> ## Documentation Index
> Fetch the complete documentation index at: https://tonic-ai.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Generation

> Generate LMA templates from CDM data with AI-powered assistance

## 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`

***

## Key Features

### 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)

### 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`

### 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`

***

## Workflow

### 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

### 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

### 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

### 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

***

## API Endpoints

### Generate Document

<Endpoint method="POST" path="/api/templates/generate" />

Generate a document from a template using CDM data.

**Request Body**:

```json theme={null}
{
  "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)

### Get Template Mappings

<Endpoint method="GET" path="/api/templates/{template_id}/mappings" />

Get field mappings for a template.

**Response**: Template field mappings

***

## Decision Support Chatbot

### 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)

### 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

***

## Template Management

### 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)

### 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)

***

## User Interface

### 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

***

## 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

***

## Additional Resources

* [Document Generation Guide](/guides/document-generation)
* [Document Extraction Feature](/features/document-extraction)
* [Configuration Guide](/getting-started/configuration#langchain-configuration)

***

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