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Requirements — Appraiser Review Letter Generator

Purpose

Outline technical and functional requirements for Appraiser Review Letter templates in Salesforce CLM. Include assumed merge fields, integration points, edge cases, and design goals.

Functional

Reviewer completes form Q&A on Appraiser Review
Each response drives tailored content in final letter (questions, comments, tables/blocks)
Salesforce triggers CLM letter, merges data fields and Q&A collection

Non-Functional

Configurable (new Qs/fields easy to add)
Audit and status tracking
Support for complex/dynamic tables in output

Key Requirements

Support dynamic template merge fields (arrays/lists, booleans, enums)
Render tables, paragraphs, and conditional sections
Handle edge cases: nulls, empty lists, formatting gaps
Provide fallback text for empty sections (e.g., 'No deficiencies found')
Enable integration with Salesforce data model (objects: Appraisal, Deficiency, Reviewer)

Example JSON

{
  "AppraisalId": "a1b2c3",
  "DeficiencyList": [
    {
      "DeficiencyType": "Missing Docs",
      "DeficiencyDescription": "Appraisal report lacking required documents."
    }
  ],
  "ReviewerComments": ["Well organized report."]
}

Questions/Decisions

What is the authoritative object and field schema for merge?
Are custom field mappings needed for relationships (e.g. lookup fields)?

Last updated: 2026-02-26 10:35 AM Work in progress: Integration and schema expansion next.

1.5 KiB Raw Blame History