Example : Sample payload for Use Case Management APIs

This is an example of a sample payload used for User Case Management APIs

Get Template For Case Type

Endpoint:

Get/api/v1/rpa/exception/{casetype}/tempate

Content-Type:application/json

{

"name": "InvoiceProcessing",

"erp": "Test_Usecase_list_label",

"categories": [

{

"key": "MISSINGINFORMATION",

"value": "Missing Information",

"list_labels": [

{

"key": "INVOICE_NUMBER",

"value": "Invoice Number"

},

{

"key": "PO_NUMBER",

"value": "Po Number"

},

{

"key": "INVOICE_DATE",

"value": "Invoice Date"

},

{

"key": "LAST_RUN_TIME",

"value": "last Run Time"

}

]

},

{

"key": "NEEDSVERIFICATION",

"value": "Needs Verification",

"list_labels": [

{

"key": "INVOICE_NUMBER",

"value": "Invoice Number"

},

{

"key": "PO_NUMBER",

"value": "Po Number"

}

]

},

{

"key": "PENDINGPROCESS",

"value": "Pending Process",

"list_labels": [

{

"key": "INVOICE_NUMBER",

"value": "Invoice Number"

},

{

"key": "PO_NUMBER",

"value": "Po Number"

},

{

"key": "INVOICE_DATE",

"value": "Invoice Date"

}

]

}

],

"subcategories": [

{

"key": "HEADERS",

"value": "Headers",

"type": "standard",

"associations": [

"INVOICE_NUMBER",

"INVOICE_TYPE",

"COMMENTS",

"PO_NUMBER",

"INVOICE_DATE",

"TOTAL",

"TAX",

"VENDOR_ID",

"SHIPPING_HANDLING_CHARGE",

"DISCOUNT",

"VENDOR_NAME"

]

},

{

"key": "VALID_LINES",

"value": "Valid Lines",

"type": "table",

"associations": [

"valid_lines"

]

},

{

"key": "INVALID_LINES",

"value": "Invalid Lines",

"type": "table",

"associations": [

"invalid_lines"

]

}

],

"filters": [

{

"key": "DIVISION",

"type": "Document",

"display_name": "Division",

"data_type": "string"

},

{

"key": "TOTAL_AMOUNT",

"type": "Document",

"display_name": "Total Amount",

"data_type": "string"

},

{

"key": "INVOICE_NUMBER",

"type": "Document",

"display_name": "Invoice Number",

"data_type": "string"

},

{

"key": "INVOICE_DATE",

"type": "Document",

"display_name": "Invoice Date",

"data_type": "date"

},

{

"key": "LAST_RUN_TIME",

"type": "Document",

"display_name": "Last Run Time",

"data_type": "date -> {accepts both date and datetime to store in the server}"

},

{

"key": "VENDOR_ID",

"type": "Document",

"display_name": "VENDOR_ID",

"data_type": "string"

}

],

"exception_type": "document",

"default_category": "MISSINGINFORMATION",

"list_labels": [

{

"key": "INVOICE_NUMBER",

"value": "Invoice Number"

},

{

"key": "PO_NUMBER",

"value": "Po Number"

},

{

"key": "INVOICE_DATE",

"value": "Invoice Date"

},

{

"key": "LAST_RUN_TIME",

"value": "last Run Time"

}

],

"document_entities": [

{

"value": "Invoice Number",

"key": "INVOICE_NUMBER",

"required": true,

"disabled": false,

"field_type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": true,

"required": true

},

{

"key": "NEEDSVERIFICATION",

"disabled": true,

"required": true

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": false,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Invoice Type",

"key": "INVOICE_TYPE",

"required": false,

"disabled": true,

"field_type": "dropdown",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": true

}

],

"control_dropdown": true,

"default_dropdown": "POINVOICE",

"dropdown_controls": [

{

"key": "PO_INVOICE",

"value": "PO INVOICE",

"control_fields": [

{

"required": false,

"disabled": false,

"label_key": "COMMENTS"

},

{

"required": true,

"disabled": false,

"label_key": "PO_NUMBER"

},

{

"required": false,

"disabled": false,

"label_key": "VENDOR_ID"

}

]

},

{

"key": "EXPENSE_WITH_PO",

"value": "EXPENSE WITH PO",

"control_fields": [

{

"required": true,

"disabled": false,

"label_key": "COMMENTS"

},

{

"required": true,

"disabled": false,

"label_key": "PO_NUMBER"

},

{

"required": false,

"disabled": false,

"label_key": "VENDOR_ID"

