salesforce-appraiser-review-letter/docs/FEATURES_UPDATE.md

Features / Change Log — Appraiser Review Letter

Current state (2026-04-09)

The project is a working Salesforce proof of concept covering both DocuSign CLM document generation and eSignature API exploration. All items below are deployed and functional.

CLM document generation

• Appraiser_Case__c with full appraiser identity, address, FHA case number, letter sent date, and CLM tracking fields
• Appraiser_Case_Deficiency__c child object with number, description, resolution, reference, and blank-record validation
• AppraiserCasePayloadBuilder — transforms case + deficiencies into CLM merge payload (JSON and XML)
• CLMDocGenCallout — XML merge task submission, task status polling, document download via separate download credential
• CLMAdminService — UI orchestration layer: account/letter settings, generate, poll, attach, folder browse; persists all CLM results back to the case
• clmDocGenWorkbench LWC quick action — full generate → poll → attach workflow with folder browsing, template selection, and letter type selection
• clmRequestPreview LWC — developer/debug view of the XML merge payload and request body for a given case

Account-based configuration

• CLM_Account_Setting__mdt — per-account CLM and eSignature configuration (named credentials, folder hrefs, template hrefs, account IDs)
• CLM_Letter_Definition__mdt — per-account letter type definitions with optional folder/template overrides; fallback chain to account defaults
• Three active accounts: DTC_CLM_Demo (UAT), DTC_IAM_Enterprise (S1), DTC_HUD_Demo (UAT)
• Four letter types seeded (APPRAISER_REVIEW fully configured; NOD, Education, Intent to Remove defined but CLM templates not yet built)

eSignature API exploration

• DocusignESignatureService — read-only eSignature API calls: login info, user info, account list, templates, envelopes
• docusignEsignWorkbench LWC — browse accounts, templates, and recent envelopes from the Salesforce record page
• AcctDemo_NamedCreds + DocusignJWT external credential — JWT bearer auth for eSignature account server calls
• Esignature_Demo_NamedCreds — REST API calls (templates, envelopes)

Infrastructure

• Named credentials: CLMuatNamedCreds, CLMs1NamedCreds, CLMuatDownload, CLMs1Download, Esignature_Demo_NamedCreds, AcctDemo_NamedCreds
• External credential: DocusignJWT (JWT bearer, RS256, account-d.docusign.com)
• Permission sets: Appraiser_Case_Admin, Appraiser_Case_Access
• Record page, quick action, custom app, tabs, layouts

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What is not yet built

• Envelope creation and send workflow (eSignature)
• Envelope/template detail drill-down UI
• eSignature activity tracking on Appraiser_Case__c (envelope ID, status, sent/completed dates)
• CLM template build-out for NOD, Education, and Intent to Remove letter types
• Admin UI for configuration (currently managed through Salesforce Setup)

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Last updated: 2026-04-09