Figure D.01 - Document Overview

The Document entity corresponds to any document provided or produced during the execution of a business process.<br/>This can also be a document that was provided by the Customer (such as report, log or picture showing a problem with one of the products), or a document provided by the CSP to the customer as part of the interaction (such as manual or a brochure).<br/>Examples:<br/><ul>
<li>Dunning process will generate reminder mails. Reminder mails are documents.</li><li>Billing process will generate Invoices. Invoices are documents.</li><li>An agreement between at least two parties may be formalized as one Document or a DocumentSet.</li></ul>
A Document might also be: <br/><ul>
<li>a SimpleDocument (simple text or image),</li><li>a GeneratedDocument (a Document generated using a PatternDocument like a welcome email customized for each new customer),</li><li>or a PatternDocument (a Document specifying the background and the variables to fill in order to produce a GeneratedDocument).</li></ul>
A DocumentSet corresponds to a group of consistent or associated documents.<br/>Examples:<br/><ul>
<li>An agreement may be a DocumentSet made of one core document (core contract) and several additional documents (appendixes).</li><li>SID documentation is a DocumentSet made of several documents (Read me first, Release notes, Poster, Excel, one document per domain…).</li></ul>
A Document has one to several nature represented by DocumentNature BE.<br/>DocumentNature allows the classification and / or categorization of a Document according to its use or goal like advertising, note, sales contract, notification…<br/>A Document can have several DocumentNature (like a mail corresponding to a welcome notification and containing advertising).<br/>When a GeneratedDocument is built from a PatternDocument, it has the same DocumentNature as the PatternDocument.<br/>A DocumentSet may have several DocumentNature that may complete the DocumentNature of the Documents it groups.<br/>A DocumentFileType describes the format of a document like paper, binary, basic text (non formatted document), PDF, Word…<br/>When a GeneratedDocument is built from a PatternDocument, it has the same DocumentFileType as the PatternDocument.<br/>A Document can have only one DocumentFileType. If a document exists in different formats, it will correspond to several instances of Document.<br/>A type of file may be managed by several Software (Installed Logical Resource).<br/>