Correspondence Management Solution Walkthrough

The Correspondence Management Solution separates document design from content management which means you do not need to redesign the document whenever the content changes. This structure makes it is easier for creative, administrative, and regulatory information to come together, simplifying the management of content across multiple departments or product lines. This walkthrough demonstrates how the different personas and roles, within an insurance claims processing scenario, can modify and generate the appropriate correspondence appropriate to their role.

This document provides two scenarios for using the Correspondence Management Solution using different user credentials. The first scenario guides the Claims Adjustor through the process of modifying an existing correspondence and tailoring it to a specific customer using the Create Correspondence user interface. The second scenario guides the Correspondence Management Application Specialist through the process of modifying properties for content fields within the template using the Manage Assets user interface.

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