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DocuSign CLM Template Mapping Snippet

This project assumes Salesforce is the system of record and DocuSign CLM doc gen receives a payload built from Appraiser_Case__c and its related Appraiser_Deficiency__c records.

Suggested Merge Payload

{
  "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

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

Recommended Letter Sections

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

Notes

Keep deficiencies as a repeatable child collection, not a flattened text blob.
If DocuSign CLM requires a REST callout payload, AppraiserCaseDocGenService.buildDocGenRequestJson() is a good source payload to hand to your integration layer.
If your CLM tenant uses a different collection token syntax, map the same logical field names there.

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