72 lines
2.1 KiB
Markdown
72 lines
2.1 KiB
Markdown
# DocuSign CLM Template Mapping Snippet
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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.
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## Suggested Merge Payload
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```json
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{
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"templateKey": "APPRAISER_REVIEW_LETTER",
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"recordId": "a01XXXXXXXXXXXX",
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"sourceObject": "Appraiser_Case__c",
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"mergeData": {
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"appraiserCaseNumber": "AC-000123",
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"appraiserFieldReviewDate": "2026-04-01",
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"propertyStreet": "123 Main St",
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"propertyCity": "Ottawa",
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"propertyStateProvince": "ON",
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"propertyPostalCode": "K1A 0A1",
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"propertyCountry": "Canada",
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"propertyAddressSingleLine": "123 Main St | Ottawa, ON, K1A 0A1 | Canada",
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"deficiencies": [
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{
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"deficiencyNumber": "1",
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"description": "Missing comparable sale analysis",
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"resolution": "Provide updated comparable sales section",
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"sortOrder": 1
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}
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]
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}
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}
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```
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## Suggested Template Tokens
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Use the actual DocuSign CLM token syntax used in your tenant, but the field model should be equivalent to:
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- `{{mergeData.appraiserCaseNumber}}`
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- `{{mergeData.appraiserFieldReviewDate}}`
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- `{{mergeData.propertyStreet}}`
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- `{{mergeData.propertyCity}}`
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- `{{mergeData.propertyStateProvince}}`
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- `{{mergeData.propertyPostalCode}}`
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- `{{mergeData.propertyCountry}}`
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- `{{mergeData.propertyAddressSingleLine}}`
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### Deficiency Repeat Block
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```handlebars
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{{#each mergeData.deficiencies}}
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| {{deficiencyNumber}} | {{description}} | {{resolution}} |
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{{/each}}
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```
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## Recommended Letter Sections
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1. Header / logo block
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2. Review metadata
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- Case number
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- Field review date
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- Property address
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3. Deficiency table
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- Deficiency number
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- Description
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- Resolution
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4. Closing / signature block
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## Notes
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- Keep `deficiencies` as a repeatable child collection, not a flattened text blob.
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- If DocuSign CLM requires a REST callout payload, `AppraiserCaseDocGenService.buildDocGenRequestJson()` is a good source payload to hand to your integration layer.
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- If your CLM tenant uses a different collection token syntax, map the same logical field names there.
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