Managing case folders and documents by using IBM CMIS for FileNet Content Manager

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You use the IBM CMIS for FileNet Content Manager in your case management application to create and access the case content that is stored in an object store.

You can use IBM CMIS for FileNet Content Manager to perform tasks such as:
  • Querying for cases
  • Creating a case
  • Updating case properties
  • Getting the metadata for case classes and document classes
  • Adding a folder in a case folder
  • Adding a document to a case
Restriction: You cannot use IBM CMIS for FileNet Content Manager to handle workflow objects and other case-specific objects.
Tip: To access data related to cases and documents, use the JavaScript model APIs that are provided by IBM Content Navigator and IBM Business Automation Workflow. These APIs provide more capabilities than are available in IBM CMIS for FileNet Content Manager.

Using IBM CMIS for FileNet Content Manager to create a case

There are two ways in which you can use IBM CMIS for FileNet Content Manager to create a case and its folder hierarchy. You can create a case:
  • Automatically by creating a document of one of a specific set of document classes anywhere in the target object store
  • Manually by using IBM CMIS for FileNet Content Manager to create the case folder directly under the case type folder
Creating a case by creating a document
You might want to create a case automatically whenever a certain type of document is received. For example, whenever a new loan application is received, you might want to create the case that is used to process that application.
By using IBM CMIS for FileNet Content Manager, you can specify that a case is to be created whenever an instance of a specified document class is created. When the document is created, the Content Platform Engine event handler automatically names the case folder according to IBM Business Automation Workflow naming requirements and places it in the appropriate folder under the case type.
In Case Builder, you can specify that whenever a document of a specific document class is created anywhere in the target object store, a case folder is created automatically under a specific case type of the target solution. The document is then filed as a child of the new case folder and the CmAcmInitiatingDocument property of the new case folder is set to reference the document.
It does not matter where in the folder hierarchy the document is created. When IBM CMIS for FileNet Content Manager creates the case folder, it automatically files the document referentially as a child folder.
Creating a case by creating the case folder
Tip: The preferred method for creating a case folder is to use the cases resource provided by the IBM Business Automation Workflow REST protocol.
You can use IBM CMIS for FileNet Content Manager to enable a case worker to create a case by creating the case folder as an immediate child of the case type folder. The properties that you specify for the case folder become the properties of the case. The case properties are global to all the tasks in the case and to all the workflows of those tasks.
The system automatically renames the case folder by assigning the next available sequence number for the case type as the new folder name. The system then moves the new folder to the bottom of the case type folder/Cases/yyyy/mm/dd/hh subfolder hierarchy, creating any missing parts of the yyyy/mm/dd/hh subhierarchy as necessary.