# DocuSign CLM Template Mapping Snippet

This document reflects an older JSON-oriented payload experiment and is retained only as historical reference.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

```json
{
  "templateKey": "APPRAISER_REVIEW_LETTER",
  "recordId": "a01XXXXXXXXXXXX",
  "sourceObject": "Appraiser_Case__c",
  "mergeData": {
    "appraiserCaseNumber": "AC-000123",
    "appraiserFieldReviewDate": "2026-04-01",
    "propertyStreet": "123 Main St",
    "propertyCity": "Ottawa",
    "propertyStateProvince": "ON",
    "propertyPostalCode": "K1A 0A1",
    "propertyCountry": "Canada",
    "propertyAddressSingleLine": "123 Main St | Ottawa, ON, K1A 0A1 | Canada",
    "deficiencies": [
      {
        "deficiencyNumber": "1",
        "description": "Missing comparable sale analysis",
        "resolution": "Provide updated comparable sales section",
        "sortOrder": 1
      }
    ]
  }
}
```

## Suggested Template Tokens

Use the actual DocuSign CLM token syntax used in your tenant, but the field model should be equivalent to:

- `{{mergeData.appraiserCaseNumber}}`
- `{{mergeData.appraiserFieldReviewDate}}`
- `{{mergeData.propertyStreet}}`
- `{{mergeData.propertyCity}}`
- `{{mergeData.propertyStateProvince}}`
- `{{mergeData.propertyPostalCode}}`
- `{{mergeData.propertyCountry}}`
- `{{mergeData.propertyAddressSingleLine}}`

### Deficiency Repeat Block

```handlebars
{{#each mergeData.deficiencies}}
| {{deficiencyNumber}} | {{description}} | {{resolution}} |
{{/each}}
```

## Recommended Letter Sections

1. Header / logo block
2. Review metadata
   - Case number
   - Field review date
   - Property address
3. Deficiency table
   - Deficiency number
   - Description
   - Resolution
4. Closing / signature block

## Notes

- Keep deficiency rows as repeatable child data, not a flattened text blob.
- The active implementation in this repo now uses `AppraiserCasePayloadBuilder` plus `CLMDocGenCallout` rather than `AppraiserCaseDocGenService`.