Placement of Barcodes on Integrated Disclosures when using Ancillary Output options

  • Reference: PBI 305148
  • Compliance Impacts: This defect is a compliance or regulatory issue.
  • Documentation: Document Generation Services API Reference Guide Expere Document Services Integration Guide Expere Developer Guide

Issue

When selecting the SelectAndGenerate API and setting the AncillaryOutput option to apply barcodes, the barcodes are placed in the Integrated Disclosure documents despite the user not defining the barcode element in the original .REQ file.

Solution

The following options have been implemented:

  • Integrators can now use the SelectAndGenerate and Generate API Ancillary output option to indicate a barcode coversheet, referred to as UseCoverPage for static and dynamic documents that cannot handle barcodes.
  • The DocGenServices Tool Suite now contains an ancillary barcode option for Integrated Disclosures and other static documents that cannot process barcodes.
  • The ExpereDocServices Tool Suite now contains an ancillary barcode option for Integrated Disclosures and other static documents that cannot process barcodes.

Technical Notes

If currently using ancillary output options and static content, the document does not automatically display the barcode cover page. Users will need to add the UseCoverPage element to the request. Refer to the Document Generation ServicesExpere Document Services Integration Guide for more implementation details.