Implementation overview

Important: This section assumes that you have integrated your enterprise system with Correspondence Management solution template. It describes the method by considering the Finance Corp sample necessitating that the method to add letters/customers may be different per the design of your enterprise system. See Scenario: Integrating the Create Correspondence application with your enterprise system for more information.

Adding letters to the Create Correspondence interface

  1. Add the letter entry to InsuranceCorrespondance.xml, placed at CorrespondenceManagementSolutionTemplate/package-resources/content/financecorp/config. The entry in the XML is the actual name of the letter displayed in the dropdown. Note that this is reflected when displaying the letter in the Manage Assets interface.

  2. Add the customer data to CorrespondenceManagementSolutionTemplate/package-resources/content/financecorp/assets/Letter/{Letter name}\Data{Cutomer Name}.xml, where Letter name reflects the name of the letter you just added.

Adding customers to the Create Correspondence interface

  1. Add the customer details to ExampleData.xml, placed at CorrespondenceManagementSolutionTemplate/package-resources/content/financecorp/config.

  2. Add the customer data to CorrespondenceManagementSolutionTemplate/package-resources/content/financecorp/assets/Letter/{Letter name}\Data{Cutomer Name}.xml, where Letter name reflects the name of the letter you just added.

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