Appraisal email notification framework

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Appraisal email notification framework

The appraisal email notification framework allows the FI to send emails to the appraisers using the Salesforce SMTP Server in the following scenarios:

  • Appraisal Bid Acceptance - Intimating the appraiser whose bid is accepted.

  • Appraisal Bid Reminder - Sending reminders to the appraisers to submit their bids or collateral valuation report.

  • Appraisal Bid Invite - Requesting appraisers to send their bid (quotation) for appraising the collateral.

On installing Q2 Origination, the Email Notification metadata and Notification metadata objects are configured in the system. 

  • Notification Metadata - This object contains the primary object for which the email needs to be sent out. For example, to send an email when an appraisal bid is accepted, the primary object is genesis__Appraisal_Bid__c.

  • Email Notification Metadata - This object references to the Salesforce Classic Email template, which contains the email body content and the subject. This object also stores the Data Transfer API name that is used for passing the field values such as collateral name, collateral address, collateral value, and so on. If you want to add any other fields to the email body, those fields need to be configured in the Data Transfer API configured for this email.

To send emails using the notification framework, a web service method, sendAppraisalEmailNotification, is created.

To know more about the web service method, see Q2 Origination Global Methods.

Before you begin to use the notification framework to send emails to the appraisers, ensure that the following prerequisites are met:

  • An organization-wide email address is set up.

To create an org-wide email address:

  1. Log in to your Salesforce account.

  2. Go to > Setup, and in the Quick Find box, search for Organization-Wide Addresses, and then select it.

  3. On the Organization-Wide Email Addresses page, select Add and then specify the details as described in the following table, and then select Save:

    An email is sent to the specified email address for verification.

    Field Name Action
    Display NameSpecify the name to be displayed in the from address when a user receives an email.
    Email AddressSpecify the email address.
    Purpose

    Specify the purpose of this email. The default is selected to User Selection. Leave this field to the default selection.

    • User Selection
    • Default No-Reply Address
    • User Selection and Default No-Reply Address
    Allow Only Selected Profiles to Use the From Address

    Select this option, and then from the Profiles list, select the user profiles for which the specified email address is used.

    Leave this field as selected by default.

  4. Go to the mailbox and follow the steps mentioned in the email sent from Salesforce to verify the organization-wide email address.

  5. Recipients' email ids are specified in the Accounts > Email field (Go to (App Launcher) > Accounts).

    Note:

    There is no need to create contacts for the appraiser accounts.

  6. Three records of Notification Metadata are created and are active for each of the email templates (Appraisal Bid Acceptance, Appraisal Bid Reminder, Appraisal Bid Invite).

  7. Three records of Email Notification Metadata are created for each of the email templates.

Perform the following steps to use the notification framework to send emails to the appraisers:

  1. Log in to your Salesforce account.

  2. Go to (App Launcher) > Email Notification Metadata.

  3. Edit Sender Email Address Record Id, and specify the organization-wide email address record id that you have created for all three records of Email Notification Metadata.


    Note:

    To get the Sender Email Address Record Id, execute the following query in Developer Console:
    Select Id, Address, Display Name From OrgWideEmailAddress