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Case Management

Create form metadata

Creates the form metadata

post

Body

application/json

FormMetadataRequest

carrierstring

Carrier for the metadata.

Example:CarrierName_1

processstring

Process for the metadata

Example:New Business

taskTypestring

Task type for the metadata

Example:SUITABILITY_REVIEW

formSchemaobject

Additional data related to the task

Example:{}

* Additional properties are allowed.
uiSchemaobject

Additional data related to the task

Example:{}

* Additional properties are allowed.
schemaContentobject

Additional data related to the task

Example:{}

* Additional properties are allowed.

Response

application/json

Successful operation

FormMetadataModel

formIdstring

Example:67056202d7795c98bf36f5f1

processstring

Example:New Business

carrierstring

Example:Carrier_1

taskTypestring

Example:Suitability

formSchemaobject
Show Child Parameters
uiSchemaobject
Show Child Parameters
schemaContentobject

Additional data related to the task

Example:{}

* Additional properties are allowed.
post/case/v1/form/metadata

Body

{}
 
application/json

Update form based on formId

Update form based on formId.

put

Path Parameters

formIdstringrequired

Form id

Example:formId

Response

application/json

Successful operation

FormMetadataModel

formIdstring

Example:67056202d7795c98bf36f5f1

processstring

Example:New Business

carrierstring

Example:Carrier_1

taskTypestring

Example:Suitability

formSchemaobject
Show Child Parameters
uiSchemaobject
Show Child Parameters
schemaContentobject

Additional data related to the task

Example:{}

* Additional properties are allowed.
put/case/v1/form/metadata/{formId}
 
application/json

Get Form Metadata by Form ID

get

Path Parameters

formIdstringrequired

The unique identifier of the form metadata to retrieve.

Response

application/json

Successfully retrieved form Metadata.

FormMetadataModel

formIdstring

Example:67056202d7795c98bf36f5f1

processstring

Example:New Business

carrierstring

Example:Carrier_1

taskTypestring

Example:Suitability

formSchemaobject
Show Child Parameters
uiSchemaobject
Show Child Parameters
schemaContentobject

Additional data related to the task

Example:{}

* Additional properties are allowed.
get/case/v1/form/metadata/{formId}
 
application/json

Reference data

Reference data applicable for cases

Get reference data

Get Reference data keys for the cases based on criteria

post

Body

application/json

RefDataSearchCriteria

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
keysarray[string]

Allowed values:requestSubTypeproductName

Response

application/json

reference data for provided keys retrieved

ReferenceDataResponse

referenceDataobject
Show Child Parameters
post/case/v1/refdata

Body

{}
 
application/json