Maintains cases and tasks apis related to the policy lifecycle.
Dev Environment
QA Environment
UAT Environment
PROD Environment
Manages cases for all processes
Retrieve the list of available case instances based on the specified criteria.
The policy number associated with the case.
Example:AU7654098
The ssn associated with the case.
Example:SSN-UTK-0078
The first name of the policy owner.
Example:Utkarsh
The last name of the policy owner.
Example:Jain
A list of case IDs to filter the search results.
Example:["NB-12345678"]
The application type of the policy.
Example:Digital
Indicates whether to include secondary cases in the search results.
Default:false
Example:false
A list of processes to filter the search results.
Example:["New Business"]
The carrier associated with the case.
Example:CarrierName_1
A list of request subtypes to filter the search results.
Example:["INTERNAL CONVERSION"]
A list of product names to filter the search results.
Example:["TOTAL INTEREST ANUITY APPLICATION"]
A list of case statuses to filter the search results.
Example:["Exception"]
A list of case statuses to exclude from the search results.
Example:["Exception"]
The start date for the creation date range filter.
The end date for the creation date range filter.
The start date for the updated date range filter.
The end date for the updated date range filter.
The first name of the agent associated with the case.
Example:JOHN WESLY
The last name of the agent associated with the case.
Example:BEVAN
The name of the broker-dealer associated with the case.
Example:JP MORGAN SECURITIES LLC
A list of case identifier to search case.
Example:[{"identifier":"documentNumber","value":"20240813-EM-964334"}]
The field by which to sort the search results.
Allowed values:updatedAtcreatedAtcarrierprocesscaseStatus
Example:createdAt
The direction to sort the search results, either ascending (asc) or descending (desc).
Allowed values:ascdesc
The offset for pagination, indicating the starting point for the results.
Example:2
The maximum number of results to return.
Example:20
Successful operation
Example:5
Example:4
Example:5
Example:13
Example:200
Example:Successfully retrieved data!
Retrieve the statistics/count of available cases filtered by the specified criteria and grouped by the specified attribute.
The policy number associated with the case.
Example:AU7654098
The ssn associated with the case.
Example:SSN-UTK-0078
The first name of the policy owner.
Example:Utkarsh
The last name of the policy owner.
Example:Jain
A list of case IDs to filter the search results.
Example:["NB-12345678"]
The application type of the policy.
Example:Digital
Indicates whether to include secondary cases in the search results.
Default:false
Example:false
A list of processes to filter the search results.
Example:["New Business"]
The carrier associated with the case.
Example:CarrierName_1
A list of request subtypes to filter the search results.
Example:["INTERNAL CONVERSION"]
A list of product names to filter the search results.
Example:["TOTAL INTEREST ANUITY APPLICATION"]
A list of case statuses to filter the search results.
Example:["Exception"]
A list of case statuses to exclude from the search results.
Example:["Exception"]
The start date for the creation date range filter.
The end date for the creation date range filter.
The start date for the updated date range filter.
The end date for the updated date range filter.
The first name of the agent associated with the case.
Example:JOHN WESLY
The last name of the agent associated with the case.
Example:BEVAN
The name of the broker-dealer associated with the case.
Example:JP MORGAN SECURITIES LLC
A list of case identifier to search case.
Example:[{"identifier":"documentNumber","value":"20240813-EM-964334"}]
Allowed values:caseStatusprocess
Case stats retrieved
Example:120
Retrieve the case instance details using the system identifier (caseId).
Case instance id
Example:CA0000360227
Case details retrieved
Unique identifier for the case instance.
Identifier for the template associated with the case instance.
Name of the carrier associated with transaction/case.
Name of the process/transaction type for case.
Name of the caseGroup type for case.
Identifier for the parent case instance, if applicable.
Identifier used for correlating events as they received.
Current status of the case instance.
Allowed values:IN_PROGRESSEXCEPTIONCOMPLETEDCANCELED
Contextual information regarding the caseStatus especially when case is marked as canceled
Detailed contextual information regarding the caseStatus
Indicates if this is the primary case instance.
Indicates if the case instance has been escalated.
List of detail sections for case processing.
Details about linked case instances.
Subtype of the process/transaction associated with the case.
Policy number/Contract No associated to the case instance.
PlanCode associated to the case instance.
Name of the product associated with Contract/Policy.
List of document associated to the case. (DEPRECATED)
List of all exceptions/NIGOs associated related to the case.
List of all note associated to the case.
List of all tasks associated to the case irrespective of different stage/steps.
List of Task Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of Notes Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of individuals/parties associated with the contract/policy related to the case
An object representing an identifier and its corresponding value.
One OfAdditional data related to the case. (DEPRECATED)
List of stages representing milestone in the journey of a case/transaction.
Timestamp when the case instance was created, derived from the time of the initial event.
Timestamp when the case instance was last updated, derived from the time of the latest event.
The date when the system was last updated.
Indicates if the case instance has been deleted.