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Using DX API v1 for case processing

Updated on August 5, 2022

Take advantage of the case management capability in your custom application through the use of DX API endpoints. You can implement case processing in your application to drive assignments to completion, approve requests, or resolve expense reports. DX API helps you achieve that within the familiar environment of your custom front end.

The following example is a case that is used in purchasing a plan from a media service provider. The first image shows the case in Pega Platform, the second image shows the case in an Angular-based external application. The data is sourced from Pega Platform by using DX API:

Media plan purchase in Pega Platform
Media plan purchase in an Angular-based application

Learn about applying DX API v1 to case management in the following articles:

  • Adding fields while creating cases in DX API v1

    Define the initial fields that users see when they create new cases in your Pega Digital Experience (DX) API-based application by editing the appropriate harness in Pega Platform. For example, you can specify that new loan cases include fields that capture account details.

  • Attachment management with DX API

    DX API provides means of managing attachments for cases in your custom application. For example, you can use API endpoints to enable end users to attach receipts to expense reports in a non-Pega application.

  • Calling sequences for DX API endpoints

    DX API endpoints retrieve information from Pega Platform and deliver it into your custom application. For example, you can implement case processing in your non-Pega application by using endpoints to communicate with the source (make "calls") and fetch all the necessary data in the background. Learn about the sequences of DX API calls and responses to better understand how endpoints work.

  • Form fields retrieval

    You can use the flatListOfFields parameter to retrieve a list of fields from a case. This is helpful when you are building your own user interface and need to control the look and feel of your application.

  • Creating custom screens with the DX API

    Incorporate elements and results of Pega Platform processing into external web pages and applications by using Pega digital experience (DX) REST API. When you use the Pega DX API, your application users can access Pega business functionality in a familiar interface.

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