How to personalize loan and mortgage offers?
With MAPREPORT - MAPOFFICE - MAPPING
In insurance and banking, loan and mortgage offers rank among the most important documents. Loan offers are always printed because they must be signed by the different parties. They contain all the loan conditions and also include mandatory legal notices. Besides its accompanying letter, a loan contract includes essential information such as lender, borrower and guarantor details, credit details, credit plan, credit guarantees, legal notices and insurance terms and conditions.
Certain offers now also include the standardized European information sheet. These documents can be very sophisticated as they include merged text data and often dynamic tables according to the different deadlines. Conditional logic is essential both for text and tables.
This is where MAPPING Suite comes into play with a series of different modules i.e. MAPREPORT, MAPOFFICE and MAPPING.
- Offers are composed in the chronological order of the desired data presentation according to what it should look like once printed out.
- First, MAPREPORT extracts data to the required tables. Different actions are then triggered on each table: reading, calculations, conditional logic and also writing « report » blocks to include static document items such as headers, footers, arrays, etc.
- MAPOFFICE is integrated into MAPREPORT and handles text areas.
Office blocks are included into the report’s actions. In MAPOFFICE, inserting fields and images (e.g. signature), setting up a conditional logic, and handling text justification are essential steps in creating any document.
- Embellishing the document is done through MAPPING by adding graphical elements onto the whole document. When in production, MAPPING manages and directs the document to the intended printer. If a large number of documents is printed, MAPPING can also add post-processing codes to each document for post-processing.
Sample mortgage offer:
