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Overview

The Document Generation feature enables creation of LMA (Loan Market Association) templates from CDM data with AI-powered field population, interactive chatbot assistance, and comprehensive template management. Code Reference: client/src/apps/document-generator/DocumentGenerator.tsx, app/generation/service.py, app/chains/decision_support_chain.py

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Key Features

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Template-Based Generation

  • LMA Templates: Standard LMA template library
  • CDM Data Hydration: Automatic field mapping from CDM data
  • Field Overrides: Manual field value overrides
  • Template Preview: Preview templates before generation
Code Reference: app/generation/service.py (DocumentGenerationService)

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AI-Powered Assistance

  • Decision Support Chatbot: Interactive AI assistant for template selection
  • Field Population: AI-powered field filling for missing data
  • Template Recommendations: AI suggests appropriate templates
  • Context Awareness: Deal-aware assistance with deal context
Code Reference: app/chains/decision_support_chain.py, client/src/apps/document-generator/ChatbotPanel.tsx

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Multi-Input Support

  • CDM Data Input: Manual CDM data entry
  • Document Library: Select from previously extracted documents
  • Deal Context: Load CDM data from deals
  • Field Editing: Interactive field editing interface
Code Reference: client/src/apps/document-generator/DocumentGenerator.tsx

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Workflow

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1. Select Data Source

  1. Choose Input Mode: Manual CDM, library document, or deal
  2. Load Data: Load CDM data from selected source
  3. Review Data: Review CDM data completeness
  4. Edit if Needed: Edit CDM data using field editor

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2. Select Template

  1. Browse Templates: Browse available LMA templates
  2. AI Recommendations: Get AI recommendations based on CDM data
  3. Template Preview: Preview template structure
  4. Select Template: Choose template for generation

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3. Configure Generation

  1. Review Mappings: Review CDM to template field mappings
  2. Field Overrides: Set field overrides if needed
  3. Missing Fields: Review missing fields
  4. AI Assistance: Use chatbot for field filling guidance

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4. Generate Document

  1. Generate: Click “Generate Document”
  2. AI Processing: AI fills missing fields
  3. Document Rendering: Render final document
  4. Download/Save: Download or save generated document

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API Endpoints

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Generate Document

Generate a document from a template using CDM data. Request Body: 
{
  "template_id": 1,
  "cdm_data": {...},
  "document_id": 123,
  "source_document_id": 123,
  "field_overrides": {
    "parties[role='Borrower'].lei": "12345678901234567890"
  }
}
Response: Generated document with download URL Code Reference: app/api/routes.py (generate_document endpoint)

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Get Template Mappings

Get field mappings for a template. Response: Template field mappings

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Decision Support Chatbot

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Chatbot Features

  • Template Selection: Help select appropriate templates
  • Field Filling: Assist with missing field values
  • CDM Schema Help: Explain CDM schema and structure
  • Best Practices: Provide guidance on document generation
  • Deal Context: Use deal context for better assistance
Code Reference: app/chains/decision_support_chain.py (DecisionSupportChatbot)

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Chatbot Interface

Location: client/src/apps/document-generator/ChatbotPanel.tsx Features:
  • Conversation History: Maintain conversation context
  • Knowledge Base: Access to template and CDM documentation
  • Deal Integration: Load deal context for assistance
  • Template Suggestions: AI-powered template recommendations

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Template Management

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Template Storage

  • Database Storage: Templates stored in database
  • File Storage: Template files stored in file system
  • Version Control: Template versioning support
  • Active/Inactive: Enable/disable templates
Code Reference: app/db/models.py (LMATemplate model)

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Field Mappings

  • Automatic Mapping: Automatic CDM to template field mapping
  • Custom Mappings: Custom field mapping configuration
  • Mapping Preview: Preview mappings before generation
  • Mapping Validation: Validate mappings for completeness
Code Reference: app/generation/service.py (field mapping logic)

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User Interface

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Document Generator

Location: client/src/apps/document-generator/DocumentGenerator.tsx Features:
  • Input Tabs: Multiple input modes (manual, library, deal)
  • Template Grid: Browse and select templates
  • CDM Preview: Preview CDM data structure
  • Field Editor: Edit individual fields
  • Chatbot Panel: Interactive AI assistant
  • Generation Status: Track generation progress
Access: Navigate to “Document Generator” in top navigation

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Best Practices

  1. Complete CDM Data: Ensure CDM data is complete before generation
  2. Template Selection: Choose appropriate template for deal type
  3. Field Review: Review all field mappings and values
  4. AI Assistance: Use chatbot for guidance on missing fields
  5. Document Review: Always review generated documents before use

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Additional Resources

Last Updated: 2026-01-14
Code Reference: client/src/apps/document-generator/DocumentGenerator.tsx, app/generation/service.py, app/chains/decision_support_chain.py