Business Logic refers to the set of rules and conditions that determine how information is displayed, structured, or processed within a document. Instead of generating static, one-size-fits-all communications, business logic allows documents to adapt dynamically based on customer data, organizational policies, or specific workflows.
Business Logics in Perfect Doc Studio:
In Perfect Doc Studio, users can generate rule-driven documents by applying predefined business rules and logic. These rules are designed to align with an organization’s unique requirements and workflows, ensuring that every generated document adheres to the company’s specific standards.
Business logic can be applied within a document at three levels: Flow level, Block level, and Element level. This gives users complete flexibility in deciding what content should be displayed or hidden based on defined conditions.
Example:
Consider the generation of a policy document where the content varies according to the customer’s profile.
For individuals above the age of 60, the document would instead include information tailored to their needs.
Refer to the following articles for detailed guidance on adding Business Logic to your document: