Expere Overview

What is Expere?

The Expere Engine is a run-time engine that integrates with front-end systems to select, assemble, package, and deliver compliance documentation.

After integration occurs between your front-end LOS and Expere, a transaction request is sent to Expere in order to generate and deliver a specific set of documents. Wolters Kluwer creates and maintains dynamic, static, and Embedded PDF content that is used when generate documents. This content is consistently applied using warranted, rigorous compliance rules.

The Expere Engine process consists of the following:

  • Selecting the correct documents
  • Assembly of the document package based on transaction data
  • Creation of a document package for electronic delivery.


In the graphic below, note an example document set that the Expere Engine can generate.



Supporting Tools

  • The Expere EZ Config Packages and Packets application is a SaaS-based solution that allows users to organize and manage documents and configure packages that align to your financial institution's workflow phases. Expere EZ Config integrates with Expere Document Services, which is leveraged to process requests for document generation, used to categorize documents, define output formats, set barcodes and watermarks, and add document metadata.
  • The Expere EZ Config Default Data application is a SaaS-based solution that allows financial institutions the ability to define default organization, policy, and product data values that are not needed by the loan origination or account origination systems, but are still required to create compliant documents. Expere EZ Config Default Data integrates with Expere Document Services, which is leveraged to process requests for document generation.
  • DocViewer is an optional integration data augmentation tool that is used to finish collecting the data for a transaction.
  • Requirements Editor is a content authoring and document development application using structured mark-up (XML) for content editing and validation, and is the primary authoring component of the Expere Authoring Environment. The application is used to produce an REQ file that combines the content of one or more documents and the rules for producing a unique document given a particular transaction data set. Authored REQ files can be submitted for assembly and generated as output documents for non-production uses such as testing, troubleshooting, and other review activities.

Key Concepts

This guide also covers important concepts to understanding how Expere works, including the following: