Depending on your organization’s requirements, you may
decide to create a group of related static documents. This can be
achieved by creating a portfolio. For example, if Insurance Company
wants to provide information regarding different plans under different
category to the customer; they can create a cover letter using our
Correspondence management and then create a portfolio with more
static documents associated with it. This user story describes the
different APIs required to create portfolios using Correspondence
Management.
Estimated time to implement the story
Not applicable to this user story.
Common questions to ask to clarify requirements
Not applicable to this user story.
Requirements addressed
Not applicable to this user story.
Implementation overview
Before you do any customization work, you must set up your
development environment. For information, see
Setting up the Development Environment
in the
Asset Manager Building Block Technical Guide
.
Creating a portfolio using Correspondence Management objects
