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← 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):
LayerResourcePurpose
1. Canonicalyour-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 schemaPersistent per-customer variant; tracks canonical improvements
3. Customer templateyour-followup-customer-A — composes the customer’s variant sectionsStable, per-customer composition
4. Runtime overridePOST /documents Path 2 against the customer template, with per-call overridesLast-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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