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Case Management

Search cases

Retrieve the list of available case instances based on the specified criteria.

post

Body

application/json

CasePageSearchCriteria

policyNumberstring

The policy number associated with the case.

Example:AU7654098

ssnstring

The ssn associated with the case.

Example:SSN-UTK-0078

ownerFirstNamestring

The first name of the policy owner.

Example:Utkarsh

ownerLastNamestring

The last name of the policy owner.

Example:Jain

caseIdsarray[string]

A list of case IDs to filter the search results.

Example:["NB-12345678"]

applicationTypestring

The application type of the policy.

Example:Digital

isIncludeSecondaryboolean

Indicates whether to include secondary cases in the search results.

Default:false

Example:false

processarray[string]

A list of processes to filter the search results.

Example:["New Business"]

carrierstring

The carrier associated with the case.

Example:CarrierName_1

requestSubTypearray[string]

A list of request subtypes to filter the search results.

Example:["INTERNAL CONVERSION"]

productNamearray[string]

A list of product names to filter the search results.

Example:["TOTAL INTEREST ANUITY APPLICATION"]

caseStatusarray[string]

A list of case statuses to filter the search results.

Example:["Exception"]

notInCaseStatusarray[string]

A list of case statuses to exclude from the search results.

Example:["Exception"]

createdDateStartstring(date-time)

The start date for the creation date range filter.

createdDateEndstring(date-time)

The end date for the creation date range filter.

updatedDateStartstring(date-time)

The start date for the updated date range filter.

updatedDateEndstring(date-time)

The end date for the updated date range filter.

agentFirstNamestring

The first name of the agent associated with the case.

Example:JOHN WESLY

agentLastNamestring

The last name of the agent associated with the case.

Example:BEVAN

brokerDealerNamestring

The name of the broker-dealer associated with the case.

Example:JP MORGAN SECURITIES LLC

identifiersarray[object]

A list of case identifier to search case.

Example:[{"identifier":"documentNumber","value":"20240813-EM-964334"}]

Show Child Parameters
sortBystring

The field by which to sort the search results.

Allowed values:updatedAtcreatedAtcarrierprocesscaseStatus

Example:createdAt

sortDirectionstring

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

Allowed values:ascdesc

offsetinteger(int32)

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

Example:2

limitinteger(int32)

The maximum number of results to return.

Example:20

Response

application/json

Successful operation

CaseListInstanceResponse

dataarray[object]
Show Child Parameters
countinteger(int32)

Example:5

offsetinteger(int32)

Example:4

limitinteger(int32)

Example:5

totalinteger(int32)

Example:13

statusinteger(int32)

Example:200

messagestring

Example:Successfully retrieved data!

post/case/v1/cases/search

Body

{}
 
application/json

Case stats

Retrieve the statistics/count of available cases filtered by the specified criteria and grouped by the specified attribute.

post

Body

application/json

CaseStatsSearchCriteria

policyNumberstring

The policy number associated with the case.

Example:AU7654098

ssnstring

The ssn associated with the case.

Example:SSN-UTK-0078

ownerFirstNamestring

The first name of the policy owner.

Example:Utkarsh

ownerLastNamestring

The last name of the policy owner.

Example:Jain

caseIdsarray[string]

A list of case IDs to filter the search results.

Example:["NB-12345678"]

applicationTypestring

The application type of the policy.

Example:Digital

isIncludeSecondaryboolean

Indicates whether to include secondary cases in the search results.

Default:false

Example:false

processarray[string]

A list of processes to filter the search results.

Example:["New Business"]

carrierstring

The carrier associated with the case.

Example:CarrierName_1

requestSubTypearray[string]

A list of request subtypes to filter the search results.

Example:["INTERNAL CONVERSION"]

productNamearray[string]

A list of product names to filter the search results.

Example:["TOTAL INTEREST ANUITY APPLICATION"]

caseStatusarray[string]

A list of case statuses to filter the search results.

Example:["Exception"]

notInCaseStatusarray[string]

A list of case statuses to exclude from the search results.

Example:["Exception"]

createdDateStartstring(date-time)

The start date for the creation date range filter.

createdDateEndstring(date-time)

The end date for the creation date range filter.

updatedDateStartstring(date-time)

The start date for the updated date range filter.

updatedDateEndstring(date-time)

The end date for the updated date range filter.

agentFirstNamestring

The first name of the agent associated with the case.

Example:JOHN WESLY

agentLastNamestring

The last name of the agent associated with the case.

Example:BEVAN

brokerDealerNamestring

The name of the broker-dealer associated with the case.

