Document Autoselection

Document autoselection is a function of the Expere API that chooses a set of documents based on the transaction data submitted on a request. The set of selected documents is based on Wolters Kluwer Financial Services’ compliance knowledge and may serve as the base set of documents required for the transaction. You can submit a request to perform autoselection using a package or a Line of Business Lifecycle Phase. The selected documents, the required documents, are then assembled through the ExpereAPI.

A client may add documents to or remove them from the list of selected documents through the ExpereAPI. The list of selected documents may be augmented with additional optional documents that are marked as being suggested. Suggested documents can be added to the transaction through the API; they are not automatically assembled at runtime in the same manner as required documents are assembled.

The SelectAndGenerate and Select operations are the recommended means to generate documents based on autoselection rules. The SelectAndGenerate operation identifies and generates documents based on transaction data that is submitted on the request. The Select operation identifies documents and returns a list of documents based on the transaction data; it does not generate documents.

A third option, the AutoSelect operation, is available in the ExpereAPI. This operation uses a different approach and should be limited to special cases. The approach employed by this operation uses a unique identifier (UUID) that must be submitted on the request message rather than transaction data and, as such, requires that the identifier references transaction data stored on the database.