Recipe 7 — The full stack: own canonical + customer inheritance + end-user runtime override

← Back to Customization Cookbook Scenario: Production-grade ambient documentation for a multi-customer SaaS. You need a governed baseline, customer-specific tuning, and per-encounter clinician control all at once. What you do (layer-by-layer):

Layer	Resource	Purpose
1. Canonical	`your-hpi` (and other canonical sections)	Your stable, opinionated baseline. Versioned, published.
2. Customer variant (inherits canonical)	`your-hpi-customer-A` (and others) — `inheritFromId: your-hpi` with customer-specific writing style or schema	Persistent per-customer variant; tracks canonical improvements
3. Customer template	`your-followup-customer-A` — composes the customer’s variant sections	Stable, per-customer composition
4. Runtime override	`POST /documents` Path 2 against the customer template, with per-call overrides	Last-mile clinician/UI tweaks

The request looks the same as Recipe 5 — what changes is the template you’re targeting:

POST /documents — full stack

{
  "outputLanguage": "en-US",
  "interactionId": "<your-interaction-id>",
  "templateRef": {
    "templateId": "<your-template-id>",
    "overrides": {
      "sections": [
        {
          "sectionId": "<your-section-id>",
          "generation": {
            "instructions": {
              "writingStylePrompt": "Use second person for this encounter; this is a return visit and the patient prefers direct address."
            }
          }
        }
      ]
    }
  }
}

Why this lever: Every concern lives at the right layer. Corti improvements flow into your canonical sections; canonical improvements flow into customer-inheriting variants; customer baselines flow into per-request renderings — and your end users still get the last word per encounter. Caveat: This is the most operational of the recipes — three layers of resources to manage. Adopt it only when the value of per-customer baselines is clear; otherwise Recipe 5 (own + runtime overrides) is simpler.

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Clinical Text Generation

Medical Coding

Clinical Assistant

Recipe 7 — The full stack: own canonical + customer inheritance + end-user runtime override