Solution template

The solution template is a reference implementation of the Correspondence Management Solution for a company.

  • The solution template includes representative users and correspondence assets. It provides the following sample assets:

    • correspondence assets required to create seven letters:

      • Welcome Kit

      • Policy Jacket

      • Endorsement Jacket

      • Notice of Cancellation

      • Reinstatement Notice

      • Claims Coverage Confirmation

      • Notice of Subrogation

    • two data dictionaries: ProposalEnrollment and PolicySummary

    • customer data

    • users with predefined user permissions

    • a postprocess to generated correspondence and archive it in the file system

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