When a service process request is submitted, an Apex class invokes the service process connect API to create a case. The apex class extracts the details provided for the service request and assigns these details to the data attributes defined for the service process in Service Process Studio. The Apex class then passes the attributes and their values to the connect API to create a case.
This sample Apex class helps in processing a request related to a transaction dispute. It extracts details, such as the financial account associated with the dispute, dispute type and subtype, transaction description, status, dispute received date, disputed amount, actual amount, approved amount, supporting documents, and the list of disputed transactions. It maps these details to the data attributes that are defined for the service process in Service Process Studio. The Apex class then constructs an API payload using the retrieved data attributes and their extracted values and passes the payload to the connect API to create a case. When a case is created, service catalog request, dispute, and dispute items records are created.
The Apex class retrieves these data attributes. This set contains a mix of complex attributes, which includes attributes of type lookup, text, currency, date, and ListOfMaps. While defining the data attributes, you can choose relevant objects where to store the values for these attributes. For more information, see Considerations for Selecting Base Objects
| DATA ATTRIBUTE NAME | DATA ATTRIBUTE API NAME | PARENT DATA ATTRIBUTE | DATA TYPE |
|---|---|---|---|
| Account Id | account_id | – | Lookup |
| Assessment Id | assessment_id | – | Lookup |
| Financial Account | financial_account_id | – | Lookup |
| Dispute Type | dispute_type | – | Text |
| Dispute Subtype | dispute_subtype | – | Text |
| Description | description | – | Text |
| Disputed Transactions Info | disputed_transactions_info | – | ListOfMaps |
| Transaction Description | transaction_description | disputed_transactions_info | Text |
| Transaction Identifier | transaction_identifier | disputed_transactions_info | Text |
| Transaction Date | transaction_date | disputed_transactions_info | Date |
| Transaction Amount | transaction_amount | disputed_transactions_info | Currency |
| Status | status | – | Text |
| Received Date | received_date | – | Date |
| Actual Amount | actual_amount | – | Currency |
| Disputed Amount | disputed_amount | – | Currency |
| Approved Amount | approved_amount | – | Currency |
This is a sample API payload constructed by the Apex class for the Connect API. The payload is based on the values extracted for the data attributes that were defined to capture the data for the service process request.
1{
2 "attributes": {
3 "data": {
4 "disputed_transactions_info": {
5 "data": {
6 "dispute_type": {
7 "value": "Consumer Dispute"
8 },
9 "dispute_subtype": {
10 "value": "Undelivered Product or Service"
11 },
12 "description": {
13 "value": "Order was never delivered but charge still appears on credit card statement. Order was placed via their website acmemerchant.com"
14 },
15 "received_date": {
16 "value": "2023-07-14"
17 },
18 "account_id": {
19 "value": "001DI000001o10QYAQ"
20 },
21 "assessment_id": {
22 "value": "0U3DI000000018m0AA"
23 },
24 "financial_account_id": {
25 "value": "a0EDI000000Ce6W2AS"
26 },
27 "actual_amount": {
28 "value": 593.63
29 },
30 "disputed_amount": {
31 "value": 400
32 },
33 "approved_amount": {
34 "value": 400
35 },
36 "status": {
37 "value": "Submitted"
38 }
39 }
40 },
41 "disputed_transactions_info": {
42 "value": [
43 {
44 "transaction_date": "2023-01-01",
45 "transaction_identifier": "1",
46 "transaction_amount": 213.1,
47 "transaction_description": "t1"
48 },
49 {
50 "transaction_date": "2023-01-01",
51 "transaction_identifier": "2",
52 "transaction_amount": 150.94,
53 "transaction_description": "t2"
54 },
55 {
56 "transaction_date": "2023-01-01",
57 "transaction_identifier": "3",
58 "transaction_amount": 199,
59 "transaction_description": "t3"
60 },
61 {
62 "transaction_date": "2023-01-01",
63 "transaction_identifier": "4",
64 "transaction_amount": 30.59,
65 "transaction_description": "t4"
66 }
67 ]
68 }
69 }
70 },
71 "caseInfo": {
72 "data": {
73 "Subject": {
74 "value": "Julia Green Transaction Dispute Request"
75 },
76 "Origin": {
77 "value": "Phone"
78 },
79 "AccountId": {
80 "value": "001DI000001o10QYAQ"
81 }
82 }
83 },
84 "documentInfo": {
85 "data": [
86 {
87 "id": "content document id-1",
88 "name": "document name-1"
89 },
90 {
91 "id": "content document id-2",
92 "name": "document name-2"
93 }
94 ]
95 },
96 "svcCatalogItemDefApiName": "Dispute_Management"
97}You can use this sample Apex class as a reference to create an Apex class that suits your transaction dispute service process requirements.
