Create a case with a workflow

Add a Pega case type with the data-model fields and life-cycle stages needed to send documents to ABBYY FlexiCapture, verify them, and fetch captured data.

The case stores the document, the ABBYY FlexiCapture batch identifier, and the verification URL. Its life cycle drives the document from upload through verification to captured data.

Create the case

1. Add a case type

   Open Dev Studio and click Case Types → Add a case type.

2. Name the case

   Specify a name for your case, and then click Submit.

3. Add the case fields

   On the Data model tab, add the required case fields by clicking Add field.

   
4. Add the life cycle

   On the Workflow tab, click Add life cycle and create the stages with Collect information steps.

   You can give the stages and steps any names you like.

5. Save the case

   Click Save.

Required case fields

Field	Type	Purpose
Attachments	Attachment	The files, with the Category: Attachments option set
BatchId	Integer	The batch identifier
VerificationUrl	Text	The verification URL

Life cycle stages

Stage	What happens at this stage
Invoice received	The first stage. Documents can be added to the case.
Send for processing	Processing is initiated on the ABBYY FlexiCapture side and Pega starts waiting for a processing status.
Verification	A verification page is embedded in the case interface using the iframe element.
Fetching captured data	Export results are downloaded from ABBYY FlexiCapture and the case fields are filled in.
Next stage	Use this stage to include more steps.

What the Send for processing stage does

At this stage, Pega performs the following actions:

• Extracts an image from the case attachment
• Sends the image to ABBYY FlexiCapture for processing
• Records the ABBYY FlexiCapture batch identifier in the case fields
• Waits for the batch processing to finish
• Updates the case field holding the verification URL if the batch has stopped at the verification stage
• Proceeds to the data fetching stage if the batch has been processed completely