Metadata

The document level metadata resides beneath the common tagline information. The Metadata element serves as a container for information about this document. Information includes publisher name, copyrights, document titles, and form numbers. Users must add the tagline information into a new document.
  • The tagline is typically a common .REQ file.
  • The tagline file is pulled into a new document by using a Content Reference.

You will not always have multiple titles, or conditions before the title. You must have a title, a publisher, and rights. The trademark and copyright symbols must be cut and pasted off a Word document, at this time, as you can not create these symbols in the tool.



The Title element adds a title and subtitle to a Document or Section. Add a title to a Formal Paragraph or Table. The Stylesheet produces section titles in various ways depending on the level of the section. You may only have one title that will print for each section. You may add conditions before any title element to determine which title to print.



A special kind of data item is used: a substitution item; this allows user to complete the information that changes from document to document with values entered into the instance definition. For example, the state abbreviation needs to print for the data item highlighted below in the title element.

The tagline consists of the following:
  • Title followed by a dash and than a data item with a substitution name of State Abbreviation if this is a state specific document. This may not be the same as the document title. Refer to the markup to determine what should be used for the title in the tagline.
  • FormInformation, which contains the child elements of FormNumber and RevisionDate is used instead of the Identifier element that appears when you create a new .REQ file. FormNumber is the form number. If the form number includes the state abbreviation the same substitution name is used that was used in the title. There may be multiple FormInformation elements. This would occur for Fannie Mae documents where we include the Fannie Form number and revision date along with the WKFS one. RevisionDate is made up of a data item with a substitiution name of Revision Date or Control Date. The date will be supplied by the instance definition.
    Note: Fannie/Freddie documents that have an agency revision date that should be entered as part of the FormNumber.
  • Publisher is usually Bankers Systems TM or VMP®, or both (cobranded).
  • Rights is always Wolters Kluwer Financial Services, if we are copyrighting the document the © symbol is included followed by the first year we filed a copyright registration (current year if this is a brand new document) and then a substitution item for Copyright Year (year the revision is being done, usually the current year).
  • HeaderFormNumber – This information is optional and is only used currently for our Retail Sales contracts. It prints an additional form number and revision date at the top of the first page.
  • IntDiscFinancialInstitutionDefinedField - In lieu of the spacing constraints in the tagline, this element was added so that a user can pass FI information instead of using a barcode. The user will be able to place in a maximum of 28 characters before the information becomes truncated. Requirements Editor will arrange the information to be displayed correctly in the second row of the tagline.
    Note: This only impacts the Integrated Disclosures documents.
  • identifier[1] - To accommodate the maximum character count for the Loan ID on the Integrated Disclosure documents, the width of the columns have been modified for the first instance of the identifier to meet Integrated Disclosure requirements. You can place up to 30 characters into the [field] without the information flowing to the second row.
    Note: This only impacts the Integrated Disclosures documents.