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Integrating a case with an external resource

Updated on April 5, 2022

You can call an external resource, such as a robotic automation or another application, from a flow. By reusing the services that other resources provide, you can enhance your cases without having to maintain extra functionality in your application.

The following tasks can help you call an external resource from a flow:

  • Assigning a task to a robotic work queue

    Use the Assign to Robot Queue shape in a flow to integrate Robotic Process Automation (RPA) with a case. By defining the tasks that a virtual machine (VM) can run, you can reduce the need for human input in your application and resolve cases faster.

  • Assigning a task to an external application

    You can use the Assignment Service shape to send a request from a process to an external application, and wait for the application to respond. For example, in a mortgage case, a loan officer can assign a task to an external party to get the credit score for a customer, and proceed with reviewing a loan request from the customer only when the external party sends the credit score.

  • Connecting a process to an external application

    Use the Integrator shape in a process to send or receive data from an external application in a way that continues flow processing as soon as the Connect activity completes. By integrating external applications with your process, you can add more functionality to your application. For example, you can use the Integrator shape to retrieve customer account balances or verify account numbers in an external database.

  • Running a decision strategy from a flow

    You can use the Run Data Flow Decision shape to run a single case data flow that runs a decision strategy as part of the business process. By integrating decision strategies with your flows, you create decision logic that is contextual for each case.

  • Calling an activity or an automation from a flow

    You can use the Utility shape to call an activity or an automation from a flow. By using an activity or automation, you can use fewer shapes in your flow and perform processing that does not require human input.

  • Creating cases from a web mashup

    To manage business processes of customers who use external software, embed a case into an external application or a web page by using a web mashup. You can generate an HTML code that you insert into an external web page or application, so that users can create cases even without access to Pega Platform software.

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