taskIdstringrequired
Task instance id
caseIdstringrequired
Case instance id
Task Management - Get Exceptions
Get exception details by task id
get
Path Parameters
Response
application/json
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
Authentication
Path Parameters
application/json
Task Management - Get schema
Get schema for taskType
get
Path Parameters
taskTypestringrequired
Task type
Response
application/json
Response
application/json
schema for provided task type
object
get/case/v1/tasks/schema/{taskType}
Authentication
Path Parameters
application/json
Retrieve task statistics based on criteria
post
Body
application/json
Body
application/json
Criteria for retrieving task statistics
TaskStatsSearchModel
groupByarray[string]required
List of attributes to group the statistics by
Response
application/json
Response
application/json
Successful retrieval of task statistics
TaskStatsResponseModel
countinteger
Total number of tasks
statsarray[object]
Show Child Parameters
post/case/v1/tasks/stats
Authentication
Body
{
"process": "New Business",
"carrier": "WELB",
"taskName": "Agent Onboarding NIGO",
"taskType": "AGENT_ONBOARDING_NIGO",
"status": "NEW",
"queue": "distribution_and_compensation",
"assigneePartyId": "8b19fa3764434c33a54ed1a6151b4c56",
"caseId": "CA0000399250",
"escalated": false,
"taskCreatedOn": "2025-04-04T12:30:33.718936",
"sortBy": "taskCreatedOn",
"sortDirection": "asc",
"offset": "0",
"pageSize": "10",
"groupBy": [
"status"
]
}
application/json
Create Task By CaseId
Create task through provided input
post
Path Parameters
caseIdstringrequired
Case Instance Id
Example:CA0000005579
Body
application/json
Body
application/json
Task details for creation
TaskRequest
idstring | null
Example:36be3d51-2246-4158-9feb-a29fe5bd0183
sourcestring
Example:Zinnia.OnBase
taskTypestring
Example:Suitability
statusstring
Example:NEW
scheduledReasonstring
Example:DOCUMENT_MISSING
scheduledDatestring(date-time)
cancellationReasonstring
Example:CASE_CANCELATION
mappedExceptionsarray[string]
Exceptions to be linked the task
Example:["EX000000000188"]
mappedDocumentsarray[object]
Metadata for a document mapped to a specific task in the system.
Show Child Parameters
dataobject
Example:{}
linkedTasksarray[object]
Metadata for a linked tasks to a specific task in the system.
Show Child Parameters
Response
application/json
Response
application/json
Task Created
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"]}
post/case/v2/cases/{caseId}/tasks
Authentication
Path Parameters
Body
{}
application/json
Update Task By CaseId and TaskId
Update task through provided input
put
Path Parameters
caseIdstringrequired
Case Instance Id
Example:CA0000005579
taskIdstringrequired
Task Instance Id
Example:TA000000000302
Body
application/json
Body
application/json
Task details for Updation
TaskRequest
idstring | null
Example:36be3d51-2246-4158-9feb-a29fe5bd0183
sourcestring
Example:Zinnia.OnBase
taskTypestring
Example:Suitability
statusstring
Example:NEW
scheduledReasonstring
Example:DOCUMENT_MISSING
scheduledDatestring(date-time)
cancellationReasonstring
Example:CASE_CANCELATION
mappedExceptionsarray[string]
Exceptions to be linked the task
Example:["EX000000000188"]
mappedDocumentsarray[object]
Metadata for a document mapped to a specific task in the system.
Show Child Parameters
dataobject
Example:{}
linkedTasksarray[object]
Metadata for a linked tasks to a specific task in the system.
Show Child Parameters
Response
application/json
Response
application/json
Task Updated
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"]}
put/case/v2/cases/{caseId}/tasks/{taskId}
Authentication
Path Parameters
Body
{}
application/json