}

]

},

{

"key": "EXPENSE_WITHOUT_PO",

"value": "EXPENSE WITHOUT PO",

"control_fields": [

{

"required": true,

"disabled": false,

"label_key": "COMMENTS"

},

{

"required": false,

"disabled": false,

"label_key": "PO_NUMBER"

},

{

"required": true,

"disabled": false,

"label_key": "VENDOR_ID"

}

]

},

{

"key": "DELIVERYNOTENUMBER",

"value": "DELIVERY NOTE NUMBER",

"control_fields": [

{

"required": false,

"disabled": false,

"label_key": "COMMENTS"

},

{

"required": true,

"disabled": false,

"label_key": "PO_NUMBER"

},

{

"required": false,

"disabled": false,

"label_key": "VENDOR_ID"

}

]

}

],

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "PO Number",

"key": "PO_NUMBER",

"required": true,

"disabled": false,

"field_type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": false

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": true

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": true,

"lookup_metadata": {

"attributes": [

"VENDOR_NAME",

"VENDOR_ADDRESS",

"VENDOR_PHONE"

],

"message": "M3_InvoiceProcessing_Vendor_ID"

}

},

{

"value": "Invoice Date",

"key": "INVOICE_DATE",

"required": true,

"disabled": false,

"field_type": "date",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": true

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": true

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": false,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Vendor ID",

"key": "VENDOR_ID",

"required": true,

"disabled": false,

"field_type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": true

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": false

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": true,

"lookup_metadata": {

"attributes": [

"Vendor_Name",

"Vendor_Address",

"Vendor_Phone"

],

"message": "M3_InvoiceProcessing_Vendor_ID"

}

},

{

"value": "Total",

"key": "TOTAL",

"required": true,

"disabled": false,

"field_type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": true

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": true

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Discount",

"key": "DISCOUNT",

"required": false,

"disabled": false,

"field_type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": false

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": true

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Shipping Handling Charge",

"key": "SHIPPING_HANDLING_CHARGE",

"required": false,

"disabled": false,

"field_type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": false

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": true

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Tax",

"key": "TAX",

"required": false,

"disabled": false,

"field_type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": false

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": false

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Vendor Name",

"key": "VENDOR_NAME",

"required": false,

"disabled": false,

"field_type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": false

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": false

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Comments",

"key": "COMMENTS",

"required": false,

"disabled": false,

"field_type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": [

{

"key": "MISSINGINFORMATION",

"disabled": false,

"required": false

},

{

"key": "NEEDSVERIFICATION",

"disabled": false,

"required": false

},

{

"key": "PENDINGPROCESS",

"disabled": false,

"required": false

},

{

"key": "OTHERS",

"disabled": true,

"required": false

}

],

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

},

{

"value": "Division",

"key": "DIVISION",

"required": false,

"disabled": true,

"field_type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null,

"control_dropdown": false,

"default_dropdown": null,

"dropdown_controls": null,

"lookup_enabled": false,

"lookup_metadata": null

}

],

"table_definitions": [

{

"name": "valid_lines",

"column_definitions": [

{

"key": "ITEMCODE",

"display": "Item Code",

"type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "DESCRIPTION",

"display": "Description",

"type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "QUANTITY",

"display": "Quantity",

"type": "number",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "UNITPRICE",

"display": "Unit Price",

"type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "AMOUNT",

"display": "Amount",

"type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "STATUS",

"display": "Status",

"type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null

}

]

},

{

"name": "invalid_lines",

"column_definitions": [

{

"key": "ITEMCODE",

"display": "Item Code",

"type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "DESCRIPTION",

"display": "Description",

"type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "QUANTITY",

"display": "Quantity",

"type": "number",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "UNITPRICE",

"display": "Unit Price",

"type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "AMOUNT",

"display": "Amount",

"type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "STATUS",

"display": "Status",

"type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null

}

]

},

{

"name": "vat_lines",

"column_definitions": [

{

"key": "AMOUNT",

"display": "Amount",

"type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "DESCRIPTION",

"display": "Description",

"type": "string",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "VATAMOUNT",

"display": "Vat Amount",

"type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": null

},

{

"key": "VATRATE",

"display": "Vat Rate",

"type": "decimal",

"min_length": 1,

"max_length": 10,

"category_associations": null

}

]

}

]

}

Note: The response to the POST API call returns an ID "2fa33b27-7263-414e-8575-07fa2a08a484" that represents the new use case type. This ID is linked to the Document Management POST API and must be used as a reference in subsequent steps.