deficiencies found.</p>
-{{/if}}
-```
 
 ---
 

docs/CLM_TEMPLATE_MAPPING_SNIPPET.md

@@ -1,6 +1,6 @@
 # DocuSign CLM Template Mapping Snippet
 
-This project assumes Salesforce is the system of record and DocuSign CLM doc gen receives a payload built from `Appraiser_Case__c` and its related `Appraiser_Deficiency__c` records.
+This document reflects an older JSON-oriented payload experiment and is retained only as historical reference. The current working implementation uses `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c` through the XML merge path.
 
 ## Suggested Merge Payload
 
@@ -66,6 +66,5 @@ Use the actual DocuSign CLM token syntax used in your tenant, but the field mode
 
 ## Notes
 
-- Keep `deficiencies` as a repeatable child collection, not a flattened text blob.
+- Keep deficiency rows as repeatable child data, not a flattened text blob.
-- If DocuSign CLM requires a REST callout payload, `AppraiserCaseDocGenService.buildDocGenRequestJson()` is a good source payload to hand to your integration layer.
+- The active implementation in this repo now uses `AppraiserCasePayloadBuilder` plus `CLMDocGenCallout` rather than `AppraiserCaseDocGenService`.
-- If your CLM tenant uses a different collection token syntax, map the same logical field names there.

docs/CURRENT_STATUS.md

@@ -0,0 +1,57 @@
+# Current Status — 2026-04-09
+
+## Executive summary
+The project is now a working Salesforce proof of concept for both DocuSign CLM document generation and basic eSignature API exploration. The app is standardized on `Appraiser_Case__c` plus `Appraiser_Case_Deficiency__c`, uses account-based DocuSign configuration through `CLM_Account_Setting__mdt`, and provides two operator-facing LWCs:
+- `clmDocGenWorkbench` for CLM document generation
+- `docusignEsignWorkbench` for eSignature API browsing
+
+## What is implemented
+- canonical Salesforce parent object:
+  - `Appraiser_Case__c`
+- canonical Salesforce child object:
+  - `Appraiser_Case_Deficiency__c`
+- CLM merge payload builder:
+  - `AppraiserCasePayloadBuilder`
+- CLM callout service:
+  - `CLMDocGenCallout`
+- CLM UI orchestration:
+  - `CLMAdminService`
+- CLM quick-action workbench:
+  - `clmDocGenWorkbench`
+- eSignature service layer:
+  - `DocusignESignatureService`
+- eSignature record-page workbench:
+  - `docusignEsignWorkbench`
+- account-based config through:
+  - `CLM_Account_Setting__mdt`
+- letter-definition config through:
+  - `CLM_Letter_Definition__mdt`
+- task and generated-document tracking on `Appraiser_Case__c`
+- generated-document attachment to Salesforce Files
+- Apex tests for payload generation, CLM callouts/admin service, and eSignature service
+
+## What is working
+- generating CLM review letters from a Salesforce record page
+- selecting letter types through metadata-backed defaults while preserving the current appraiser letter
+- browsing CLM templates and destination folders by configured account
+- polling CLM task status
+- attaching generated CLM documents back to the case
+- browsing eSignature login info, user info, accounts, templates, and envelopes from Salesforce UI
+
+## What is still not finished
+- only the current appraiser review letter is seeded; the additional three letters still need template records and CLM template build-out
+- no envelope creation/send workflow yet
+- no template detail or envelope detail UI yet
+- no long-term productized admin/config UI beyond Salesforce Setup
+- some historical docs remain useful but are not authoritative
+
+## Current source of truth
+- product-level summary:
+  - [PRODUCT_SPEC.md](./PRODUCT_SPEC.md)
+- setup and environment notes:
+  - [SALESFORCE_SETUP.md](./SALESFORCE_SETUP.md)
+- implementation:
+  - Apex classes and LWCs in `force-app/main/default`
+
+## Immediate recommendation
+Treat the codebase as a solid platform baseline. The next phase should focus on product enhancements rather than architecture cleanup: better eSignature workflows, richer record-page UX, and clearer admin/operational controls.

docs/FEATURES_UPDATE.md

@@ -1,19 +1,64 @@
 # Features / Change Log — Appraiser Review Letter
 
-## Progress Summary
+## Current state (2026-04-09)
-- 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
+The project is a working Salesforce proof of concept covering both DocuSign CLM
-- README.md: Project intro and architecture brief
+document generation and eSignature API exploration. All items below are deployed
-- DEPLOYMENT_AND_TESTING.md: Deployment steps and testing workflow drafted
+and functional.
+
+### CLM document generation
+- `Appraiser_Case__c` with full appraiser identity, address, FHA case number,
+  letter sent date, and CLM tracking fields
+- `Appraiser_Case_Deficiency__c` child object with number, description,
+  resolution, reference, and blank-record validation
+- `AppraiserCasePayloadBuilder` — transforms case + deficiencies into CLM merge
+  payload (JSON and XML)
+- `CLMDocGenCallout` — XML merge task submission, task status polling, document
+  download via separate download credential
+- `CLMAdminService` — UI orchestration layer: account/letter settings, generate,
+  poll, attach, folder browse; persists all CLM results back to the case
+- `clmDocGenWorkbench` LWC quick action — full generate → poll → attach workflow
+  with folder browsing, template selection, and letter type selection
+- `clmRequestPreview` LWC — developer/debug view of the XML merge payload and
+  request body for a given case
+
+### Account-based configuration
+- `CLM_Account_Setting__mdt` — per-account CLM and eSignature configuration
+  (named credentials, folder hrefs, template hrefs, account IDs)
+- `CLM_Letter_Definition__mdt` — per-account letter type definitions with
+  optional folder/template overrides; fallback chain to account defaults
+- Three active accounts: DTC_CLM_Demo (UAT), DTC_IAM_Enterprise (S1),
+  DTC_HUD_Demo (UAT)
+- Four letter types seeded (APPRAISER_REVIEW fully configured; NOD, Education,
+  Intent to Remove defined but CLM templates not yet built)
+
+### eSignature API exploration
+- `DocusignESignatureService` — read-only eSignature API calls: login info,
+  user info, account list, templates, envelopes
+- `docusignEsignWorkbench` LWC — browse accounts, templates, and recent
+  envelopes from the Salesforce record page
+- `AcctDemo_NamedCreds` + `DocusignJWT` external credential — JWT bearer auth
+  for eSignature account server calls
+- `Esignature_Demo_NamedCreds` — REST API calls (templates, envelopes)
+
+### Infrastructure
+- Named credentials: CLMuatNamedCreds, CLMs1NamedCreds, CLMuatDownload,
+  CLMs1Download, Esignature_Demo_NamedCreds, AcctDemo_NamedCreds
+- External credential: DocusignJWT (JWT bearer, RS256, account-d.docusign.com)
+- Permission sets: Appraiser_Case_Admin, Appraiser_Case_Access
+- Record page, quick action, custom app, tabs, layouts
 
 ---
 
-## Next Steps
+## What is not yet built
-- Expand template engine features (nested conditionals, richer formatting)
+
-- Clarify integration specifics with Salesforce CLM
+- Envelope creation and send workflow (eSignature)
-- Add more actionable questions in doc footers
+- Envelope/template detail drill-down UI
+- eSignature activity tracking on `Appraiser_Case__c` (envelope ID, status,
+  sent/completed dates)
+- CLM template build-out for NOD, Education, and Intent to Remove letter types
+- Admin UI for configuration (currently managed through Salesforce Setup)
 
 ---
 
-_Last updated: 2026-02-26 13:28 PM_
+_Last updated: 2026-04-09_
-_Work in progress: Feature/requirement expansion and blockages/questions to be listed here._

docs/NEXT_STEPS_DOCGEN.md

@@ -1,34 +1,91 @@
-# Next Steps — DocuSign CLM Launch Path
+# Next Steps
 
-I added a placeholder Quick Action metadata file so there is an explicit place in the project for the document generation launch pattern.
+## What is done
 
-## Reality check
+The CLM document generation workflow is fully implemented:
+- `clmDocGenWorkbench` quick action — account selection, letter type selection,
+  folder browsing, template selection, generate, poll, attach
+- `CLMAdminService` + `CLMDocGenCallout` — full Apex service layer
+- All CLM tracking fields persisted back to `Appraiser_Case__c`
 
-DocuSign CLM launch configuration varies by package and org setup. Because of that, the action in this repo is a scaffold/placeholder, not a guaranteed final production action.
+The eSignature browsing layer is implemented (read-only):
+- `docusignEsignWorkbench` — accounts, templates, envelopes
+- `DocusignESignatureService` — login info, user info, account list, templates,
+  envelopes
 
-## Recommended implementation path
+---
 
-### Option A — Screen Flow (recommended first)
+## Phase 2 — eSignature envelope creation
-- Create a Screen Flow or autolaunched Flow that accepts `recordId`
-- Call an Apex invocable or Apex action that builds the payload
-- Hand that payload to your DocuSign CLM mechanism
-- Redirect user to resulting document or status page
 
-### Option B — LWC / Aura quick action
+The natural next step is connecting the two halves: after a CLM document is
-- Use a Lightning Web Component quick action on `Appraiser_Case__c`
+generated and attached to the case, send it for signature.
-- Call `AppraiserCaseDocGenService.buildDocGenRequestJson(recordId, templateKey)`
-- Send the payload to the installed DocuSign CLM endpoint or orchestration layer
 
-### Option C — Button / URL hack
+### 1. Add eSignature tracking fields to `Appraiser_Case__c`
-- Usually fast, usually brittle. I don’t recommend it unless your CLM package explicitly documents it.
 
-## What to confirm in your org
+Fields needed on the case to track the envelope lifecycle:
+- `ESignature_Envelope_Id__c` (Text)
+- `ESignature_Envelope_Status__c` (Text — Created / Sent / Delivered / Completed / Voided)
+- `ESignature_Sent_At__c` (DateTime)
+- `ESignature_Completed_At__c` (DateTime)
+- `ESignature_Envelope_Url__c` (URL — link to envelope in DocuSign)
 
-1. Exact DocuSign CLM package/API available in Salesforce
+### 2. Add `createEnvelope()` to `DocusignESignatureService`
-2. Whether generation is initiated by package component, Flow action, Apex callout, or named credential call
-3. Template identifier format (`templateKey`, template Id, or external document key)
-4. Returned artifact behavior (attach to record, email, save to CLM repository, etc.)
 
-## Good next move
+Two approaches depending on workflow preference:
 
-Once you know the exact DocuSign package artifact available in the org, I can wire the placeholder into a real Flow/LWC/Apex launch path.
+**Option A — Envelope from template**
+Use a pre-built eSignature template. Recipients and document are defined in the
+template; Salesforce passes merge data (tabs) at send time.
+```apex
+// POST /v2.1/accounts/{accountId}/envelopes
+// body: { templateId, templateRoles: [{ email, name, roleName }], status: 'sent' }
+```
+
+**Option B — Envelope from uploaded document**
+Use the CLM-generated document (already attached to the case as a
+ContentVersion). Download the blob and POST it directly as an envelope document.
+```apex
+// POST /v2.1/accounts/{accountId}/envelopes
+// body: { documents: [{ documentBase64, name, fileExtension, documentId }],
+//         recipients: { signers: [...] }, status: 'sent' }
+```
+
+Option A is simpler if a matching eSignature template exists.
+Option B gives more control but requires managing recipient configuration in code.
+
+### 3. Persist envelope result to `Appraiser_Case__c`
+
+On success, write the envelope ID, status, and sent timestamp back to the case
+(same pattern as `CLMAdminService.persistDocGenResult`).
+
+### 4. Add send action to `clmDocGenWorkbench`
+
+After "Attach Generated Document" succeeds, enable a "Send for Signature" button
+that calls the new `createEnvelope()` method. Show envelope status alongside
+the existing task status display.
+
+### 5. Add envelope status polling (optional)
+
+Mirror the CLM task status pattern: a "Check Signature Status" button that calls
+`GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}` and updates the case.
+
+---
+
+## Phase 3 — Additional letter types
+
+Three letter types are defined in `CLM_Letter_Definition__mdt` but have no CLM
+templates yet:
+- `NOD_LETTER` — Notice of Deficiency
+- `EDUCATION_LETTER` — Education correspondence
+- `INTENT_TO_REMOVE_LETTER` — Intent to Remove notification
+
+For each:
+1. Build the CLM template `.docx` and upload to the CLM account
+2. Update the `Default_Template_Document_Href__c` in the corresponding
+   `CLM_Letter_Definition__mdt` records
+3. Confirm whether deficiency display or field set differs from the appraiser
+   review letter (if so, extend `AppraiserCasePayloadBuilder`)
+
+---
+
+_Last updated: 2026-04-09_

docs/PRODUCT_SPEC.md

@@ -0,0 +1,291 @@
+# Product Spec — Appraiser Review Letter Platform
+
+## Purpose
+This project is a Salesforce-based operator tool for generating appraiser review letters in DocuSign CLM from `Appraiser_Case__c` data, while also serving as a proof-of-concept platform for broader DocuSign API integrations across CLM and eSignature.
+
+## Product goals
+- Let a user open an `Appraiser Case` in Salesforce and generate a review letter in DocuSign CLM without using Execute Anonymous.
+- Keep CLM account, folder, template, and destination selection configurable per account.
+- Persist generation status and generated-document references back to Salesforce.
+- Allow operators to browse and test eSignature API data from the same Salesforce app.
+- Provide a clean foundation for future workflows such as template selection, envelope creation, and richer document operations.
+
+## Primary users
+- Salesforce admins configuring DocuSign connectivity and defaults
+- Business users generating review letters from `Appraiser Case` records
+- Technical users validating CLM and eSignature API behavior in a safe UI
+
+## Current in-scope workflows
+
+### 1. CLM document generation
+- User opens an `Appraiser Case` record.
+- User launches the `Generate Review Letter` quick action.
+- User selects a configured CLM account.
+- User selects a configured letter type.
+- User browses CLM folders and templates or uses saved defaults.
+- User generates a document through CLM `documentxmlmergetasks`.
+- User checks task status.
+- User attaches the generated CLM document back to Salesforce as a File.
+
+### 2. eSignature API browsing
+- User opens an `Appraiser Case` record.
+- User navigates to the `Docusign eSignature` tab on the record page.
+- User selects a configured account.
+- User loads:
+  - login information
+  - OAuth user info
+  - discovered eSignature accounts
+  - account templates
+  - recent envelopes
+
+## Canonical Salesforce data model
+
+### Appraiser Case
+`Appraiser_Case__c` is the primary business record.
+
+Current functional fields include:
+- `Name`
+- `Appraiser_Field_Review_Date__c`
+- `Letter_Sent_Date__c`
+- `FHA_Case_Number__c`
+- `Appraiser_Name__c`
+- `Appraiser_Last_Name__c`
+- `Appraiser_Street__c`
+- `Appraiser_City__c`
+- `Appraiser_State_Province__c`
+- `Appraiser_Postal_Code__c`
+- `Appraiser_Country__c`
+- `Property_Street__c`
+- `Property_City__c`
+- `Property_State_Province__c`
+- `Property_Postal_Code__c`
+- `Property_Country__c`
+
+Current CLM tracking fields include:
+- `Last_CLM_Account_Code__c`
+- `Last_DocGen_Status__c`
+- `Last_DocGen_Message__c`
+- `Last_DocGen_Task_Id__c`
+- `Last_DocGen_Task_Url__c`
+- `Generated_Document_Id__c`
+- `Generated_Document_Url__c`
+- `Last_DocGen_Requested_At__c`
+- `Last_DocGen_Completed_At__c`
+- `Last_Template_Document_Href__c`
+- `Last_Destination_Folder_Href__c`
+- `Attached_File_Content_Document_Id__c`
+- `Attached_File_Url__c`
+
+### Appraiser Case Deficiency
+`Appraiser_Case_Deficiency__c` is the canonical child object.
+
+Fields:
+- `Appraiser_Case__c`
+- `Deficiency_Number__c`
+- `Description__c`
+- `Reference__c`
+- `Resolution__c`
+
+Validation:
+- blank deficiency records are blocked by validation
+
+### CLM account configuration
+`CLM_Account_Setting__mdt` is the account-level configuration source of truth.
+
+Fields include:
+- account identity
+  - `Account_Code__c`
+  - `Account_Display_Name__c`
+  - `Environment_Code__c`
+  - `Active__c`
+- CLM configuration
+  - `CLM_Account_Id__c`
+  - `CLM_Api_Named_Credential__c`
+  - `CLM_Download_Named_Credential__c`
+  - `Template_Root_Folder_Href__c`
+  - `Destination_Root_Folder_Href__c`
+  - `Default_Template_Document_Href__c`
+  - `Default_Destination_Document_Name_Prefix__c`
+- eSignature configuration
+  - `ESignature_Auth_Named_Credential__c`
+  - `ESignature_Rest_Named_Credential__c`
+  - `ESignature_Account_Id__c`
+
+Current active example accounts:
+- `DTC CLM Demo`
+- `DTC IAM Enterprise`
+- `DTC HUD Demo`
+
+### Letter definition configuration
+`CLM_Letter_Definition__mdt` is the extensibility layer for letter types.
+
+Each record can define:
+- account code
+- letter code
+- display name
+- default flag
+- sort order
+- default template href
+- template root folder href
+- destination root folder href
+- default filename prefix
+
+Current seeded letter definition:
+- `APPRAISER_REVIEW`
+
+Design intent:
+- keep the current appraiser review letter working
+- allow three additional letters to be added without redesigning the workbench
+- support more letters later by metadata rather than code branching
+
+## Canonical CLM architecture
+
+### Payload generation
+[AppraiserCasePayloadBuilder.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/AppraiserCasePayloadBuilder.cls) builds the document payload from `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c`.
+
+Current payload fields:
+- `AppraiserCaseNumber`
+- `AppraiserFieldReviewDate`
+- `LetterSentDate`
+- `FHACaseNumber`
+- `AppraiserName`
+- `AppraiserLastName`
+- `AppraiserStreet`
+- `AppraiserCity`
+- `AppraiserStateProvince`
+- `AppraiserPostalCode`
+- `AppraiserCountry`
+- `AppraiserAddress`
+- `PropertyStreet`
+- `PropertyCity`
+- `PropertyStateProvince`
+- `PropertyPostalCode`
+- `PropertyCountry`
+- `PropertyAddress`
+- `DeficiencyList[]`
+
+### CLM callouts
+[CLMDocGenCallout.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/CLMDocGenCallout.cls) is the canonical CLM integration class.
+
+Current supported operations:
+- submit `documentxmlmergetasks`
+- poll task status
+- browse folders/documents through generic resource requests
+- download generated documents
+
+### CLM orchestration
+[CLMAdminService.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/CLMAdminService.cls) is the UI-facing orchestration layer.
+
+Current supported operations:
+- account selection and defaults
+- case context retrieval
+- folder/document browsing
+- document generation
+- task polling
+- generated document attachment to Salesforce Files
+
+### CLM UI
+[clmDocGenWorkbench](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/lwc/clmDocGenWorkbench/clmDocGenWorkbench.js) is the current operator UI.
+
+Current behavior:
+- launched from the `Generate Review Letter` quick action
+- uses account-based CLM config
+- uses account + letter-type selection
+- supports template browsing
+- supports destination browsing
+- supports destination filename selection
+- shows case deficiencies before generation
+- shows task details and file attachment status
+
+## Canonical eSignature architecture
+
+### eSignature service layer
+[DocusignESignatureService.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/DocusignESignatureService.cls) is the current eSignature integration layer.
+
+Current supported operations:
+- `getAccountConfig`
+- `getLoginInformation`
+- `getUserInfo`
+- `listAccounts`
+- `getAccountInformation`
+- `listTemplates`
+- `listEnvelopes`
+
+### eSignature UI
+[docusignEsignWorkbench](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/lwc/docusignEsignWorkbench/docusignEsignWorkbench.js) is the current exploratory UI.
+
+Current behavior:
+- placed on its own `Docusign eSignature` record tab
+- supports account selection
+- shows raw login info and user info
+- shows discovered eSignature accounts
+- shows templates
+- shows recent envelopes filtered by `from_date`
+
+## Named credential model
+
+### CLM
+- UAT CLM API: `CLMuatNamedCreds`
+- UAT CLM download: `CLMuatDownload`
+- S1 CLM API: `CLMs1NamedCreds`
+- S1 CLM download: `CLMs1Download`
+
+### eSignature
+- eSignature REST: `Esignature_Demo_NamedCreds`
+- OAuth/account server: `AcctDemo_NamedCreds`
+
+## Current product behavior
+
+### What is working now
+- record-based CLM doc generation from Salesforce UI
+- XML merge with repeating deficiencies
+- account-based CLM config
+- metadata-based letter-type selection with backward-compatible default behavior
+- generated document status persistence on the case
+- generated document attachment to the case as a Salesforce File
+- account-based eSignature API exploration
+- eSignature template listing
+- eSignature envelope listing
+
+### Known limitations
+- no end-user workflow yet for creating or sending envelopes
+- no template or envelope detail drill-down in the eSignature UI
+- no persistent eSignature activity tracking on the case
+- no dedicated admin UI yet for managing account configuration beyond Salesforce Setup
+- some older docs still contain historical planning content
+
+## Current template contract
+
+### CLM XML merge fields
+- `//AppraiserCaseNumber`
+- `//AppraiserFieldReviewDate`
+- `//PropertyAddress`
+- `//PropertyStreet`
+- `//PropertyCity`
+- `//PropertyStateProvince`
+- `//PropertyPostalCode`
+- `//PropertyCountry`
+
+### Deficiency repeating block
+- row select: `//DeficiencyList/Deficiency`
+- fields:
+  - `./Number`
+  - `./Description`
+  - `./Reference`
+  - `./Resolution`
+
+## Near-term roadmap
+- add eSignature detail calls for template detail and envelope detail
+- add envelope creation and draft-send flows
+- add better operator UX for large account lists and debugging output
+- tighten documentation around setup and account configuration
+- decide whether to retire `Property_Address__c` completely from metadata
+
+## Out of scope for the current proof of concept
+- full production-grade approval workflow
+- end-user template authoring inside Salesforce
+- large-scale reporting or analytics
+- middleware outside Salesforce
+
+---
+Last updated: 2026-04-09

docs/README.md

@@ -1,28 +1,26 @@
 # 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.
+This repo contains a Salesforce metadata project for generating appraiser review letters from `Appraiser_Case__c` data in DocuSign CLM, while also providing a growing proof-of-concept surface for DocuSign eSignature API workflows.
 
-## Architecture Overview
+## Current status
-- Templates are rendered using dynamic data from Salesforce objects
+- The repo is standardized on the XML CLM merge path built around `AppraiserCasePayloadBuilder` + `CLMDocGenCallout`.
-- All merge fields and arrays are mapped from Salesforce data model
+- `Appraiser_Case_Deficiency__c` is the canonical child deficiency object used by both the UI and document generation.
-- Modular blocks for easy maintenance and expansion
+- Account-based DocuSign configuration lives in `CLM_Account_Setting__mdt`.
+- The current Salesforce UI includes:
+  - the `Generate Review Letter` quick action for CLM doc gen
+  - the `Docusign eSignature` record tab for eSignature browsing
+- CLM generation, task tracking, file attachment, and eSignature template/envelope browsing are all implemented.
 
-## Key Features
+## Read this first
-- Dynamic merge of Appraiser Review answers (tables, paragraphs)
+- [PRODUCT_SPEC.md](./PRODUCT_SPEC.md): current product definition and architecture
-- Salesforce-initiated CLM document generation and delivery
+- [CURRENT_STATUS.md](./CURRENT_STATUS.md): implementation snapshot and current recommendations
-- Robust requirements, data, and design documentation
+- [SALESFORCE_SETUP.md](./SALESFORCE_SETUP.md): metadata and org setup notes
+- [CLM_INTEGRATION.md](./CLM_INTEGRATION.md): CLM integration details
+- [requirements.md](./requirements.md) and [design.md](./design.md): condensed companion docs aligned to the product spec
 
-## Onboarding
+## Documentation note
-- Clone docs directory into your Salesforce project repo
+Older planning docs still exist, but `PRODUCT_SPEC.md`, `CURRENT_STATUS.md`, `SALESFORCE_SETUP.md`, and the source code are now the best reflection of the project.
-- 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_
+_Last updated: 2026-04-09_
-_Work in progress: Add quick-start workflow and test recommendations._

docs/SALESFORCE_SETUP.md

@@ -1,40 +1,72 @@
 # Salesforce Setup — Appraiser Case + DocuSign CLM
 
+> Status note (2026-04-07): the project is now standardized on `Appraiser_Case_Deficiency__c` for both UI display and CLM document generation.
+
 ## What was added
 
 ### Custom object: `Appraiser_Case__c`
 - Auto-number name field labeled **Appraiser Case Number**
-- `Appraiser_Field_Review_Date__c` (Date)
+- Dates: `Appraiser_Field_Review_Date__c`, `Letter_Sent_Date__c`
-- `Property_Street__c` (Text 255)
+- Appraiser identity: `Appraiser_Name__c`, `Appraiser_Last_Name__c`, `Appraiser_Salutation__c`, `Appraiser_Email__c`
-- `Property_City__c` (Text 80)
+- Appraiser address: `Appraiser_Street__c`, `Appraiser_City__c`, `Appraiser_State_Province__c`, `Appraiser_Postal_Code__c`, `Appraiser_Country__c`
-- `Property_State_Province__c` (Text 80)
+- Property address: `Property_Street__c`, `Property_City__c`, `Property_State_Province__c`, `Property_Postal_Code__c`, `Property_Country__c`
-- `Property_Postal_Code__c` (Text 20)
+- Case metadata: `FHA_Case_Number__c`
-- `Property_Country__c` (Text 80)
+- CLM tracking: `Last_CLM_Account_Code__c`, `Last_DocGen_Status__c`, `Last_DocGen_Message__c`, `Last_DocGen_Task_Id__c`, `Last_DocGen_Task_Url__c`, `Last_Template_Document_Href__c`, `Last_Destination_Folder_Href__c`, `Last_DocGen_Requested_At__c`, `Last_DocGen_Completed_At__c`
+- Generated document: `Generated_Document_Id__c`, `Generated_Document_Url__c`
+- Attached file: `Attached_File_Content_Document_Id__c`, `Attached_File_Url__c`
 
-### Child custom object: `Appraiser_Deficiency__c`
+### Child custom object: `Appraiser_Case_Deficiency__c`
 - Master-detail to `Appraiser_Case__c`
-- `Deficiency_Number__c` (Text 50)
+- `Deficiency_Number__c` (Number)
 - `Description__c` (Long Text Area)
 - `Resolution__c` (Long Text Area)
-- `Sort_Order__c` (Number)
+- `Reference__c` (Text)
 
-### Layouts
+### Custom metadata types
-- Basic page layout for Appraiser Case
+- `CLM_Account_Setting__mdt` — per-account CLM and eSignature configuration (Named Credentials, folder hrefs, template hrefs)
-- Basic page layout for Appraiser Deficiency
+- `CLM_Letter_Definition__mdt` — per-account letter type definitions with optional folder/template overrides
+- `CLM_Environment_Setting__mdt` — legacy environment defaults (UAT/S1); superseded by account settings
+
+### Apex classes
+- `AppraiserCasePayloadBuilder.cls` + test
+- `CLMDocGenCallout.cls` + test
+- `CLMAdminService.cls` + test
+- `DocusignESignatureService.cls` + test
+
+### Lightning Web Components
+- `clmDocGenWorkbench` — CLM document generation UI (account selection, folder browsing, merge task submission, status polling, file attachment)
+- `docusignEsignWorkbench` — eSignature API browsing (accounts, templates, envelopes)
+- `clmRequestPreview` — merge request preview utility
+
+### Named credentials
+- `CLMuatNamedCreds`, `CLMs1NamedCreds` — CLM API calls
+- `CLMuatDownload`, `CLMs1Download` — CLM document downloads
+- `Esignature_Demo_NamedCreds` — eSignature REST API
+- `AcctDemo_NamedCreds` — eSignature OAuth/userinfo (SecuredEndpoint backed by `DocusignJWT` external credential)
+
+### Layouts and UI
+- Page layouts for `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c`
 - Related list on Appraiser Case for deficiencies
-- Basic list view on Appraiser Case
+- Record page: `Appraiser_Case_Record_Page`
-
+- Quick action: `Generate Review Letter` (launches `clmDocGenWorkbench`)
-### Tabs and permissions
 - Custom tabs for both objects
-- Permission set: `Appraiser_Case_Admin`
+- Custom app: `Appraiser_Review`
 
-### Apex
+### Permissions
-- `AppraiserCaseDocGenService.cls`
+- `Appraiser_Case_Admin` — full access
-- `AppraiserCaseDocGenServiceTest.cls`
+- `Appraiser_Case_Access` — read/create access
 
 ### Sample data
 - Anonymous Apex script: `scripts/apex/createSampleAppraiserCase.apex`
 
+## Manual post-deploy steps
+
+
+### DocusignJWT external credential
+`force-app/main/default/externalCredentials/DocusignJWT.externalCredential-meta.xml` contains demo values for `iss` (integration key) and `sub` (user GUID) targeting `account-d.docusign.com`. Replace these with your org's actual integration key and impersonation user GUID before use.
+
+---
+
 ## Deploy
 
 From the project root:
@@ -52,7 +84,7 @@ sf project deploy start --source-dir /home/paulh/.openclaw/workspace/projects/sa
 ## Test Apex
 
 ```bash
-sf apex run test --tests AppraiserCaseDocGenServiceTest --result-format human
+sf apex run test --tests AppraiserCasePayloadBuilderTest --tests CLMAdminServiceTest --tests CLMDocGenCalloutTest --tests DocusignESignatureServiceTest --result-format human
 ```
 
 ## Load sample data
@@ -73,12 +105,12 @@ sf org assign permset --name Appraiser_Case_Admin
 2. Assign permission set.
 3. Run the sample Apex script.
 4. Open the `Appraiser Case` tab and verify the record + related deficiencies.
-5. Validate the JSON payload in debug logs or by running the Apex methods directly.
+5. Validate the XML merge payload path in debug logs or by running the Apex methods directly.
-6. Wire the DocuSign CLM launch path based on the exact package capability in your org.
+6. Open an `Appraiser Case` record and use the `Generate Review Letter` action to browse folders/templates and submit a merge task.
 
