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Case Management

Task Management - Search tasks via elastic

Search tasks by case id for provided criteria

post

Body

application/json

TaskSearchModel

processstring

A list of processes to filter the search results.

carriersarray[string]

The carrier associated with the task.

taskNamestring

Name of the task.

taskTypestring

Task Type

taskDetailsstring

Associated Task Details

statusesarray[string]

A list of task statuses to filter the search results.

queuesarray[string]

A list of queue associated with the task to filter the search results.

assigneePartyIdstring

Assignee Party task filter

caseIdstring
escalatedboolean

Escalated or Not escalated task filter

carrierstring
statusstring
queuestring
taskCreatedOnstring(date-time)

The created date for the task range filter.

identifiersarray[object]

A list of case identifier to search task.

Show Child Parameters
sortBystring

The field by which to sort the search results.

sortDirectionstring

The direction to sort the search results, either ascending (asc) or descending (desc).

offsetstring

The offset for pagination, indicating the starting point for the results.

pageSizestring

The maximum number of results to return.

Response

application/json

tasks retrieved for provided search criterias

dataarray[object]

Represents the details of the task, including exceptions, data, and schema.

Show Child Parameters
countinteger(int32)

Example:1

offsetinteger(int32)

Example:0

limitinteger(int32)

Example:10

totalinteger(int32)

Example:1

statusinteger(int32)

Example:200

messagestring

Example:Successfully retrieved data!

post/case/v2/tasks/search

Body

{}
 
application/json

Task Management - Get Task details

Get Task details

get

Query Parameters

includeSchemaboolean

Whether schema should be included or not

Default:false

Path Parameters

taskIdstringrequired

Task instance id

Example:TA000000000302

Response

application/json

task details retrieved

TaskInstanceModel

Represents the details of the task, including exceptions, data, and schema.

idstring

Unique identifier for the task instance

Example:TA000000000302

caseIdstring

Identifier for the case related to the task

Example:CA0000005579

sourcestring

Source of the task instance

Example:BPM.Redemption

externalIdstring

External task identifier

Example:9755818

templateIdstring

Identifier for the template used

Example:aedb60fb-48b1-4b87-a7a2-57593c39cbb1

processstring

Process associated with the task

Example:New Business

carrierstring

Carrier associated with the task

Example:Carrier_1

taskTypestring

Type of the task

Example:Suitability

taskNamestring

Name of the task

Example:Suitability Review

taskDetailsstring

Details of the task

Example:Important task details..

statusstring

Current status of the task

Allowed values:NEWINPROGRESSSCHEDULEDCANCELLEDCOMPLETED

Example:NEW

dataobject

Additional data related to the task

Example:{}

* Additional properties are allowed.
mappedExceptionsarray[string]

Exceptions linked to the task

Example:["EX000000000188"]

mappedDocumentsarray[object]

Metadata for a document mapped to a specific task in the system.

Show Child Parameters
linkedTasksarray[object]

Metadata for a linked tasks to a specific task in the system.

Show Child Parameters
queuestring

Queue to which the task is assigned

Example:queue_withdrawal

scheduledReasonstring

Reason why the task is scheduled to later time

Example:[ "" ]

scheduledDatestring(date)

Date for which the task is scheduled

Example:2024-04-02

cancellationReasonstring

Reason for task cancellation

Example:[ "" ]

slaDuestring(date-time)

SLA date of the case

prioritystring

Priority level of the task

Example:HIGH

escalatedboolean

Whether the task is escalated

Default:false

Example:false

assigneeFirstNamestring

First Name of the User assigned to the task

Example:Great

assigneeLastNamestring

Last Name of the User assigned to the task

Example:Gatsby

assigneestring

Email Id of the User assigned to the task

Example:Great.Gatsby@zinnia.com

assigneePartyIdstring

Party Id of the User assigned to the task

Example:53dfb347558f42cfb79a0ef3a1147acb

assignedAtstring(date-time)

Timestamp when the task was assigned to the User

preferredAssigneestring

Preferred user for task assignment

Example:username@se2.com

createdBystring

Email Id of the User who created the task

Example:username@se2.com

createdByPartyIdstring

Party Id of the User who created the task

Example:8170b3a1353848d589399254210772ae

createdAtstring(date-time)

Timestamp when the task was created

updatedBystring

Email Id of the User who last updated the task

Example:Satyam.Srivastava@zinnia.com

updatedByPartyIdstring

Party Id of the User who last updated the task

Example:53dfb347558f42cfb79a0ef3a1147acb

updatedAtstring(date-time)

Timestamp when the task was last updated

schemaobject

Example:{"schema":"http://json-schema.org/draft-04/schema#","type":"object","properties":{"suitabilityStatus":{"type":"string"},"notes":{"type":"array","items":{"type":"object","properties":{"submissionDate":{"type":"string"},"commentCategory":{"type":"string"},"commentSubCategory":{"type":"string"},"commentDetail":{"type":"string"},"comment":{"type":"string"},"description":{"type":"string"},"createdDate":{"type":"string"},"createBy":{"type":"string"},"noteId":{"type":"integer"}},"required":["submissionDate","commentCategory","commentSubCategory","commentDetail","comment","description","createdDate","createBy","noteId"]}}},"required":["suitabilityStatus"]}

get/case/v2/tasks/{taskId}
 
application/json

Task Management - Get Task Assignee Summary

Get Task Assignee Summary by Case ID

get

Path Parameters

caseIdstringrequired

Case instance id

Example:CA0000425395

Response

application/json

task assignee summary retrieved

TaskAssigneeSummaryModel

caseIdstring

The unique identifier of the case

tasksarray[object]

List of tasks for the case, each with unique assignee details

Show Child Parameters
get/case/v1/cases/{caseId}/tasks/assignee-summary
 
application/json

Task Management - Get Exceptions

Get exception details by task id

get

Path Parameters

taskIdstringrequired

Task instance id

caseIdstringrequired

Case instance id

Response

application/json

exceptions for provided case and task retrieved

ExceptionListInstance

idstring

Unique Identifier for Exception Instance

statusstring

Status of Exception Instance

Allowed values:NEWRESOLVED

exceptionRefIdstring

The exceptionRefId of the exception.

Example:NB.EM.068

exceptionTypestring

The exceptionType of the exception.

Example:Business Exception

categorystring

Category of Exception

reasonstring

Short description of Exception

detailedReasonstring

Detailed description of Exception

updatedAtstring

Last updated timestamp of Exception

taskIdListarray[string]unique-items

List of Task Identifier associated with Exception Instance

additionalDataobject
exceptionAdditionalDataarray[object]

Additional data related to the Exception.

Show Child Parameters
eventRefarray[string]

List of Events associated with Exception Instance

get/case/v1/cases/{caseId}/tasks/{taskId}/exceptions
 
application/json

Task Management - Get schema

Get schema for taskType

get

Path Parameters

taskTypestringrequired

Task type

Response

application/json

schema for provided task type

object
get/case/v1/tasks/schema/{taskType}
 
application/json