History

paulh 091b1870b6 Fix AcctDemo_NamedCreds note — exists in org, not yet retrieved to source Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>		2026-04-09 20:56:06 -04:00
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AppraiserReviewLetter_Template.docx	Add Appraiser Review Letter template and XML merge data	2026-04-05 14:22:57 -04:00
CLM_INTEGRATION.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
CLM_TEMPLATE_GUIDE.md	Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration	2026-04-03 12:13:59 -04:00
CLM_TEMPLATE_MAPPING_SNIPPET.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
CURRENT_STATUS.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
DEPLOYMENT_AND_TESTING.md	Create Appraiser Case custom record and DocGen service	2026-04-05 14:31:51 -04:00
FEATURES_UPDATE.md	Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration	2026-04-03 12:13:59 -04:00
NEXT_STEPS_DOCGEN.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
PRODUCT_SPEC.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
README.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
SALESFORCE_SETUP.md	Fix AcctDemo_NamedCreds note — exists in org, not yet retrieved to source	2026-04-09 20:56:06 -04:00
appraiser-llm-chat.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
design.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00
document-plan.md	Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration	2026-04-03 12:13:59 -04:00
requirements.md	Update documentation to reflect current architecture	2026-04-09 20:36:29 -04:00

README.md

Appraiser Review Letter Generator (Salesforce + DocuSign CLM)

Overview

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.

Current status

The repo is standardized on the XML CLM merge path built around AppraiserCasePayloadBuilder + CLMDocGenCallout.
Appraiser_Case_Deficiency__c is the canonical child deficiency object used by both the UI and document generation.
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.

Read this first

PRODUCT_SPEC.md: current product definition and architecture
CURRENT_STATUS.md: implementation snapshot and current recommendations
SALESFORCE_SETUP.md: metadata and org setup notes
CLM_INTEGRATION.md: CLM integration details
requirements.md and design.md: condensed companion docs aligned to the product spec

Documentation note

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.

Last updated: 2026-04-09