 ## About the quick action
 
-A placeholder quick action metadata file was added to mark the launch point, but DocuSign CLM launch mechanics vary by package/org. See `docs/NEXT_STEPS_DOCGEN.md` for the practical wiring options.
+The `Generate Review Letter` quick action is now wired to the `clmDocGenWorkbench` LWC for interactive CLM browsing and merge submission.
 
 ## About “page layout” and “default setup”
 

docs/design.md

@@ -1,45 +1,48 @@
-# Design — Appraiser Review Letter Generator
+# Design — Appraiser Review Letter Platform
 
-## Architecture
+This document now serves as a compact architecture summary. The broader current-state reference is [PRODUCT_SPEC.md](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/docs/PRODUCT_SPEC.md).
-Describe the template structure, merge field handling logic, and integration with Salesforce CLM.
+
+## Current architecture
+
+### Salesforce records
+- `Appraiser_Case__c` is the parent business object
+- `Appraiser_Case_Deficiency__c` is the canonical child object
+
+### Configuration
+- `CLM_Account_Setting__mdt` stores account-level CLM and eSignature configuration
+
+### CLM path
+- [AppraiserCasePayloadBuilder.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/AppraiserCasePayloadBuilder.cls)
+- [CLMDocGenCallout.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/CLMDocGenCallout.cls)
+- [CLMAdminService.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/CLMAdminService.cls)
+- [clmDocGenWorkbench](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/lwc/clmDocGenWorkbench/clmDocGenWorkbench.js)
+
+### eSignature path
+- [DocusignESignatureService.cls](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/classes/DocusignESignatureService.cls)
+- [docusignEsignWorkbench](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/force-app/main/default/lwc/docusignEsignWorkbench/docusignEsignWorkbench.js)
+
+## CLM merge design
+- Salesforce builds XML merge data from the case and related deficiencies.
+- CLM document generation uses `documentxmlmergetasks`.
+- Folder and template selection are account-configurable and browsable in the UI.
+- Task results and generated-document references are persisted back to `Appraiser_Case__c`.
+- Generated CLM output can be downloaded via Named Credential and attached to the case as a Salesforce File.
+
+## eSignature design
+- Separate Named Credentials are used for REST calls and account-server OAuth/userinfo calls.
+- The service currently supports:
+  - login information
+  - OAuth user info
+  - discovered accounts
+  - template listing
+  - envelope listing
+- The current eSignature panel is an operator/admin browsing surface, not yet a business workflow.
+
+## Design principles
+- prefer account-based config over environment-only config
+- keep DocuSign callouts in Apex behind UI-facing service methods
+- persist important CLM results onto the business record
+- use record-page or action-based LWCs for operator flows instead of Execute Anonymous
 
 ---
-
+Last updated: 2026-04-09
-## 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._

docs/requirements.md

@@ -1,47 +1,32 @@
-# Requirements — Appraiser Review Letter Generator
+# Requirements — Appraiser Review Letter Platform
 
-## Purpose
+This document now serves as a short requirements summary. The full current product specification is in [PRODUCT_SPEC.md](/home/paulh/.openclaw/workspace/projects/salesforce-appraiser-review-letter/docs/PRODUCT_SPEC.md).
-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 requirements
+- A user can generate an appraiser review letter from an `Appraiser_Case__c` record in Salesforce.
+- The generated CLM document merges property data and a repeating deficiency list from Salesforce.
+- The user can choose a configured CLM account instead of hardcoding environment-specific values.
+- The user can browse CLM templates and destination folders in the UI.
+- The user can track CLM task status and attach the generated document back to the case.
+- The system can browse core eSignature account data, templates, and envelopes for configured accounts.
+
+## Non-functional requirements
+- Account-specific configuration must be deployable and maintainable through Salesforce metadata.
+- The solution must support both UAT and S1 CLM/eSignature account setups.
+- The primary document-generation path must be test-covered in Apex.
+- The solution should remain usable as a proof-of-concept platform for additional DocuSign API work.
+
+## Canonical requirements decisions
+- Canonical parent object: `Appraiser_Case__c`
+- Canonical child deficiency object: `Appraiser_Case_Deficiency__c`
+- Canonical CLM generation path: XML merge via `documentxmlmergetasks`
+- Canonical config source: `CLM_Account_Setting__mdt`
+- Structured property address fields are the source of truth; `Property_Address__c` is legacy
+
+## Current open product questions
+- What should the first production-grade eSignature workflow be: template detail, envelope detail, draft creation, or send?
+- Should eSignature activity be persisted back onto `Appraiser_Case__c` the way CLM activity is?
+- Should the eSignature workbench remain a testing/admin surface or evolve into a business-user workflow?
 
 ---
-
+Last updated: 2026-04-09
-## 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)?
-
----
-_Last updated: 2026-02-26 10:35 AM_
-_Work in progress: Integration and schema expansion next._

force-app/main/default/applications/Appraiser_Review.app-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
+    <description>Dedicated Lightning app for Appraiser Case review and DocuSign CLM proof-of-concept testing.</description>
+    <formFactors>Small</formFactors>
+    <formFactors>Large</formFactors>
+    <isNavAutoTempTabsDisabled>false</isNavAutoTempTabsDisabled>
+    <isNavPersonalizationDisabled>false</isNavPersonalizationDisabled>
+    <isNavTabPersistenceDisabled>false</isNavTabPersistenceDisabled>
+    <isOmniPinnedViewEnabled>false</isOmniPinnedViewEnabled>
+    <label>Appraiser Review</label>
+    <navType>Standard</navType>
+    <tabs>standard-home</tabs>
+    <tabs>Appraiser_Case__c</tabs>
+    <tabs>Appraiser_Case_Deficiency__c</tabs>
+    <tabs>standard-report</tabs>
+    <tabs>standard-Dashboard</tabs>
+    <uiType>Lightning</uiType>
+</CustomApplication>

force-app/main/default/classes/AppraiserCaseDocGenService.cls

@@ -1,103 +0,0 @@
-public with sharing class AppraiserCaseDocGenService {
-    public class DeficiencyDTO {
-        @AuraEnabled public String deficiencyNumber;
-        @AuraEnabled public String description;
-        @AuraEnabled public String resolution;
-        @AuraEnabled public Decimal sortOrder;
-    }
-
-    public class AppraiserCasePayload {
-        @AuraEnabled public Id caseId;
-        @AuraEnabled public String appraiserCaseNumber;
-        @AuraEnabled public Date appraiserFieldReviewDate;
-        @AuraEnabled public String propertyStreet;
-        @AuraEnabled public String propertyCity;
-        @AuraEnabled public String propertyStateProvince;
-        @AuraEnabled public String propertyPostalCode;
-        @AuraEnabled public String propertyCountry;
-        @AuraEnabled public String propertyAddressSingleLine;
-        @AuraEnabled public List<DeficiencyDTO> deficiencies;
-    }
-
-    @AuraEnabled(cacheable=false)
-    public static String buildPayloadJson(Id appraiserCaseId) {
-        return JSON.serialize(buildPayload(appraiserCaseId));
-    }
-
-    public static AppraiserCasePayload buildPayload(Id appraiserCaseId) {
-        Appraiser_Case__c appraiserCase = [
-            SELECT Id,
-                   Name,
-                   Appraiser_Field_Review_Date__c,
-                   Property_Street__c,
-                   Property_City__c,
-                   Property_State_Province__c,
-                   Property_Postal_Code__c,
-                   Property_Country__c,
-                   (SELECT Id,
-                           Name,
-                           Deficiency_Number__c,
-                           Description__c,
-                           Resolution__c,
-                           Sort_Order__c
-                      FROM Appraiser_Deficiencies__r
-                      ORDER BY Sort_Order__c ASC, CreatedDate ASC)
-              FROM Appraiser_Case__c
-             WHERE Id = :appraiserCaseId
-             LIMIT 1
-        ];
-
-        AppraiserCasePayload payload = new AppraiserCasePayload();
-        payload.caseId = appraiserCase.Id;
-        payload.appraiserCaseNumber = appraiserCase.Name;
-        payload.appraiserFieldReviewDate = appraiserCase.Appraiser_Field_Review_Date__c;
-        payload.propertyStreet = appraiserCase.Property_Street__c;
-        payload.propertyCity = appraiserCase.Property_City__c;
-        payload.propertyStateProvince = appraiserCase.Property_State_Province__c;
-        payload.propertyPostalCode = appraiserCase.Property_Postal_Code__c;
-        payload.propertyCountry = appraiserCase.Property_Country__c;
-        payload.propertyAddressSingleLine = buildAddress(appraiserCase);
-        payload.deficiencies = new List<DeficiencyDTO>();
-
-        for (Appraiser_Deficiency__c deficiency : appraiserCase.Appraiser_Deficiencies__r) {
-            DeficiencyDTO dto = new DeficiencyDTO();
-            dto.deficiencyNumber = deficiency.Deficiency_Number__c;
-            dto.description = deficiency.Description__c;
-            dto.resolution = deficiency.Resolution__c;
-            dto.sortOrder = deficiency.Sort_Order__c;
-            payload.deficiencies.add(dto);
-        }
-
-        return payload;
-    }
-
-    private static String buildAddress(Appraiser_Case__c appraiserCase) {
-        List<String> parts = new List<String>();
-        if (String.isNotBlank(appraiserCase.Property_Street__c)) parts.add(appraiserCase.Property_Street__c);
-
-        List<String> cityLine = new List<String>();
-        if (String.isNotBlank(appraiserCase.Property_City__c)) cityLine.add(appraiserCase.Property_City__c);
-        if (String.isNotBlank(appraiserCase.Property_State_Province__c)) cityLine.add(appraiserCase.Property_State_Province__c);
-        if (String.isNotBlank(appraiserCase.Property_Postal_Code__c)) cityLine.add(appraiserCase.Property_Postal_Code__c);
-        if (!cityLine.isEmpty()) parts.add(String.join(cityLine, ', '));
-
-        if (String.isNotBlank(appraiserCase.Property_Country__c)) parts.add(appraiserCase.Property_Country__c);
-        return String.join(parts, ' | ');
-    }
-
-    @AuraEnabled(cacheable=false)
-    public static Map<String, Object> buildDocGenRequest(Id appraiserCaseId, String templateKey) {
-        AppraiserCasePayload payload = buildPayload(appraiserCaseId);
-        Map<String, Object> requestBody = new Map<String, Object>();
-        requestBody.put('templateKey', templateKey);
-        requestBody.put('recordId', appraiserCaseId);
-        requestBody.put('sourceObject', 'Appraiser_Case__c');
-        requestBody.put('mergeData', payload);
-        return requestBody;
-    }
-
-    @AuraEnabled(cacheable=false)
-    public static String buildDocGenRequestJson(Id appraiserCaseId, String templateKey) {
-        return JSON.serialize(buildDocGenRequest(appraiserCaseId, templateKey));
-    }
-}

force-app/main/default/classes/AppraiserCaseDocGenServiceTest.cls

@@ -1,36 +0,0 @@
-@IsTest
-private class AppraiserCaseDocGenServiceTest {
-    @IsTest
-    static void buildsPayloadAndRequestJson() {
-        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
-            Appraiser_Field_Review_Date__c = Date.newInstance(2026, 4, 1),
-            Property_Street__c = '123 Main St',
-            Property_City__c = 'Ottawa',
-            Property_State_Province__c = 'ON',
-            Property_Postal_Code__c = 'K1A 0A1',
-            Property_Country__c = 'Canada'
-        );
-        insert appraiserCase;
-
-        insert new Appraiser_Deficiency__c(
-            Name = 'Deficiency 1',
-            Appraiser_Case__c = appraiserCase.Id,
-            Deficiency_Number__c = '1',
-            Description__c = 'Missing comparable sale analysis',
-            Resolution__c = 'Provide updated comparable sales section',
-            Sort_Order__c = 1
-        );
-
-        Test.startTest();
-        AppraiserCaseDocGenService.AppraiserCasePayload payload = AppraiserCaseDocGenService.buildPayload(appraiserCase.Id);
-        String json = AppraiserCaseDocGenService.buildDocGenRequestJson(appraiserCase.Id, 'APPRAISER_REVIEW_LETTER');
-        Test.stopTest();
-
-        System.assertEquals(appraiserCase.Id, payload.caseId);
-        System.assertEquals('Ottawa', payload.propertyCity);
-        System.assertEquals(1, payload.deficiencies.size());
-        System.assertEquals('1', payload.deficiencies[0].deficiencyNumber);
-        System.assert(json.contains('APPRAISER_REVIEW_LETTER'));
-        System.assert(json.contains('Missing comparable sale analysis'));
-    }
-}

force-app/main/default/classes/AppraiserCasePayloadBuilder.cls

@@ -21,7 +21,30 @@ public class AppraiserCasePayloadBuilder {
         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);
+        payload.put('LetterSentDate', formatDate(appraiserCase.Letter_Sent_Date__c));
+        payload.put('FHACaseNumber', appraiserCase.FHA_Case_Number__c);
+        payload.put('AppraiserName', appraiserCase.Appraiser_Name__c);
+        payload.put('AppraiserSalutation', appraiserCase.Appraiser_Salutation__c);
+        payload.put('AppraiserLastName', appraiserCase.Appraiser_Last_Name__c);
+        payload.put('AppraiserEmail', appraiserCase.Appraiser_Email__c);
+        payload.put('AppraiserStreet', appraiserCase.Appraiser_Street__c);
+        payload.put('AppraiserCity', appraiserCase.Appraiser_City__c);
+        payload.put('AppraiserStateProvince', appraiserCase.Appraiser_State_Province__c);
+        payload.put('AppraiserPostalCode', appraiserCase.Appraiser_Postal_Code__c);
+        payload.put('AppraiserCountry', appraiserCase.Appraiser_Country__c);
+        payload.put('AppraiserAddress', formatMailingAddress(
+            appraiserCase.Appraiser_Street__c,
+            appraiserCase.Appraiser_City__c,
+            appraiserCase.Appraiser_State_Province__c,
+            appraiserCase.Appraiser_Postal_Code__c,
+            appraiserCase.Appraiser_Country__c
+        ));
+        payload.put('PropertyStreet', appraiserCase.Property_Street__c);
+        payload.put('PropertyCity', appraiserCase.Property_City__c);
+        payload.put('PropertyStateProvince', appraiserCase.Property_State_Province__c);
+        payload.put('PropertyPostalCode', appraiserCase.Property_Postal_Code__c);
+        payload.put('PropertyCountry', appraiserCase.Property_Country__c);
+        payload.put('PropertyAddress', formatAddress(appraiserCase));
         
         // Transform child deficiencies into DeficiencyList array
         List<Map<String, Object>> deficiencyList = new List<Map<String, Object>>();
@@ -31,6 +54,7 @@ public class AppraiserCasePayloadBuilder {
                 defMap.put('deficiencyNumber', deficiency.Deficiency_Number__c);
                 defMap.put('description', deficiency.Description__c);
                 defMap.put('resolution', deficiency.Resolution__c);
+                defMap.put('reference', deficiency.Reference__c);
                 deficiencyList.add(defMap);
             }
         }
@@ -60,8 +84,23 @@ public class AppraiserCasePayloadBuilder {
                 Id, 
                 Name, 
                 Appraiser_Field_Review_Date__c, 
-                Property_Address__c,
+                Letter_Sent_Date__c,
-                (SELECT Id, Deficiency_Number__c, Description__c, Resolution__c 
+                FHA_Case_Number__c,
+                Appraiser_Name__c,
+                Appraiser_Salutation__c,
+                Appraiser_Last_Name__c,
+                Appraiser_Email__c,
+                Appraiser_Street__c,
+                Appraiser_City__c,
+                Appraiser_State_Province__c,
+                Appraiser_Postal_Code__c,
+                Appraiser_Country__c,
+                Property_Street__c,
+                Property_City__c,
+                Property_State_Province__c,
+                Property_Postal_Code__c,
+                Property_Country__c,
+                (SELECT Id, Deficiency_Number__c, Description__c, Resolution__c, Reference__c 
                  FROM Deficiencies__r 
                  ORDER BY Deficiency_Number__c ASC)
             FROM Appraiser_Case__c
@@ -73,11 +112,60 @@ public class AppraiserCasePayloadBuilder {
     }
     
     /**
-     * @description Format date for CLM merge (YYYY-MM-DD or null).
+     * @description Format date for CLM merge (for example Apr 09, 2026) 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;
+        return dt != null
+            ? DateTime.newInstance(dt, Time.newInstance(0, 0, 0, 0)).format('MMM dd, yyyy')
+            : null;
+    }
+
+    private static String formatAddress(Appraiser_Case__c appraiserCase) {
+        return formatMailingAddress(
+            appraiserCase.Property_Street__c,
+            appraiserCase.Property_City__c,
+            appraiserCase.Property_State_Province__c,
+            appraiserCase.Property_Postal_Code__c,
+            appraiserCase.Property_Country__c
+        );
+    }
+
+    public static String formatMailingAddress(
+        String street,
+        String city,
+        String stateProvince,
+        String postalCode,
+        String country
+    ) {
+        List<String> lines = new List<String>();
+        if (String.isNotBlank(street)) {
+            lines.add(street.trim());
+        }
+
+        List<String> localityParts = new List<String>();
+        if (String.isNotBlank(city)) {
+            localityParts.add(city.trim());
+        }
+        if (String.isNotBlank(stateProvince)) {
+            localityParts.add(stateProvince.trim());
+        }
+
+        String locality = String.join(localityParts, ', ');
+        if (String.isNotBlank(postalCode)) {
+            locality = String.isNotBlank(locality)
+                ? locality + ' ' + postalCode.trim()
+                : postalCode.trim();
+        }
+        if (String.isNotBlank(locality)) {
+            lines.add(locality);
+        }
+
+        if (String.isNotBlank(country)) {
+            lines.add(country.trim());
+        }
+
+        return lines.isEmpty() ? null : String.join(lines, ', ');
     }
 }

force-app/main/default/classes/AppraiserCasePayloadBuilderTest.cls

@@ -5,8 +5,23 @@ private class AppraiserCasePayloadBuilderTest {
     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'),
+            Appraiser_Field_Review_Date__c = Date.newInstance(2026, 4, 2),
-            Property_Address__c = '123 Main St, Denver, CO 80202'
+            Letter_Sent_Date__c = Date.newInstance(2026, 4, 9),
+            FHA_Case_Number__c = '123-4567890',
+            Appraiser_Name__c = 'Jamie Appraiser',
+            Appraiser_Salutation__c = 'Ms.',
+            Appraiser_Last_Name__c = 'Appraiser',
+            Appraiser_Email__c = 'jamie.appraiser@example.com',
+            Appraiser_Street__c = '245 Lexington Ave',
+            Appraiser_City__c = 'New York',
+            Appraiser_State_Province__c = 'NY',
+            Appraiser_Postal_Code__c = '10016',
+            Appraiser_Country__c = 'USA',
+            Property_Street__c = '123 Main St',
+            Property_City__c = 'Denver',
+            Property_State_Province__c = 'CO',
+            Property_Postal_Code__c = '80202',
+            Property_Country__c = 'USA'
         );
         insert testCase;
         
@@ -16,13 +31,15 @@ private class AppraiserCasePayloadBuilderTest {
             Appraiser_Case__c = testCase.Id,
             Deficiency_Number__c = 1,
             Description__c = 'Missing comparable sale adjustment detail.',
-            Resolution__c = 'Added adjustment rationale and supporting calculations.'
+            Resolution__c = 'Added adjustment rationale and supporting calculations.',
+            Reference__c = 'VC-1'
         ));
         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.'
+            Resolution__c = 'Expanded market trend narrative with MLS evidence.',
+            Reference__c = 'MC-2'
         ));
         insert testDefs;
     }
@@ -36,11 +53,39 @@ private class AppraiserCasePayloadBuilderTest {
         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('LetterSentDate'), 'Payload should contain LetterSentDate');
+        Assert.isTrue(payload.containsKey('FHACaseNumber'), 'Payload should contain FHACaseNumber');
+        Assert.isTrue(payload.containsKey('AppraiserName'), 'Payload should contain AppraiserName');
+        Assert.isTrue(payload.containsKey('AppraiserSalutation'), 'Payload should contain AppraiserSalutation');
+        Assert.isTrue(payload.containsKey('AppraiserLastName'), 'Payload should contain AppraiserLastName');
+        Assert.isTrue(payload.containsKey('AppraiserEmail'), 'Payload should contain AppraiserEmail');
+        Assert.isTrue(payload.containsKey('AppraiserAddress'), 'Payload should contain AppraiserAddress');
         Assert.isTrue(payload.containsKey('PropertyAddress'), 'Payload should contain PropertyAddress');
+        Assert.isTrue(payload.containsKey('PropertyStreet'), 'Payload should contain PropertyStreet');
+        Assert.isTrue(payload.containsKey('PropertyCity'), 'Payload should contain PropertyCity');
+        Assert.isTrue(payload.containsKey('PropertyStateProvince'), 'Payload should contain PropertyStateProvince');
+        Assert.isTrue(payload.containsKey('PropertyPostalCode'), 'Payload should contain PropertyPostalCode');
+        Assert.isTrue(payload.containsKey('PropertyCountry'), 'Payload should contain PropertyCountry');
         Assert.isTrue(payload.containsKey('DeficiencyList'), 'Payload should contain DeficiencyList');
+        Assert.areEqual('123 Main St', (String) payload.get('PropertyStreet'));
+        Assert.areEqual('Denver', (String) payload.get('PropertyCity'));
+        Assert.areEqual('CO', (String) payload.get('PropertyStateProvince'));
+        Assert.areEqual('80202', (String) payload.get('PropertyPostalCode'));
+        Assert.areEqual('USA', (String) payload.get('PropertyCountry'));
+        Assert.areEqual('123-4567890', (String) payload.get('FHACaseNumber'));
+        Assert.areEqual('Apr 02, 2026', (String) payload.get('AppraiserFieldReviewDate'));
+        Assert.areEqual('Apr 09, 2026', (String) payload.get('LetterSentDate'));
+        Assert.areEqual('Jamie Appraiser', (String) payload.get('AppraiserName'));
+        Assert.areEqual('Ms.', (String) payload.get('AppraiserSalutation'));
+        Assert.areEqual('Appraiser', (String) payload.get('AppraiserLastName'));
+        Assert.areEqual('jamie.appraiser@example.com', (String) payload.get('AppraiserEmail'));
+        Assert.areEqual('245 Lexington Ave, New York, NY 10016, USA', (String) payload.get('AppraiserAddress'));
+        Assert.areEqual('123 Main St, Denver, CO 80202, USA', (String) payload.get('PropertyAddress'));
         
         List<Object> deficiencyList = (List<Object>) payload.get('DeficiencyList');
         Assert.areEqual(2, deficiencyList.size(), 'DeficiencyList should contain 2 items');
+        Map<String, Object> firstDeficiency = (Map<String, Object>) deficiencyList[0];
+        Assert.areEqual('VC-1', (String) firstDeficiency.get('reference'));
     }
     
     @IsTest
@@ -58,7 +103,10 @@ private class AppraiserCasePayloadBuilderTest {
     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'
+            Property_Street__c = '456 Oak Ave',
+            Property_City__c = 'Boulder',
+            Property_State_Province__c = 'CO',
+            Property_Postal_Code__c = '80301'
         );
         insert testCase;
         
@@ -66,6 +114,7 @@ private class AppraiserCasePayloadBuilderTest {
         
         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');
+        Assert.areEqual('456 Oak Ave, Boulder, CO 80301', (String) payload.get('PropertyAddress'));
     }
     
