Template Library
Schedules, endorsements, letters, certificates; multi‑language & product/locale variants.
Template‑driven generation, e‑signature, and secure storage of all policy documents: schedules, endorsements, statements, letters, and certificates — with branding, version control, approvals, batch runs, e‑delivery, numbering/QR, and full audit trail, integrated with PAS, CRM, and Customer/Banca portals.
Schedules, endorsements, letters, certificates; multi‑language & product/locale variants.
Dynamic fields/sections, conditional clauses, and reusable snippets.
Generate at issuance/renewal/endorsement or via batch jobs & events.
Native flow and connectors (DocuSign/Adobe/etc.), multi‑signers, and OTP/biometric.
Document numbering, barcodes/QR, and e‑stamp integration.
Logos/colors, headers/footers, watermarks, and print‑ready PDFs.
Maker‑checker, draft/final states, redlines, and version compare.
Email/portal delivery, secure vault, retention/expiry, and revocation.
Metadata/tags, full‑text search, and quick bundles for audits.
Consent, encryption at rest/in transit, and access controls.
Queues, failures/retries, and SLA alerts for batch runs.
PAS/CRM/Billing, e‑sign providers, DMS/ECM, print vendors, and BI.