Skip to main content
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).
  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.
  1. Click Save.