     @IsTest

force-app/main/default/classes/CLMAdminService.cls

@@ -0,0 +1,744 @@
+public with sharing class CLMAdminService {
+    public class CaseDeficiencyItem {
+        @AuraEnabled public Id recordId;
+        @AuraEnabled public Decimal deficiencyNumber;
+        @AuraEnabled public String description;
+        @AuraEnabled public String resolution;
+        @AuraEnabled public String reference;
+    }
+
+    public class CaseContext {
+        @AuraEnabled public Id caseId;
+        @AuraEnabled public String caseNumber;
+        @AuraEnabled public String propertyAddress;
+        @AuraEnabled public String lastDocGenStatus;
+        @AuraEnabled public String lastDocGenMessage;
+        @AuraEnabled public String lastClmAccountCode;
+        @AuraEnabled public String lastDocGenTaskId;
+        @AuraEnabled public String lastDocGenTaskUrl;
+        @AuraEnabled public String generatedDocumentUrl;
+        @AuraEnabled public String generatedDocumentId;
+        @AuraEnabled public String attachedFileContentDocumentId;
+        @AuraEnabled public String attachedFileUrl;
+        @AuraEnabled public Datetime lastDocGenRequestedAt;
+        @AuraEnabled public Datetime lastDocGenCompletedAt;
+        @AuraEnabled public List<CaseDeficiencyItem> deficiencies;
+    }
+
+    public class FileAttachmentResult {
+        @AuraEnabled public Boolean success;
+        @AuraEnabled public String message;
+        @AuraEnabled public String contentDocumentId;
+        @AuraEnabled public String fileUrl;
+        @AuraEnabled public String fileTitle;
+    }
+
+    public class AccountSettings {
+        @AuraEnabled public String accountCode;
+        @AuraEnabled public String accountDisplayName;
+        @AuraEnabled public String environment;
+        @AuraEnabled public String clmAccountId;
+        @AuraEnabled public String clmApiNamedCredential;
+        @AuraEnabled public String clmDownloadNamedCredential;
+        @AuraEnabled public String eSignatureRestNamedCredential;
+        @AuraEnabled public String templateRootFolderHref;
+        @AuraEnabled public String destinationRootFolderHref;
+        @AuraEnabled public String defaultTemplateDocumentHref;
+        @AuraEnabled public String defaultDocumentNamePrefix;
+        @AuraEnabled public Boolean active;
+    }
+
+    public class LetterSettings {
+        @AuraEnabled public String accountCode;
+        @AuraEnabled public String letterCode;
+        @AuraEnabled public String letterDisplayName;
+        @AuraEnabled public String description;
+        @AuraEnabled public Boolean isDefault;
+        @AuraEnabled public Decimal sortOrder;
+        @AuraEnabled public String templateRootFolderHref;
+        @AuraEnabled public String destinationRootFolderHref;
+        @AuraEnabled public String defaultTemplateDocumentHref;
+        @AuraEnabled public String defaultDocumentNamePrefix;
+        @AuraEnabled public Boolean active;
+    }
+
+    public class ResourceItem {
+        @AuraEnabled public String name;
+        @AuraEnabled public String href;
+        @AuraEnabled public String type;
+        @AuraEnabled public String parentHref;
+        @AuraEnabled public String rawJson;
+    }
+
+    public class FolderContents {
+        @AuraEnabled public ResourceItem folder;
+        @AuraEnabled public List<ResourceItem> folders;
+        @AuraEnabled public List<ResourceItem> documents;
+    }
+
+    public class DocGenPreview {
+        @AuraEnabled public String accountCode;
+        @AuraEnabled public String accountDisplayName;
+        @AuraEnabled public String letterCode;
+        @AuraEnabled public String letterDisplayName;
+        @AuraEnabled public String mergeTaskEndpointUrl;
+        @AuraEnabled public String templateDocHref;
+        @AuraEnabled public String destinationFolderHref;
+        @AuraEnabled public String destinationDocName;
+        @AuraEnabled public String payloadJson;
+        @AuraEnabled public String dataXml;
+        @AuraEnabled public String requestBodyJson;
+    }
+
+    @AuraEnabled(cacheable=true)
+    public static List<AccountSettings> listAccountSettings() {
+        List<AccountSettings> settings = new List<AccountSettings>();
+        for (CLM_Account_Setting__mdt row : [
+            SELECT DeveloperName,
+                   Account_Code__c,
+                   Account_Display_Name__c,
+                   Environment_Code__c,
+                   CLM_Account_Id__c,
+                   CLM_Api_Named_Credential__c,
+                   CLM_Download_Named_Credential__c,
+                   ESignature_Rest_Named_Credential__c,
+                   Template_Root_Folder_Href__c,
+                   Destination_Root_Folder_Href__c,
+                   Default_Template_Document_Href__c,
+                   Default_Destination_Document_Name_Prefix__c,
+                   Active__c
+              FROM CLM_Account_Setting__mdt
+             WHERE Active__c = true
+             ORDER BY Account_Display_Name__c ASC, DeveloperName ASC
+        ]) {
+            settings.add(toAccountSettings(row));
+        }
+        return settings;
+    }
+
+    @AuraEnabled(cacheable=true)
+    public static AccountSettings getAccountSettings(String accountCode) {
+        CLM_Account_Setting__mdt row = resolveAccountSetting(accountCode);
+        return row == null ? null : toAccountSettings(row);
+    }
+
+    @AuraEnabled(cacheable=true)
+    public static List<LetterSettings> listLetterSettings(String accountCode) {
+        AccountSettings account = getAccountSettings(accountCode);
+        List<LetterSettings> letters = new List<LetterSettings>();
+        if (account == null) {
+            return letters;
+        }
+
+        for (CLM_Letter_Definition__mdt row : [
+            SELECT DeveloperName,
+                   Account_Code__c,
+                   Letter_Code__c,
+                   Letter_Display_Name__c,
+                   Description__c,
+                   Active__c,
+                   Is_Default__c,
+                   Sort_Order__c,
+                   Template_Root_Folder_Href__c,
+                   Destination_Root_Folder_Href__c,
+                   Default_Template_Document_Href__c,
+                   Default_Destination_Document_Name_Prefix__c
+              FROM CLM_Letter_Definition__mdt
+             WHERE Active__c = true
+               AND Account_Code__c = :account.accountCode
+             ORDER BY Is_Default__c DESC, Sort_Order__c ASC, Letter_Display_Name__c ASC, DeveloperName ASC
+        ]) {
+            letters.add(toLetterSettings(row, account));
+        }
+
+        if (letters.isEmpty()) {
+            letters.add(buildFallbackLetterSettings(account));
+        }
+        return letters;
+    }
+
+    @AuraEnabled(cacheable=true)
+    public static LetterSettings getLetterSettings(String accountCode, String letterCode) {
+        AccountSettings account = getAccountSettings(accountCode);
+        if (account == null) {
+            return null;
+        }
+
+        String normalizedLetterCode = String.isBlank(letterCode) ? null : letterCode.trim();
+        if (String.isNotBlank(normalizedLetterCode)) {
+            List<CLM_Letter_Definition__mdt> rows = [
+                SELECT DeveloperName,
+                       Account_Code__c,
+                       Letter_Code__c,
+                       Letter_Display_Name__c,
+                       Description__c,
+                       Active__c,
+                       Is_Default__c,
+                       Sort_Order__c,
+                       Template_Root_Folder_Href__c,
+                       Destination_Root_Folder_Href__c,
+                       Default_Template_Document_Href__c,
+                       Default_Destination_Document_Name_Prefix__c
+                  FROM CLM_Letter_Definition__mdt
+                 WHERE Active__c = true
+                   AND Account_Code__c = :account.accountCode
+                   AND Letter_Code__c = :normalizedLetterCode
+                 LIMIT 1
+            ];
+            if (!rows.isEmpty()) {
+                return toLetterSettings(rows[0], account);
+            }
+        }
+
+        List<LetterSettings> letters = listLetterSettings(account.accountCode);
+        for (LetterSettings letter : letters) {
+            if (letter.isDefault) {
+                return letter;
+            }
+        }
+        return letters.isEmpty() ? buildFallbackLetterSettings(account) : letters[0];
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static CLMDocGenCallout.CLMDocGenResponse generateDocument(
+        Id appraiserCaseId,
+        String templateDocHref,
+        String destinationFolderHref,
+        String destinationDocName,
+        String accountCode
+    ) {
+        CLM_Account_Setting__mdt account = requireAccountSetting(accountCode);
+        CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.generateDocument(
+            (String) appraiserCaseId,
+            templateDocHref,
+            destinationFolderHref,
+            destinationDocName,
+            account.Environment_Code__c,
+            account.CLM_Account_Id__c,
+            account.CLM_Api_Named_Credential__c
+        );
+        persistDocGenResult(appraiserCaseId, templateDocHref, destinationFolderHref, response, false, accountCode);
+        return response;
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static CLMDocGenCallout.CLMDocGenResponse getTaskStatus(Id appraiserCaseId, String taskId, String accountCode) {
+        CLM_Account_Setting__mdt account = requireAccountSetting(accountCode);
+        CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.getTaskStatus(
+            taskId,
+            account.Environment_Code__c,
+            account.CLM_Account_Id__c,
+            account.CLM_Api_Named_Credential__c
+        );
+        persistDocGenResult(appraiserCaseId, null, null, response, true, accountCode);
+        return response;
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static String probeResource(String resourceOrHref, String accountCode) {
+        CLM_Account_Setting__mdt account = requireAccountSetting(accountCode);
+        return performGet(resourceOrHref, account).getBody();
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static DocGenPreview getDocGenPreview(Id appraiserCaseId, String accountCode, String letterCode) {
+        if (appraiserCaseId == null) {
+            throw new AuraHandledException('appraiserCaseId is required');
+        }
+
+        AccountSettings account = getAccountSettings(accountCode);
+        if (account == null) {
+            throw new AuraHandledException('No active CLM account setting was found for ' + accountCode + '.');
+        }
+
+        LetterSettings letter = getLetterSettings(account.accountCode, letterCode);
+        List<Appraiser_Case__c> previewRows = [
+            SELECT Id, Name
+              FROM Appraiser_Case__c
+             WHERE Id = :appraiserCaseId
+             LIMIT 1
+        ];
+        if (previewRows.isEmpty()) {
+            throw new AuraHandledException('Appraiser Case not found: ' + appraiserCaseId);
+        }
+        Appraiser_Case__c appraiserCase = previewRows[0];
+
+        String prefix = letter != null && String.isNotBlank(letter.defaultDocumentNamePrefix)
+            ? letter.defaultDocumentNamePrefix
+            : account.defaultDocumentNamePrefix;
+
+        DocGenPreview preview = new DocGenPreview();
+        preview.accountCode = account.accountCode;
+        preview.accountDisplayName = account.accountDisplayName;
+        preview.letterCode = letter != null ? letter.letterCode : 'APPRAISER_REVIEW';
+        preview.letterDisplayName = letter != null ? letter.letterDisplayName : 'Appraiser Review Letter';
+        preview.templateDocHref = letter != null ? letter.defaultTemplateDocumentHref : account.defaultTemplateDocumentHref;
+        preview.destinationFolderHref = letter != null ? letter.destinationRootFolderHref : account.destinationRootFolderHref;
+        preview.destinationDocName = buildDefaultDocumentName(prefix, appraiserCase.Name);
+        preview.mergeTaskEndpointUrl = CLMDocGenCallout.buildDocumentXmlMergeTasksUrl(
+            preview.templateDocHref,
+            preview.destinationFolderHref,
+            account.environment,
+            account.clmAccountId
+        );
+        preview.payloadJson = JSON.serializePretty(AppraiserCasePayloadBuilder.buildPayload((String) appraiserCaseId));
+        preview.dataXml = CLMDocGenCallout.prettyPrintXml(CLMDocGenCallout.buildDataXmlForCase((String) appraiserCaseId));
+        preview.requestBodyJson = CLMDocGenCallout.buildRequestBodyJson(
+            (String) appraiserCaseId,
+            preview.templateDocHref,
+            preview.destinationFolderHref,
+            preview.destinationDocName
+        );
+        return preview;
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static CaseContext getCaseContext(Id appraiserCaseId) {
+        List<Appraiser_Case__c> contextRows = [
+            SELECT Id,
+                   Name,
+                   Property_Street__c,
+                   Property_City__c,
+                   Property_State_Province__c,
+                   Property_Postal_Code__c,
+                   Property_Country__c,
+                   Last_DocGen_Status__c,
+                   Last_DocGen_Message__c,
+                   Last_CLM_Account_Code__c,
+                   Last_DocGen_Task_Id__c,
+                   Last_DocGen_Task_Url__c,
+                   Generated_Document_Url__c,
+                   Generated_Document_Id__c,
+                   Attached_File_Content_Document_Id__c,
+                   Attached_File_Url__c,
+                   Last_DocGen_Requested_At__c,
+                   Last_DocGen_Completed_At__c,
+                   (SELECT Id,
+                           Deficiency_Number__c,
+                           Description__c,
+                           Resolution__c,
+                           Reference__c
+                      FROM Deficiencies__r
+                      ORDER BY Deficiency_Number__c ASC, CreatedDate ASC)
+              FROM Appraiser_Case__c
+             WHERE Id = :appraiserCaseId
+             LIMIT 1
+        ];
+        if (contextRows.isEmpty()) {
+            throw new AuraHandledException('Appraiser Case not found: ' + appraiserCaseId);
+        }
+        Appraiser_Case__c appraiserCase = contextRows[0];
+
+        CaseContext context = new CaseContext();
+        context.caseId = appraiserCase.Id;
+        context.caseNumber = appraiserCase.Name;
+        context.propertyAddress = formatAddress(appraiserCase);
+        context.lastDocGenStatus = appraiserCase.Last_DocGen_Status__c;
+        context.lastDocGenMessage = appraiserCase.Last_DocGen_Message__c;
+        context.lastClmAccountCode = appraiserCase.Last_CLM_Account_Code__c;
+        context.lastDocGenTaskId = appraiserCase.Last_DocGen_Task_Id__c;
+        context.lastDocGenTaskUrl = appraiserCase.Last_DocGen_Task_Url__c;
+        context.generatedDocumentUrl = appraiserCase.Generated_Document_Url__c;
+        context.generatedDocumentId = appraiserCase.Generated_Document_Id__c;
+        context.attachedFileContentDocumentId = appraiserCase.Attached_File_Content_Document_Id__c;
+        context.attachedFileUrl = appraiserCase.Attached_File_Url__c;
+        context.lastDocGenRequestedAt = appraiserCase.Last_DocGen_Requested_At__c;
+        context.lastDocGenCompletedAt = appraiserCase.Last_DocGen_Completed_At__c;
+        context.deficiencies = new List<CaseDeficiencyItem>();
+
+        if (appraiserCase.Deficiencies__r != null) {
+            for (Appraiser_Case_Deficiency__c deficiency : appraiserCase.Deficiencies__r) {
+                CaseDeficiencyItem item = new CaseDeficiencyItem();
+                item.recordId = deficiency.Id;
+                item.deficiencyNumber = deficiency.Deficiency_Number__c;
+                item.description = deficiency.Description__c;
+                item.resolution = deficiency.Resolution__c;
+                item.reference = deficiency.Reference__c;
+                context.deficiencies.add(item);
+            }
+        }
+
+        return context;
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static FileAttachmentResult attachGeneratedDocumentToCase(Id appraiserCaseId, String accountCode) {
+        if (appraiserCaseId == null) {
+            throw new AuraHandledException('appraiserCaseId is required');
+        }
+        CLM_Account_Setting__mdt account = requireAccountSetting(accountCode);
+
+        Appraiser_Case__c appraiserCase = [
+            SELECT Id,
+                   Name,
+                   Generated_Document_Url__c,
+                   Generated_Document_Id__c
+              FROM Appraiser_Case__c
+             WHERE Id = :appraiserCaseId
+             LIMIT 1
+        ];
+
+        if (String.isBlank(appraiserCase.Generated_Document_Url__c)) {
+            throw new AuraHandledException('No generated document is available to attach yet.');
+        }
+
+        CLMDocGenCallout.DownloadedDocument downloaded = CLMDocGenCallout.downloadDocument(
+            appraiserCase.Generated_Document_Url__c,
+            account.Environment_Code__c,
+            account.CLM_Account_Id__c,
+            account.CLM_Download_Named_Credential__c
+        );
+        String fileName = String.isNotBlank(downloaded.fileName)
+            ? downloaded.fileName
+            : 'Generated_' + appraiserCase.Name + '.docx';
+        String title = fileName.contains('.')
+            ? fileName.substringBeforeLast('.')
+            : fileName;
+
+        ContentVersion version = new ContentVersion(
+            Title = title,
+            PathOnClient = '/' + fileName,
+            VersionData = downloaded.body
+        );
+        insert version;
+
+        version = [
+            SELECT Id, ContentDocumentId
+              FROM ContentVersion
+             WHERE Id = :version.Id
+             LIMIT 1
+        ];
+
+        insert new ContentDocumentLink(
+            ContentDocumentId = version.ContentDocumentId,
+            LinkedEntityId = appraiserCase.Id,
+            ShareType = 'V',
+            Visibility = 'AllUsers'
+        );
+
+        String fileUrl = '/lightning/r/ContentDocument/' + version.ContentDocumentId + '/view';
+        update new Appraiser_Case__c(
+            Id = appraiserCase.Id,
+            Last_CLM_Account_Code__c = accountCode,
+            Attached_File_Content_Document_Id__c = version.ContentDocumentId,
+            Attached_File_Url__c = fileUrl
+        );
+
+        FileAttachmentResult result = new FileAttachmentResult();
+        result.success = true;
+        result.message = 'Generated document attached to the case.';
+        result.contentDocumentId = version.ContentDocumentId;
+        result.fileUrl = fileUrl;
+        result.fileTitle = title;
+        return result;
+    }
+
+    private static String formatAddress(Appraiser_Case__c appraiserCase) {
+        return AppraiserCasePayloadBuilder.formatMailingAddress(
+            appraiserCase.Property_Street__c,
+            appraiserCase.Property_City__c,
+            appraiserCase.Property_State_Province__c,
+            appraiserCase.Property_Postal_Code__c,
+            appraiserCase.Property_Country__c
+        );
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static FolderContents getFolderContents(String folderHref, String accountCode) {
+        if (String.isBlank(folderHref)) {
+            throw new IllegalArgumentException('folderHref is required');
+        }
+        CLM_Account_Setting__mdt account = requireAccountSetting(accountCode);
+
+        FolderContents contents = new FolderContents();
+        contents.folder = parseSingleResource(performGet(folderHref, account).getBody(), 'Folder');
+        contents.folders = parseResourceList(performGet(folderHref + '/folders', account).getBody(), 'Folder', folderHref);
+        contents.documents = parseResourceList(performGet(folderHref + '/documents', account).getBody(), 'Document', folderHref);
+        return contents;
+    }
+
+    private static HttpResponse performGet(String resourceOrHref, CLM_Account_Setting__mdt account) {
+        HttpRequest req = new HttpRequest();
+        req.setEndpoint(CLMDocGenCallout.buildEndpointForResource(
+            resourceOrHref,
+            account.CLM_Account_Id__c,
+            account.CLM_Api_Named_Credential__c
+        ));
+        req.setMethod('GET');
+        req.setTimeout(CLMDocGenCallout.HTTP_TIMEOUT);
+
+        HttpResponse res = new Http().send(req);
+        Integer statusCode = res.getStatusCode();
+        if (statusCode < 200 || statusCode >= 300) {
+            throw new AuraHandledException('CLM API Error (HTTP ' + statusCode + '): ' + res.getBody());
+        }
+
+        return res;
+    }
+
+    @TestVisible
+    private static ResourceItem parseSingleResource(String body, String defaultType) {
+        Object root = JSON.deserializeUntyped(body);
+        if (!(root instanceof Map<String, Object>)) {
+            return null;
+        }
+        return parseResource((Map<String, Object>) root, defaultType, null);
+    }
+
+    @TestVisible
+    private static List<ResourceItem> parseResourceList(String body, String defaultType, String parentHref) {
+        Object root = JSON.deserializeUntyped(body);
+        List<Object> records = unwrapList(root);
+        List<ResourceItem> items = new List<ResourceItem>();
+
+        for (Object record : records) {
+            if (record instanceof Map<String, Object>) {
+                items.add(parseResource((Map<String, Object>) record, defaultType, parentHref));
+            }
+        }
+
+        return items;
+    }
+
+    private static List<Object> unwrapList(Object root) {
+        if (root instanceof List<Object>) {
+            return (List<Object>) root;
+        }
+
+        if (root instanceof Map<String, Object>) {
+            Map<String, Object> payload = (Map<String, Object>) root;
+            for (String key : new List<String>{ 'Results', 'Items', 'Documents', 'Folders' }) {
+                Object value = payload.get(key);
+                if (value instanceof List<Object>) {
+                    return (List<Object>) value;
+                }
+            }
+
+            if (payload.size() == 1) {
+                for (Object value : payload.values()) {
+                    if (value instanceof List<Object>) {
+                        return (List<Object>) value;
+                    }
+                }
+            }
+        }
+
+        return new List<Object>();
+    }
+
+    private static ResourceItem parseResource(Map<String, Object> source, String defaultType, String parentHref) {
+        ResourceItem item = new ResourceItem();
+        item.name = firstString(source, new List<String>{ 'Name', 'DisplayName', 'Title', 'Label' });
+        item.href = firstString(source, new List<String>{ 'Href', 'Uri', 'Location' });
+        item.type = firstString(source, new List<String>{ 'Type', 'ObjectType', 'ItemType' });
+        item.parentHref = extractParentHref(source, parentHref);
+        item.rawJson = JSON.serialize(source);
+
+        if (String.isBlank(item.type)) {
+            item.type = defaultType;
+        }
+
+        if (String.isBlank(item.name) && String.isNotBlank(item.href)) {
+            item.name = item.href.substringAfterLast('/');
+        }
+
+        return item;
+    }
+
+    private static String extractParentHref(Map<String, Object> source, String fallbackValue) {
+        Object parentValue = source.get('Parent');
+        if (parentValue instanceof Map<String, Object>) {
+            String href = firstString((Map<String, Object>) parentValue, new List<String>{ 'Href', 'Uri', 'Location' });
+            if (String.isNotBlank(href)) {
+                return href;
+            }
+        }
+        return fallbackValue;
+    }
+
+    private static String firstString(Map<String, Object> source, List<String> keys) {
+        for (String key : keys) {
+            Object value = source.get(key);
+            if (value != null) {
+                String textValue = String.valueOf(value);
+                if (String.isNotBlank(textValue)) {
+                    return textValue;
+                }
+            }
+        }
+        return null;
+    }
+
+    private static void persistDocGenResult(
+        Id appraiserCaseId,
+        String templateDocHref,
+        String destinationFolderHref,
+        CLMDocGenCallout.CLMDocGenResponse response,
+        Boolean isStatusRefresh,
+        String accountCode
+    ) {
+        if (appraiserCaseId == null || response == null) {
+            return;
+        }
+
+        Appraiser_Case__c updateCase = new Appraiser_Case__c(Id = appraiserCaseId);
+        updateCase.Last_CLM_Account_Code__c = accountCode;
+        updateCase.Last_DocGen_Status__c = String.isNotBlank(response.taskStatus) ? response.taskStatus : (response.success ? 'Submitted' : 'Failed');
+        updateCase.Last_DocGen_Message__c = response.message;
+        updateCase.Last_DocGen_Task_Id__c = response.documentId;
+        updateCase.Last_DocGen_Task_Url__c = response.documentUrl;
+
+        if (!isStatusRefresh) {
+            updateCase.Last_DocGen_Requested_At__c = System.now();
+            updateCase.Last_Template_Document_Href__c = templateDocHref;
+            updateCase.Last_Destination_Folder_Href__c = destinationFolderHref;
+        }
+
+        if (String.isNotBlank(response.generatedDocumentUrl)) {
+            updateCase.Generated_Document_Url__c = response.generatedDocumentUrl;
+            updateCase.Generated_Document_Id__c = response.generatedDocumentId;
+        }
+
+        if (response.success && String.valueOf(response.taskStatus).toLowerCase() == 'completed') {
+            updateCase.Last_DocGen_Completed_At__c = System.now();
+        }
+
+        update updateCase;
+    }
+
+    private static CLM_Account_Setting__mdt requireAccountSetting(String accountCode) {
+        CLM_Account_Setting__mdt row = resolveAccountSetting(accountCode);
+        if (row == null) {
+            throw new AuraHandledException('No active CLM account setting was found for ' + accountCode + '.');
+        }
+        return row;
+    }
+
+    private static CLM_Account_Setting__mdt resolveAccountSetting(String accountCode) {
+        String normalizedCode = String.isBlank(accountCode) ? null : accountCode.trim();
+        List<CLM_Account_Setting__mdt> rows;
+        if (String.isNotBlank(normalizedCode)) {
+            rows = [
+                SELECT DeveloperName,
+                       Account_Code__c,
+                       Account_Display_Name__c,
+                       Environment_Code__c,
+                       CLM_Account_Id__c,
+                       CLM_Api_Named_Credential__c,
+                       CLM_Download_Named_Credential__c,
+                       ESignature_Rest_Named_Credential__c,
+                       Template_Root_Folder_Href__c,
+                       Destination_Root_Folder_Href__c,
+                       Default_Template_Document_Href__c,
+                       Default_Destination_Document_Name_Prefix__c,
+                       Active__c
+                  FROM CLM_Account_Setting__mdt
+                 WHERE Active__c = true
+                   AND DeveloperName = :normalizedCode
+                 LIMIT 1
+            ];
+            if (rows.isEmpty()) {
+                rows = [
+                    SELECT DeveloperName,
+                           Account_Code__c,
+                           Account_Display_Name__c,
+                           Environment_Code__c,
+                           CLM_Account_Id__c,
+                           CLM_Api_Named_Credential__c,
+                           CLM_Download_Named_Credential__c,
+                           ESignature_Rest_Named_Credential__c,
+                           Template_Root_Folder_Href__c,
+                           Destination_Root_Folder_Href__c,
+                           Default_Template_Document_Href__c,
+                           Default_Destination_Document_Name_Prefix__c,
+                           Active__c
+                      FROM CLM_Account_Setting__mdt
+                     WHERE Active__c = true
+                       AND Account_Code__c = :normalizedCode
+                     LIMIT 1
+                ];
+            }
+        } else {
+            rows = [
+                SELECT DeveloperName,
+                       Account_Code__c,
+                       Account_Display_Name__c,
+                       Environment_Code__c,
+                       CLM_Account_Id__c,
+                       CLM_Api_Named_Credential__c,
+                       CLM_Download_Named_Credential__c,
+                       ESignature_Rest_Named_Credential__c,
+                       Template_Root_Folder_Href__c,
+                       Destination_Root_Folder_Href__c,
+                       Default_Template_Document_Href__c,
+                       Default_Destination_Document_Name_Prefix__c,
+                       Active__c
+                  FROM CLM_Account_Setting__mdt
+                 WHERE Active__c = true
+                 ORDER BY Account_Display_Name__c ASC, DeveloperName ASC
+                 LIMIT 1
+            ];
+        }
+        return rows.isEmpty() ? null : rows[0];
+    }
+
+    private static AccountSettings toAccountSettings(CLM_Account_Setting__mdt row) {
+        AccountSettings settings = new AccountSettings();
+        settings.accountCode = String.isNotBlank(row.Account_Code__c) ? row.Account_Code__c : row.DeveloperName;
+        settings.accountDisplayName = String.isNotBlank(row.Account_Display_Name__c) ? row.Account_Display_Name__c : row.DeveloperName;
+        settings.environment = row.Environment_Code__c;
+        settings.clmAccountId = row.CLM_Account_Id__c;
+        settings.clmApiNamedCredential = row.CLM_Api_Named_Credential__c;
+        settings.clmDownloadNamedCredential = row.CLM_Download_Named_Credential__c;
+        settings.eSignatureRestNamedCredential = row.ESignature_Rest_Named_Credential__c;
+        settings.templateRootFolderHref = row.Template_Root_Folder_Href__c;
+        settings.destinationRootFolderHref = row.Destination_Root_Folder_Href__c;
+        settings.defaultTemplateDocumentHref = row.Default_Template_Document_Href__c;
+        settings.defaultDocumentNamePrefix = row.Default_Destination_Document_Name_Prefix__c;
+        settings.active = row.Active__c;
+        return settings;
+    }
+
+    private static LetterSettings toLetterSettings(CLM_Letter_Definition__mdt row, AccountSettings account) {
+        LetterSettings settings = new LetterSettings();
+        settings.accountCode = String.isNotBlank(row.Account_Code__c) ? row.Account_Code__c : account.accountCode;
+        settings.letterCode = String.isNotBlank(row.Letter_Code__c) ? row.Letter_Code__c : 'APPRAISER_REVIEW';
+        settings.letterDisplayName = String.isNotBlank(row.Letter_Display_Name__c) ? row.Letter_Display_Name__c : row.DeveloperName;
+        settings.description = row.Description__c;
+        settings.isDefault = row.Is_Default__c;
+        settings.sortOrder = row.Sort_Order__c;
+        settings.templateRootFolderHref = firstNonBlankValue(row.Template_Root_Folder_Href__c, account.templateRootFolderHref);
+        settings.destinationRootFolderHref = firstNonBlankValue(row.Destination_Root_Folder_Href__c, account.destinationRootFolderHref);
+        settings.defaultTemplateDocumentHref = firstNonBlankValue(row.Default_Template_Document_Href__c, account.defaultTemplateDocumentHref);
+        settings.defaultDocumentNamePrefix = firstNonBlankValue(row.Default_Destination_Document_Name_Prefix__c, account.defaultDocumentNamePrefix);
+        settings.active = row.Active__c;
+        return settings;
+    }
+
+    private static LetterSettings buildFallbackLetterSettings(AccountSettings account) {
+        LetterSettings settings = new LetterSettings();
+        settings.accountCode = account.accountCode;
+        settings.letterCode = 'APPRAISER_REVIEW';
+        settings.letterDisplayName = 'Appraiser Review Letter';
+        settings.description = 'Fallback current appraiser letter flow.';
+        settings.isDefault = true;
+        settings.sortOrder = 10;
+        settings.templateRootFolderHref = account.templateRootFolderHref;
+        settings.destinationRootFolderHref = account.destinationRootFolderHref;
+        settings.defaultTemplateDocumentHref = account.defaultTemplateDocumentHref;
+        settings.defaultDocumentNamePrefix = account.defaultDocumentNamePrefix;
+        settings.active = true;
+        return settings;
+    }
+
+    private static String firstNonBlankValue(String preferredValue, String fallbackValue) {
+        return String.isNotBlank(preferredValue) ? preferredValue : fallbackValue;
+    }
+
+    private static String buildDefaultDocumentName(String prefix, String caseNumber) {
+        String normalizedPrefix = String.isNotBlank(prefix) ? prefix : 'Review';
+        return String.isNotBlank(caseNumber)
+            ? normalizedPrefix + '_' + caseNumber + '.docx'
+            : normalizedPrefix + '.docx';
+    }
+}

force-app/main/default/classes/CLMAdminServiceTest.cls

@@ -0,0 +1,286 @@
+@IsTest
+private class CLMAdminServiceTest {
+    private class FolderBrowseMock implements HttpCalloutMock {
+        public HttpResponse respond(HttpRequest req) {
+            HttpResponse res = new HttpResponse();
+            res.setHeader('Content-Type', 'application/json');
+
+            if (req.getMethod() == 'POST' && req.getEndpoint().contains('/documentxmlmergetasks')) {
+                res.setStatusCode(200);
+                res.setBody('{"Href":"https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documentxmlmergetasks/TASK-555","Status":"Queued","Result":{"Href":"https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/generated-555"}}');
+                return res;
+            }
+
+            if (req.getEndpoint().endsWith('/folders/root-folder')) {
+                res.setStatusCode(200);
+                res.setBody('{"Name":"Templates Root","Href":"https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/root-folder","Type":"Folder","Parent":{"Href":"https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/root-parent"}}');
+                return res;
+            }
+
+            if (req.getEndpoint().endsWith('/folders/root-folder/folders')) {
+                res.setStatusCode(200);
+                res.setBody('{"Results":[{"Name":"Residential","Href":"https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/residential","Parent":{"Href":"https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/root-folder"}}]}');
+                return res;
+            }
+
+            if (req.getEndpoint().endsWith('/folders/root-folder/documents')) {
+                res.setStatusCode(200);
+                res.setBody('{"Results":[{"Name":"Appraiser Review Letter Template","Href":"https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/documents/template-1"}]}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/documentxmlmergetasks')) {
+                res.setStatusCode(200);
+                res.setBody('{"Href":"https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documentxmlmergetasks/TASK-555","Status":"Completed","Result":{"Href":"https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/generated-555"}}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/documents/generated-555')) {
+                res.setStatusCode(200);
+                res.setHeader('Content-Type', 'application/vnd.openxmlformats-officedocument.wordprocessingml.document');
+                res.setHeader('Content-Disposition', 'attachment; filename="Review_AC-000001.docx"');
+                res.setBodyAsBlob(Blob.valueOf('docx-binary'));
+                return res;
+            }
+
+            res.setStatusCode(404);
+            res.setBody('{"Message":"Not Found"}');
+            return res;
+        }
+    }
+
+    @IsTest
+    static void parsesFolderContents() {
+        Test.setMock(HttpCalloutMock.class, new FolderBrowseMock());
+
+        Test.startTest();
+        CLMAdminService.FolderContents contents = CLMAdminService.getFolderContents(
+            'https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/root-folder',
+            'DTC_CLM_Demo'
+        );
+        String body = CLMAdminService.probeResource('/documentxmlmergetasks/TASK-555', 'DTC_IAM_Enterprise');
+        Test.stopTest();
+
+        System.assertEquals('Templates Root', contents.folder.name);
+        System.assertEquals('https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/root-parent', contents.folder.parentHref);
+        System.assertEquals(1, contents.folders.size());
+        System.assertEquals('Residential', contents.folders[0].name);
+        System.assertEquals(1, contents.documents.size());
+        System.assertEquals('Appraiser Review Letter Template', contents.documents[0].name);
+        System.assert(body.contains('Completed'));
+    }
+
+    @IsTest
+    static void returnsAccountSettingsFromMetadata() {
+        Test.startTest();
+        List<CLMAdminService.AccountSettings> accounts = CLMAdminService.listAccountSettings();
+        CLMAdminService.AccountSettings settings = CLMAdminService.getAccountSettings('DTC_CLM_Demo');
+        Test.stopTest();
+
+        Set<String> accountCodes = new Set<String>();
+        for (CLMAdminService.AccountSettings account : accounts) {
+            accountCodes.add(account.accountCode);
+        }
+        System.assert(accountCodes.contains('DTC_CLM_Demo'));
+        System.assert(accountCodes.contains('DTC_IAM_Enterprise'));
+        System.assert(accountCodes.contains('DTC_HUD_Demo'));
+        System.assertNotEquals(null, settings);
+        System.assertEquals('DTC_CLM_Demo', settings.accountCode);
+        System.assertEquals('DTC CLM Demo', settings.accountDisplayName);
+        System.assertEquals('UAT', settings.environment);
+        System.assert(settings.destinationRootFolderHref.contains('/folders/'));
+        System.assert(settings.defaultTemplateDocumentHref.contains('/documents/'));
+        System.assertEquals('Review', settings.defaultDocumentNamePrefix);
+    }
+
+    @IsTest
+    static void returnsLetterSettingsFromMetadata() {
+        Test.startTest();
+        List<CLMAdminService.LetterSettings> letters = CLMAdminService.listLetterSettings('DTC_CLM_Demo');
+        CLMAdminService.LetterSettings settings = CLMAdminService.getLetterSettings('DTC_CLM_Demo', 'APPRAISER_REVIEW');
+        Test.stopTest();
+
+        System.assert(!letters.isEmpty());
+        System.assertEquals('APPRAISER_REVIEW', settings.letterCode);
+        System.assertEquals('Appraiser Review Letter', settings.letterDisplayName);
+        System.assertEquals(true, settings.isDefault);
+        System.assertEquals('Review', settings.defaultDocumentNamePrefix);
+    }
+
+    @IsTest
+    static void buildsDocGenPreviewForSelectedLetter() {
+        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
+            Appraiser_Field_Review_Date__c = Date.today(),
+            Letter_Sent_Date__c = Date.newInstance(2026, 4, 9),
+            FHA_Case_Number__c = '123-4567890',
+            Appraiser_Name__c = 'Jamie Carter',
+            Appraiser_Last_Name__c = 'Carter',
+            Appraiser_Street__c = '12 Park Ave',
+            Appraiser_City__c = 'New York',
+            Appraiser_State_Province__c = 'NY',
+            Appraiser_Postal_Code__c = '10016',
+            Appraiser_Country__c = 'USA',
+            Property_Street__c = '245 Lexington Ave',
+            Property_City__c = 'New York',
+            Property_State_Province__c = 'NY',
+            Property_Postal_Code__c = '10016',
+            Property_Country__c = 'USA'
+        );
+        insert appraiserCase;
+
+        insert new Appraiser_Case_Deficiency__c(
+            Appraiser_Case__c = appraiserCase.Id,
+            Deficiency_Number__c = 1,
+            Description__c = 'Test deficiency',
+            Resolution__c = 'Test resolution',
+            Reference__c = 'VC-1'
+        );
+
+        Test.startTest();
+        CLMAdminService.DocGenPreview preview = CLMAdminService.getDocGenPreview(
+            appraiserCase.Id,
+            'DTC_CLM_Demo',
+            'NOD_LETTER'
+        );
+        Test.stopTest();
+
+        System.assertEquals('DTC_CLM_Demo', preview.accountCode);
+        System.assertEquals('NOD_LETTER', preview.letterCode);
+        System.assertEquals('NOD Letter', preview.letterDisplayName);
+        Appraiser_Case__c refreshedCase = [
+            SELECT Name
+              FROM Appraiser_Case__c
+             WHERE Id = :appraiserCase.Id
+             LIMIT 1
+        ];
+        System.assertEquals('NOD_' + refreshedCase.Name + '.docx', preview.destinationDocName);
+        System.assert(preview.mergeTaskEndpointUrl.endsWith('/documentxmlmergetasks'));
+        System.assert(preview.payloadJson.contains('FHACaseNumber'));
+        System.assert(preview.dataXml.contains('\n  <'));
+        System.assert(preview.dataXml.contains('<Reference>VC-1</Reference>'));
+        System.assert(preview.requestBodyJson.contains('"DestinationDocumentName"'));
+    }
+
+    @IsTest
+    static void persistsCaseTrackingOnGenerate() {
+        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
+            Appraiser_Field_Review_Date__c = Date.today(),
+            Property_Street__c = '123 Main St',
+            Property_City__c = 'Denver',
+            Property_State_Province__c = 'CO',
+            Property_Postal_Code__c = '80202'
+        );
+        insert appraiserCase;
+
+        insert new Appraiser_Case_Deficiency__c(
+            Appraiser_Case__c = appraiserCase.Id,
+            Deficiency_Number__c = 1,
+            Description__c = 'Test deficiency',
+            Resolution__c = 'Test resolution',
+            Reference__c = 'VC-1'
+        );
+
+        Test.setMock(HttpCalloutMock.class, new FolderBrowseMock());
+
+        Test.startTest();
+        CLMDocGenCallout.CLMDocGenResponse generateResponse = CLMAdminService.generateDocument(
+            appraiserCase.Id,
+            'https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/template-1',
+            'https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/folders/root-folder',
+            'Review_AC-000001.docx',
+            'DTC_CLM_Demo'
+        );
+        CLMAdminService.CaseContext context = CLMAdminService.getCaseContext(appraiserCase.Id);
+        Test.stopTest();
+
+        System.assertEquals(true, generateResponse.success);
+        System.assertEquals('Queued', context.lastDocGenStatus);
+        System.assertEquals('DTC_CLM_Demo', context.lastClmAccountCode);
+        System.assertEquals('TASK-555', context.lastDocGenTaskId);
+        System.assert(context.lastDocGenTaskUrl.contains('/documentxmlmergetasks/TASK-555'));
+        System.assert(context.generatedDocumentUrl.contains('/documents/generated-555'));
+        System.assertNotEquals(null, context.lastDocGenRequestedAt);
+        System.assertEquals(null, context.lastDocGenCompletedAt);
+        System.assertEquals(1, context.deficiencies.size());
+        System.assertEquals('123 Main St, Denver, CO 80202', context.propertyAddress);
+        System.assertEquals('VC-1', context.deficiencies[0].reference);
+    }
+
+    @IsTest
+    static void persistsCaseTrackingOnStatusRefresh() {
+        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
+            Appraiser_Field_Review_Date__c = Date.today(),
+            Property_Street__c = '123 Main St',
+            Property_City__c = 'Denver',
+            Property_State_Province__c = 'CO',
+            Property_Postal_Code__c = '80202',
+            Last_DocGen_Task_Id__c = 'TASK-555'
+        );
+        insert appraiserCase;
+
+        insert new Appraiser_Case_Deficiency__c(
+            Appraiser_Case__c = appraiserCase.Id,
+            Deficiency_Number__c = 1,
+            Description__c = 'Test deficiency',
+            Resolution__c = 'Test resolution',
+            Reference__c = 'VC-1'
+        );
+
+        Test.setMock(HttpCalloutMock.class, new FolderBrowseMock());
+
+        Test.startTest();
+        CLMDocGenCallout.CLMDocGenResponse statusResponse = CLMAdminService.getTaskStatus(appraiserCase.Id, 'TASK-555', 'DTC_CLM_Demo');
+        CLMAdminService.CaseContext context = CLMAdminService.getCaseContext(appraiserCase.Id);
+        Test.stopTest();
+
+        System.assertEquals(true, statusResponse.success);
+        System.assertEquals('Completed', context.lastDocGenStatus);
+        System.assertEquals('DTC_CLM_Demo', context.lastClmAccountCode);
+        System.assertEquals('TASK-555', context.lastDocGenTaskId);
+        System.assert(context.lastDocGenTaskUrl.contains('/documentxmlmergetasks/TASK-555'));
+        System.assert(context.generatedDocumentUrl.contains('/documents/generated-555'));
+        System.assertNotEquals(null, context.lastDocGenCompletedAt);
+        System.assertEquals(1, context.deficiencies.size());
+    }
+
+    @IsTest
+    static void attachesGeneratedDocumentToCaseAsSalesforceFile() {
+        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
+            Appraiser_Field_Review_Date__c = Date.today(),
+            Property_Street__c = '245 Lexington Ave',
+            Property_City__c = 'New York',
+            Property_State_Province__c = 'NY',
+            Property_Postal_Code__c = '10016',
+            Generated_Document_Url__c = 'https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/generated-555',
+            Generated_Document_Id__c = 'generated-555'
+        );
+        insert appraiserCase;
+
+        Test.setMock(HttpCalloutMock.class, new FolderBrowseMock());
+
+        Test.startTest();
+        CLMAdminService.FileAttachmentResult result = CLMAdminService.attachGeneratedDocumentToCase(appraiserCase.Id, 'DTC_CLM_Demo');
+        Test.stopTest();
+
+        Appraiser_Case__c refreshedCase = [
+            SELECT Last_CLM_Account_Code__c, Attached_File_Content_Document_Id__c, Attached_File_Url__c
+              FROM Appraiser_Case__c
+             WHERE Id = :appraiserCase.Id
+             LIMIT 1
+        ];
+        List<ContentDocumentLink> links = [
+            SELECT ContentDocumentId, LinkedEntityId
+              FROM ContentDocumentLink
+             WHERE LinkedEntityId = :appraiserCase.Id
+        ];
+
+        System.assertEquals(true, result.success);
+        System.assertNotEquals(null, result.contentDocumentId);
+        System.assert(result.fileUrl.contains('/lightning/r/ContentDocument/'));
+        System.assertEquals('DTC_CLM_Demo', refreshedCase.Last_CLM_Account_Code__c);
+        System.assertEquals(result.contentDocumentId, refreshedCase.Attached_File_Content_Document_Id__c);
+        System.assertEquals(result.fileUrl, refreshedCase.Attached_File_Url__c);
+        System.assertEquals(1, links.size());
+        System.assertEquals(result.contentDocumentId, links[0].ContentDocumentId);
+    }
+}

force-app/main/default/classes/CLMDocGenCallout.cls

@@ -2,17 +2,94 @@ 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;
+    private static final String CLM_NAMED_CRED_S1 = 'callout:CLMs1NamedCreds';
+    private static final String CLM_DOWNLOAD_NAMED_CRED_S1 = 'callout:CLMs1Download';
 
     // 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 String CLM_NAMED_CRED_UAT = 'callout:CLMuatNamedCreds';
+    private static final String CLM_DOWNLOAD_NAMED_CRED_UAT = 'callout:CLMuatDownload';
 
-    private static final Integer HTTP_TIMEOUT = 30000;
+    public static final Integer HTTP_TIMEOUT = 30000;
 
-    /** Resolve the correct CLM base URL. env: 'UAT' or 'S1'. */
+    /** Resolve the correct CLM Named Credential base. env: 'UAT' or 'S1'. */
-    private static String clmBase(String env) {
+    private static String clmNamedCredential(String env) {
-        return env == 'S1' ? CLM_BASE_S1 : CLM_BASE_UAT;
+        return env == 'S1' ? CLM_NAMED_CRED_S1 : CLM_NAMED_CRED_UAT;
+    }
+
+    private static String clmDownloadNamedCredential(String env) {
+        return env == 'S1' ? CLM_DOWNLOAD_NAMED_CRED_S1 : CLM_DOWNLOAD_NAMED_CRED_UAT;
+    }
+
+    @TestVisible
+    static String defaultAccountId(String env) {
+        return env == 'S1' ? CLM_ACCOUNT_ID_S1 : CLM_ACCOUNT_ID_UAT;
+    }
+
+    @TestVisible
+    static String extractAccountId(String resourceOrHref) {
+        if (String.isBlank(resourceOrHref)) {
+            return null;
+        }
+
+        Integer v2Index = resourceOrHref.indexOf('/v2/');
+        if (v2Index < 0) {
+            return null;
+        }
+
+        String afterV2 = resourceOrHref.substring(v2Index + 4);
+        List<String> parts = afterV2.split('/');
+        return parts.isEmpty() ? null : parts[0];
+    }
+
+    @TestVisible
+    static String normalizeResourcePath(String resourceOrHref, String env) {
+        return normalizeResourcePathWithAccountId(resourceOrHref, defaultAccountId(env));
+    }
+
+    @TestVisible
+    static String normalizeResourcePathWithAccountId(String resourceOrHref, String fallbackAccountId) {
+        if (String.isBlank(resourceOrHref)) {
+            throw new IllegalArgumentException('resourceOrHref is required');
+        }
+
+        if (resourceOrHref.startsWith('http://') || resourceOrHref.startsWith('https://')) {
+            Integer pathStart = resourceOrHref.indexOf('/', resourceOrHref.indexOf('//') + 2);
+            if (pathStart < 0) {
+                throw new IllegalArgumentException('Unable to determine resource path from href: ' + resourceOrHref);
+            }
+            return resourceOrHref.substring(pathStart);
+        }
+
+        if (resourceOrHref.startsWith('/v2/')) {
+            return resourceOrHref;
+        }
+
+        if (resourceOrHref.startsWith('v2/')) {
+            return '/' + resourceOrHref;
+        }
+
+        if (resourceOrHref.startsWith('/')) {
+            return '/v2/' + fallbackAccountId + resourceOrHref;
+        }
+
+        return '/v2/' + fallbackAccountId + '/' + resourceOrHref;
+    }
+
+    public static String buildEndpointForResource(String resourceOrHref, String env) {
+        return clmNamedCredential(env) + normalizeResourcePath(resourceOrHref, env);
+    }
+
+    public static String buildEndpointForResource(String resourceOrHref, String accountId, String apiNamedCredential) {
+        return 'callout:' + apiNamedCredential + normalizeResourcePathWithAccountId(resourceOrHref, accountId);
+    }
+
+    public static String buildDownloadEndpointForResource(String resourceOrHref, String env) {
+        return clmDownloadNamedCredential(env) + normalizeResourcePath(resourceOrHref, env);
+    }
+
+    public static String buildDownloadEndpointForResource(String resourceOrHref, String accountId, String downloadNamedCredential) {
+        return 'callout:' + downloadNamedCredential + normalizeResourcePathWithAccountId(resourceOrHref, accountId);
     }
 
     /** Defaults to UAT environment. */
@@ -40,21 +117,42 @@ public class CLMDocGenCallout {
         String destinationDocName,
         String env
     ) {
-        Map<String, Object> casePayload = AppraiserCasePayloadBuilder.buildPayload(caseId);
+        return generateDocument(
-
+            caseId,
-        Map<String, Object> requestBody = new Map<String, Object>{
+            templateDocHref,
-            'TemplateDocument' => new Map<String, Object>{
+            destinationFolderHref,
-                'Href' => templateDocHref
+            destinationDocName,
-            },
+            env,
-            'DataXML'                 => buildDataXml(casePayload),
+            defaultAccountId(env),
-            'DestinationDocumentName' => destinationDocName,
+            clmNamedCredential(env).substringAfter('callout:')
-            'DestinationFolder'       => new Map<String, Object>{
+        );
-                'Href' => destinationFolderHref
     }
-        };
+
+    public static CLMDocGenResponse generateDocument(
+        String caseId,
+        String templateDocHref,
+        String destinationFolderHref,
+        String destinationDocName,
+        String env,
+        String configuredAccountId,
+        String apiNamedCredential
+    ) {
+        Map<String, Object> casePayload = AppraiserCasePayloadBuilder.buildPayload(caseId);
+        String accountId = firstNonBlank(
+            extractAccountId(templateDocHref),
+            extractAccountId(destinationFolderHref),
+            configuredAccountId,
+            defaultAccountId(env)
+        );
+        Map<String, Object> requestBody = buildRequestBodyMap(
+            casePayload,
+            templateDocHref,
+            destinationFolderHref,
+            destinationDocName
+        );
 
         HttpRequest req = new HttpRequest();
-        req.setEndpoint(clmBase(env) + '/documentxmlmergetasks');
+        req.setEndpoint('callout:' + apiNamedCredential + '/v2/' + accountId + '/documentxmlmergetasks');
         req.setMethod('POST');
         req.setHeader('Content-Type', 'application/json');
         req.setTimeout(HTTP_TIMEOUT);
@@ -69,15 +167,59 @@ public class CLMDocGenCallout {
         }
     }
 
-    /** Poll the status of a submitted merge task by its GUID. */
+    public static String buildDataXmlForCase(String caseId) {
+        return buildDataXml(AppraiserCasePayloadBuilder.buildPayload(caseId));
+    }
+
+    public static String buildRequestBodyJson(
+        String caseId,
+        String templateDocHref,
+        String destinationFolderHref,
+        String destinationDocName
+    ) {
+        return JSON.serializePretty(
+            buildRequestBodyMap(
+                AppraiserCasePayloadBuilder.buildPayload(caseId),
+                templateDocHref,
+                destinationFolderHref,
+                destinationDocName
+            )
+        );
+    }
+
+    public static String buildDocumentXmlMergeTasksUrl(
+        String templateDocHref,
+        String destinationFolderHref,
+        String env,
+        String configuredAccountId
+    ) {
+        String accountId = firstNonBlank(
+            extractAccountId(templateDocHref),
+            extractAccountId(destinationFolderHref),
+            configuredAccountId,
+            defaultAccountId(env)
+        );
+        String baseUrl = firstNonBlank(
+            extractBaseUrl(templateDocHref),
+            extractBaseUrl(destinationFolderHref),
+            null,
+            defaultBaseUrl(env)
+        );
+        return baseUrl + '/v2/' + accountId + '/documentxmlmergetasks';
+    }
+
     /** 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) {
+        return getTaskStatus(taskId, env, defaultAccountId(env), clmNamedCredential(env).substringAfter('callout:'));
+    }
+
+    public static CLMDocGenResponse getTaskStatus(String taskId, String env, String configuredAccountId, String apiNamedCredential) {
         HttpRequest req = new HttpRequest();
-        req.setEndpoint(clmBase(env) + '/documentxmlmergetasks/' + taskId);
+        req.setEndpoint(buildEndpointForResource('/documentxmlmergetasks/' + taskId, configuredAccountId, apiNamedCredential));
         req.setMethod('GET');
         req.setTimeout(HTTP_TIMEOUT);
         try {
@@ -96,13 +238,41 @@ public class CLMDocGenCallout {
 
     public static String probe(String resource, String env) {
         HttpRequest req = new HttpRequest();
-        req.setEndpoint(clmBase(env) + '/' + resource);
+        req.setEndpoint(buildEndpointForResource(resource, env));
         req.setMethod('GET');
         req.setTimeout(HTTP_TIMEOUT);
         HttpResponse res = new Http().send(req);
         return 'HTTP ' + res.getStatusCode() + ': ' + res.getBody();
     }
 
+    public static DownloadedDocument downloadDocument(String resourceOrHref, String env) {
+        return downloadDocument(
+            resourceOrHref,
+            env,
+            defaultAccountId(env),
+            clmDownloadNamedCredential(env).substringAfter('callout:')
+        );
+    }
+
+    public static DownloadedDocument downloadDocument(String resourceOrHref, String env, String configuredAccountId, String downloadNamedCredential) {
+        HttpRequest req = new HttpRequest();
+        req.setEndpoint(buildDownloadEndpointForResource(resourceOrHref, configuredAccountId, downloadNamedCredential));
+        req.setMethod('GET');
+        req.setTimeout(HTTP_TIMEOUT);
+
+        HttpResponse res = new Http().send(req);
+        Integer statusCode = res.getStatusCode();
+        if (statusCode < 200 || statusCode >= 300) {
+            throw new CalloutException('CLM download error (HTTP ' + statusCode + '): ' + res.getBody());
+        }
+
+        DownloadedDocument document = new DownloadedDocument();
+        document.body = res.getBodyAsBlob();
+        document.contentType = res.getHeader('Content-Type');
+        document.fileName = extractFileName(res, resourceOrHref, document.contentType);
+        return document;
+    }
+
     /**
      * Build the DataXML string from the case payload.
      * Flat fields become direct child elements of <TemplateFieldData>.
@@ -115,7 +285,7 @@ public class CLMDocGenCallout {
         // Emit flat fields first
         for (String key : payload.keySet()) {
             if (key == 'DeficiencyList') continue;
-            xml += '<' + key + '>' + escapeXml(String.valueOf(payload.get(key))) + '</' + key + '>';
+            xml += '<' + key + '>' + escapeXml(safeValue(payload.get(key))) + '</' + key + '>';
         }
 
         // Emit DeficiencyList as a nested list so templates can iterate dynamically
@@ -125,9 +295,10 @@ public class CLMDocGenCallout {
             for (Integer i = 0; i < deficiencies.size(); i++) {
                 Map<String, Object> d = (Map<String, Object>) deficiencies[i];
                 xml += '<Deficiency>';
-                xml += '<Number>'      + escapeXml(String.valueOf(d.get('deficiencyNumber'))) + '</Number>';
+                xml += '<Number>'      + escapeXml(safeValue(d.get('deficiencyNumber'))) + '</Number>';
-                xml += '<Description>' + escapeXml(String.valueOf(d.get('description')))      + '</Description>';
+                xml += '<Description>' + escapeXml(safeValue(d.get('description')))      + '</Description>';
-                xml += '<Resolution>'  + escapeXml(String.valueOf(d.get('resolution')))       + '</Resolution>';
+                xml += '<Resolution>'  + escapeXml(safeValue(d.get('resolution')))       + '</Resolution>';
+                xml += '<Reference>'   + escapeXml(safeValue(d.get('reference')))        + '</Reference>';
                 xml += '</Deficiency>';
             }
             xml += '</DeficiencyList>';
@@ -138,6 +309,93 @@ public class CLMDocGenCallout {
         return xml;
     }
 
+    public static String prettyPrintXml(String xml) {
+        if (String.isBlank(xml)) {
+            return xml;
+        }
+
+        String normalized = xml
+            .replace('><', '>\n<')
+            .replace('\r\n', '\n')
+            .replace('\r', '\n');
+
+        List<String> lines = normalized.split('\n');
+        List<String> formatted = new List<String>();
+        Integer indent = 0;
+
+        for (String rawLine : lines) {
+            String line = rawLine == null ? '' : rawLine.trim();
+            if (line == '') {
+                continue;
+            }
+
+            Boolean isClosing = line.startsWith('</');
+            Boolean isDeclaration = line.startsWith('<?') || line.startsWith('<!');
+            Boolean isSelfClosing = line.endsWith('/>') || (line.contains('</') && line.indexOf('</') > 0);
+
+            if (isClosing && indent > 0) {
+                indent--;
+            }
+
+            formatted.add(repeatIndent(indent) + line);
+
+            if (!isClosing && !isSelfClosing && !isDeclaration) {
+                indent++;
+            }
+        }
+
+        return String.join(formatted, '\n');
+    }
+
+    private static Map<String, Object> buildRequestBodyMap(
+        Map<String, Object> casePayload,
+        String templateDocHref,
+        String destinationFolderHref,
+        String destinationDocName
+    ) {
+        return new Map<String, Object>{
+            'TemplateDocument' => new Map<String, Object>{
+                'Href' => templateDocHref
+            },
+            'DataXML' => buildDataXml(casePayload),
+            'DestinationDocumentName' => destinationDocName,
+            'DestinationFolder' => new Map<String, Object>{
+                'Href' => destinationFolderHref
+            }
+        };
+    }
+
+    private static String extractBaseUrl(String resourceOrHref) {
+        if (String.isBlank(resourceOrHref)) {
+            return null;
+        }
+        if (!(resourceOrHref.startsWith('http://') || resourceOrHref.startsWith('https://'))) {
+            return null;
+        }
+
+        Integer schemeIndex = resourceOrHref.indexOf('//');
+        Integer pathStart = resourceOrHref.indexOf('/', schemeIndex + 2);
+        return pathStart > 0 ? resourceOrHref.substring(0, pathStart) : resourceOrHref;
+    }
+
+    private static String defaultBaseUrl(String env) {
+        return env == 'S1'
+            ? 'https://api.s1.us.clm.demo.docusign.net'
+            : 'https://apiuatna11.springcm.com';
+    }
+
+    private static String repeatIndent(Integer indent) {
+        String value = '';
+        for (Integer i = 0; i < indent; i++) {
+            value += '  ';
+        }
+        return value;
+    }
+
+    private static String safeValue(Object val) {
+        return val != null ? String.valueOf(val) : '';
+    }
+
     private static String escapeXml(String s) {
         if (s == null) return '';
         return s.replace('&', '&amp;')
@@ -152,26 +410,160 @@ public class CLMDocGenCallout {
         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 href = firstString(m, new List<String>{ 'Href', 'Uri', 'Location' });
-            String status = (String) m.get('Status');
+            String status = firstString(m, new List<String>{ 'Status', 'State' });
             String taskId = href != null ? href.substringAfterLast('/') : null;
-            return new CLMDocGenResponse(true, 'Task status: ' + status, href, taskId);
+            String generatedDocumentUrl = findFirstDocumentHref(m);
+            String generatedDocumentId = generatedDocumentUrl != null ? generatedDocumentUrl.substringAfterLast('/') : null;
+            String message = 'Task status: ' + (String.isNotBlank(status) ? status : 'Unknown');
+            return new CLMDocGenResponse(true, message, href, taskId, status, generatedDocumentUrl, generatedDocumentId, body);
         } else {
-            return new CLMDocGenResponse(false, 'CLM API Error (HTTP ' + statusCode + '): ' + body, null, null);
+            return new CLMDocGenResponse(false, 'CLM API Error (HTTP ' + statusCode + '): ' + body, null, null, null, null, null, body);
         }
     }
 
