General Overview
This document provides a general overview and usage instructions for the XDOC Bundle Engine. This document is divided into the following sections:
| SECTION | DESCRIPTION | |
| S1 | Bundle Engine Overview | Brief overview of the XDOC Bundling Engine |
| S2 | Batch Bundling | Performing Batch Bundling in the UI |
| S3 | Bundle Schedule API | Scheduling Bundles via XDOC HTTP Services API |
| S4 | Monitoring Scheduled Bundles | Instructions for monitoring scheduled bundles |
Terminology and Definitions
The following terms and concepts are used throughout this document and are critical to understanding the XDOC mortgage integration architecture. Their definitions are provided for clarity and consistency.
| Term / Concept | Description |
|---|---|
| Integrated Application | The external application that serves as the system of record for the business objects (Containers) to which XDOC documents are associated and stored. |
| Container | The business object to which documents belong. In mortgage processing environments, the Container is typically a Loan. |
| Container Key | The internal unique identifier of a Container within the Integrated Application. For example, a Loan ID. |
| Container Reference (Container Ref) | An alternate unique identifier for a Container within the Integrated Application. For example, a Loan Number. |
| Bundle | A package consisting of one or more documents associated with a single Container, assembled in a specific format for storage, transmission, or delivery to internal or external systems. |
| Bundle Profile | A configuration defining the documents, formatting options, business rules, settings, and delivery parameters used to generate and distribute a Bundle. |
| Package Generation | The process of assembling and formatting a collection of documents for a Container according to the specifications defined in a Bundle Profile. |
| Package Delivery | The process of transmitting a generated package to a third-party system, external service, repository, or designated storage location. |
This terminology is referenced throughout the remainder of this guide and should be understood in the context of XDOC integration, document management, bundling, and mortgage processing workflows.