Prerequisites

Before You Start Creating the Template

• Capture all formatting requirements, including layout, branding, visual elements, and Communications.

• List the business rules to be applied

• Identify the data source you will use as input. This can be a Text file, an XML file, a JSON file or from a database.

• Review the input file to understand its structure. Check whether it contains a single customer record or multiple customer records. For multiple records, select batch processing.

• If multiple customer records are present, determine the customer-level identifier. For example, if the input is an XML file, CUSTBREAK is used for file and SUBCUSTBREAK for secondary level as identifiers.

• Locate the start and end tags that define each customer’s data segment.

• Check the image format before adding it to the template. Only JPG and PNG are supported. If the image size is more than 5 MB, optimize it using UniServe plugins before use or convert them into PDFs and place them as a global object. --> Need to confirm (Vamsidhar Nemani / Vani)

• Check for any masking required for customer data., can be for static/dynamic data & password protection --> Rewrite

Once these inputs are finalized, you can begin building the actual template.