46 lines
1.3 KiB
Markdown
46 lines
1.3 KiB
Markdown
# Design — Appraiser Review Letter Generator
|
|
|
|
## Architecture
|
|
Describe the template structure, merge field handling logic, and integration with Salesforce CLM.
|
|
|
|
---
|
|
|
|
## 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._
|