Document Generation Services Archived Change Log Entries

• Expere Engine 2016.2.0

API request and response examples added

• Reference: PBI 413008
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: Appendix: Request and Response Samples

We have enhanced the Document Generation Services (Document Services) API documentation to include detailed request and response examples for each operation. For more information, see Appendix: Request and Response Samples.

Sequence fields functionality incorporated with MergePDF

• Type: Enhancement
• Reference: PBI 411604
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: SignaturePoint, FillableCheckbox, FillableText

We have introduced a new <Sequencing/> element to the following field types in the Expere response file:

• Signature (SignaturePoint element)
• Date
• Initials
• FillableText
• FillableCheckboxes

This <Sequencing/> element is implemented for the Secure Document Exchange (SDX) product for those users who sign across documents. It also makes each field unique so Document Generation Services can merge PDF documents that use signature, date, initial, and fillable text fields.

If the "MergePDF=true" in the response file, the Signature, Date, Initials, FillableCheckboxes and FillableText field types elements will contain sequencing in the <FieldName/> element using an incremental numbering system with an underscore.

Sequencing logic and format example:

<r:SignaturePointSet> <r:Signer> <r:Id>Homer</r:Id> <- Signer ID <r:Description>Borrower, Borrower</r:Description> <r:SignaturePoints> <r:Type>Initials</r:Type> <r:Sequencing>1</r:Sequencing> <r:FieldName>INI_Borrower_null_homer_false_1_SigField_1</r:FieldName> </r:SignaturePoint> <r:SignaturePoint> <r:IncludeDate>true</r:IncludeDate> <r:PageNumber>1</r:PageNumber> <r:SignatureText>Homer Simpson</r:SignatureText> <r:Type>Signature</r:Type> <r:Sequencing>2</r:Sequencing> <r:FieldName>SIG_Borrower_null_homer_false_1_SigField_2</r:FieldName> </r:SignaturePoint> <r:FillableFieldSet> <r:FillableText> <r:FieldName>FillableField_3</r:FieldName> <r:ToolTip>fill in here</r:ToolTip> <r:PageNumber>1</r:PageNumber> <r:Width>420.0</r:Width> <r:Height>72.0</r:Height> <r:XCoordinate>56.0</r:XCoordinate> <r:YCoordinate>100.0</r:YCoordinate> <r:Sequencing>3</r:Sequencing> </r:FillableText> <FillableCheckBox> <r:FieldName>FillableCheckBox_4</r:FieldName> <r:ToolTip>check here</r:ToolTip> <r:PageNumber>1</r:PageNumber> <r:Checked>false</r:Checked> <r:XCoordinate>22.0</r:XCoordinate> <r:YCoordinate>140.0</r:YCoordinate> <r:Sequencing>4</r:Sequencing> </FillableCheckBox> </r:FillableFieldSet> 

SignerEmail element and email address associated with FieldName element added to Expere response file

• Reference: PBI 410080 / 410688
• Compliance Impacts: This new feature is not a compliance or regulatory issue.
• Documentation: Signer

We have added a new <SignerEmail/> element to the <Signer/> element.

This element appears in the Expere response file when including the "eSignatureWKES" flag in the initial request. Sample code below:

<r:SignaturePointSet> <r:Signer> <r:Id>homer</r:Id> <r:SignerEmail>Joe.Doe@wolterskluwer.com</r:SignerEmail> <r:Description>Borrower, Borrower</r:Description> <r:SignaturePoints> <r:SignaturePoint> <r:IncludeDate>true</r:IncludeDate> <r:PageNumber>1</r:PageNumber> <r:PageOrder>1</r:PageOrder> <r:Height>72.0</r:Height> <r:Width>540.0</r:Width> <r:SignatureText>Homer Simpson</r:SignatureText> <r:XCoordinate>36.0</r:XCoordinate> <r:YCoordinate>396.0</r:YCoordinate> <r:Type>Initials</r:Type> <r:FieldName>INI_Borrower_null_homer_false_1_SigField_joe.doe@wolterskluwer.com</r:FieldName> </r:SignaturePoint> </r:SignaturePoints> </r:Signer> </r:SignaturePointSet>

Secure Document Exchange users initials can now render with Acroform fields

• Reference: PBI 408277
• Compliance Impacts: This new feature is not a compliance or regulatory issue.
• Documentation: Using eSignature and Acroform fields

Wolters Kluwer Electronic Signature (WKES) users can now initial documents with a fillable text field (Acroform) using a new element called </eSignatureWKES>, as a child of the </ESignatureAndFieldSupport> element in the </AncillaryOutputOption>. If setting this element to "true," the initials render as a fillable text field on the document(s). By default, this element is set to "false" and renders as an eSignature field. In a future release, WKES users will be able to capture initials one time per signer and populate those initials to all the respective signer fields.

