# Requirements — Appraiser Review Letter Generator

## Purpose
Outline technical and functional requirements for Appraiser Review Letter templates in Salesforce CLM. Include assumed merge fields, integration points, edge cases, and design goals.

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## 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."]
}
```

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## Questions/Decisions
- What is the authoritative object and field schema for merge?
- Are custom field mappings needed for relationships (e.g. lookup fields)?

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_Last updated: 2026-02-26 10:35 AM_
_Work in progress: Integration and schema expansion next._