The goal of this procedure is to create the following rules with sample parameter values:

1. In the navigation pane of Dev Studio, click Case types.
2. Click Add a case type.
3. In the Name field, enter Ingestion.
4. Expand the Advanced Settings section, and then configure the following parameters:
   1. In the Ruleset field, select UPlusCDH-Rules.
   2. In the Ruleset version field, select 01-01-01.
5. Click Submit.
6. Add stages to the case type with the following settings:

   Settings	Start stage	UploadToXCAR stage	Finish stage	ErrorHandling stage
   When all processes in this stage are complete		Automatically move to next stage	Resolve the case	Resolve the case
   Set case status on stage entry	New	Pending-Importing	Completed	Resolved-Failed
   Resolution status			Resolved-Completed	Resolved-Failed

   

   

7. Hover over the UploadToXCAR process, click the Configure process icon, and then click Open process.
8. On the Create Flow tab, configure the following parameters:
   1. In the Label field, enter a short description of the flow, for example, Upload to XCAR.
   2. In the Apply to field, select the ingestion work class, which in this example is UPlus-Work-Ingestion.
   3. In the Add to ruleset field, select UPlusCDH-Rules.
9. Click Create and open.
10. Add components to the process flow and connect them as shown in the following figure:

    

    

    Note: The second Decision shape and the Change to a specific stage shape are optional. You can use them to configure error handling in your ingestion case type.
11. Double-click and rename each component as follows:

    Component	Name
    Decision (first)	Process type?
    Utility	Execute ingestion
    Decision (second)	Error?
    Change to a specific stage	Change to ErrorHandling

    Result:

    

    

    In the case workflow view, the process flow in the UploadToXCAR stage contains the following steps:

    

    

12. Click Save.