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To create a new case:
  1. Open Dev Studio and click Case Types → Add a case type.
  2. Specify a name for your case and click Submit.
  3. On the Data model tab, add new case fields by clicking Add field.
Specify the following required fields:
  • Attachments — Attachment type (files) with the option Category: Attachments;
    • BatchId — Integer type (batch identifier)
    • VerificationUrl — Text type (verification URL)
Screenshot of the Data model tab in Pega Dev Studio showing the required Attachments, BatchId, and VerificationUrl case fields with their types and options.
  1. On the Workflow tab, click Add life cycle and create the following stages with the Collect information steps:
You can give any names to the stages and steps.
  • Invoice received is the first stage. At this stage, documents can be added to the case.
    • Send for processing is a stage where invoice processing is initiated on the FC side and the program starts waiting for a processing status. At this stage, Pega
  • extracts an image from the case attachment.
    • sends the image to FC for processing
    • records the FC batch identifier in the case fields
    • waits for the batch processing to finish
    • updates the case field containing the verification URL if the batch has stopped at the verification stage
    • proceeds to the FC data fetching stage if the batch has been processed completely
  • Verification – At this stage, a verification page is embedded in the case interface using the iframe element.
    • Fetching captured data – At this stage, export results are downloaded from FC and the case fields are filled in.
    • Next stage – You can use this stage to include more steps.
    Screenshot of the Workflow tab in Pega Dev Studio showing the case life cycle with the Invoice received, Send for processing, Verification, Fetching capture data, and Next stage stages.
  1. Click Save.