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paulh 8fb9df01db Retrieve AcctDemo_NamedCreds into source; add to manifest 
SecuredEndpoint credential pointing to account-d.docusign.com, backed by
the DocusignJWT external credential. Referenced by DTC_CLM_Demo account
setting for ESignature_Auth_Named_Credential__c.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 		2026-04-09 21:01:23 -04:00
..
AppraiserReviewLetter_Template.docx Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
CLM_INTEGRATION.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
CLM_TEMPLATE_GUIDE.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
CLM_TEMPLATE_MAPPING_SNIPPET.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
CURRENT_STATUS.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
DEPLOYMENT_AND_TESTING.md Create Appraiser Case custom record and DocGen service 2026-04-05 14:31:51 -04:00
FEATURES_UPDATE.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
NEXT_STEPS_DOCGEN.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
PRODUCT_SPEC.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
README.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
SALESFORCE_SETUP.md Retrieve AcctDemo_NamedCreds into source; add to manifest 2026-04-09 21:01:23 -04:00
appraiser-llm-chat.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
design.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
document-plan.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
requirements.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00

README.md

Appraiser Review Letter Generator (Salesforce + DocuSign CLM)

Overview

This repo contains a Salesforce metadata project for generating appraiser review letters from Appraiser_Case__c data in DocuSign CLM, while also providing a growing proof-of-concept surface for DocuSign eSignature API workflows.

Current status

  • The repo is standardized on the XML CLM merge path built around AppraiserCasePayloadBuilder + CLMDocGenCallout.
  • Appraiser_Case_Deficiency__c is the canonical child deficiency object used by both the UI and document generation.
  • Account-based DocuSign configuration lives in CLM_Account_Setting__mdt.
  • The current Salesforce UI includes:
    • the Generate Review Letter quick action for CLM doc gen
    • the Docusign eSignature record tab for eSignature browsing
  • CLM generation, task tracking, file attachment, and eSignature template/envelope browsing are all implemented.

Read this first

Documentation note

Older planning docs still exist, but PRODUCT_SPEC.md, CURRENT_STATUS.md, SALESFORCE_SETUP.md, and the source code are now the best reflection of the project.

Last updated: 2026-04-09