How to: Create Data Models for a Case Management Application

Estimated Reading Time:  4 minutes

Overview

In this how-to guide, you'll explore a simple Data Model for a case management application. A fictional company called ACME wants you to use two predefined schemas to create two data models. Creators Also known as Unqork Users, or Designer Users; is anyone who is inside the Unqork platform. can then use the data models in a module to capture new applications.

What You’ll Learn

In this article, you’ll learn how to create a set of data models for a case management application using predefined schemas.

What You Need

For this how-to guide, you need the following:

Import and Bind Schemas to Data Models

Unqork Data Models use a JSON Schema to define the requirements for storing and validating data in applications. For this how-to guide, you’ll download and import two predefined JSON Schemas. Later, you’ll bind the schemas to Unqork Data Models. Then, you can use them in your modules to insert predetermined fields set by the schemas.

Download the Company's Schema Files

The insurance company has created two schemas for you to use when building your Data Model. The application-schema.json schema file contains fields that Creators can use to capture case-specific data. The product-schema.json schema file contains fields used to capture product information, like loan type.

Right-click and save the following files to an accessible location on your computer:

Import the Schema Files Into Unqork

Import the application-schema and product-schema schemas using the Schemas page. After importing the schemas, publish and bind them to Data Models using the  Data Models page.

To learn more about using the Schema page, view our Upload, Modify, and Publish JSON Schemas article.

First, import the application-schema.json schema. Then repeat the process for the product-schema.json schema:

1. In Workspaces view, navigate to and select your Workspace.
2. To the left of the page, select Schemas.
3. At the top right, click + Import Schema.

A static image displaying the Schemas page, the Import Schema button is highlighted.

4. In the Schema Name field, enter application-schema.
5. Under Upload Schema, drag and drop or browse and select the application-schema.json file from your computer.

A static image of the Improt Schema modal, the Schema Name and Upload Schema fields are highlighted.

6. Click Import. The application-schema schema displays on the Schemas page.

A warning message displays in the upload modal A modal is a window that appears on top of the content you are currently viewing. if the uploaded schema contains invalid JSON.

7. Repeat this process for the product-schema.json file. In the Schema Name field, enter product-schema.

Publish the Schemas

Each schema begins in a draft state. In this draft state, you can adjust the schema values as needed. When creating your schemas, it's important to verify all aspects of it before publishing. For this example, the schema does not need to be adjusted and is ready to be published.

First, publish the application-schema schema, then repeat the process for the product-schema schema:

1. From the Schemas page, select application-schema from the schemas list. The Schema Information panel displays.
2. Click Publish.

After publishing a schema, you cannot edit it. Confirm your schema is ready before publishing.

3. Click Yes, Publish. The application-schema schema’s state changes from Draft Icon Draft to Lock Icon Published.
4. Repeat this process for the product-schema schema.

Create the Data Models and Bind the Schemas

Now that you have published two unique schemas, you'll create two Data Models and bind them to the schemas.

First, create and bind the application-model Data Model, then repeat the process for the product-model Data Model:

1. To the left of your Workspaces view, click  Data Models.
2. At the top right, click + Create Data Model.
3. In the Data Model Name field, enter application-model. You’ll reference this name when you assign a Data Model to a module.
4. From the Select Schema drop-down, select application-schema.

5. Click Create.
6. Repeat this process for the product-schema schema. In the Data Model Name field, enter product-model. From the Select Schema drop-down, select product-schema.

You now have two Data Models bound to schemas. To learn how to bind your Data Models to a module, view our How to: Apply Data Models to a Case Management Application article.

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