1global with sharing class DisputeManagementHelper implements System.Callable {
2
3 public Object call(String action, Map<String, Object> args) {
4
5 Map<String, Object> inputMap = (Map<String, Object>)args.get('input');
6 Map<String, Object> outputMap = (Map<String, Object>)args.get('output');
7 Map<String, Object> options = (Map<String, Object>)args.get('options');
8
9 if (action == 'raiseDispute') {
10
11 String accountId = (String)inputMap.get('AccountId');
12 String assessmentId = (String)inputMap.get('AssessmentId');
13 String FAId = (String)inputMap.get('FinancialAccountId');
14 String disputeType = (String)inputMap.get('Type');
15 String disputeSubType = (String)inputMap.get('SubType');
16 String description = (String)inputMap.get('Description');
17 List<Object> transactions = (List<Object>)inputMap.get('SelectedTransactions');
18
19 // Set the input rep
20 ConnectApi.ServiceProcessRequestInputRepresentation input = new ConnectApi.ServiceProcessRequestInputRepresentation();
21 input.svcCatalogItemDefApiName = (String)inputMap.get('svcCatalogItemDefApiName');
22 input.caseInfo = new Map<String, ConnectApi.GenericObject>();
23 input.attributes = new Map<String, ConnectApi.GenericObject>();
24 input.documentInfo = new List<ConnectApi.DocumentInfoAttributes>();
25
26 //set case info
27 ConnectApi.GenericObject subjectObj = new ConnectApi.GenericObject();
28 subjectObj.value = 'Transaction Dispute';
29 input.caseInfo.put('Subject', subjectObj);
30
31
32 //set attributes
33 ConnectApi.GenericObject accountIdObj = new ConnectApi.GenericObject();
34 accountIdObj.value = accountId;
35
36 ConnectApi.GenericObject assessmentIdObj = new ConnectApi.GenericObject();
37 assessmentIdObj.value = assessmentId;
38
39 ConnectApi.GenericObject financialAccountIdObj = new ConnectApi.GenericObject();
40 financialAccountIdObj.value = FAId;
41
42 ConnectApi.GenericObject disputeTypeObj = new ConnectApi.GenericObject();
43 disputeTypeObj.value = disputeType;
44
45 ConnectApi.GenericObject disputeSubTypeObj = new ConnectApi.GenericObject();
46 disputeSubTypeObj.value = disputeSubType;
47
48 ConnectApi.GenericObject descriptionObj = new ConnectApi.GenericObject();
49 descriptionObj.value = description;
50
51 ConnectApi.GenericObject createdDateObj = new ConnectApi.GenericObject();
52 createdDateObj.value = Datetime.now().format('yyyy-MM-dd');
53
54 ConnectApi.GenericObject statusObj = new ConnectApi.GenericObject();
55 statusObj.value = 'Submitted';
56
57
58 List<Map<String, Object>> transactionsList = new List<Map<String, Object>>();
59
60 for (Object t : transactions) {
61
62 Map<String, Object> transactionObj = (Map<String, Object>)t;
63 Map<String, Object> transactionObjMap = new Map<String, Object>();
64
65 String transactionDescription = (String)transactionObj.get('TransactionDescription');
66 String transactionId = (String)transactionObj.get('TransactionId');
67 String transactionDate = (String)transactionObj.get('TransactionPostedDate');
68 Double transactionAmt = (Double)transactionObj.get('TransactionAmount');
69
70 transactionObjMap.put('transaction_description', transactionDescription);
71 transactionObjMap.put('transaction_identifier', transactionId);
72 transactionObjMap.put('transaction_date', transactionDate.split('T', 2)[0]);
73 transactionObjMap.put('transaction_amount', transactionAmt);
74
75 transactionsList.add(transactionObjMap);
76 }
77
78 ConnectApi.GenericObject actualAmtObj = new ConnectApi.GenericObject();
79 actualAmtObj.value = transactionsList[0].get('transaction_amount');
80
81 ConnectApi.GenericObject disputedAmtObj = new ConnectApi.GenericObject();
82 disputedAmtObj.value = transactionsList[0].get('transaction_amount');
83
84 ConnectApi.GenericObject transactionObj = new ConnectApi.GenericObject();
85 transactionObj.value = transactionsList;
86
87 if (!String.isBlank(assessmentId)) {
88 input.attributes.put('assessment_id', assessmentIdObj);
89 }
90 input.attributes.put('account_id', accountIdObj);
91 input.attributes.put('received_date', createdDateObj);
92 input.attributes.put('financial_account_id', financialAccountIdObj);
93 input.attributes.put('description', descriptionObj);
94 input.attributes.put('status', statusObj);
95 input.attributes.put('actual_amount', actualAmtObj);
96 input.attributes.put('disputed_amount', disputedAmtObj);
97 input.attributes.put('disputed_transactions_info', transactionObj);
98
99
100 // retrieve the documentInfo by the customer
101 List<Object> uploadedDocumentInfoList = (List<Object>)inputMap.get('documentInfo');
102
103 // set docInfo
104 Set<ConnectApi.DocumentInfoAttributes> docInfoSet = new Set<ConnectApi.DocumentInfoAttributes>();
105 if (uploadedDocumentInfoList != null && !uploadedDocumentInfoList.isEmpty()) {
106 for(Object uploadedDocInfoMap : uploadedDocumentInfoList) {
107 ConnectApi.DocumentInfoAttributes doc = new ConnectApi.DocumentInfoAttributes();
108 Map<String, Object> uploadMap = (Map<String, Object>)uploadedDocInfoMap;
109 doc.id = (String) uploadMap.get('id');
110 doc.name = (String) uploadMap.get('name');
111 docInfoSet.add(doc);
112 }
113 }
114 for (ConnectApi.DocumentInfoAttributes docInfoAttr : docInfoSet) {
115 input.documentInfo.add(docInfoAttr);
116 }
117 System.debug(input);
118
119 // Invoke API
120 Map<String, String> responseMap = new Map<String, String>();
121 ConnectApi.ServiceProcessRepresentation output = ConnectApi.IServiceProcessConnectFamily.createCaseServiceProcess(input);
122 responseMap.put('caseId', output.caseId);
123 responseMap.put('caseNumber', output.caseNumber);
124 responseMap.put('svcCatalogRequestId', output.svcCatalogRequestId);
125
126 outputMap.put('apiResponse', responseMap);
127 return outputMap;
128 }
129
130 return null;
131 }
132}
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