<r:AncillaryOutputOption> <r:OutputType>ESignatureAndFieldSupport</r:OutputType> <r:ESignatureAndFieldSupport> <r:eSignatureTooltip/> <r:eSignatureInitialsTooltip/> <r:eSignatureCoordinatesOnly>false</r:eSignatureCoordinatesOnly> <r:eSignatureDateSupport>true</r:eSignatureDateSupport> <r:NonSignatureFieldCoordinatesOnly>true</r:NonSignatureFieldCoordinatesOnly> <r:eSignatureWKES>false</r:eSignatureWKES> </r:ESignatureAndFieldSupport> </r:AncillaryOutputOption> 

Integrators: API updates to include OPPSA parameters

• Reference: PBI 404745
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: SelectAndGenerate Request, Generate Request

This enhancement allows Document Generation Services to return OPPSA organization and production information to OPPSA users.

We have added OPPSA Organization and OPPSA Product parameters to the following API's:

• SelectAndGenerate
• Generate

Column width of InstanceDisplayName and InstanceFileName elements increased

• Reference: PBI 408491
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: No document impact.

Previously, users reported SQL exceptions when persisting the Result to the database, due to <InstanceDisplayName/> and <InstanceFileName/> element values exceeding 254 characters. Our database only supports a maximum length of 255 characters.

We have increased the maximum length of the <InstanceDisplayName/> and <InstanceFileName/> elements in the ResultDocument table.

Document Generation Services updated to use latest version of RabbitMQ server

• Reference: PBI 404663
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: Installing RabbitMQ

An issue existed in an older version of RabbitMQ which prevented viewing what is in the various Queues through the Management Console. RabbitMQ has been updated from version 3.6.3 to 3.6.5 within Document Generation Services to resolve this issue. There is no impact to the user.

DocInstances now returned individually for merged PDF

• Reference: PBI 405890
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: No document impact.

Previously, Document Generation Services only returned one DocInstance when merging PDF documents. As a result, only one set of elements was returned, rather than multiple sets of elements determined by the number of DocInstances.

Document Generation Services now returns separate DocInstances when the merged PDF is set to "true" in the response file.

For more information, see the following:

• DocInstances
• AncillaryOutputOption
• AncillaryOutputType
• AncillaryOutputTypeEnum

PacketFileName and PacketName attributes added to Packet element in response file

• Reference: PBI 405759
• Compliance Impact: This enhancement is not a compliance or regulatory issue.
• Documentation: Packet Data Type

The <Packet/> now contains the following attributes:

• <PacketName/>
• <PacketFileName/>

These attributes are included in the <Packet/> element so users can create packets of documents.

DiscretePartyID elements added to GetGenerateResponse

• Reference: PBI 405761
• Compliance Impact: This enhancement is not a compliance or regulatory issue.
• Documentation: DocInstance, DiscretePartyIDs

The <DiscretePartyID/> element is now available in the Document Generation Services WSDL in the DocInstance complex type. It is a sibling to the <InstanceDisplayName/> element and a child element of <DocInstance/>.

<DiscretePartyIDs> - 
 <DiscretePartyID>x</DiscretePartyID>
 <DiscretePartyID>x</DiscretePartyID>
</DiscretePartyIDs> 

PackageDocs now included in Response

• Reference: PBI 390368
• Compliance Impact: This enhancement is not a compliance or regulatory issue.
• Documentation: No document impact.

After submitting a transaction in Document Generation Services, users will now receive a response file containing the Package Documents, which contain <DocCustomData/> elements in the packages.

