Release Fall 2024: DocBridge® Communication Suite
Discover the latest release of the DocBridge® Communication Suite. Simplify workflows, enhance accessibility, and drive efficiency with powerful updates tailored to your needs.
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Simplify the Creation of Document Templates with Data Mapping and the Data Dictionary
The Data Dictionary Concept in Brief:
- Simplified data model for template creation
- Abstraction of data sources through Data Mapping
- Consistent resource nomenclature for source data
- Template creation becomes independent of the data source
Advantages of a Data Dictionary:
- Changes to the data source only require a central adjustment of the Data Mapping, not the document templates themselves
- Simplifies the creation and maintenance of document templates
- Reduces the risk of errors and lowers the chance of violating regulatory requirements
- Significantly accelerates project workflows and the implementation of time-critical changes
Increasing Agility in Creating Complex Documents
Effectively assembling complex document templates with many variable content elements poses a challenge for many companies.
Accessing data from a growing number of enterprise applications, involving numerous stakeholders from various departments, as well as increasingly frequent and sometimes time-critical changes, makes the document creation process more complicated. Moreover, the data from various systems often comes in an unprocessed format, such as technical formats that template designers cannot interpret without contextual knowledge.
All these factors increase the risk of errors in customer communication and heighten the danger of violating regulatory requirements.
A Data Model That Simplifies and Adds Flexibility to Templates
Forget the tedious process of embedding each data source into your document templates. Instead, rely on a simplified data model for template creation that can be used across all your templates.
Abstraction of Data Sources Through Data Mapping
The so-called Data Dictionary generates an XML structure from content fields such as first name, last name, or street. This serves as a central resource and processes templates uniformly. The data mapping links technical data or values from various sources, typically enterprise applications, to the corresponding content field in document templates.
Screenshot: Data Dictionary in the DocBridge® Communication Suite user interface
The Role of a Data Dictionary in Simplifying Document Processes
1. Drag-and-Drop for Easy Integration of Content Elements into Document Templates
When creating a new communication template, the Data Dictionary can be loaded directly. The data structure defined in it is clearly displayed in the designer, and content fields can be easily inserted into the template via drag-and-drop.
2. Clear Data Structure for Efficient Template Design
By presenting the content fields in a clearly understandable, business-oriented format, template designers can easily insert variable data into the templates without requiring extensive contextual knowledge.
3. Accelerated Project Workflows Through the Use of Sample Data
Using sample data sets in the Data Dictionary, template drafts can already be created during the conceptual phase – even before the final data is available. This significantly accelerates project workflows as template creation can proceed independently of the provision of production data.
4. Central Adjustment and Automation for Recurring Tasks
When new data sources are added or existing links need to be changed, a central adjustment of the Data Mapping is sufficient. The templates themselves remain unchanged, facilitating maintenance and scaling.
