topic Re: Using a workflow to update internal entity fields using information obtained from a related enti in Fraud, AML and Security Intelligence

Using a workflow to update internal entity fields using information obtained from a related entity

Mazi — Fri, 08 Mar 2024 07:17:43 GMT

Hello,

I've recently begun using SAS VI v10.8 on Viya 3.5, and I'm still finding my feet.

I have two entities. One external, and the other internal. A relationship has been configured between these entities.

I'd like to use a workflow to update some of the fields in the internal case entity, using information that's stored in the external entity.

Essentially, copying over some of the fields from the external entity.

My thinking is to use a REST API call or script task to achieve this, though I am not sure how to go about it.

Any assistance or examples would be highly appreciated.

Thank you,

Mazi

Re: Using a workflow to update internal entity fields using information obtained from a related enti

FMinago — Fri, 08 Mar 2024 08:31:12 GMT

Hi Mazi

You can use REST Api to do that. Please see the screenshot below that demonstrates how you can retrieve the customer (External Ent.) information and update it into the Inquiry (Internal Ent.) fields using REST API task.

Re: Using a workflow to update internal entity fields using information obtained from a related enti

Mazi — Fri, 08 Mar 2024 08:39:15 GMT

Hello, FMinago!

Thank you so much for your response, I truly appreciate you taking the time to assist me with this problem.

I just had one more question, the svi_inquiry_id in your example, where is that obtained from?

Re: Using a workflow to update internal entity fields using information obtained from a related enti

FMinago — Fri, 08 Mar 2024 08:48:37 GMT

Hey Mazy

svi_inquiry_id is a WF variable and obtained from Inquiry Id field (Internal entity field) in START Event of the workflow, please see the screenshots below:

Re: Using a workflow to update internal entity fields using information obtained from a related enti

Mazi — Fri, 08 Mar 2024 09:19:42 GMT

Thank you for this! IYou have been so helpful. Much appreciated. Ill give this a go on my end

Re: Using a workflow to update internal entity fields using information obtained from a related enti

FMinago — Fri, 08 Mar 2024 09:25:48 GMT

Great. Good luck

Felix Milkin
Founding Partner | Minago<>
Tel: +972-52-6678798 | email: fmilkin@minago.io

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Re: Using a workflow to update internal entity fields using information obtained from a related enti

Mazi — Fri, 08 Mar 2024 11:14:12 GMT

Hey Felix,

I tried using your example, but I get the following error message:

The service task "REST Service" failed. The remote call was unsuccessful. Contact your system administrator. Reason: The server could not find the resource.

This is my REST CALL: /svi-datahub/documents/SMCCHC/{svi_smcchc_id}/CUSTOMER_SMCCHC

Where svi_smcchc_id is an internal entity field which is the primary key used in the relationship
SMCCHC is the internal entity name in Postgres
And CUSTOMER_SMCCHC is the relationship qualified name.

Any ideas?