Example:JP MORGAN SECURITIES LLC

identifiersarray[object]

A list of case identifier to search case.

Example:[{"identifier":"documentNumber","value":"20240813-EM-964334"}]

Show Child Parameters
groupByarray[string]

Allowed values:caseStatusprocess

Response

application/json

Case stats retrieved

CaseStatsSearchResponse

countinteger(int32)

Example:120

statsarray[object]
Show Child Parameters
post/case/v1/cases/stats

Body

{}
 
application/json

Get Case Detail

Retrieve the case instance details using the system identifier (caseId).

get

Path Parameters

caseIdstringrequired

Case instance id

Example:CA0000360227

Response

application/json

Case details retrieved

CaseInstance

_idstring

Unique identifier for the case instance.

templateIdstring

Identifier for the template associated with the case instance.

carrierstring

Name of the carrier associated with transaction/case.

processstring

Name of the process/transaction type for case.

caseGroupstring

Name of the caseGroup type for case.

parentInstanceIdstring

Identifier for the parent case instance, if applicable.

correlationIdstring

Identifier used for correlating events as they received.

caseStatusstring

Current status of the case instance.

Allowed values:IN_PROGRESSEXCEPTIONCOMPLETEDCANCELED

caseResultstring

Contextual information regarding the caseStatus especially when case is marked as canceled

caseResultDetailstring

Detailed contextual information regarding the caseStatus

primaryboolean

Indicates if this is the primary case instance.

escalatedboolean

Indicates if the case instance has been escalated.

caseProcessingDetailsarray[object]

List of detail sections for case processing.

Show Child Parameters
linkDetailsobject

Details about linked case instances.

Show Child Parameters
processSubTypestring

Subtype of the process/transaction associated with the case.

policyNumberstring

Policy number/Contract No associated to the case instance.

planCodestring

PlanCode associated to the case instance.

productNamestring

Name of the product associated with Contract/Policy.

documentsarray[object]DEPRECATED

List of document associated to the case. (DEPRECATED)

Show Child Parameters
exceptionsarray[object]

List of all exceptions/NIGOs associated related to the case.

Show Child Parameters
notesarray[object]

List of all note associated to the case.

Show Child Parameters
tasksarray[object]

List of all tasks associated to the case irrespective of different stage/steps.

Show Child Parameters
mappedTasksarray[string]

List of Task Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedExceptionsarray[string]

List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedNotesarray[string]

List of Notes Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedDocumentsarray[string]

List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

partiesarray[object]

List of individuals/parties associated with the contract/policy related to the case

Show Child Parameters
identifiersarray[object]

An object representing an identifier and its corresponding value.

Show Child Parameters
additionalDataOne Of
DEPRECATED

Additional data related to the case. (DEPRECATED)

CaseAdditionalDataNBobject
Show Child Parameters
stagesarray[object]

List of stages representing milestone in the journey of a case/transaction.

Show Child Parameters
createdAtstring(date-time)

Timestamp when the case instance was created, derived from the time of the initial event.

updatedAtstring(date-time)

Timestamp when the case instance was last updated, derived from the time of the latest event.

systemUpdatedDtstring(date)

The date when the system was last updated.

deletedboolean

Indicates if the case instance has been deleted.

get/case/v1/cases/{caseId}
 
application/json

Get Case Detail

Retrieve the case instance details using the system identifier (caseId).

get

Path Parameters

caseIdstringrequired

Case instance id

Example:CA0000360227

Response

application/json

Case details retrieved

CaseInstance

_idstring

Unique identifier for the case instance.

templateIdstring

Identifier for the template associated with the case instance.

carrierstring

Name of the carrier associated with transaction/case.

processstring

Name of the process/transaction type for case.

caseGroupstring

Name of the caseGroup type for case.

parentInstanceIdstring

Identifier for the parent case instance, if applicable.

correlationIdstring

Identifier used for correlating events as they received.

caseStatusstring

Current status of the case instance.

Allowed values:IN_PROGRESSEXCEPTIONCOMPLETEDCANCELED

caseResultstring

Contextual information regarding the caseStatus especially when case is marked as canceled

caseResultDetailstring

Detailed contextual information regarding the caseStatus

primaryboolean

Indicates if this is the primary case instance.

escalatedboolean

Indicates if the case instance has been escalated.

caseProcessingDetailsarray[object]

List of detail sections for case processing.

Show Child Parameters
linkDetailsobject

Details about linked case instances.

