Authoring PDF REQ Files

A PDF requirement file, or PDF document, is written and prepared in advance for particular processes or lending transactions. PDF documents are created with specific content in a fixed format with compliance content that doesn't change with each transaction.

In the PDF model, static content is brought into the Requirements Editor through an XTemplate (layout-driven) image. Data fields are in a fixed position; if the same data is required in more than one place, the data field is positioned in each of those places. Data populates the data fields at runtime and any discrepancy between transaction data received and the properties of the fixed data fields is handled by overflow rules including overflow to a target (an addendum, for example). Other mechanisms to accommodate data overflow include truncated text and reduced font size.

Important: Expere supports generating a PDF or Tagged PDF with a custom Embedded PDF even if the imported PDF is not fully tagged. However, a generated Tagged PDF will not comply with WCAG standards.