+    private static String firstNonBlank(String firstValue, String secondValue, String thirdValue, String fallbackValue) {
+        if (String.isNotBlank(firstValue)) {
+            return firstValue;
+        }
+        if (String.isNotBlank(secondValue)) {
+            return secondValue;
+        }
+        if (String.isNotBlank(thirdValue)) {
+            return thirdValue;
+        }
+        return fallbackValue;
+    }
+
+    private static String firstString(Map<String, Object> source, List<String> keys) {
+        for (String key : keys) {
+            Object value = source.get(key);
+            if (value != null) {
+                String asString = String.valueOf(value);
+                if (String.isNotBlank(asString)) {
+                    return asString;
+                }
+            }
+        }
+        return null;
+    }
+
+    private static String findFirstDocumentHref(Object node) {
+        if (node instanceof Map<String, Object>) {
+            Map<String, Object> mapNode = (Map<String, Object>) node;
+            String href = firstString(mapNode, new List<String>{ 'Href', 'Uri', 'Location' });
+            if (String.isNotBlank(href) && href.contains('/documents/') && !href.contains('/documentxmlmergetasks/')) {
+                return href;
+            }
+
+            for (Object value : mapNode.values()) {
+                String nestedHref = findFirstDocumentHref(value);
+                if (String.isNotBlank(nestedHref)) {
+                    return nestedHref;
+                }
+            }
+        } else if (node instanceof List<Object>) {
+            for (Object item : (List<Object>) node) {
+                String nestedHref = findFirstDocumentHref(item);
+                if (String.isNotBlank(nestedHref)) {
+                    return nestedHref;
+                }
+            }
+        }
+
+        return null;
+    }
+
+    private static String extractFileName(HttpResponse res, String resourceOrHref, String contentType) {
+        String disposition = res.getHeader('Content-Disposition');
+        if (String.isNotBlank(disposition)) {
+            Integer marker = disposition.toLowerCase().indexOf('filename=');
+            if (marker >= 0) {
+                String candidate = disposition.substring(marker + 9).trim();
+                if (candidate.startsWith('"') && candidate.endsWith('"') && candidate.length() >= 2) {
+                    candidate = candidate.substring(1, candidate.length() - 1);
+                }
+                if (String.isNotBlank(candidate)) {
+                    return candidate;
+                }
+            }
+        }
+
+        String baseName = String.isNotBlank(resourceOrHref) ? resourceOrHref.substringAfterLast('/') : 'generated-document';
+        String extension = inferExtension(contentType);
+        if (String.isNotBlank(extension) && !baseName.toLowerCase().endsWith(extension)) {
+            return baseName + extension;
+        }
+        return baseName;
+    }
+
+    private static String inferExtension(String contentType) {
+        if (String.isBlank(contentType)) {
+            return '.docx';
+        }
+
+        String normalizedType = contentType.toLowerCase();
+        if (normalizedType.contains('pdf')) {
+            return '.pdf';
+        }
+        if (normalizedType.contains('wordprocessingml') || normalizedType.contains('officedocument')) {
+            return '.docx';
+        }
+        if (normalizedType.contains('msword')) {
+            return '.doc';
+        }
+        if (normalizedType.contains('json')) {
+            return '.json';
+        }
+        return '';
+    }
+
     public class CLMDocGenResponse {
+        @AuraEnabled
         public Boolean success;
+        @AuraEnabled
         public String message;
+        @AuraEnabled
         public String documentUrl;
+        @AuraEnabled
         public String documentId;
+        @AuraEnabled
+        public String taskStatus;
+        @AuraEnabled
+        public String generatedDocumentUrl;
+        @AuraEnabled
+        public String generatedDocumentId;
+        @AuraEnabled
+        public String taskDetailsJson;
 
         public CLMDocGenResponse(Boolean success, String message, String documentUrl, String documentId) {
+            this(success, message, documentUrl, documentId, null, null, null, null);
+        }
+
+        public CLMDocGenResponse(
+            Boolean success,
+            String message,
+            String documentUrl,
+            String documentId,
+            String taskStatus,
+            String generatedDocumentUrl,
+            String generatedDocumentId,
+            String taskDetailsJson
+        ) {
             this.success = success;
             this.message = message;
             this.documentUrl = documentUrl;
             this.documentId = documentId;
+            this.taskStatus = taskStatus;
+            this.generatedDocumentUrl = generatedDocumentUrl;
+            this.generatedDocumentId = generatedDocumentId;
+            this.taskDetailsJson = taskDetailsJson;
         }
     }
+
+    public class DownloadedDocument {
+        public Blob body;
+        public String fileName;
+        public String contentType;
+    }
 }

force-app/main/default/classes/CLMDocGenCalloutTest.cls

@@ -0,0 +1,155 @@
+@IsTest
+private class CLMDocGenCalloutTest {
+    private class CLMCalloutMock implements HttpCalloutMock {
+        public HttpResponse respond(HttpRequest req) {
+            HttpResponse res = new HttpResponse();
+            res.setHeader('Content-Type', 'application/json');
+
+            if (req.getMethod() == 'POST' && req.getEndpoint().contains('/documentxmlmergetasks')) {
+                System.assert(req.getBody().contains('TemplateDocument'));
+                System.assert(req.getBody().contains('DestinationFolder'));
+                System.assert(req.getBody().contains('DeficiencyList'));
+                System.assert(req.getBody().contains('&'));
+                res.setStatusCode(200);
+                res.setBody('{"Href":"https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/documentxmlmergetasks/TASK-123","Status":"Queued"}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/documentxmlmergetasks/TASK-123')) {
+                res.setStatusCode(200);
+                res.setBody('{"Href":"https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/documentxmlmergetasks/TASK-123","Status":"Completed"}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/documents/template-guid')) {
+                res.setStatusCode(200);
+                res.setHeader('Content-Type', 'application/pdf');
+                res.setHeader('Content-Disposition', 'attachment; filename="GeneratedReview.pdf"');
+                res.setBodyAsBlob(Blob.valueOf('pdf-bytes'));
+                return res;
+            }
+
+            res.setStatusCode(404);
+            res.setBody('{"Message":"Not Found"}');
+            return res;
+        }
+    }
+
+    @IsTest
+    static void generatesDocumentAndPollsTaskStatus() {
+        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
+            Appraiser_Field_Review_Date__c = Date.newInstance(2026, 4, 2),
+            Letter_Sent_Date__c = Date.newInstance(2026, 4, 9),
+            FHA_Case_Number__c = '123-4567890',
+            Appraiser_Name__c = 'Jamie Appraiser',
+            Appraiser_Last_Name__c = 'Appraiser',
+            Property_Street__c = '123 Main & Main <Suite 5>',
+            Property_City__c = 'Denver',
+            Property_State_Province__c = 'CO',
+            Property_Postal_Code__c = '80202'
+        );
+        insert appraiserCase;
+
+        insert new Appraiser_Case_Deficiency__c(
+            Appraiser_Case__c = appraiserCase.Id,
+            Deficiency_Number__c = 1,
+            Description__c = 'Missing comparable sale adjustment detail.',
+            Resolution__c = 'Added supporting calculations & notes.',
+            Reference__c = 'VC-1'
+        );
+
+        Test.setMock(HttpCalloutMock.class, new CLMCalloutMock());
+
+        Test.startTest();
+        CLMDocGenCallout.CLMDocGenResponse response = CLMDocGenCallout.generateDocument(
+            appraiserCase.Id,
+            'https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/documents/template-guid',
+            'https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/folder-guid',
+            'Review_AC-00001.docx',
+            'UAT'
+        );
+        CLMDocGenCallout.CLMDocGenResponse taskStatus = CLMDocGenCallout.getTaskStatus('TASK-123', 'S1');
+        Test.stopTest();
+
+        System.assertEquals(true, response.success);
+        System.assertEquals('TASK-123', response.documentId);
+        System.assert(response.documentUrl.contains('/documentxmlmergetasks/TASK-123'));
+        System.assertEquals(true, taskStatus.success);
+        System.assertEquals('Task status: Completed', taskStatus.message);
+    }
+
+    @IsTest
+    static void normalizesResourcePathsAndExtractsAccountIds() {
+        System.assertEquals(
+            '2371cf36-eb8a-43fe-9f28-b5bbe7644397',
+            CLMDocGenCallout.extractAccountId('https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/folder-guid')
+        );
+        System.assertEquals(
+            '/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/folder-guid',
+            CLMDocGenCallout.normalizeResourcePath(
+                'https://uatna11.springcm.com/v2/2371cf36-eb8a-43fe-9f28-b5bbe7644397/folders/folder-guid',
+                'UAT'
+            )
+        );
+        System.assertEquals(
+            '/v2/' + CLMDocGenCallout.defaultAccountId('UAT') + '/folders/folder-guid',
+            CLMDocGenCallout.normalizeResourcePath('/folders/folder-guid', 'UAT')
+        );
+    }
+
+    @IsTest
+    static void downloadsGeneratedDocumentThroughDownloadCredential() {
+        Test.setMock(HttpCalloutMock.class, new CLMCalloutMock());
+
+        Test.startTest();
+        CLMDocGenCallout.DownloadedDocument downloaded = CLMDocGenCallout.downloadDocument(
+            'https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/template-guid',
+            'UAT'
+        );
+        Test.stopTest();
+
+        System.assertEquals('GeneratedReview.pdf', downloaded.fileName);
+        System.assertEquals('application/pdf', downloaded.contentType);
+        System.assertNotEquals(null, downloaded.body);
+    }
+
+    @IsTest
+    static void buildsPreviewXmlAndRequestBody() {
+        Appraiser_Case__c appraiserCase = new Appraiser_Case__c(
+            Appraiser_Field_Review_Date__c = Date.newInstance(2026, 4, 2),
+            Letter_Sent_Date__c = Date.newInstance(2026, 4, 9),
+            FHA_Case_Number__c = '123-4567890',
+            Appraiser_Name__c = 'Jamie Appraiser',
+            Appraiser_Last_Name__c = 'Appraiser',
+            Property_Street__c = '245 Lexington Ave',
+            Property_City__c = 'New York',
+            Property_State_Province__c = 'NY',
+            Property_Postal_Code__c = '10016',
+            Property_Country__c = 'USA'
+        );
+        insert appraiserCase;
+
+        insert new Appraiser_Case_Deficiency__c(
+            Appraiser_Case__c = appraiserCase.Id,
+            Deficiency_Number__c = 1,
+            Description__c = 'Missing comparable sale adjustment detail.',
+            Resolution__c = 'Added supporting calculations.',
+            Reference__c = 'VC-1'
+        );
+
+        String dataXml = CLMDocGenCallout.buildDataXmlForCase(appraiserCase.Id);
+        String requestBodyJson = CLMDocGenCallout.buildRequestBodyJson(
+            appraiserCase.Id,
+            'https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/template-guid',
+            'https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/folders/folder-guid',
+            'Review_AC-000002.docx'
+        );
+
+        System.assert(dataXml.contains('<LetterSentDate>'));
+        System.assert(dataXml.contains('<FHACaseNumber>123-4567890</FHACaseNumber>'));
+        System.assert(dataXml.contains('<Reference>VC-1</Reference>'));
+        System.assert(requestBodyJson.contains('"DataXML"'));
+        System.assert(requestBodyJson.contains('Review_AC-000002.docx'));
+        System.assert(requestBodyJson.contains('template-guid'));
+    }
+}

force-app/main/default/classes/CLMDocGenCalloutTest.cls-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>63.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/DocusignESignatureService.cls

@@ -0,0 +1,339 @@
+public with sharing class DocusignESignatureService {
+    public class ESignatureAccountConfig {
+        @AuraEnabled public String accountCode;
+        @AuraEnabled public String accountDisplayName;
+        @AuraEnabled public String environment;
+        @AuraEnabled public String eSignatureAuthNamedCredential;
+        @AuraEnabled public String eSignatureRestNamedCredential;
+        @AuraEnabled public String eSignatureAccountId;
+    }
+
+    public class ApiResponse {
+        @AuraEnabled public Boolean success;
+        @AuraEnabled public Integer statusCode;
+        @AuraEnabled public String message;
+        @AuraEnabled public String requestPath;
+        @AuraEnabled public String responseBody;
+    }
+
+    public class ESignatureAccountSummary {
+        @AuraEnabled public String accountId;
+        @AuraEnabled public String accountName;
+        @AuraEnabled public String baseUri;
+        @AuraEnabled public Boolean isDefault;
+        @AuraEnabled public String rawJson;
+    }
+
+    public class TemplateSummary {
+        @AuraEnabled public String templateId;
+        @AuraEnabled public String name;
+        @AuraEnabled public String description;
+        @AuraEnabled public String shared;
+        @AuraEnabled public String lastModified;
+        @AuraEnabled public String rawJson;
+    }
+
+    public class EnvelopeSummary {
+        @AuraEnabled public String envelopeId;
+        @AuraEnabled public String emailSubject;
+        @AuraEnabled public String status;
+        @AuraEnabled public String createdDateTime;
+        @AuraEnabled public String sentDateTime;
+        @AuraEnabled public String completedDateTime;
+        @AuraEnabled public String rawJson;
+    }
+
+    @AuraEnabled(cacheable=true)
+    public static ESignatureAccountConfig getAccountConfig(String accountCode) {
+        CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
+        ESignatureAccountConfig config = new ESignatureAccountConfig();
+        config.accountCode = String.isNotBlank(row.Account_Code__c) ? row.Account_Code__c : row.DeveloperName;
+        config.accountDisplayName = String.isNotBlank(row.Account_Display_Name__c) ? row.Account_Display_Name__c : row.DeveloperName;
+        config.environment = row.Environment_Code__c;
+        config.eSignatureAuthNamedCredential = row.ESignature_Auth_Named_Credential__c;
+        config.eSignatureRestNamedCredential = row.ESignature_Rest_Named_Credential__c;
+        config.eSignatureAccountId = row.ESignature_Account_Id__c;
+        return config;
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static ApiResponse probe(String accountCode, String relativePath) {
+        CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
+        String normalizedPath = normalizePath(relativePath);
+
+        HttpRequest req = new HttpRequest();
+        req.setEndpoint(buildEndpoint(normalizedPath, row.ESignature_Rest_Named_Credential__c));
+        req.setMethod('GET');
+        req.setTimeout(30000);
+
+        HttpResponse res = new Http().send(req);
+        ApiResponse response = new ApiResponse();
+        response.success = res.getStatusCode() >= 200 && res.getStatusCode() < 300;
+        response.statusCode = res.getStatusCode();
+        response.message = response.success ? 'eSignature request succeeded.' : 'eSignature request failed.';
+        response.requestPath = normalizedPath;
+        response.responseBody = res.getBody();
+        return response;
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static List<ESignatureAccountSummary> listAccounts(String accountCode) {
+        ApiResponse response = getLoginInformation(accountCode);
+        if (!response.success) {
+            throw new AuraHandledException('eSignature API Error (HTTP ' + response.statusCode + '): ' + response.responseBody);
+        }
+        return parseAccountList(response.responseBody);
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static ApiResponse getLoginInformation(String accountCode) {
+        return probe(accountCode, '/v2.1/login_information');
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static ApiResponse getUserInfo(String accountCode) {
+        CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
+
+        HttpRequest req = new HttpRequest();
+        req.setEndpoint(buildEndpoint('/oauth/userinfo', authNamedCredential(row)));
+        req.setMethod('GET');
+        req.setTimeout(30000);
+
+        HttpResponse res = new Http().send(req);
+        ApiResponse response = new ApiResponse();
+        response.success = res.getStatusCode() >= 200 && res.getStatusCode() < 300;
+        response.statusCode = res.getStatusCode();
+        response.message = response.success ? 'eSignature user info request succeeded.' : 'eSignature user info request failed.';
+        response.requestPath = '/oauth/userinfo';
+        response.responseBody = res.getBody();
+        return response;
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static ApiResponse getAccountInformation(String accountCode, String eSignatureAccountId) {
+        CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
+        String targetAccountId = requireESignatureAccountId(row, accountCode, eSignatureAccountId);
+        return probe(accountCode, '/v2.1/accounts/' + targetAccountId);
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static List<TemplateSummary> listTemplates(String accountCode) {
+        CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
+        String targetAccountId = requireESignatureAccountId(row, accountCode, null);
+        ApiResponse response = probe(accountCode, '/v2.1/accounts/' + targetAccountId + '/templates');
+        if (!response.success) {
+            throw new AuraHandledException('eSignature API Error (HTTP ' + response.statusCode + '): ' + response.responseBody);
+        }
+        return parseTemplateList(response.responseBody);
+    }
+
+    @AuraEnabled(cacheable=false)
+    public static List<EnvelopeSummary> listEnvelopes(String accountCode, String fromDate) {
+        CLM_Account_Setting__mdt row = requireAccountSetting(accountCode);
+        String targetAccountId = requireESignatureAccountId(row, accountCode, null);
+        String normalizedFromDate = String.isBlank(fromDate)
+            ? DateTime.newInstanceGMT(Date.today().addDays(-30), Time.newInstance(0, 0, 0, 0)).formatGMT('yyyy-MM-dd')
+            : fromDate.trim();
+        ApiResponse response = probe(
+            accountCode,
+            '/v2.1/accounts/' + targetAccountId + '/envelopes?from_date=' + EncodingUtil.urlEncode(normalizedFromDate, 'UTF-8')
+        );
+        if (!response.success) {
+            throw new AuraHandledException('eSignature API Error (HTTP ' + response.statusCode + '): ' + response.responseBody);
+        }
+        return parseEnvelopeList(response.responseBody);
+    }
+
+    @TestVisible
+    private static List<ESignatureAccountSummary> parseAccountList(String body) {
+        Object root = JSON.deserializeUntyped(body);
+        List<Object> records = new List<Object>();
+        if (root instanceof List<Object>) {
+            records = (List<Object>) root;
+        } else if (root instanceof Map<String, Object>) {
+            Object loginAccounts = ((Map<String, Object>) root).get('loginAccounts');
+            if (loginAccounts instanceof List<Object>) {
+                records = (List<Object>) loginAccounts;
+            }
+            Object accounts = ((Map<String, Object>) root).get('accounts');
+            if (records.isEmpty() && accounts instanceof List<Object>) {
+                records = (List<Object>) accounts;
+            }
+        }
+
+        List<ESignatureAccountSummary> summaries = new List<ESignatureAccountSummary>();
+        for (Object record : records) {
+            if (!(record instanceof Map<String, Object>)) {
+                continue;
+            }
+            Map<String, Object> row = (Map<String, Object>) record;
+            ESignatureAccountSummary summary = new ESignatureAccountSummary();
+            summary.accountId = firstString(row, new List<String>{ 'accountId', 'account_id' });
+            summary.accountName = firstString(row, new List<String>{ 'accountName', 'account_name', 'name' });
+            summary.baseUri = firstString(row, new List<String>{ 'baseUri', 'base_uri', 'baseUrl', 'base_url' });
+            summary.isDefault = parseBoolean(row.get('isDefault'));
+            summary.rawJson = JSON.serialize(row);
+            summaries.add(summary);
+        }
+        return summaries;
+    }
+
+    @TestVisible
+    private static List<TemplateSummary> parseTemplateList(String body) {
+        List<Object> records = extractCollection(body, new List<String>{ 'envelopeTemplates', 'templates' });
+        List<TemplateSummary> summaries = new List<TemplateSummary>();
+        for (Object record : records) {
+            if (!(record instanceof Map<String, Object>)) {
+                continue;
+            }
+            Map<String, Object> row = (Map<String, Object>) record;
+            TemplateSummary summary = new TemplateSummary();
+            summary.templateId = firstString(row, new List<String>{ 'templateId', 'template_id' });
+            summary.name = firstString(row, new List<String>{ 'name' });
+            summary.description = firstString(row, new List<String>{ 'description' });
+            summary.shared = firstString(row, new List<String>{ 'shared' });
+            summary.lastModified = firstString(row, new List<String>{ 'lastModified', 'last_modified', 'lastModifiedDateTime' });
+            summary.rawJson = JSON.serialize(row);
+            summaries.add(summary);
+        }
+        return summaries;
+    }
+
+    @TestVisible
+    private static List<EnvelopeSummary> parseEnvelopeList(String body) {
+        List<Object> records = extractCollection(body, new List<String>{ 'envelopes' });
+        List<EnvelopeSummary> summaries = new List<EnvelopeSummary>();
+        for (Object record : records) {
+            if (!(record instanceof Map<String, Object>)) {
+                continue;
+            }
+            Map<String, Object> row = (Map<String, Object>) record;
+            EnvelopeSummary summary = new EnvelopeSummary();
+            summary.envelopeId = firstString(row, new List<String>{ 'envelopeId', 'envelope_id' });
+            summary.emailSubject = firstString(row, new List<String>{ 'emailSubject', 'email_subject' });
+            summary.status = firstString(row, new List<String>{ 'status' });
+            summary.createdDateTime = firstString(row, new List<String>{ 'createdDateTime', 'created_datetime' });
+            summary.sentDateTime = firstString(row, new List<String>{ 'sentDateTime', 'sent_datetime' });
+            summary.completedDateTime = firstString(row, new List<String>{ 'completedDateTime', 'completed_datetime' });
+            summary.rawJson = JSON.serialize(row);
+            summaries.add(summary);
+        }
+        return summaries;
+    }
+
+    @TestVisible
+    private static String buildEndpoint(String relativePath, String namedCredential) {
+        if (String.isBlank(namedCredential)) {
+            throw new AuraHandledException('No eSignature named credential is configured for this account.');
+        }
+        return 'callout:' + namedCredential + normalizePath(relativePath);
+    }
+
+    private static String normalizePath(String relativePath) {
+        if (String.isBlank(relativePath)) {
+            throw new AuraHandledException('A relative path is required.');
+        }
+        return relativePath.startsWith('/') ? relativePath : '/' + relativePath;
+    }
+
+    private static CLM_Account_Setting__mdt requireAccountSetting(String accountCode) {
+        String normalizedCode = String.isBlank(accountCode) ? null : accountCode.trim();
+        List<CLM_Account_Setting__mdt> rows = new List<CLM_Account_Setting__mdt>();
+        if (String.isNotBlank(normalizedCode)) {
+            rows = [
+                SELECT DeveloperName,
+                       Account_Code__c,
+                       Account_Display_Name__c,
+                       Environment_Code__c,
+                       ESignature_Auth_Named_Credential__c,
+                       ESignature_Rest_Named_Credential__c,
+                       ESignature_Account_Id__c,
+                       Active__c
+                  FROM CLM_Account_Setting__mdt
+                 WHERE Active__c = true
+                   AND DeveloperName = :normalizedCode
+                 LIMIT 1
+            ];
+            if (rows.isEmpty()) {
+                rows = [
+                    SELECT DeveloperName,
+                           Account_Code__c,
+                           Account_Display_Name__c,
+                           Environment_Code__c,
+                           ESignature_Auth_Named_Credential__c,
+                           ESignature_Rest_Named_Credential__c,
+                           ESignature_Account_Id__c,
+                           Active__c
+                      FROM CLM_Account_Setting__mdt
+                     WHERE Active__c = true
+                       AND Account_Code__c = :normalizedCode
+                     LIMIT 1
+                ];
+            }
+        }
+
+        if (rows.isEmpty()) {
+            throw new AuraHandledException('No active CLM account setting was found for ' + accountCode + '.');
+        }
+
+        CLM_Account_Setting__mdt row = rows[0];
+        if (String.isBlank(row.ESignature_Rest_Named_Credential__c)) {
+            throw new AuraHandledException('No eSignature named credential is configured for ' + accountCode + '.');
+        }
+        return row;
+    }
+
+    private static String authNamedCredential(CLM_Account_Setting__mdt row) {
+        return String.isNotBlank(row.ESignature_Auth_Named_Credential__c)
+            ? row.ESignature_Auth_Named_Credential__c
+            : row.ESignature_Rest_Named_Credential__c;
+    }
+
+    private static String requireESignatureAccountId(CLM_Account_Setting__mdt row, String accountCode, String eSignatureAccountId) {
+        String targetAccountId = String.isNotBlank(eSignatureAccountId) ? eSignatureAccountId : row.ESignature_Account_Id__c;
+        if (String.isBlank(targetAccountId)) {
+            throw new AuraHandledException('No eSignature account id is configured for ' + accountCode + '.');
+        }
+        return targetAccountId;
+    }
+
+    private static List<Object> extractCollection(String body, List<String> keys) {
+        Object root = JSON.deserializeUntyped(body);
+        if (root instanceof List<Object>) {
+            return (List<Object>) root;
+        }
+        if (root instanceof Map<String, Object>) {
+            Map<String, Object> source = (Map<String, Object>) root;
+            for (String key : keys) {
+                Object records = source.get(key);
+                if (records instanceof List<Object>) {
+                    return (List<Object>) records;
+                }
+            }
+        }
+        return new List<Object>();
+    }
+
+    private static String firstString(Map<String, Object> source, List<String> keys) {
+        for (String key : keys) {
+            Object value = source.get(key);
+            if (value != null) {
+                String text = String.valueOf(value);
+                if (String.isNotBlank(text)) {
+                    return text;
+                }
+            }
+        }
+        return null;
+    }
+
+    private static Boolean parseBoolean(Object value) {
+        if (value == null) {
+            return false;
+        }
+        if (value instanceof Boolean) {
+            return (Boolean) value;
+        }
+        return String.valueOf(value).toLowerCase() == 'true';
+    }
+}

force-app/main/default/classes/DocusignESignatureService.cls-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>63.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/classes/DocusignESignatureServiceTest.cls

