caseIdstringrequired
Case instance id
Example:CA0000360227
Case Instance
Manages cases for all processes
Get Case Detail
Retrieve the case instance details using the system identifier (caseId).
get
Path Parameters
Response
application/json
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
additionalData
One OfDEPRECATED
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.
techExceptionStatusstring
Overall status of technical exceptions on the case
techExceptionCountinteger(int32)
Total count of technical exceptions on the case
get/case/v1/cases/{caseId}
Path Parameters
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
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
additionalData
One OfDEPRECATED
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.
techExceptionStatusstring
Overall status of technical exceptions on the case
techExceptionCountinteger(int32)
Total count of technical exceptions on the case
get/case/v2/cases/{caseId}
Path Parameters
application/json
Create Case
Create or Find a Case for/By specified values
post
Body
application/json
Body
application/json
Case details for creation
CaseCreateRequestV2
correlationidstring
The correlationId associated with the case.
Example:218d8992-3783-42ac-b59a-66cbc36adaab
sourcestring
The source associated with the case.
Example:Zinnia.OnBase
carrierstring
The carrier associated with the case.
Example:CarrierName_1
specversionstring
The specversion associated with the case.
Example:V1
typestring
The type associated with the case.
Example:CaseCreated
datacontenttypestring
The datacontenttype associated with the case.
Example:application/json
dataschemastring
The dataschema associated with the case.
Example:jsondata
subjectstring
The subject associated with the case.
Example:subject
sourcelocatorstring
The sourcelocator associated with the case.
Example:sourcelocator
datastring
The data associated with the case.
Example:[{"clientCode":"CarrierName_1","documentHandle":"206426781","documentType":"Incoming Transfer","documentNumber":"20240801-EM-426781","caseId":"156779803","caseStatus":"CP - New","contractNumber":"","caseCreatedOn":"2024-08-01T15:57:18-05:00","caseUpdatedOn":"2024-08-01T15:57:18-05:00","transactionType":"INCOMING TRANSFER","processType":"New Business","batchID":"13326094","productName":"CarrierName_1MUTUAL STABLE VOYAGE","correlationId":"e18d8992-3783-42ac-b59a-66cbc36adaab"}]
dataBase64string
The dataBase64 associated with the case.
Example:jsondata
identifiersarray[object]
An object representing an identifier and its corresponding value.
Show Child Parameters
Response
application/json
Response
application/json
Case Created
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
additionalData
One OfDEPRECATED
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.
techExceptionStatusstring
Overall status of technical exceptions on the case
techExceptionCountinteger(int32)
Total count of technical exceptions on the case
post/case/v2/cases
Body
{
"correlationid": "218d8992-3783-42ac-b59a-66cbc36adaab",
"source": "Zinnia.OnBase",
"carrier": "CarrierName_1",
"type": "CaseCreated",
"datacontenttype": "application/json",
"data": "[{\"clientCode\":\"CarrierName_1\",\"documentHandle\":\"206426781\",\"documentType\":\"Incoming Transfer\",\"documentNumber\":\"20240801-EM-426781\",\"caseId\":\"156779803\",\"caseStatus\":\"CP - New\",\"contractNumber\":\"\",\"caseCreatedOn\":\"2024-08-01T15:57:18-05:00\",\"caseUpdatedOn\":\"2024-08-01T15:57:18-05:00\",\"transactionType\":\"INCOMING TRANSFER\",\"processType\":\"New Business\",\"batchID\":\"13326094\",\"productName\":\"CarrierName_1MUTUAL STABLE VOYAGE\",\"correlationId\":\"e18d8992-3783-42ac-b59a-66cbc36adaab\"}]",
"identifiers": [
{
"identifier": "caseID",
"value": "156779801"
},
{
"identifier": "documentNumber",
"value": "20240801-EM-426782"
}
]
}
application/json
ActivityFeedSearchRequest
objectfiltersobject
Show Child Parameters
paginationobject
Show Child Parameters
sortobject
Show Child Parameters
Example