Show Child Parameters
processSubTypestring

Subtype of the process/transaction associated with the case.

policyNumberstring

Policy number/Contract No associated to the case instance.

planCodestring

PlanCode associated to the case instance.

productNamestring

Name of the product associated with Contract/Policy.

documentsarray[object]DEPRECATED

List of document associated to the case. (DEPRECATED)

Show Child Parameters
exceptionsarray[object]

List of all exceptions/NIGOs associated related to the case.

Show Child Parameters
notesarray[object]

List of all note associated to the case.

Show Child Parameters
tasksarray[object]

List of all tasks associated to the case irrespective of different stage/steps.

Show Child Parameters
mappedTasksarray[string]

List of Task Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedExceptionsarray[string]

List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedNotesarray[string]

List of Notes Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedDocumentsarray[string]

List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

partiesarray[object]

List of individuals/parties associated with the contract/policy related to the case

Show Child Parameters
identifiersarray[object]

An object representing an identifier and its corresponding value.

Show Child Parameters
additionalDataOne Of
DEPRECATED

Additional data related to the case. (DEPRECATED)

CaseAdditionalDataNBobject
Show Child Parameters
stagesarray[object]

List of stages representing milestone in the journey of a case/transaction.

Show Child Parameters
createdAtstring(date-time)

Timestamp when the case instance was created, derived from the time of the initial event.

updatedAtstring(date-time)

Timestamp when the case instance was last updated, derived from the time of the latest event.

systemUpdatedDtstring(date)

The date when the system was last updated.

deletedboolean

Indicates if the case instance has been deleted.

get/case/v2/cases/{caseId}
 
application/json

Escalate Case

Escalate a case to a higher priority level or management tier for urgent attention.

patch

Path Parameters

caseIdstringrequired

Case instance id

Example:CA0000360227

Body

application/json

CaseEscalationRequest

escalatedbooleanrequired

Whether the case should be escalated or de-escalated

Example:true

Response

application/json

Case escalated successfully

CaseInstance

_idstring

Unique identifier for the case instance.

templateIdstring

Identifier for the template associated with the case instance.

carrierstring

Name of the carrier associated with transaction/case.

processstring

Name of the process/transaction type for case.

caseGroupstring

Name of the caseGroup type for case.

parentInstanceIdstring

Identifier for the parent case instance, if applicable.

correlationIdstring

Identifier used for correlating events as they received.

caseStatusstring

Current status of the case instance.

Allowed values:IN_PROGRESSEXCEPTIONCOMPLETEDCANCELED

caseResultstring

Contextual information regarding the caseStatus especially when case is marked as canceled

caseResultDetailstring

Detailed contextual information regarding the caseStatus

primaryboolean

Indicates if this is the primary case instance.

escalatedboolean

Indicates if the case instance has been escalated.

caseProcessingDetailsarray[object]

List of detail sections for case processing.

Show Child Parameters
linkDetailsobject

Details about linked case instances.

Show Child Parameters
processSubTypestring

Subtype of the process/transaction associated with the case.

policyNumberstring

Policy number/Contract No associated to the case instance.

planCodestring

PlanCode associated to the case instance.

productNamestring

Name of the product associated with Contract/Policy.

documentsarray[object]DEPRECATED

List of document associated to the case. (DEPRECATED)

Show Child Parameters
exceptionsarray[object]

List of all exceptions/NIGOs associated related to the case.

Show Child Parameters
notesarray[object]

List of all note associated to the case.

Show Child Parameters
tasksarray[object]

List of all tasks associated to the case irrespective of different stage/steps.

Show Child Parameters
mappedTasksarray[string]

List of Task Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedExceptionsarray[string]

List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedNotesarray[string]

List of Notes Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

mappedDocumentsarray[string]

List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)

partiesarray[object]

List of individuals/parties associated with the contract/policy related to the case

Show Child Parameters
identifiersarray[object]

An object representing an identifier and its corresponding value.

Show Child Parameters
additionalDataOne Of
DEPRECATED

Additional data related to the case. (DEPRECATED)

CaseAdditionalDataNBobject
Show Child Parameters
stagesarray[object]

List of stages representing milestone in the journey of a case/transaction.

Show Child Parameters
createdAtstring(date-time)

Timestamp when the case instance was created, derived from the time of the initial event.

updatedAtstring(date-time)

Timestamp when the case instance was last updated, derived from the time of the latest event.

systemUpdatedDtstring(date)

The date when the system was last updated.

deletedboolean

Indicates if the case instance has been deleted.

patch/case/v2/cases/{caseId}/escalate

Body

{ "escalated": true }
 
application/json