71 lines
2.0 KiB
Markdown
71 lines
2.0 KiB
Markdown
# 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This document reflects an older JSON-oriented payload experiment and is retained only as historical reference.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`.
|