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Demo Data

This section contains example configurations for setting up AMS for specific industry use cases. Use these as reference when configuring templates, statuses, transitions, and document requirements.

Available examples

ExampleIndustryDescription
Mortgage LoanFinancial / BankingStandard residential mortgage application workflow
Tax ConsultancyTaxAnnual tax filing workflow

How to use these examples

These are configuration guides — they describe:

  • Which ApplicationTemplate to create and how to configure it
  • Which DocumentDefinition records to create
  • What custom statuses and transitions to define
  • How to structure the workflow steps

Follow the Building Templates guide to implement the configuration in AMS.

⚠️ Automated seeding of demo data is not yet implemented. All configuration must be done manually through the application UI or API.