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We have moved to a new documentation platform. This section is no longer supported. For the up-to-date information, see License verification.


License Verification is a sample Business Process that gets a list of license numbers as initial data set, checks their validity, scrapes the license information from the web-site, puts the acquired data to a spreadsheet and saves the spreadsheet as a Report to the local S3 File Storage.

Business Process Structure

Input Data

To view and change, if necessary, the input data go to the Data tab. In this Business Process the Input Data contains a list of licenses to be checked.

Click Next to proceed to Business Process Design to check the workflow and Business Process steps.

Business Process Workflow and Steps

Go to the Design tab to see the entire Business Process workflow and check each particular step (Task or Rule).

Attention

Tasks can incorporate variables, which are used to transfer the data from one Task to another or identify an external source (for example, pre-defined S3 bucket) for Task's input data. Such variables are declared externally, for example in configuration files and not included to the input data for the Business Process.

In such case, you will see the warning message as below:

The warning message is redundant, so you can skip it.

Workflow

The workflow of the current Business Process consists of the following steps:

  1. Start (initial step)
  2. Verify Input Records  >>
  3. Exclude invalid license numbers >>
  4. Get license information >>
  5. Join records with license information >>
  6. Generate Report as a spreadsheet >>
  7. Save Report to S3 >>
  8. End (final step).

Double click a Task to see its structure and properties.

Business Process Steps


Step 1 – Workflow Start

Workflow is initiated and started.


Step 2 – Verify Input Records

Step 2 is a Bot Task. At this step all records from the Input Data (license numbers) are checked, if they are valid. A license number is valid, if it's not empty.

Input data:

  • 15 records – license number, defined in Data (in column license_number).
Input Data - list of license numbers
<var-def name="license_number">
		<template>${license_number}</template>
</var-def>


Bot Task:

  1. Check the validity of the license number (not empty).
  2. Add check result to the license number and create a list with license numbers and results of verification (Output data)..

Output data: 

  • 15 records containing two fields each: license number and result of license check (true or false).

Step 3 – Exclude Invalid License Numbers

Step 3 is a Rule to filter out the invalid license numbers and exclude them from the next steps.

Input data: 

  • 15 records containing license numbers with results of license check.


Output data:

  • Records with valid license number are sent to the next step, records with invalid license number are skipped – for such records the workflow ends.

Step 4 – Get license

Step 4 is a Bot Task to open the web-site and search for details of a license by the license number.

Input data: 

  • Records with valid license numbers sorted out at Step 3.

Bot Task: 

  1. Get a license number from the Input data.
  2. Open pals.pa.gov at Search page.
  3. Enter the license number and search for license details:
    1. Licence status – if the license active, expired or not found
    2. Profession – field of profession
    3. License type – type of professional activity 
    4. Specialty type – special fields of activity covered by the license
    5. Status effective date – last date to renew the license
    6. Issue date – date of license issue
    7. Expiration date – date when the licence expires
    8. Last renewal – date when the license has been renewed
  4. Collect the information acquired.
  5. Repeat the procedure for each record in the Input data.

Output data: 

  • Records for all processed licenses including the license details.

Step 5 – Join All Records into One

Step 5 is a Rule to prepare the information about the licenses to export to a spreadsheet to create a report.

Input data: 

  • Records for all processed licenses including the license details collected at Step 4.

Output data: 

  • A single record containing a list of joined records collected at Step 4.

Step 6 – Generate Excel Report

Step 6 is a Bot Task to create a report as a spreadsheet containing information about the processed licenses.

Input data: 

  • Joined records of all processed licenses including the license details collected at Step 4 and concatenated at Step 5.

Bot Task: 

  1. Get the list of joined records with information about licenses from the Input data.
  2. Generate a report as a spreadsheet.

Output data: 

  • 1 record with the spreadsheet content.

Step 7 – Save Report to S3

Step 7 is a Bot Task to put the spreadsheet (report) to the local S3 File Storage. 

Input data: 

  • 1 record with the spreadsheet content created at Step 6.

Bot Task: 

  1. Get the spreadsheet content.
  2. Create a spreadsheet and save it to the local S3 File Storage.

Output data: 

  • 1 record with a link to the spreadsheet (Report) in the local S3 File Storage.

Step 8 – Workflow End

Workflow complete.


Run Business Process

To start the Business Process go to the Run tab.

  1. Click Run This Process to initiate execution of the Business Process.
  2. If the Business Process succeeds to launch, the following message window emerges:
  3. Click View Results to go to the Results tab to check how the Business Process is executed according to its workflow or View Business Processes list to return to the Business Processes Overview.

Business Process Execution

During execution of the Business Process you can check the results of execution for the entire Business Process and each particular Task:

  • Business Process execution results on the workflow:

    An icon in the Task's upper right corner indicates, if the Task is automatic (Bot) or Manual. Below each step you can see the step progress in percents and ratio between incoming and outgoing records.
    • Business Process execution started:


    • Steps 1-6 complete. 15 records from Data processed and checked, information for 15 licenses is scraped, 15 records joined into 1, spreadsheet content for Report generated and provided to save the spreadsheet in the S3 File Storage:


  • On the Results page
    • Steps 1-2 complete. 15 records from Data processed and checked, web scraping for licenses is in progress:


      Click the Task's progress bar to switch to Records view, where all records, both in Input and Output data, are displayed in a table:


      Use the Choose Task drop-down menu to switch between Tasks or see the final results:

Business Process Complete

When all Business Process's Tasks are complete and submitted, the Business Process finishes.

  • Workflow view:


  • Results tab view:

Check Results

During execution of the Business Process or upon completion you can check the results of execution for the entire Business Process and each particular Task.

The overall progress is displayed in Submission Statistics in the Results tab:

Click the progress bar on a Task to view the records created by each step.


To see the entire set of records select Final Results in the Choose Task drop-down menu:


  1. s3_excel_link – link to the spreadsheet (Report) in the S3 File Storage.

    1. The spreadsheet (Report) in S3 


    2. Report content

Datastore

For the Business Process a temporary datastore is created:

The datastore is intended to keep records about Business Process executions:

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