@@ -0,0 +1,150 @@
+@IsTest
+private class DocusignESignatureServiceTest {
+    private class ESignatureMock implements HttpCalloutMock {
+        public HttpResponse respond(HttpRequest req) {
+            HttpResponse res = new HttpResponse();
+            res.setHeader('Content-Type', 'application/json');
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/oauth/userinfo')) {
+                res.setStatusCode(200);
+                res.setBody('{"sub":"d9aab149-ff54-408c-a748-baa4b56e2fcd","accounts":[{"account_id":"12345678","account_name":"Demo eSignature Account","base_uri":"https://demo.docusign.net","is_default":true}]}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/templates')) {
+                res.setStatusCode(200);
+                res.setBody('{"envelopeTemplates":[{"templateId":"tmpl-001","name":"Review Letter","description":"Appraiser review letter template","shared":"true","lastModified":"2026-04-08T12:00:00Z"},{"templateId":"tmpl-002","name":"Alternate Review Letter","description":"Alternate version","shared":"false","lastModified":"2026-04-07T12:00:00Z"}]}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/envelopes?from_date=')) {
+                res.setStatusCode(200);
+                res.setBody('{"envelopes":[{"envelopeId":"env-001","emailSubject":"Appraiser Review","status":"completed","createdDateTime":"2026-04-01T10:00:00Z","sentDateTime":"2026-04-01T10:05:00Z","completedDateTime":"2026-04-01T10:15:00Z"},{"envelopeId":"env-002","emailSubject":"Second Review","status":"sent","createdDateTime":"2026-04-02T09:00:00Z","sentDateTime":"2026-04-02T09:05:00Z"}]}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/v2.1/accounts/12345678')) {
+                res.setStatusCode(200);
+                res.setBody('{"accountId":"12345678","accountName":"Demo eSignature Account","status":"active"}');
+                return res;
+            }
+
+            if (req.getMethod() == 'GET' && req.getEndpoint().contains('/v2.1/login_information')) {
+                res.setStatusCode(200);
+                res.setBody('{"loginAccounts":[{"accountId":"12345678","name":"Demo eSignature Account","baseUrl":"https://demo.docusign.net/restapi/v2.1/accounts/12345678","isDefault":"true"},{"accountId":"87654321","name":"Secondary Demo Account","baseUrl":"https://demo.docusign.net/restapi/v2.1/accounts/87654321","isDefault":"false"}]}');
+                return res;
+            }
+
+            res.setStatusCode(404);
+            res.setBody('{"message":"Not Found"}');
+            return res;
+        }
+    }
+
+    @IsTest
+    static void returnsConfiguredAccountInfo() {
+        Test.startTest();
+        DocusignESignatureService.ESignatureAccountConfig config = DocusignESignatureService.getAccountConfig('DTC_CLM_Demo');
+        Test.stopTest();
+
+        System.assertEquals('DTC_CLM_Demo', config.accountCode);
+        System.assertEquals('DTC CLM Demo', config.accountDisplayName);
+        System.assertEquals('AcctDemo_NamedCreds', config.eSignatureAuthNamedCredential);
+        System.assertEquals('Esignature_Demo_NamedCreds', config.eSignatureRestNamedCredential);
+    }
+
+    @IsTest
+    static void listsAccountsFromEsignatureApi() {
+        Test.setMock(HttpCalloutMock.class, new ESignatureMock());
+
+        Test.startTest();
+        List<DocusignESignatureService.ESignatureAccountSummary> accounts = DocusignESignatureService.listAccounts('DTC_CLM_Demo');
+        Test.stopTest();
+
+        System.assertEquals(2, accounts.size());
+        System.assertEquals('12345678', accounts[0].accountId);
+        System.assertEquals('Demo eSignature Account', accounts[0].accountName);
+        System.assertEquals('https://demo.docusign.net/restapi/v2.1/accounts/12345678', accounts[0].baseUri);
+        System.assertEquals(true, accounts[0].isDefault);
+    }
+
+    @IsTest
+    static void getsLoginInformationUsingWorkingEndpoint() {
+        Test.setMock(HttpCalloutMock.class, new ESignatureMock());
+
+        Test.startTest();
+        DocusignESignatureService.ApiResponse response = DocusignESignatureService.getLoginInformation('DTC_CLM_Demo');
+        Test.stopTest();
+
+        System.assertEquals(true, response.success);
+        System.assertEquals(200, response.statusCode);
+        System.assert(response.responseBody.contains('loginAccounts'));
+    }
+
+    @IsTest
+    static void getsUserInfoUsingAuthNamedCredential() {
+        Test.setMock(HttpCalloutMock.class, new ESignatureMock());
+
+        Test.startTest();
+        DocusignESignatureService.ApiResponse response = DocusignESignatureService.getUserInfo('DTC_CLM_Demo');
+        Test.stopTest();
+
+        System.assertEquals(true, response.success);
+        System.assertEquals(200, response.statusCode);
+        System.assertEquals('/oauth/userinfo', response.requestPath);
+        System.assert(response.responseBody.contains('"accounts"'));
+    }
+
+    @IsTest
+    static void getsAccountInformationUsingConfiguredAccountId() {
+        Test.setMock(HttpCalloutMock.class, new ESignatureMock());
+
+        Test.startTest();
+        DocusignESignatureService.ApiResponse response = DocusignESignatureService.getAccountInformation(
+            'DTC_CLM_Demo',
+            '12345678'
+        );
+        Test.stopTest();
+
+        System.assertEquals(true, response.success);
+        System.assertEquals(200, response.statusCode);
+        System.assert(response.responseBody.contains('Demo eSignature Account'));
+    }
+
+    @IsTest
+    static void listsTemplatesUsingConfiguredAccountId() {
+        Test.setMock(HttpCalloutMock.class, new ESignatureMock());
+
+        Test.startTest();
+        List<DocusignESignatureService.TemplateSummary> templates = DocusignESignatureService.listTemplates('DTC_CLM_Demo');
+        Test.stopTest();
+
+        System.assertEquals(2, templates.size());
+        System.assertEquals('tmpl-001', templates[0].templateId);
+        System.assertEquals('Review Letter', templates[0].name);
+    }
+
+    @IsTest
+    static void listsRecentEnvelopesUsingConfiguredAccountId() {
+        Test.setMock(HttpCalloutMock.class, new ESignatureMock());
+
+        Test.startTest();
+        List<DocusignESignatureService.EnvelopeSummary> envelopes = DocusignESignatureService.listEnvelopes(
+            'DTC_CLM_Demo',
+            '2026-04-01'
+        );
+        Test.stopTest();
+
+        System.assertEquals(2, envelopes.size());
+        System.assertEquals('env-001', envelopes[0].envelopeId);
+        System.assertEquals('completed', envelopes[0].status);
+    }
+
+    @IsTest
+    static void buildsEndpointWithNamedCredential() {
+        System.assertEquals(
+            'callout:Esignature_Demo_NamedCreds/v2.1/accounts',
+            DocusignESignatureService.buildEndpoint('/v2.1/accounts', 'Esignature_Demo_NamedCreds')
+        );
+    }
+}

force-app/main/default/classes/DocusignESignatureServiceTest.cls-meta.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>63.0</apiVersion>
+    <status>Active</status>
+</ApexClass>

force-app/main/default/customMetadata/CLM_Account_Setting.DTC_CLM_Demo.md-meta.xml

@@ -0,0 +1,57 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>DTC CLM Demo</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_CLM_Demo</value>
+    </values>
+    <values>
+        <field>Account_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC CLM Demo</value>
+    </values>
+    <values>
+        <field>Environment_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">UAT</value>
+    </values>
+    <values>
+        <field>CLM_Account_Id__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">bccae332-c7db-4892-ab85-257df0f70fea</value>
+    </values>
+    <values>
+        <field>CLM_Api_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">CLMuatNamedCreds</value>
+    </values>
+    <values>
+        <field>CLM_Download_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">CLMuatDownload</value>
+    </values>
+    <values>
+        <field>ESignature_Auth_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">AcctDemo_NamedCreds</value>
+    </values>
+    <values>
+        <field>ESignature_Rest_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Esignature_Demo_NamedCreds</value>
+    </values>
+    <values>
+        <field>Template_Root_Folder_Href__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/folders/12220442-b12e-f111-84fc-88e9a4bd0d9c</value>
+    </values>
+    <values>
+        <field>Destination_Root_Folder_Href__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/folders/12220442-b12e-f111-84fc-88e9a4bd0d9c</value>
+    </values>
+    <values>
+        <field>Default_Template_Document_Href__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/a0cbc0e6-d87d-459e-8d63-66baa47878f3</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Account_Setting.DTC_HUD_Demo.md-meta.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>DTC HUD Demo</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_HUD_Demo</value>
+    </values>
+    <values>
+        <field>Account_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC HUD Demo</value>
+    </values>
+    <values>
+        <field>Environment_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">S1</value>
+    </values>
+    <values>
+        <field>CLM_Account_Id__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">2371cf36-eb8a-43fe-9f28-b5bbe7644397</value>
+    </values>
+    <values>
+        <field>CLM_Api_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">CLMs1NamedCreds</value>
+    </values>
+    <values>
+        <field>CLM_Download_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">CLMs1Download</value>
+    </values>
+    <values>
+        <field>ESignature_Auth_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">AcctDemo_NamedCreds</value>
+    </values>
+    <values>
+        <field>ESignature_Rest_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Esignature_Demo_NamedCreds</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Account_Setting.DTC_IAM_Enterprise.md-meta.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>DTC IAM Enterprise</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_IAM_Enterprise</value>
+    </values>
+    <values>
+        <field>Account_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC IAM Enterprise</value>
+    </values>
+    <values>
+        <field>Environment_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">S1</value>
+    </values>
+    <values>
+        <field>CLM_Account_Id__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">2371cf36-eb8a-43fe-9f28-b5bbe7644397</value>
+    </values>
+    <values>
+        <field>CLM_Api_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">CLMs1NamedCreds</value>
+    </values>
+    <values>
+        <field>CLM_Download_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">CLMs1Download</value>
+    </values>
+    <values>
+        <field>ESignature_Auth_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">AcctDemo_NamedCreds</value>
+    </values>
+    <values>
+        <field>ESignature_Rest_Named_Credential__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Esignature_Demo_NamedCreds</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Environment_Setting.S1.md-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>S1</label>
+    <protected>false</protected>
+    <values>
+        <field>Environment_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">S1</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Environment_Setting.UAT.md-meta.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>UAT</label>
+    <protected>false</protected>
+    <values>
+        <field>Environment_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">UAT</value>
+    </values>
+    <values>
+        <field>Destination_Root_Folder_Href__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/folders/12220442-b12e-f111-84fc-88e9a4bd0d9c</value>
+    </values>
+    <values>
+        <field>Template_Root_Folder_Href__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/folders/12220442-b12e-f111-84fc-88e9a4bd0d9c</value>
+    </values>
+    <values>
+        <field>Default_Template_Document_Href__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">https://apiuatna11.springcm.com/v2/bccae332-c7db-4892-ab85-257df0f70fea/documents/a0cbc0e6-d87d-459e-8d63-66baa47878f3</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_CLM_Demo_Appraiser_Review.md-meta.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Appraiser Review Letter</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_CLM_Demo</value>
+    </values>
+    <values>
+        <field>Letter_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">APPRAISER_REVIEW</value>
+    </values>
+    <values>
+        <field>Letter_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Appraiser Review Letter</value>
+    </values>
+    <values>
+        <field>Description__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Current appraiser letter template flow.</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Is_Default__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Sort_Order__c</field>
+        <value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">10</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_CLM_Demo_Education_Letter.md-meta.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Education Letter</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_CLM_Demo</value>
+    </values>
+    <values>
+        <field>Letter_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">EDUCATION_LETTER</value>
+    </values>
+    <values>
+        <field>Letter_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education Letter</value>
+    </values>
+    <values>
+        <field>Description__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education / guidance letter.</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Is_Default__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value>
+    </values>
+    <values>
+        <field>Sort_Order__c</field>
+        <value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">40</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_CLM_Demo_Intent_to_Remove_Letter.md-meta.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Intent to Remove Letter</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_CLM_Demo</value>
+    </values>
+    <values>
+        <field>Letter_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">INTENT_TO_REMOVE_LETTER</value>
+    </values>
+    <values>
+        <field>Letter_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent to Remove Letter</value>
+    </values>
+    <values>
+        <field>Description__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent to Remove letter.</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Is_Default__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value>
+    </values>
+    <values>
+        <field>Sort_Order__c</field>
+        <value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">30</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent_Remove</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_CLM_Demo_NOD_Letter.md-meta.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>NOD Letter</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_CLM_Demo</value>
+    </values>
+    <values>
+        <field>Letter_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD_LETTER</value>
+    </values>
+    <values>
+        <field>Letter_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD Letter</value>
+    </values>
+    <values>
+        <field>Description__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Notice of Deficiency letter.</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Is_Default__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value>
+    </values>
+    <values>
+        <field>Sort_Order__c</field>
+        <value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">20</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_HUD_Demo_Appraiser_Review.md-meta.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Appraiser Review Letter</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_HUD_Demo</value>
+    </values>
+    <values>
+        <field>Letter_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">APPRAISER_REVIEW</value>
+    </values>
+    <values>
+        <field>Letter_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Appraiser Review Letter</value>
+    </values>
+    <values>
+        <field>Description__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Current appraiser letter template flow.</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Is_Default__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Sort_Order__c</field>
+        <value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">10</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_HUD_Demo_Education_Letter.md-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Education Letter</label>
+    <protected>false</protected>
+    <values><field>Account_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_HUD_Demo</value></values>
+    <values><field>Letter_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">EDUCATION_LETTER</value></values>
+    <values><field>Letter_Display_Name__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education Letter</value></values>
+    <values><field>Description__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education / guidance letter.</value></values>
+    <values><field>Active__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value></values>
+    <values><field>Is_Default__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value></values>
+    <values><field>Sort_Order__c</field><value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">40</value></values>
+    <values><field>Default_Destination_Document_Name_Prefix__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education</value></values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_HUD_Demo_Intent_to_Remove_Letter.md-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Intent to Remove Letter</label>
+    <protected>false</protected>
+    <values><field>Account_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_HUD_Demo</value></values>
+    <values><field>Letter_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">INTENT_TO_REMOVE_LETTER</value></values>
+    <values><field>Letter_Display_Name__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent to Remove Letter</value></values>
+    <values><field>Description__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent to Remove letter.</value></values>
+    <values><field>Active__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value></values>
+    <values><field>Is_Default__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value></values>
+    <values><field>Sort_Order__c</field><value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">30</value></values>
+    <values><field>Default_Destination_Document_Name_Prefix__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent_Remove</value></values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_HUD_Demo_NOD_Letter.md-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>NOD Letter</label>
+    <protected>false</protected>
+    <values><field>Account_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_HUD_Demo</value></values>
+    <values><field>Letter_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD_LETTER</value></values>
+    <values><field>Letter_Display_Name__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD Letter</value></values>
+    <values><field>Description__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Notice of Deficiency letter.</value></values>
+    <values><field>Active__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value></values>
+    <values><field>Is_Default__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value></values>
+    <values><field>Sort_Order__c</field><value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">20</value></values>
+    <values><field>Default_Destination_Document_Name_Prefix__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD</value></values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_IAM_Ent_Intent_Remove.md-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Intent to Remove Letter</label>
+    <protected>false</protected>
+    <values><field>Account_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_IAM_Enterprise</value></values>
+    <values><field>Letter_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">INTENT_TO_REMOVE_LETTER</value></values>
+    <values><field>Letter_Display_Name__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent to Remove Letter</value></values>
+    <values><field>Description__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent to Remove letter.</value></values>
+    <values><field>Active__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value></values>
+    <values><field>Is_Default__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value></values>
+    <values><field>Sort_Order__c</field><value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">30</value></values>
+    <values><field>Default_Destination_Document_Name_Prefix__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Intent_Remove</value></values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_IAM_Enterprise_Appraiser_Review.md-meta.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Appraiser Review Letter</label>
+    <protected>false</protected>
+    <values>
+        <field>Account_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_IAM_Enterprise</value>
+    </values>
+    <values>
+        <field>Letter_Code__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">APPRAISER_REVIEW</value>
+    </values>
+    <values>
+        <field>Letter_Display_Name__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Appraiser Review Letter</value>
+    </values>
+    <values>
+        <field>Description__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Current appraiser letter template flow.</value>
+    </values>
+    <values>
+        <field>Active__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Is_Default__c</field>
+        <value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value>
+    </values>
+    <values>
+        <field>Sort_Order__c</field>
+        <value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">10</value>
+    </values>
+    <values>
+        <field>Default_Destination_Document_Name_Prefix__c</field>
+        <value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Review</value>
+    </values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_IAM_Enterprise_Education_Letter.md-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Education Letter</label>
+    <protected>false</protected>
+    <values><field>Account_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_IAM_Enterprise</value></values>
+    <values><field>Letter_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">EDUCATION_LETTER</value></values>
+    <values><field>Letter_Display_Name__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education Letter</value></values>
+    <values><field>Description__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education / guidance letter.</value></values>
+    <values><field>Active__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value></values>
+    <values><field>Is_Default__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value></values>
+    <values><field>Sort_Order__c</field><value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">40</value></values>
+    <values><field>Default_Destination_Document_Name_Prefix__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Education</value></values>
+</CustomMetadata>

force-app/main/default/customMetadata/CLM_Letter_Definition.DTC_IAM_Enterprise_NOD_Letter.md-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>NOD Letter</label>
+    <protected>false</protected>
+    <values><field>Account_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">DTC_IAM_Enterprise</value></values>
+    <values><field>Letter_Code__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD_LETTER</value></values>
+    <values><field>Letter_Display_Name__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD Letter</value></values>
+    <values><field>Description__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">Notice of Deficiency letter.</value></values>
+    <values><field>Active__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">true</value></values>
+    <values><field>Is_Default__c</field><value xsi:type="xsd:boolean" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">false</value></values>
+    <values><field>Sort_Order__c</field><value xsi:type="xsd:double" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">20</value></values>
+    <values><field>Default_Destination_Document_Name_Prefix__c</field><value xsi:type="xsd:string" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">NOD</value></values>
+</CustomMetadata>

force-app/main/default/flexipages/Appraiser_Case_Record_Page.flexipage-meta.xml

@@ -0,0 +1,386 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<FlexiPage xmlns="http://soap.sforce.com/2006/04/metadata">
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>collapsed</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>enableActionsConfiguration</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>enableActionsInNative</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>hideChatterActions</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>numVisibleActions</name>
+                    <value>3</value>
+                </componentInstanceProperties>
+                <componentName>force:highlightsPanel</componentName>
+                <identifier>force_highlightsPanel</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>header</name>
+        <type>Region</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>relatedListComponentOverride</name>
+                    <value>NONE</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>rowsToDisplay</name>
+                    <value>10</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>showActionBar</name>
+                    <value>true</value>
+                </componentInstanceProperties>
+                <componentName>force:relatedListContainer</componentName>
+                <identifier>force_relatedListContainer</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>relatedTabContent</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.OwnerId</fieldItem>
+                <identifier>RecordOwnerIdField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Property_Street__c</fieldItem>
+                <identifier>RecordProperty_Street_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Property_City__c</fieldItem>
+                <identifier>RecordProperty_City_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Property_State_Province__c</fieldItem>
+                <identifier>RecordProperty_State_Province_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Property_Postal_Code__c</fieldItem>
+                <identifier>RecordProperty_Postal_Code_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Property_Country__c</fieldItem>
+                <identifier>RecordProperty_Country_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <name>Facet-f500e2fb-11c3-416b-9dc6-9d41da18f8b6</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Name</fieldItem>
+                <identifier>RecordNameField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Appraiser_Field_Review_Date__c</fieldItem>
+                <identifier>RecordAppraiser_Field_Review_Date_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.CreatedById</fieldItem>
+                <identifier>RecordCreatedByIdField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.LastModifiedById</fieldItem>
+                <identifier>RecordLastModifiedByIdField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <name>Facet-dc9d7e8f-5478-43ef-a95e-3f61960274fa</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>Facet-f500e2fb-11c3-416b-9dc6-9d41da18f8b6</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:column</componentName>
+                <identifier>flexipage_column</identifier>
+            </componentInstance>
+        </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>Facet-dc9d7e8f-5478-43ef-a95e-3f61960274fa</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:column</componentName>
+                <identifier>flexipage_column2</identifier>
+            </componentInstance>
+        </itemInstances>
+        <name>Facet-70cfd25b-1515-494b-91d2-98730c66f733</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentName>force:detailPanel</componentName>
+                <identifier>force_detailPanel</identifier>
+            </componentInstance>
+        </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>columns</name>
+                    <value>Facet-70cfd25b-1515-494b-91d2-98730c66f733</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>horizontalAlignment</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>label</name>
+                    <value>Section</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:fieldSection</componentName>
+                <identifier>flexipage_fieldSection</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>detailTabContent</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>previewTabContent</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>title</name>
+                    <value>CLM Preview</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:tab</componentName>
+                <identifier>clmPreviewTab</identifier>
+            </componentInstance>
+        </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>esignTabContent</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>title</name>
+                    <value>Docusign eSignature</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:tab</componentName>
+                <identifier>esignWorkbenchTab</identifier>
+            </componentInstance>
+        </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>relatedTabContent</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>title</name>
+                    <value>Standard.Tab.relatedLists</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:tab</componentName>
+                <identifier>relatedListsTab</identifier>
+            </componentInstance>
+        </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>active</name>
+                    <value>true</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>detailTabContent</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>title</name>
+                    <value>Standard.Tab.detail</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:tab</componentName>
+                <identifier>detailTab</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>maintabs</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentName>c:docusignEsignWorkbench</componentName>
+                <identifier>c_docusignEsignWorkbench</identifier>
+            </componentInstance>
+        </itemInstances>
+        <name>esignTabContent</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentName>c:clmRequestPreview</componentName>
+                <identifier>c_clmRequestPreview</identifier>
+            </componentInstance>
+        </itemInstances>
+        <name>previewTabContent</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>showLegacyActivityComposer</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentName>runtime_sales_activities:activityPanel</componentName>
+                <identifier>runtime_sales_activities_activityPanel</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>activityTabContent</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>active</name>
+                    <value>true</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>activityTabContent</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>title</name>
+                    <value>Standard.Tab.activity</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:tab</componentName>
+                <identifier>activityTab</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>sidebartabs</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>label</name>
+                    <value>Tabs</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>tabs</name>
+                    <value>maintabs</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:tabset</componentName>
+                <identifier>flexipage_tabset</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>main</name>
+        <type>Region</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>label</name>
+                    <value>Tabs</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>tabs</name>
+                    <value>sidebartabs</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:tabset</componentName>
+                <identifier>flexipage_tabset2</identifier>
+            </componentInstance>
+        </itemInstances>
+        <mode>Replace</mode>
+        <name>sidebar</name>
+        <type>Region</type>
+    </flexiPageRegions>
+    <masterLabel>Appraiser Case Record Page</masterLabel>
+    <parentFlexiPage>flexipage__default_rec_L</parentFlexiPage>
+    <sobjectType>Appraiser_Case__c</sobjectType>
+    <template>
+        <name>flexipage:recordHomeTemplateDesktop</name>
+    </template>
+    <type>RecordPage</type>
+</FlexiPage>

force-app/main/default/layouts/Appraiser_Case_Deficiency__c-Appraiser Case Deficiency Layout.layout-meta.xml

@@ -7,11 +7,11 @@
         <label>Information</label>
         <layoutColumns>
             <layoutItems>
-                <behavior>Required</behavior>
+                <behavior>Readonly</behavior>
                 <field>Name</field>
             </layoutItems>
             <layoutItems>
-                <behavior>Required</behavior>
+                <behavior>Edit</behavior>
                 <field>Appraiser_Case__c</field>
             </layoutItems>
             <layoutItems>
@@ -19,12 +19,7 @@
                 <field>Deficiency_Number__c</field>
             </layoutItems>
         </layoutColumns>
-        <layoutColumns>
+        <layoutColumns/>
-            <layoutItems>
-                <behavior>Edit</behavior>
-                <field>Sort_Order__c</field>
-            </layoutItems>
-        </layoutColumns>
         <style>TwoColumnsTopToBottom</style>
     </layoutSections>
     <layoutSections>
@@ -47,7 +42,7 @@
         <style>TwoColumnsTopToBottom</style>
     </layoutSections>
     <showEmailCheckbox>false</showEmailCheckbox>
-    <showHighlightsPanel>true</showHighlightsPanel>
+    <showHighlightsPanel>false</showHighlightsPanel>
     <showInteractionLogPanel>false</showInteractionLogPanel>
     <showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
     <showSubmitAndAttachButton>false</showSubmitAndAttachButton>

force-app/main/default/layouts/Appraiser_Case__c-Appraiser Case Layout.layout-meta.xml

@@ -7,22 +7,79 @@
         <label>Information</label>
         <layoutColumns>
             <layoutItems>
-                <behavior>Required</behavior>
+                <behavior>Readonly</behavior>
                 <field>Name</field>
             </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
                 <field>Appraiser_Field_Review_Date__c</field>
             </layoutItems>
+        </layoutColumns>
+        <layoutColumns/>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>Letter Header</label>
+        <layoutColumns>
             <layoutItems>
                 <behavior>Edit</behavior>
-                <field>CreatedDate</field>
+                <field>Appraiser_Name__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_Salutation__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_Last_Name__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Letter_Sent_Date__c</field>
             </layoutItems>
         </layoutColumns>
         <layoutColumns>
             <layoutItems>
                 <behavior>Edit</behavior>
-                <field>LastModifiedDate</field>
+                <field>FHA_Case_Number__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_Email__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>Appraiser Address</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_Street__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_City__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_State_Province__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_Postal_Code__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Appraiser_Country__c</field>
             </layoutItems>
         </layoutColumns>
         <style>TwoColumnsTopToBottom</style>
@@ -58,19 +115,94 @@
         </layoutColumns>
         <style>TwoColumnsTopToBottom</style>
     </layoutSections>
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>Doc Gen Tracking</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_DocGen_Status__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_CLM_Account_Code__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_DocGen_Task_Id__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Generated_Document_Id__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Attached_File_Content_Document_Id__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_DocGen_Requested_At__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_DocGen_Completed_At__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_DocGen_Task_Url__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Generated_Document_Url__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Attached_File_Url__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_Template_Document_Href__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_Destination_Folder_Href__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Readonly</behavior>
+                <field>Last_DocGen_Message__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <platformActionList>
+        <actionListContext>Record</actionListContext>
+        <platformActionListItems>
+            <actionName>Appraiser_Case__c.Generate_Review_Letter</actionName>
+            <actionType>QuickAction</actionType>
+            <sortOrder>0</sortOrder>
+        </platformActionListItems>
+        <platformActionListItems>
+            <actionName>Edit</actionName>
+            <actionType>StandardButton</actionType>
+            <sortOrder>1</sortOrder>
+        </platformActionListItems>
+        <platformActionListItems>
+            <actionName>Delete</actionName>
+            <actionType>StandardButton</actionType>
+            <sortOrder>2</sortOrder>
+        </platformActionListItems>
+    </platformActionList>
     <relatedLists>
         <fields>NAME</fields>
         <fields>Deficiency_Number__c</fields>
         <fields>Description__c</fields>
+        <fields>Reference__c</fields>
         <fields>Resolution__c</fields>
-        <fields>Sort_Order__c</fields>
+        <relatedList>Appraiser_Case_Deficiency__c.Appraiser_Case__c</relatedList>
-        <relatedList>Appraiser_Deficiencies__r</relatedList>
-    </relatedLists>
-    <relatedLists>
-        <fields>SUBJECT</fields>
-        <fields>STATUS</fields>
-        <fields>DUE_DATE</fields>
-        <relatedList>OpenActivities</relatedList>
     </relatedLists>
     <showEmailCheckbox>false</showEmailCheckbox>
     <showHighlightsPanel>true</showHighlightsPanel>

force-app/main/default/layouts/CLM_Account_Setting__mdt-CLM Account Setting Layout.layout-meta.xml

@@ -0,0 +1,112 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>Account Details</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Required</behavior>
+                <field>MasterLabel</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Required</behavior>
+                <field>DeveloperName</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Account_Code__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Account_Display_Name__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Active__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Environment_Code__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>NamespacePrefix</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>IsProtected</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>CLM_Account_Id__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Default_Destination_Document_Name_Prefix__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>CLM API Configuration</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>CLM_Api_Named_Credential__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>CLM_Download_Named_Credential__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Template_Root_Folder_Href__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Destination_Root_Folder_Href__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Default_Template_Document_Href__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>eSignature API Configuration</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>ESignature_Auth_Named_Credential__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>ESignature_Rest_Named_Credential__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>ESignature_Account_Id__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns/>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <showEmailCheckbox>false</showEmailCheckbox>
+    <showHighlightsPanel>false</showHighlightsPanel>
+    <showInteractionLogPanel>false</showInteractionLogPanel>
+    <showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
+    <showSubmitAndAttachButton>false</showSubmitAndAttachButton>
+</Layout>

force-app/main/default/layouts/CLM_Letter_Definition__mdt-CLM Letter Definition Layout.layout-meta.xml

