Cloudcase
    Document Generation

    Templates triggeredby workflow milestones

    Letters, contracts, evidence packs, and statements, generated automatically as cases progress, with policy-aware merge fields and full version control.

    Read governance model

    Trigger map

    Workflow milestones, documents, and delivery, all configured together

    Every document is wired to the workflow event that produces it, with conditions, recipients, format, and delivery channel travelling with the template.

    Application submitted

    Stage 01 · Capture

    always

    Application acknowledgement

    PDF · Email + customer portal

    auto

    Pre-approval issued

    Stage 03 · Decisioning

    auto-decision = approve

    Indicative offer letter

    PDF + e-sign · Customer + broker

    auto

    Conditional approval

    Stage 05 · Approval

    risk grade ≤ B

    Approval-in-principle pack

    PDF · 8pp · Email + broker portal

    auto

    Policy override applied

    Stage 05 · Approval

    override.recorded

    Override evidence memo

    PDF · audit · Audit trail · regulator pack

    auto

    Loan documents ready

    Stage 05 · Settlement

    final approval

    Loan contract & schedule

    PDF + DocuSign · All borrowers + guarantors

    auto

    Settlement booked

    Stage 05 · Settlement

    PEXA confirmed

    Settlement confirmation

    PDF + SMS link · Customer + broker + solicitor

    auto

    First repayment due

    Stage 06 · Servicing

    T-7 days

    Repayment reminder & schedule

    PDF + email · Customer

    auto

    Template library

    Branded, versioned, policy-aware

    Edit templates visually with merge fields, conditional blocks, and brand assets. Every change versioned, every render traced.

    CLOUDCASE BANK
    {{ case.id }}
    Letter

    Application acknowledgement

    v4.2

    First-touch confirmation with case number and next steps.

    PDFEmail
    CLOUDCASE BANK
    {{ rate.indicative }}
    Offer

    Indicative offer

    v7.1

    Pre-approval with rate, term, and conditions placeholder.

    PDFE-sign
    CLOUDCASE BANK
    {{ borrower.full_name }}
    Contract

    Loan contract

    v12.0

    Full credit contract aligned to NCCP and ASIC RG209.

    PDFDocuSign
    CLOUDCASE BANK
    {{ approval.conditions }}
    Pack

    Approval-in-principle

    v5.3

    AIP pack including credit decision and conditions.

    PDF
    CLOUDCASE BANK
    {{ override.reason }}
    Audit

    Override evidence memo

    v2.1

    Reason, approver, policy reference for any override.

    PDF
    CLOUDCASE BANK
    {{ settlement.date }}
    Letter

    Settlement confirmation

    v3.4

    Settlement date, distribution, and account setup.

    PDFSMS
    CLOUDCASE BANK
    {{ schedule.first_payment }}
    Statement

    Repayment schedule

    v6.0

    Amortisation table with redraw and offset detail.

    PDFEmail
    CLOUDCASE BANK
    {{ decline.reason_code }}
    Letter

    Decline letter

    v4.5

    Compliant decline notice with internal review path.

    PDFEmail

    Document governance

    Templates as policy artefacts, not Word files on a share drive

    Document templates as files

    Word docs, manual merge, mystery versions

    • ×Word templates emailed between compliance, legal, and ops
    • ×Merge done by hand or ad-hoc scripts
    • ×No version control; auditors can't trace which template was used
    • ×Brand inconsistency across letters, contracts, statements
    • ×Every policy change is a hunt-and-replace exercise
    With Cloudcase

    Templates as governed, policy-aware artefacts

    • Visual editor with merge fields and conditional logic
    • Every render captured with template version + data snapshot
    • Compliance approves changes inside the platform
    • Consistent branding across every channel
    • Policy-aware rules engine drives conditional clauses

    See document generation wired to a real workflow

    A live demo: trigger a milestone, watch the document render, e-sign, and audit-trail in real time.

    Browse template library