How to run data catalog lookup checks using Custom Activity in the Process Skill?

Question

How to run data catalog lookup checks using Custom Activity in the Process Skill?

 

Answer

Use Public API requests to interact with the data catalogs: 

  • get the list of the data catalogs to check the ID of the catalog the Custom Activity will work with;
    GET https://vantage-{region}.abbyy.com/api/publicapi/v1/catalogs
  • get the list of data catalog records via the following API request, where the catalog_id is the id of the catalog from the previous step, the offset is the pagination offset, and the limit is the maximum number of records to return;
    GET https://vantage-{region}.abbyy.com/api/publicapi/v1/catalogs/catalog_id/records?offset=0&limit=1000
  • match the field(s) on the document(s) in the transaction with the catalog record(s): should be handled with the JS code and depends on the scenario;
  • update the document fields according to the results returned from the data catalog if needed.

To send the requests there must be a valid access token generated using any of the authentication flows available in Vantage and a token refresh implemented if such functionality is needed.

The {region} indicates the location of the Vantage instance where the tenant is located: us/eu/au.

 

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