Configuring a solution to create a case when a document is added to the object store
You can configure your solution to create cases programmatically when a document is added to the target object store. You use the initiating document setting when you create the case type in Case Manager Builder, and then configure the addition of the document to the object store in one of several ways.
When you add the solution in Case Manager Builder, you specify the properties
of each case type. For a solution that will include starting cases
when documents are added to the object store, you must first specify
that setting when you configure the case type.
After you create the solution in Case Manager Builder, you configure the applications or workflows to add the document types that will initiate cases in the deployed solution.
- Content Engine Java™ API
- You can use the Content Engine Java API to develop a custom application that receives the document from the user. The application uses the API to set the document type to the correct starting document type, and to check the document into the object store. The checkin of the document triggers the IBM® Case Manager event handler to create a case.
- CE_Operations
- You can define a workflow that is either internal or external to the solution. Include the CE_Operations create document step in the workflow. The step creates a document that has the same document type as the starting document for the case type. When the CE_Operation step is executed, a case is automatically created by the IBM Case Manager event handler.
- External applications, such as Datacap Studio
- Configure an external application, such as Datacap Studio, to inject documents into the target object store. The documents must have the type the same as the starting document type for the case. When the document is created in the object store, the case is automatically created by the IBM Case Manager event handler.