@@ -0,0 +1,90 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>Letter Definition</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Required</behavior>
+                <field>MasterLabel</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Required</behavior>
+                <field>DeveloperName</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Account_Code__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Letter_Code__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Letter_Display_Name__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Description__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Active__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Is_Default__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Sort_Order__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>NamespacePrefix</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>IsProtected</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <layoutSections>
+        <customLabel>false</customLabel>
+        <detailHeading>true</detailHeading>
+        <editHeading>true</editHeading>
+        <label>CLM Defaults</label>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Template_Root_Folder_Href__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Destination_Root_Folder_Href__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Default_Template_Document_Href__c</field>
+            </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Default_Destination_Document_Name_Prefix__c</field>
+            </layoutItems>
+        </layoutColumns>
+        <style>TwoColumnsTopToBottom</style>
+    </layoutSections>
+    <showEmailCheckbox>false</showEmailCheckbox>
+    <showHighlightsPanel>false</showHighlightsPanel>
+    <showInteractionLogPanel>false</showInteractionLogPanel>
+    <showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
+    <showSubmitAndAttachButton>false</showSubmitAndAttachButton>
+</Layout>

force-app/main/default/lwc/clmDocGenWorkbench/clmDocGenWorkbench.css

@@ -0,0 +1,80 @@
+.panel {
+    display: grid;
+    gap: 1rem;
+    padding: 1rem;
+}
+
+.section {
+    border: 1px solid #d8dde6;
+    border-radius: 0.5rem;
+    padding: 1rem;
+    display: grid;
+    gap: 0.75rem;
+}
+
+.section-title {
+    font-size: 0.95rem;
+    font-weight: 700;
+    margin: 0;
+}
+
+.button-row {
+    display: flex;
+    gap: 0.75rem;
+    flex-wrap: wrap;
+}
+
+.hint {
+    color: #3e3e3c;
+    font-size: 0.85rem;
+    margin: 0;
+}
+
+.result {
+    border-radius: 0.5rem;
+    padding: 0.75rem 1rem;
+}
+
+.result-success {
+    background: #e8f5e9;
+    color: #1b5e20;
+}
+
+.result-error {
+    background: #fdecea;
+    color: #8a1f11;
+}
+
+.result-info {
+    background: #eef4ff;
+    color: #16325c;
+}
+
+.deficiency-list {
+    display: grid;
+    gap: 0.75rem;
+}
+
+.deficiency-item {
+    border-top: 1px solid #d8dde6;
+    padding-top: 0.75rem;
+}
+
+.json-block {
+    margin-top: 0.75rem;
+    border-top: 1px solid rgba(0, 0, 0, 0.1);
+    padding-top: 0.75rem;
+}
+
+.json-title {
+    font-weight: 700;
+    margin: 0 0 0.5rem;
+}
+
+.json-block pre {
+    margin: 0;
+    white-space: pre-wrap;
+    word-break: break-word;
+    font-size: 0.8rem;
+    line-height: 1.4;
+}

force-app/main/default/lwc/clmDocGenWorkbench/clmDocGenWorkbench.html

@@ -0,0 +1,200 @@
+<template>
+    <lightning-card title="CLM Doc Gen Workbench" icon-name="standard:document_reference">
+        <div class="panel">
+            <lightning-combobox
+                label="CLM Account"
+                value={accountCode}
+                options={accountOptions}
+                onchange={handleAccountChange}
+            ></lightning-combobox>
+            <lightning-combobox
+                label="Letter Type"
+                value={letterCode}
+                options={letterOptions}
+                onchange={handleLetterChange}
+            ></lightning-combobox>
+            <template if:true={selectedAccountEnvironment}>
+                <p class="hint">Environment: {selectedAccountEnvironment}</p>
+            </template>
+            <template if:true={selectedLetterDescription}>
+                <p class="hint">{selectedLetterDescription}</p>
+            </template>
+            <div class="button-row">
+                <lightning-button
+                    label="Reset To Defaults"
+                    onclick={resetSelectionsToDefaults}
+                    disabled={isBusy}
+                ></lightning-button>
+            </div>
+
+            <template if:true={caseContext}>
+                <div class="section">
+                    <h3 class="section-title">Case Summary</h3>
+                    <p class="hint">Case: {caseContext.caseNumber}</p>
+                    <template if:true={caseContext.propertyAddress}>
+                        <p class="hint">Property: {caseContext.propertyAddress}</p>
+                    </template>
+                    <template if:true={hasDeficiencies}>
+                        <div class="deficiency-list">
+                            <template for:each={caseContext.deficiencies} for:item="deficiency">
+                                <div key={deficiency.recordId} class="deficiency-item">
+                                    <p><strong>#{deficiency.deficiencyNumber}</strong> {deficiency.description}</p>
+                                    <p class="hint">{deficiency.resolution}</p>
+                                </div>
+                            </template>
+                        </div>
+                    </template>
+                </div>
+            </template>
+
+            <div class="section">
+                <h3 class="section-title">Template Browser</h3>
+                <lightning-input
+                    label="Template Folder Href"
+                    value={templateFolderHref}
+                    onchange={handleTemplateFolderHrefChange}
+                ></lightning-input>
+                <div class="button-row">
+                    <lightning-button
+                        label="Load Templates"
+                        onclick={loadTemplateFolder}
+                        disabled={isBusy}
+                    ></lightning-button>
+                    <lightning-button
+                        label="Open Selected Template Folder"
+                        onclick={openSelectedTemplateFolder}
+                        disabled={disableTemplateFolderOpen}
+                    ></lightning-button>
+                    <lightning-button
+                        label="Up One Level"
+                        onclick={openTemplateParentFolder}
+                        disabled={disableTemplateFolderUp}
+                    ></lightning-button>
+                </div>
+                <template if:true={templateFolderName}>
+                    <p class="hint">Current folder: {templateFolderName}</p>
+                </template>
+                <lightning-combobox
+                    label="Template Subfolders"
+                    value={selectedTemplateSubfolderHref}
+                    options={templateSubfolderOptions}
+                    onchange={handleTemplateSubfolderChange}
+                ></lightning-combobox>
+                <lightning-combobox
+                    label="Template Documents"
+                    value={templateDocHref}
+                    options={templateDocumentOptions}
+                    onchange={handleTemplateDocHrefChange}
+                ></lightning-combobox>
+                <lightning-input
+                    label="Template Document Href"
+                    value={templateDocHref}
+                    onchange={handleTemplateDocHrefChange}
+                ></lightning-input>
+                <template if:true={templateDocHref}>
+                    <p class="hint">Selected template: {selectedTemplateSummary}</p>
+                </template>
+            </div>
+
+            <div class="section">
+                <h3 class="section-title">Destination Browser</h3>
+                <lightning-input
+                    label="Destination Folder Href"
+                    value={destinationFolderHref}
+                    onchange={handleDestinationFolderHrefChange}
+                ></lightning-input>
+                <div class="button-row">
+                    <lightning-button
+                        label="Load Destination Folder"
+                        onclick={loadDestinationFolder}
+                        disabled={isBusy}
+                    ></lightning-button>
+                    <lightning-button
+                        label="Open Selected Destination Folder"
+                        onclick={openSelectedDestinationFolder}
+                        disabled={disableDestinationFolderOpen}
+                    ></lightning-button>
+                    <lightning-button
+                        label="Up One Level"
+                        onclick={openDestinationParentFolder}
+                        disabled={disableDestinationFolderUp}
+                    ></lightning-button>
+                </div>
+                <template if:true={destinationFolderName}>
+                    <p class="hint">Current folder: {destinationFolderName}</p>
+                </template>
+                <lightning-combobox
+                    label="Destination Folder Documents"
+                    value={destinationDocName}
+                    options={destinationDocumentOptions}
+                    onchange={handleDestinationDocumentSelection}
+                ></lightning-combobox>
+                <lightning-combobox
+                    label="Destination Subfolders"
+                    value={selectedDestinationSubfolderHref}
+                    options={destinationSubfolderOptions}
+                    onchange={handleDestinationSubfolderChange}
+                ></lightning-combobox>
+                <lightning-input
+                    label="Destination Filename"
+                    value={destinationDocName}
+                    onchange={handleDestinationNameChange}
+                ></lightning-input>
+                <lightning-input
+                    label="Selected Destination Folder Href"
+                    value={destinationFolderHref}
+                    onchange={handleDestinationFolderHrefChange}
+                ></lightning-input>
+            </div>
+
+            <div class="button-row">
+                <lightning-button
+                    variant="brand"
+                    label="Generate Document"
+                    onclick={generateDocument}
+                    disabled={disableGenerate}
+                ></lightning-button>
+                <lightning-button
+                    label="Check Task Status"
+                    onclick={checkTaskStatus}
+                    disabled={disableStatusCheck}
+                ></lightning-button>
+                <lightning-button
+                    label="Attach Generated Document"
+                    onclick={attachGeneratedDocument}
+                    disabled={disableAttachGeneratedDocument}
+                ></lightning-button>
+                <template if:true={showCloseButton}>
+                    <lightning-button
+                        label="Close"
+                        onclick={closeAction}
+                    ></lightning-button>
+                </template>
+            </div>
+
+            <template if:true={resultMessage}>
+                <div class={resultClass}>
+                    <p>{resultMessage}</p>
+                    <template if:true={taskStatus}>
+                        <p>Status: {taskStatus}</p>
+                    </template>
+                    <template if:true={taskId}>
+                        <p>Task ID: {taskId}</p>
+                    </template>
+                    <template if:true={generatedDocumentId}>
+                        <p>Generated Document ID: {generatedDocumentId}</p>
+                    </template>
+                    <template if:true={hasAttachedSalesforceFile}>
+                        <p><lightning-formatted-url value={attachedSalesforceFileUrl} label="Open attached Salesforce file"></lightning-formatted-url></p>
+                    </template>
+                    <template if:true={hasTaskDetails}>
+                        <div class="json-block">
+                            <p class="json-title">Task Details</p>
+                            <pre>{taskDetailsJson}</pre>
+                        </div>
+                    </template>
+                </div>
+            </template>
+        </div>
+    </lightning-card>
+</template>

force-app/main/default/lwc/clmDocGenWorkbench/clmDocGenWorkbench.js

@@ -0,0 +1,503 @@
+import { LightningElement, api, wire } from 'lwc';
+import { getRecord } from 'lightning/uiRecordApi';
+import { ShowToastEvent } from 'lightning/platformShowToastEvent';
+import { CloseActionScreenEvent } from 'lightning/actions';
+import getCaseContext from '@salesforce/apex/CLMAdminService.getCaseContext';
+import attachGeneratedDocumentToCase from '@salesforce/apex/CLMAdminService.attachGeneratedDocumentToCase';
+import generateDocument from '@salesforce/apex/CLMAdminService.generateDocument';
+import getAccountSettings from '@salesforce/apex/CLMAdminService.getAccountSettings';
+import getLetterSettings from '@salesforce/apex/CLMAdminService.getLetterSettings';
+import listAccountSettings from '@salesforce/apex/CLMAdminService.listAccountSettings';
+import listLetterSettings from '@salesforce/apex/CLMAdminService.listLetterSettings';
+import getFolderContents from '@salesforce/apex/CLMAdminService.getFolderContents';
+import getTaskStatus from '@salesforce/apex/CLMAdminService.getTaskStatus';
+
+const CASE_FIELDS = ['Appraiser_Case__c.Name'];
+
+export default class ClmDocGenWorkbench extends LightningElement {
+    @api recordId;
+    @api objectApiName;
+
+    accountCode = '';
+    destinationDocName = '';
+    templateFolderHref = '';
+    templateDocHref = '';
+    destinationFolderHref = '';
+
+    templateFolderName = '';
+    destinationFolderName = '';
+    templateParentFolderHref = '';
+    destinationParentFolderHref = '';
+    templateSubfolderOptions = [];
+    templateDocumentOptions = [];
+    destinationSubfolderOptions = [];
+    destinationDocumentOptions = [];
+
+    selectedTemplateSubfolderHref = '';
+    selectedDestinationSubfolderHref = '';
+
+    resultMessage = '';
+    resultVariant = 'info';
+    taskId = '';
+    taskStatus = '';
+    taskDetailsJson = '';
+    attachedFileUrl = '';
+    attachedFileTitle = '';
+    isBusy = false;
+    hasLoadedDefaults = false;
+    caseNumber = '';
+    caseContext;
+    accountOptions = [];
+    selectedAccountSettings;
+    letterCode = '';
+    letterOptions = [];
+    selectedLetterSettings;
+
+    @wire(getRecord, { recordId: '$recordId', fields: CASE_FIELDS })
+    wiredCase({ data }) {
+        if (data) {
+            this.caseNumber = data.fields.Name.value;
+        }
+
+        if (data && !this.destinationDocName) {
+            this.destinationDocName = this.buildDefaultDocumentName('Review');
+        }
+
+        if (data && !this.hasLoadedDefaults) {
+            this.initializeDefaults();
+        }
+
+        if (data && !this.caseContext) {
+            this.loadCaseContext();
+        }
+    }
+
+    get disableGenerate() {
+        return this.isBusy || !this.recordId || !this.accountCode || !this.templateDocHref || !this.destinationFolderHref || !this.destinationDocName;
+    }
+
+    get disableStatusCheck() {
+        return this.isBusy || !this.taskId;
+    }
+
+    get disableTemplateFolderOpen() {
+        return this.isBusy || !this.selectedTemplateSubfolderHref;
+    }
+
+    get disableTemplateFolderUp() {
+        return this.isBusy || !this.templateParentFolderHref;
+    }
+
+    get disableDestinationFolderOpen() {
+        return this.isBusy || !this.selectedDestinationSubfolderHref;
+    }
+
+    get disableDestinationFolderUp() {
+        return this.isBusy || !this.destinationParentFolderHref;
+    }
+
+    get resultClass() {
+        return `result result-${this.resultVariant}`;
+    }
+
+    get hasDeficiencies() {
+        return this.caseContext && this.caseContext.deficiencies && this.caseContext.deficiencies.length > 0;
+    }
+
+    get selectedTemplateSummary() {
+        const selected = this.templateDocumentOptions.find((item) => item.value === this.templateDocHref);
+        return selected ? selected.label : this.templateDocHref;
+    }
+
+    get lastTaskUrl() {
+        return this.caseContext ? this.caseContext.lastDocGenTaskUrl : null;
+    }
+
+    get generatedDocumentUrl() {
+        return this.caseContext ? this.caseContext.generatedDocumentUrl : null;
+    }
+
+    get generatedDocumentId() {
+        return this.caseContext ? this.caseContext.generatedDocumentId : null;
+    }
+
+    get attachedSalesforceFileUrl() {
+        return this.attachedFileUrl || (this.caseContext ? this.caseContext.attachedFileUrl : null);
+    }
+
+    get hasAttachedSalesforceFile() {
+        return Boolean(this.attachedSalesforceFileUrl);
+    }
+
+    get disableAttachGeneratedDocument() {
+        return this.isBusy || !this.generatedDocumentId;
+    }
+
+    get hasTaskDetails() {
+        return Boolean(this.taskDetailsJson);
+    }
+
+    get showCloseButton() {
+        return true;
+    }
+
+    get selectedAccountEnvironment() {
+        return this.selectedAccountSettings ? this.selectedAccountSettings.environment : '';
+    }
+
+    get selectedLetterDescription() {
+        return this.selectedLetterSettings ? this.selectedLetterSettings.description : '';
+    }
+
+    async handleAccountChange(event) {
+        this.accountCode = event.detail.value;
+        await this.initializeDefaults(true);
+    }
+
+    async handleLetterChange(event) {
+        this.letterCode = event.detail.value;
+        await this.initializeDefaults(true);
+    }
+
+    handleDestinationNameChange(event) {
+        this.destinationDocName = event.target.value;
+    }
+
+    handleTemplateFolderHrefChange(event) {
+        this.templateFolderHref = event.target.value;
+    }
+
+    handleTemplateSubfolderChange(event) {
+        this.selectedTemplateSubfolderHref = event.detail.value;
+    }
+
+    handleTemplateDocHrefChange(event) {
+        this.templateDocHref = event.detail.value || event.target.value;
+    }
+
+    handleDestinationFolderHrefChange(event) {
+        this.destinationFolderHref = event.target.value;
+    }
+
+    handleDestinationSubfolderChange(event) {
+        this.selectedDestinationSubfolderHref = event.detail.value;
+    }
+
+    handleDestinationDocumentSelection(event) {
+        this.destinationDocName = event.detail.value;
+    }
+
+    async loadTemplateFolder() {
+        await this.loadFolder('template', this.templateFolderHref);
+    }
+
+    async openSelectedTemplateFolder() {
+        this.templateFolderHref = this.selectedTemplateSubfolderHref;
+        await this.loadTemplateFolder();
+    }
+
+    async openTemplateParentFolder() {
+        this.templateFolderHref = this.templateParentFolderHref;
+        await this.loadTemplateFolder();
+    }
+
+    async loadDestinationFolder() {
+        await this.loadFolder('destination', this.destinationFolderHref);
+    }
+
+    async openSelectedDestinationFolder() {
+        this.destinationFolderHref = this.selectedDestinationSubfolderHref;
+        await this.loadDestinationFolder();
+    }
+
+    async openDestinationParentFolder() {
+        this.destinationFolderHref = this.destinationParentFolderHref;
+        await this.loadDestinationFolder();
+    }
+
+    async initializeDefaults(forceReload = false) {
+        if (this.hasLoadedDefaults && !forceReload) {
+            return;
+        }
+
+        this.isBusy = true;
+        this.clearResult();
+
+        try {
+            await this.loadAccountOptions();
+            const settings = await getAccountSettings({ accountCode: this.accountCode });
+            await this.loadLetterOptions(forceReload);
+            const letterSettings = await getLetterSettings({ accountCode: this.accountCode, letterCode: this.letterCode });
+            await this.applySettings(settings, letterSettings, forceReload);
+            this.hasLoadedDefaults = true;
+        } catch (error) {
+            this.handleError(error, 'Unable to load CLM account defaults');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    async applySettings(settings, letterSettings, forceReload) {
+        this.selectedAccountSettings = settings;
+        this.selectedLetterSettings = letterSettings;
+        const prefix = letterSettings && letterSettings.defaultDocumentNamePrefix
+            ? letterSettings.defaultDocumentNamePrefix
+            : settings && settings.defaultDocumentNamePrefix
+                ? settings.defaultDocumentNamePrefix
+                : 'Review';
+        if (forceReload || !this.destinationDocName) {
+            this.destinationDocName = this.buildDefaultDocumentName(prefix);
+        }
+
+        if (settings || letterSettings) {
+            if (letterSettings && letterSettings.templateRootFolderHref) {
+                this.templateFolderHref = letterSettings.templateRootFolderHref;
+            } else if (settings && settings.templateRootFolderHref) {
+                this.templateFolderHref = settings.templateRootFolderHref;
+            }
+            if ((forceReload || !this.templateDocHref) && letterSettings && letterSettings.defaultTemplateDocumentHref) {
+                this.templateDocHref = letterSettings.defaultTemplateDocumentHref;
+            } else if ((forceReload || !this.templateDocHref) && settings && settings.defaultTemplateDocumentHref) {
+                this.templateDocHref = settings.defaultTemplateDocumentHref;
+            }
+            if (letterSettings && letterSettings.destinationRootFolderHref) {
+                this.destinationFolderHref = letterSettings.destinationRootFolderHref;
+            } else if (settings && settings.destinationRootFolderHref) {
+                this.destinationFolderHref = settings.destinationRootFolderHref;
+            }
+        }
+
+        if (this.templateFolderHref) {
+            await this.loadFolder('template', this.templateFolderHref, true);
+        }
+        if (this.destinationFolderHref) {
+            await this.loadFolder('destination', this.destinationFolderHref, true);
+        }
+    }
+
+    async loadAccountOptions() {
+        const accounts = await listAccountSettings();
+        this.accountOptions = (accounts || []).map((account) => ({
+            label: account.accountDisplayName,
+            value: account.accountCode
+        }));
+
+        if (!this.accountCode) {
+            if (this.caseContext && this.caseContext.lastClmAccountCode) {
+                this.accountCode = this.caseContext.lastClmAccountCode;
+            } else if (this.accountOptions.length > 0) {
+                this.accountCode = this.accountOptions[0].value;
+            }
+        }
+    }
+
+    async loadLetterOptions(forceReload) {
+        const letters = await listLetterSettings({ accountCode: this.accountCode });
+        this.letterOptions = (letters || []).map((letter) => ({
+            label: letter.letterDisplayName,
+            value: letter.letterCode
+        }));
+
+        const hasExistingSelection = this.letterOptions.some((letter) => letter.value === this.letterCode);
+        if (!hasExistingSelection || forceReload || !this.letterCode) {
+            const defaultLetter = (letters || []).find((letter) => letter.isDefault);
+            this.letterCode = defaultLetter
+                ? defaultLetter.letterCode
+                : this.letterOptions.length > 0
+                    ? this.letterOptions[0].value
+                    : '';
+        }
+    }
+
+    buildDefaultDocumentName(prefix) {
+        const normalizedPrefix = prefix || 'Review';
+        if (this.caseNumber) {
+            return `${normalizedPrefix}_${this.caseNumber}.docx`;
+        }
+        return `${normalizedPrefix}.docx`;
+    }
+
+    async resetSelectionsToDefaults() {
+        this.hasLoadedDefaults = false;
+        this.templateFolderName = '';
+        this.destinationFolderName = '';
+        this.templateParentFolderHref = '';
+        this.destinationParentFolderHref = '';
+        this.templateSubfolderOptions = [];
+        this.templateDocumentOptions = [];
+        this.destinationSubfolderOptions = [];
+        this.destinationDocumentOptions = [];
+        this.selectedTemplateSubfolderHref = '';
+        this.selectedDestinationSubfolderHref = '';
+        await this.initializeDefaults(true);
+    }
+
+    async loadCaseContext() {
+        if (!this.recordId) {
+            return;
+        }
+
+        try {
+            this.caseContext = await getCaseContext({ appraiserCaseId: this.recordId });
+            if (this.caseContext && this.caseContext.caseNumber) {
+                this.caseNumber = this.caseContext.caseNumber;
+            }
+            if (this.caseContext && this.caseContext.lastDocGenTaskId) {
+                this.taskId = this.caseContext.lastDocGenTaskId;
+            }
+            if (this.caseContext && this.caseContext.lastClmAccountCode && this.accountCode !== this.caseContext.lastClmAccountCode) {
+                this.accountCode = this.caseContext.lastClmAccountCode;
+                if (this.hasLoadedDefaults) {
+                    await this.initializeDefaults(true);
+                }
+            }
+            if (this.caseContext && this.caseContext.lastDocGenStatus && !this.taskStatus) {
+                this.taskStatus = this.caseContext.lastDocGenStatus;
+            }
+            if (this.caseContext && this.caseContext.attachedFileUrl && !this.attachedFileUrl) {
+                this.attachedFileUrl = this.caseContext.attachedFileUrl;
+            }
+        } catch (error) {
+            this.handleError(error, 'Unable to load case context');
+        }
+    }
+
+    async loadFolder(kind, folderHref, preserveResult = false) {
+        if (!folderHref) {
+            this.showToast('Missing folder href', 'Enter a folder href before loading.', 'warning');
+            return;
+        }
+
+        this.isBusy = true;
+        if (!preserveResult) {
+            this.clearResult();
+        }
+
+        try {
+            const contents = await getFolderContents({ folderHref, accountCode: this.accountCode });
+            const subfolders = (contents.folders || []).map((item) => ({ label: item.name, value: item.href }));
+
+            if (kind === 'template') {
+                this.templateFolderHref = contents.folder ? contents.folder.href : folderHref;
+                this.templateFolderName = contents.folder ? contents.folder.name : '';
+                this.templateParentFolderHref = contents.folder ? contents.folder.parentHref : '';
+                this.templateSubfolderOptions = subfolders;
+                this.templateDocumentOptions = (contents.documents || []).map((item) => ({ label: item.name, value: item.href }));
+                this.selectedTemplateSubfolderHref = '';
+            } else {
+                this.destinationFolderHref = contents.folder ? contents.folder.href : folderHref;
+                this.destinationFolderName = contents.folder ? contents.folder.name : '';
+                this.destinationParentFolderHref = contents.folder ? contents.folder.parentHref : '';
+                this.destinationSubfolderOptions = subfolders;
+                this.destinationDocumentOptions = (contents.documents || []).map((item) => ({ label: item.name, value: item.name }));
+                this.selectedDestinationSubfolderHref = '';
+            }
+        } catch (error) {
+            this.handleError(error, 'Unable to load folder contents');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    async generateDocument() {
+        this.isBusy = true;
+        this.clearResult();
+
+        try {
+            const response = await generateDocument({
+                appraiserCaseId: this.recordId,
+                templateDocHref: this.templateDocHref,
+                destinationFolderHref: this.destinationFolderHref,
+                destinationDocName: this.destinationDocName,
+                accountCode: this.accountCode
+            });
+
+            this.taskId = response.documentId;
+            this.taskStatus = response.taskStatus || '';
+            this.taskDetailsJson = this.formatJsonString(response.taskDetailsJson);
+            this.resultVariant = response.success ? 'success' : 'error';
+            this.resultMessage = response.message;
+            await this.loadCaseContext();
+            this.showToast(response.success ? 'Document submitted' : 'Submission failed', response.message, response.success ? 'success' : 'error');
+        } catch (error) {
+            this.handleError(error, 'Document generation failed');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    async checkTaskStatus() {
+        this.isBusy = true;
+        this.clearResult();
+
+        try {
+            const response = await getTaskStatus({ appraiserCaseId: this.recordId, taskId: this.taskId, accountCode: this.accountCode });
+            this.taskStatus = response.taskStatus || '';
+            this.taskDetailsJson = this.formatJsonString(response.taskDetailsJson);
+            this.resultVariant = response.success ? 'success' : 'error';
+            this.resultMessage = response.message;
+            await this.loadCaseContext();
+            this.showToast('Task status updated', response.message, response.success ? 'success' : 'error');
+        } catch (error) {
+            this.handleError(error, 'Unable to fetch task status');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    async attachGeneratedDocument() {
+        this.isBusy = true;
+
+        try {
+            const result = await attachGeneratedDocumentToCase({
+                appraiserCaseId: this.recordId,
+                accountCode: this.accountCode
+            });
+            this.resultVariant = result.success ? 'success' : 'error';
+            this.resultMessage = result.message;
+            this.attachedFileUrl = result.fileUrl || '';
+            this.attachedFileTitle = result.fileTitle || '';
+            await this.loadCaseContext();
+            this.showToast('Document attached', result.message, result.success ? 'success' : 'error');
+        } catch (error) {
+            this.handleError(error, 'Unable to attach generated document');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    closeAction() {
+        this.dispatchEvent(new CloseActionScreenEvent());
+    }
+
+    clearResult() {
+        this.resultMessage = '';
+        this.resultVariant = 'info';
+        this.taskDetailsJson = '';
+    }
+
+    handleError(error, title) {
+        const bodyMessage = error && error.body ? error.body.message : null;
+        const directMessage = error ? error.message : null;
+        const message = bodyMessage || directMessage || 'Unknown error';
+        this.resultVariant = 'error';
+        this.resultMessage = message;
+        this.showToast(title, message, 'error');
+    }
+
+    showToast(title, message, variant) {
+        this.dispatchEvent(new ShowToastEvent({ title, message, variant }));
+    }
+
+    formatJsonString(value) {
+        if (!value) {
+            return '';
+        }
+
+        try {
+            return JSON.stringify(JSON.parse(value), null, 2);
+        } catch (e) {
+            return value;
+        }
+    }
+}

force-app/main/default/lwc/clmDocGenWorkbench/clmDocGenWorkbench.js-meta.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>63.0</apiVersion>
+    <isExposed>true</isExposed>
+    <masterLabel>CLM Doc Gen Workbench</masterLabel>
+    <targets>
+        <target>lightning__RecordAction</target>
+        <target>lightning__RecordPage</target>
+    </targets>
+    <targetConfigs>
+        <targetConfig targets="lightning__RecordAction">
+            <actionType>ScreenAction</actionType>
+            <objects>
+                <object>Appraiser_Case__c</object>
+            </objects>
+        </targetConfig>
+        <targetConfig targets="lightning__RecordPage">
+            <objects>
+                <object>Appraiser_Case__c</object>
+            </objects>
+        </targetConfig>
+    </targetConfigs>
+</LightningComponentBundle>

force-app/main/default/lwc/clmRequestPreview/clmRequestPreview.css

@@ -0,0 +1,65 @@
+.panel {
+    display: grid;
+    gap: 1rem;
+    padding: 1rem;
+}
+
+.controls {
+    display: grid;
+    gap: 0.75rem;
+}
+
+.button-row {
+    display: flex;
+    gap: 0.75rem;
+    flex-wrap: wrap;
+}
+
+.section {
+    border: 1px solid #d8dde6;
+    border-radius: 0.5rem;
+    padding: 1rem;
+    display: grid;
+    gap: 0.75rem;
+}
+
+.section-title {
+    font-size: 0.95rem;
+    font-weight: 700;
+    margin: 0;
+}
+
+.hint {
+    color: #3e3e3c;
+    font-size: 0.85rem;
+    margin: 0;
+    word-break: break-word;
+}
+
+.result {
+    border-radius: 0.5rem;
+    padding: 0.75rem 1rem;
+}
+
+.result-success {
+    background: #e8f5e9;
+    color: #1b5e20;
+}
+
+.result-error {
+    background: #fdecea;
+    color: #8a1f11;
+}
+
+.result-info {
+    background: #eef4ff;
+    color: #16325c;
+}
+
+.code-block {
+    margin: 0;
+    white-space: pre-wrap;
+    word-break: break-word;
+    font-size: 0.8rem;
+    line-height: 1.4;
+}

force-app/main/default/lwc/clmRequestPreview/clmRequestPreview.html

@@ -0,0 +1,67 @@
+<template>
+    <lightning-card title="CLM Request Preview" icon-name="standard:snippet">
+        <div class="panel">
+            <div class="controls">
+                <lightning-combobox
+                    label="CLM Account"
+                    value={accountCode}
+                    options={accountOptions}
+                    onchange={handleAccountChange}
+                    disabled={isBusy}
+                ></lightning-combobox>
+                <lightning-combobox
+                    label="Letter Type"
+                    value={letterCode}
+                    options={letterOptions}
+                    onchange={handleLetterChange}
+                    disabled={isBusy}
+                ></lightning-combobox>
+            </div>
+
+            <div class="button-row">
+                <lightning-button
+                    label="Refresh Preview"
+                    onclick={refreshAll}
+                    disabled={isBusy}
+                ></lightning-button>
+            </div>
+
+            <template if:true={message}>
+                <div class={resultClass}>
+                    <p>{message}</p>
+                </div>
+            </template>
+
+            <template if:true={hasPreview}>
+                <div class="section">
+                    <h3 class="section-title">Effective Settings</h3>
+                    <p class="hint">Account: {preview.accountDisplayName}</p>
+                    <p class="hint">Letter: {preview.letterDisplayName}</p>
+                    <p class="hint">Template Href: {preview.templateDocHref}</p>
+                    <p class="hint">Destination Folder Href: {preview.destinationFolderHref}</p>
+                    <p class="hint">Destination Filename: {preview.destinationDocName}</p>
+                </div>
+
+                <div class="section">
+                    <h3 class="section-title">Payload JSON</h3>
+                    <pre class="code-block">{preview.payloadJson}</pre>
+                </div>
+
+                <div class="section">
+                    <h3 class="section-title">Data XML</h3>
+                    <pre class="code-block">{preview.dataXml}</pre>
+                </div>
+
+                <div class="section">
+                    <h3 class="section-title">CLM API Endpoint</h3>
+                    <pre class="code-block">POST {preview.mergeTaskEndpointUrl}</pre>
+                </div>
+
+                <div class="section">
+                    <h3 class="section-title">CLM Request Body</h3>
+                    <pre class="code-block">{preview.requestBodyJson}</pre>
+                </div>
+            </template>
+        </div>
+    </lightning-card>
+</template>