The new elements exist as children and grandchildren of the <r:DocDescriptor/> element. The <r:DocCustomDataItem/> elements contain the following DataItemName attribute values:

• /Txn/IntegratedDisclosuresLoanEstimateCashToCloseStoredValueAmount
• /Txn/IntegratedDisclosuresLoanEstimateClosingCostsFinancedStoredValueAmount
• /Txn/IntegratedDisclosuresLoanEstimateTotalClosingCostsStoredValueAmount

First Page functionality available

• Reference: PBI 370563; original PBI 364255
• Compliance Impact: This enhancement is not a compliance or regulatory issue.
• Documentation: Using First Page Only Barcodes

In a previous release, we had released First Page Barcode functionality, albeit in limited functionality.

First Page Barcode is now fully functional in Document Generation Services for SelectAndGenerate and Generate methods.

eSignature and AcroForm fields added

• Type: Enhancement
• Reference: PBI 379704, 379926
• Compliance Impact: This enhancement is not a compliance or regulatory issue.
• Documentation: Using eSignature and Acroform fields

Users can now pass eSignature and Acroform values in the AncillaryOutput of a SelectAndGenerate or Generate request. For detailed information on enabling or disabling eSignature or Acroforms, see Using eSignature and Acroform fields.

ListDocuments API Added

• Reference: PBI 373191
• Compliance Impacts: This new feature is not a compliance or regulatory issue.
• Documentation: ListDocuments.

The Expere ListDocuments API is now available through Document Generation Services.

The ListDocuments option calls a base or custom package of documents defined by the customer. The list of documents in the base or custom package is displayed for the end user to select and use for a given transaction.

SQL Scripts enhanced

• Reference: PBI 366793
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: No document impact.

SQL scripts used with the Document Generation Services tables have been enhanced to remove any records older than seven (7) days. The scripts now remove the records on a nightly basis.

First page only barcode option now available

• Reference: PBI 364255
• Compliance Impacts: This new feature is not a compliance or regulatory issue.
• Documentation: Using First Page Only Barcodes.

Summary: Users can now apply a barcode to the first or only page of a document. For detailed information on using this feature , see the Using First Page Only Barcodes webhelp page.

There were no external facing changes for this release.

Certficate process updated

• Reference: PBI 357332
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: SelectAndGenerate Request, Callback, CallbackAuthentication.

Document Generation Services now utilizes a certificate when calling the callback service. The callback object now includes an authentication object, which consists of a username, password, and client certificate name.

Integrators should consult SelectAndGenerate Request, Callback, and CallbackAuthentication for detailed information on using certificates.

Management Services API available for cloning/copying aliases

• Reference: PBI 347356
• Compliance Impacts: This new feature is not a compliance or regulatory issue.
• Documentation: Management Services: Manage Libraries API.

A new Management Services checkAliasesinAccount API is now available that determines whether custom content from a source account should be applied to a new account when using the Copy Aliases function in the Document Generation Services Management Tool.

For detailed information, see checkAliasesinAccount.

Aliases now needed only for custom content

• Reference: PBI 339603
• Compliance Impacts: This enhancement is a compliance or regulatory issue.
• Documentation: No document impact.

Document Generation Services now automatically allows access to base content; users are now no longer required to create an alias for base content in the Management Tool.

An alias is now required only if a library is pointing to custom content. When pointing to base content, the library will incorporate "Mortgage" into the alias.

ManageLibraries API added to Document Generation Services

• Reference: PBI 339602
• Compliance Impacts: This new feature is not a compliance or regulatory issue.
• Documentation: Management Services: Manage Libraries

A new API called ManageLibraries has been added to create a new alias and add account permissions to a library when cloning accounts.

See Management Services: Manage Libraries for detailed information on integrating with the ManageLibraries API.

Callback reattempt enhanced

• Reference: PBI 346387
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: No document impact.

The callback functionality has been enhanced in Document Generation Services to automatically reattempt upon a failed callback to the calling application.

Document Generation Services now reattempts a callback in the following intervals:

• One (1) second
• Two (2) seconds
• Four (4) seconds
• Eight (8) seconds
• Sixteen (16) seconds

Logging enhanced

• Reference: PBI 346546
• Compliance Impacts: This enhancement is not a compliance or regulatory issue.
• Documentation: No document impact.

Logging enhancements have been implemented for Document Generation Services to include the duration for a request to complete and wait times. This will provide Wolters Kluwer with more information to analyze environments