force-app/main/default/lwc/clmRequestPreview/clmRequestPreview.js

@@ -0,0 +1,141 @@
+import { LightningElement, api } from 'lwc';
+import { ShowToastEvent } from 'lightning/platformShowToastEvent';
+import getDocGenPreview from '@salesforce/apex/CLMAdminService.getDocGenPreview';
+import listAccountSettings from '@salesforce/apex/CLMAdminService.listAccountSettings';
+import listLetterSettings from '@salesforce/apex/CLMAdminService.listLetterSettings';
+
+export default class ClmRequestPreview extends LightningElement {
+    @api recordId;
+    @api objectApiName;
+
+    accountCode = '';
+    letterCode = '';
+    accountOptions = [];
+    letterOptions = [];
+    preview;
+    isBusy = false;
+    message = '';
+    messageVariant = 'info';
+
+    connectedCallback() {
+        this.initialize();
+    }
+
+    get hasPreview() {
+        return Boolean(this.preview);
+    }
+
+    get resultClass() {
+        return `result result-${this.messageVariant}`;
+    }
+
+    async initialize(forceReload = false) {
+        if (!this.recordId) {
+            return;
+        }
+
+        this.isBusy = true;
+        this.clearMessage();
+
+        try {
+            const accounts = await listAccountSettings();
+            this.accountOptions = (accounts || []).map((account) => ({
+                label: account.accountDisplayName,
+                value: account.accountCode
+            }));
+
+            if ((!this.accountCode || forceReload) && this.accountOptions.length > 0) {
+                this.accountCode = this.accountOptions[0].value;
+            }
+
+            await this.loadLetterOptions(forceReload);
+            await this.loadPreview();
+        } catch (error) {
+            this.handleError(error, 'Unable to initialize CLM preview');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    async loadLetterOptions(forceReload) {
+        const letters = await listLetterSettings({ accountCode: this.accountCode });
+        this.letterOptions = (letters || []).map((letter) => ({
+            label: letter.letterDisplayName,
+            value: letter.letterCode
+        }));
+
+        const hasExistingSelection = this.letterOptions.some((letter) => letter.value === this.letterCode);
+        if (!hasExistingSelection || forceReload || !this.letterCode) {
+            const defaultLetter = (letters || []).find((letter) => letter.isDefault);
+            this.letterCode = defaultLetter
+                ? defaultLetter.letterCode
+                : this.letterOptions.length > 0
+                    ? this.letterOptions[0].value
+                    : '';
+        }
+    }
+
+    async loadPreview() {
+        if (!this.recordId) {
+            this.showMessage('No record context — place this component on a record page.', 'warning');
+            return;
+        }
+        this.preview = await getDocGenPreview({
+            appraiserCaseId: this.recordId,
+            accountCode: this.accountCode,
+            letterCode: this.letterCode
+        });
+        this.showMessage('Preview loaded.', 'success');
+    }
+
+    async handleAccountChange(event) {
+        this.accountCode = event.detail.value;
+        await this.refreshAll(true);
+    }
+
+    async handleLetterChange(event) {
+        this.letterCode = event.detail.value;
+        await this.refreshAll(false);
+    }
+
+    async refreshAll(forceReloadLetters) {
+        this.isBusy = true;
+        this.clearMessage();
+
+        try {
+            if (forceReloadLetters) {
+                await this.loadLetterOptions(true);
+            }
+            await this.loadPreview();
+        } catch (error) {
+            this.handleError(error, 'Unable to refresh CLM preview');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    clearMessage() {
+        this.message = '';
+        this.messageVariant = 'info';
+    }
+
+    showMessage(message, variant) {
+        this.message = message;
+        this.messageVariant = variant;
+    }
+
+    handleError(error, title) {
+        const bodyMessage = error && error.body ? error.body.message : null;
+        const directMessage = error ? error.message : null;
+        const message = bodyMessage || directMessage || 'Unknown error';
+
+        this.showMessage(message, 'error');
+        this.dispatchEvent(
+            new ShowToastEvent({
+                title,
+                message,
+                variant: 'error'
+            })
+        );
+    }
+}

force-app/main/default/lwc/clmRequestPreview/clmRequestPreview.js-meta.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>63.0</apiVersion>
+    <isExposed>true</isExposed>
+    <masterLabel>CLM Request Preview</masterLabel>
+    <targets>
+        <target>lightning__RecordPage</target>
+    </targets>
+    <targetConfigs>
+        <targetConfig targets="lightning__RecordPage">
+            <objects>
+                <object>Appraiser_Case__c</object>
+            </objects>
+        </targetConfig>
+    </targetConfigs>
+</LightningComponentBundle>

force-app/main/default/lwc/docusignEsignWorkbench/docusignEsignWorkbench.css

@@ -0,0 +1,64 @@
+.panel {
+    display: grid;
+    gap: 1rem;
+    padding: 1rem;
+}
+
+.controls {
+    display: grid;
+    gap: 0.75rem;
+}
+
+.section {
+    border: 1px solid #d8dde6;
+    border-radius: 0.5rem;
+    padding: 1rem;
+    display: grid;
+    gap: 0.75rem;
+}
+
+.section-title {
+    font-size: 0.95rem;
+    font-weight: 700;
+    margin: 0;
+}
+
+.button-row {
+    display: flex;
+    gap: 0.75rem;
+    flex-wrap: wrap;
+}
+
+.hint {
+    color: #3e3e3c;
+    font-size: 0.85rem;
+    margin: 0;
+}
+
+.result {
+    border-radius: 0.5rem;
+    padding: 0.75rem 1rem;
+}
+
+.result-success {
+    background: #e8f5e9;
+    color: #1b5e20;
+}
+
+.result-error {
+    background: #fdecea;
+    color: #8a1f11;
+}
+
+.result-info {
+    background: #eef4ff;
+    color: #16325c;
+}
+
+.json-block {
+    margin: 0;
+    white-space: pre-wrap;
+    word-break: break-word;
+    font-size: 0.8rem;
+    line-height: 1.4;
+}

force-app/main/default/lwc/docusignEsignWorkbench/docusignEsignWorkbench.html

@@ -0,0 +1,114 @@
+<template>
+    <lightning-card title="Docusign eSignature Workbench" icon-name="standard:contract">
+        <div class="panel">
+            <div class="controls">
+                <lightning-combobox
+                    label="CLM / eSignature Account"
+                    value={accountCode}
+                    options={accountOptions}
+                    onchange={handleAccountChange}
+                    disabled={isBusy}
+                ></lightning-combobox>
+                <lightning-input
+                    type="date"
+                    label="Envelope From Date"
+                    value={fromDate}
+                    onchange={handleFromDateChange}
+                    disabled={isBusy}
+                ></lightning-input>
+            </div>
+
+            <div class="button-row">
+                <lightning-button
+                    label="Refresh All"
+                    onclick={refreshData}
+                    disabled={isBusy}
+                ></lightning-button>
+                <lightning-button
+                    label="Refresh Envelopes"
+                    onclick={refreshEnvelopes}
+                    disabled={isBusy}
+                ></lightning-button>
+            </div>
+
+            <template if:true={hasAccountConfig}>
+                <div class="section">
+                    <h3 class="section-title">Account Summary</h3>
+                    <p class="hint">Environment: {selectedEnvironment}</p>
+                    <p class="hint">Configured eSignature Account Id: {selectedAccountId}</p>
+                </div>
+            </template>
+
+            <template if:true={message}>
+                <div class={resultClass}>
+                    <p>{message}</p>
+                </div>
+            </template>
+
+            <div class="section">
+                <h3 class="section-title">Discovered Accounts</h3>
+                <template if:true={hasAccounts}>
+                    <lightning-datatable
+                        key-field="accountId"
+                        data={accountSummaries}
+                        columns={accountColumns}
+                        hide-checkbox-column
+                    ></lightning-datatable>
+                </template>
+                <template if:false={hasAccounts}>
+                    <p class="hint">No account discovery data loaded yet.</p>
+                </template>
+            </div>
+
+            <div class="section">
+                <h3 class="section-title">Templates</h3>
+                <template if:true={hasTemplates}>
+                    <lightning-datatable
+                        key-field="templateId"
+                        data={templates}
+                        columns={templateColumns}
+                        hide-checkbox-column
+                    ></lightning-datatable>
+                </template>
+                <template if:false={hasTemplates}>
+                    <p class="hint">No templates returned for this account.</p>
+                </template>
+            </div>
+
+            <div class="section">
+                <h3 class="section-title">Recent Envelopes</h3>
+                <template if:true={hasEnvelopes}>
+                    <lightning-datatable
+                        key-field="envelopeId"
+                        data={envelopes}
+                        columns={envelopeColumns}
+                        hide-checkbox-column
+                    ></lightning-datatable>
+                </template>
+                <template if:false={hasEnvelopes}>
+                    <p class="hint">No envelopes returned for this date range.</p>
+                </template>
+            </div>
+
+            <div class="section">
+                <h3 class="section-title">Login Information</h3>
+                <template if:true={hasLoginInfo}>
+                    <pre class="json-block">{loginInfoJson}</pre>
+                </template>
+                <template if:false={hasLoginInfo}>
+                    <p class="hint">No login information loaded yet.</p>
+                </template>
+            </div>
+
+            <div class="section">
+                <h3 class="section-title">OAuth User Info</h3>
+                <template if:true={hasUserInfo}>
+                    <pre class="json-block">{userInfoJson}</pre>
+                </template>
+                <template if:false={hasUserInfo}>
+                    <p class="hint">No user info loaded yet.</p>
+                </template>
+            </div>
+        </div>
+    </lightning-card>
+</template>

force-app/main/default/lwc/docusignEsignWorkbench/docusignEsignWorkbench.js

@@ -0,0 +1,233 @@
+import { LightningElement, api } from 'lwc';
+import { ShowToastEvent } from 'lightning/platformShowToastEvent';
+import getAccountConfig from '@salesforce/apex/DocusignESignatureService.getAccountConfig';
+import getLoginInformation from '@salesforce/apex/DocusignESignatureService.getLoginInformation';
+import getUserInfo from '@salesforce/apex/DocusignESignatureService.getUserInfo';
+import listAccounts from '@salesforce/apex/DocusignESignatureService.listAccounts';
+import listTemplates from '@salesforce/apex/DocusignESignatureService.listTemplates';
+import listEnvelopes from '@salesforce/apex/DocusignESignatureService.listEnvelopes';
+import listAccountSettings from '@salesforce/apex/CLMAdminService.listAccountSettings';
+
+const TEMPLATE_COLUMNS = [
+    { label: 'Template Name', fieldName: 'name', type: 'text' },
+    { label: 'Template Id', fieldName: 'templateId', type: 'text' },
+    { label: 'Shared', fieldName: 'shared', type: 'text' },
+    { label: 'Last Modified', fieldName: 'lastModified', type: 'text' }
+];
+
+const ENVELOPE_COLUMNS = [
+    { label: 'Subject', fieldName: 'emailSubject', type: 'text' },
+    { label: 'Envelope Id', fieldName: 'envelopeId', type: 'text' },
+    { label: 'Status', fieldName: 'status', type: 'text' },
+    { label: 'Created', fieldName: 'createdDateTime', type: 'text' },
+    { label: 'Completed', fieldName: 'completedDateTime', type: 'text' }
+];
+
+const ACCOUNT_COLUMNS = [
+    { label: 'Account Name', fieldName: 'accountName', type: 'text' },
+    { label: 'Account Id', fieldName: 'accountId', type: 'text' },
+    { label: 'Base Url', fieldName: 'baseUri', type: 'text' },
+    { label: 'Default', fieldName: 'isDefault', type: 'boolean' }
+];
+
+export default class DocusignEsignWorkbench extends LightningElement {
+    @api recordId;
+    @api objectApiName;
+
+    accountOptions = [];
+    accountCode = '';
+    accountConfig;
+    accountSummaries = [];
+    templates = [];
+    envelopes = [];
+    loginInfoJson = '';
+    userInfoJson = '';
+    isBusy = false;
+    message = '';
+    messageVariant = 'info';
+    fromDate = this.defaultFromDate();
+
+    templateColumns = TEMPLATE_COLUMNS;
+    envelopeColumns = ENVELOPE_COLUMNS;
+    accountColumns = ACCOUNT_COLUMNS;
+
+    connectedCallback() {
+        this.initialize();
+    }
+
+    get hasAccountConfig() {
+        return Boolean(this.accountConfig);
+    }
+
+    get selectedEnvironment() {
+        return this.accountConfig ? this.accountConfig.environment : '';
+    }
+
+    get selectedAccountId() {
+        return this.accountConfig ? this.accountConfig.eSignatureAccountId : '';
+    }
+
+    get hasAccounts() {
+        return this.accountSummaries.length > 0;
+    }
+
+    get hasTemplates() {
+        return this.templates.length > 0;
+    }
+
+    get hasEnvelopes() {
+        return this.envelopes.length > 0;
+    }
+
+    get hasLoginInfo() {
+        return Boolean(this.loginInfoJson);
+    }
+
+    get hasUserInfo() {
+        return Boolean(this.userInfoJson);
+    }
+
+    get resultClass() {
+        return `result result-${this.messageVariant}`;
+    }
+
+    async initialize(forceReload = false) {
+        if (this.isBusy) {
+            return;
+        }
+
+        this.isBusy = true;
+        this.clearMessage();
+
+        try {
+            const accounts = await listAccountSettings();
+            this.accountOptions = (accounts || []).map((account) => ({
+                label: account.accountDisplayName,
+                value: account.accountCode
+            }));
+
+            if ((!this.accountCode || forceReload) && this.accountOptions.length > 0) {
+                this.accountCode = this.accountOptions[0].value;
+            }
+
+            if (!this.accountCode) {
+                this.showMessage('No active CLM/eSignature accounts are configured.', 'error');
+                return;
+            }
+
+            await this.loadAll();
+        } catch (error) {
+            this.handleError(error, 'Unable to load eSignature workbench');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    async loadAll() {
+        const [config, accounts, loginInfo, userInfo, templates, envelopes] = await Promise.all([
+            getAccountConfig({ accountCode: this.accountCode }),
+            listAccounts({ accountCode: this.accountCode }),
+            getLoginInformation({ accountCode: this.accountCode }),
+            getUserInfo({ accountCode: this.accountCode }),
+            listTemplates({ accountCode: this.accountCode }),
+            listEnvelopes({ accountCode: this.accountCode, fromDate: this.fromDate })
+        ]);
+
+        this.accountConfig = config;
+        this.accountSummaries = accounts || [];
+        this.loginInfoJson = this.prettyJson(loginInfo ? loginInfo.responseBody : null);
+        this.userInfoJson = this.prettyJson(userInfo ? userInfo.responseBody : null);
+        this.templates = templates || [];
+        this.envelopes = envelopes || [];
+        this.showMessage('eSignature data loaded successfully.', 'success');
+    }
+
+    async handleAccountChange(event) {
+        this.accountCode = event.detail.value;
+        await this.refreshData();
+    }
+
+    handleFromDateChange(event) {
+        this.fromDate = event.target.value;
+    }
+
+    async refreshData() {
+        if (!this.accountCode || this.isBusy) {
+            return;
+        }
+
+        this.isBusy = true;
+        this.clearMessage();
+
+        try {
+            await this.loadAll();
+        } catch (error) {
+            this.handleError(error, 'Unable to refresh eSignature data');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    async refreshEnvelopes() {
+        if (!this.accountCode || this.isBusy) {
+            return;
+        }
+
+        this.isBusy = true;
+        this.clearMessage();
+
+        try {
+            this.envelopes = await listEnvelopes({ accountCode: this.accountCode, fromDate: this.fromDate });
+            this.showMessage('Envelope list refreshed.', 'success');
+        } catch (error) {
+            this.handleError(error, 'Unable to refresh envelopes');
+        } finally {
+            this.isBusy = false;
+        }
+    }
+
+    defaultFromDate() {
+        const current = new Date();
+        current.setDate(current.getDate() - 30);
+        return current.toISOString().slice(0, 10);
+    }
+
+    prettyJson(raw) {
+        if (!raw) {
+            return '';
+        }
+
+        try {
+            return JSON.stringify(JSON.parse(raw), null, 2);
+        } catch (error) {
+            return raw;
+        }
+    }
+
+    clearMessage() {
+        this.message = '';
+        this.messageVariant = 'info';
+    }
+
+    showMessage(message, variant) {
+        this.message = message;
+        this.messageVariant = variant;
+    }
+
+    handleError(error, fallbackMessage) {
+        const message = error && error.body && error.body.message
+            ? error.body.message
+            : error && error.message
+                ? error.message
+                : fallbackMessage;
+
+        this.showMessage(message, 'error');
+        this.dispatchEvent(
+            new ShowToastEvent({
+                title: 'eSignature Workbench',
+                message,
+                variant: 'error'
+            })
+        );
+    }
+}

force-app/main/default/lwc/docusignEsignWorkbench/docusignEsignWorkbench.js-meta.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
+    <apiVersion>63.0</apiVersion>
+    <isExposed>true</isExposed>
+    <masterLabel>Docusign eSignature Workbench</masterLabel>
+    <targets>
+        <target>lightning__RecordPage</target>
+        <target>lightning__AppPage</target>
+        <target>lightning__HomePage</target>
+    </targets>
+    <targetConfigs>
+        <targetConfig targets="lightning__RecordPage">
+            <objects>
+                <object>Appraiser_Case__c</object>
+            </objects>
+        </targetConfig>
+    </targetConfigs>
+</LightningComponentBundle>

force-app/main/default/namedCredentials/AcctDemo_NamedCreds.namedCredential-meta.xml

@@ -4,21 +4,16 @@
     <allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
     <calloutStatus>Enabled</calloutStatus>
     <generateAuthorizationHeader>true</generateAuthorizationHeader>
-    <label>CLMNamedCred</label>
+    <label>AcctDemo_NamedCreds</label>
     <namedCredentialParameters>
         <parameterName>Url</parameterName>
         <parameterType>Url</parameterType>
-        <parameterValue>https://api.s1.us.clm.demo.docusign.net</parameterValue>
+        <parameterValue>https://account-d.docusign.com</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>

force-app/main/default/namedCredentials/CLMs1Download.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>CLMs1Download</label>
+    <namedCredentialParameters>
+        <parameterName>Url</parameterName>
+        <parameterType>Url</parameterType>
+        <parameterValue>https://api.s1.us.clm.demo.docusign.net/content</parameterValue>
+    </namedCredentialParameters>
+    <namedCredentialParameters>
+        <externalCredential>DocusignJWT</externalCredential>
+        <parameterName>ExternalCredential</parameterName>
+        <parameterType>Authentication</parameterType>
+    </namedCredentialParameters>
+    <namedCredentialType>SecuredEndpoint</namedCredentialType>
+</NamedCredential>

force-app/main/default/namedCredentials/CLMs1NamedCreds.namedCredential-meta.xml

@@ -4,11 +4,11 @@
     <allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
     <calloutStatus>Enabled</calloutStatus>
     <generateAuthorizationHeader>true</generateAuthorizationHeader>
-    <label>CLMuatDownloadNamedCreds</label>
+    <label>CLMs1NamedCreds</label>
     <namedCredentialParameters>
         <parameterName>Url</parameterName>
         <parameterType>Url</parameterType>
-        <parameterValue>https://apidownloaduatna11.springcm.com</parameterValue>
+        <parameterValue>https://api.s1.us.clm.demo.docusign.net</parameterValue>
     </namedCredentialParameters>
     <namedCredentialParameters>
         <externalCredential>DocusignJWT</externalCredential>

force-app/main/default/namedCredentials/Esignature_Demo_NamedCreds.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>Esignature_Demo_NamedCreds</label>
+    <namedCredentialParameters>
+        <parameterName>Url</parameterName>
+        <parameterType>Url</parameterType>
+        <parameterValue>https://demo.docusign.net/restapi</parameterValue>
+    </namedCredentialParameters>
+    <namedCredentialParameters>
+        <externalCredential>DocusignJWT</externalCredential>
+        <parameterName>ExternalCredential</parameterName>
+        <parameterType>Authentication</parameterType>
+    </namedCredentialParameters>
+    <namedCredentialType>SecuredEndpoint</namedCredentialType>
+</NamedCredential>

force-app/main/default/objects/Appraiser_Case_Deficiency__c/fields/Reference__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>Reference__c</fullName>
+    <externalId>false</externalId>
+    <label>Reference</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case_Deficiency__c/validationRules/Required_Deficiency_Data.validationRule-meta.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<ValidationRule xmlns="http://soap.sforce.com/2006/04/metadata">
+    <active>true</active>
+    <description>Prevents empty or incomplete deficiency rows from being saved.</description>
+    <fullName>Required_Deficiency_Data</fullName>
+    <errorConditionFormula>OR(
+ISBLANK(TEXT(Deficiency_Number__c)),
+ISBLANK(Description__c),
+ISBLANK(Resolution__c)
+)</errorConditionFormula>
+    <errorDisplayField>Deficiency_Number__c</errorDisplayField>
+    <errorMessage>Deficiency Number, Description, and Resolution are required.</errorMessage>
+</ValidationRule>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_City__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>Appraiser_City__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser City</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Country__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>Appraiser_Country__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser Country</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Email__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>Appraiser_Email__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser Email</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Email</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Last_Name__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>Appraiser_Last_Name__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser Last Name</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Name__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>Appraiser_Name__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser Name</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Postal_Code__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>Appraiser_Postal_Code__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser Postal Code</label>
+    <length>40</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Salutation__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>Appraiser_Salutation__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser Salutation</label>
+    <length>10</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_State_Province__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>Appraiser_State_Province__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser State/Province</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Appraiser_Street__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>Appraiser_Street__c</fullName>
+    <externalId>false</externalId>
+    <label>Appraiser Street</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Attached_File_Content_Document_Id__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>Attached_File_Content_Document_Id__c</fullName>
+    <externalId>false</externalId>
+    <label>Attached File Content Document Id</label>
+    <length>18</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Attached_File_Url__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>Attached_File_Url__c</fullName>
+    <externalId>false</externalId>
+    <label>Attached File Url</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Url</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/FHA_Case_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>FHA_Case_Number__c</fullName>
+    <externalId>false</externalId>
+    <label>FHA Case Number</label>
+    <length>40</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Generated_Document_Id__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>Generated_Document_Id__c</fullName>
+    <externalId>false</externalId>
+    <label>Generated Document Id</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Generated_Document_Url__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>Generated_Document_Url__c</fullName>
+    <externalId>false</externalId>
+    <label>Generated Document Url</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Url</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_CLM_Account_Code__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>Last_CLM_Account_Code__c</fullName>
+    <externalId>false</externalId>
+    <label>Last CLM Account Code</label>
+    <length>80</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_Destination_Folder_Href__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>Last_Destination_Folder_Href__c</fullName>
+    <externalId>false</externalId>
+    <label>Last Destination Folder Href</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_DocGen_Completed_At__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>Last_DocGen_Completed_At__c</fullName>
+    <externalId>false</externalId>
+    <label>Last DocGen Completed At</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>DateTime</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_DocGen_Message__c.field-meta.xml

@@ -1,10 +1,10 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>Description__c</fullName>
+    <fullName>Last_DocGen_Message__c</fullName>
-    <label>Description</label>
+    <externalId>false</externalId>
+    <label>Last DocGen Message</label>
     <length>32768</length>
     <required>false</required>
-    <trackHistory>true</trackHistory>
     <type>LongTextArea</type>
-    <visibleLines>5</visibleLines>
+    <visibleLines>3</visibleLines>
 </CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_DocGen_Requested_At__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>Last_DocGen_Requested_At__c</fullName>
+    <externalId>false</externalId>
+    <label>Last DocGen Requested At</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>DateTime</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_DocGen_Status__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>Last_DocGen_Status__c</fullName>
+    <externalId>false</externalId>
+    <label>Last DocGen Status</label>
+    <length>100</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_DocGen_Task_Id__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>Last_DocGen_Task_Id__c</fullName>
+    <externalId>false</externalId>
+    <label>Last DocGen Task Id</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_DocGen_Task_Url__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>Last_DocGen_Task_Url__c</fullName>
+    <externalId>false</externalId>
+    <label>Last DocGen Task Url</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Url</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Last_Template_Document_Href__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>Last_Template_Document_Href__c</fullName>
+    <externalId>false</externalId>
+    <label>Last Template Document Href</label>
+    <length>255</length>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/fields/Letter_Sent_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>Letter_Sent_Date__c</fullName>
+    <externalId>false</externalId>
+    <label>Letter Sent Date</label>
+    <required>false</required>
+    <trackHistory>false</trackHistory>
+    <type>Date</type>
+</CustomField>

force-app/main/default/objects/Appraiser_Case__c/listViews/All.listView-meta.xml

@@ -1,12 +1,10 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <ListView xmlns="http://soap.sforce.com/2006/04/metadata">
     <fullName>All</fullName>
-    <columns>Name</columns>
     <columns>Appraiser_Field_Review_Date__c</columns>
     <columns>Property_Street__c</columns>
     <columns>Property_City__c</columns>
     <columns>Property_State_Province__c</columns>
-    <columns>LastModifiedDate</columns>
     <filterScope>Everything</filterScope>
     <label>All</label>
 </ListView>

force-app/main/default/objects/Appraiser_Deficiency__c/Appraiser_Deficiency__c.object-meta.xml

@@ -1,37 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
-    <actionOverrides>
-        <actionName>New</actionName>
-        <type>Default</type>
-    </actionOverrides>
-    <actionOverrides>
-        <actionName>Edit</actionName>
-        <type>Default</type>
-    </actionOverrides>
-    <actionOverrides>
-        <actionName>View</actionName>
-        <type>Default</type>
-    </actionOverrides>
-    <allowInChatterGroups>false</allowInChatterGroups>
-    <compactLayoutAssignment>SYSTEM</compactLayoutAssignment>
-    <deploymentStatus>Deployed</deploymentStatus>
-    <enableActivities>false</enableActivities>
-    <enableBulkApi>true</enableBulkApi>
-    <enableFeeds>false</enableFeeds>
-    <enableHistory>true</enableHistory>
-    <enableLicensing>false</enableLicensing>
-    <enableReports>true</enableReports>
-    <enableSearch>true</enableSearch>
-    <enableSharing>true</enableSharing>
-    <enableStreamingApi>true</enableStreamingApi>
-    <externalSharingModel>ControlledByParent</externalSharingModel>
-    <label>Appraiser Deficiency</label>
-    <nameField>
-        <label>Appraiser Deficiency Name</label>
-        <type>Text</type>
-    </nameField>
-    <pluralLabel>Appraiser Deficiencies</pluralLabel>
-    <searchLayouts></searchLayouts>
-    <sharingModel>ControlledByParent</sharingModel>
-    <visibility>Public</visibility>
-</CustomObject>

force-app/main/default/objects/Appraiser_Deficiency__c/fields/Appraiser_Case__c.field-meta.xml

@@ -1,13 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>Appraiser_Case__c</fullName>
-    <label>Appraiser Case</label>
-    <referenceTo>Appraiser_Case__c</referenceTo>
-    <relationshipLabel>Appraiser Deficiencies</relationshipLabel>
-    <relationshipName>Appraiser_Deficiencies</relationshipName>
-    <reparentableMasterDetail>false</reparentableMasterDetail>
-    <required>true</required>
-    <trackHistory>false</trackHistory>
-    <type>MasterDetail</type>
-    <writeRequiresMasterRead>false</writeRequiresMasterRead>
-</CustomField>

force-app/main/default/objects/Appraiser_Deficiency__c/fields/Deficiency_Number__c.field-meta.xml

@@ -1,9 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
-    <fullName>Deficiency_Number__c</fullName>
-    <label>Deficiency Number</label>
-    <length>50</length>
-    <required>false</required>
-    <trackHistory>true</trackHistory>
-    <type>Text</type>
-</CustomField>