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Case Management

Retrieve a Specific Exception

Retrieves details of a specific exception instance using the provided exception ID and case ID.

get

Path Parameters

caseIdstringrequired

Unique identifier of the case instance to which the exception belongs.

Example:CA0000006344

exceptionIdstringrequired

Unique identifier of the exception being retrieved.

Example:EX000000000174

Response

application/json

Successful operation

ExceptionCreateResponse

exceptionIdstring

The unique identifier of the exception.

Example:EX000000000174

caseIdstring

The unique identifier of the case to which this exception is linked.

Example:CA0000006344

sourcestring

The system or entity that raised the exception.

Example:Zinnia.OnBase

nmIDstring

The nigo message id.

Example:EM.050

exceptionTypestring

The exception type of the exception.

Example:Business Exception

categorystring

The category of the exception, selected from a predefined list.

Example:Agent

reasonstring

The specific reason for the exception, chosen from a predefined list.

Example:Appointment Status

detailReasonstring

The detailed reason for the exception.

Example:The agent lacks an appointment in the state where product was sold.s

exceptionStatusstring

The current status of the exception.

Allowed values:NEWUNRESOLVEDRESOLVEDOVERRIDDEN

Example:NEW

exceptionAdditionalDataarray[object]

Additional data related to the Exception.

Show Child Parameters
createdBystring

The user or system that created the exception.

Example:anurag.chaudhary@se2.com

updatedBystring

The user or system that last updated the exception.

Example:anurag.chaudhary@se2.com

createdAtstring(date-time)

The timestamp when the exception was created, in ISO 8601 format.

updatedAtstring(date-time)

The timestamp when the exception was last updated, in ISO 8601 format.

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

Exception Reference

Create a new exception reference

post

Body

application/json

Exception reference to be created

ExceptionReferenceRequest

nmIdstring

Unique identifier for the exception reference

Example:EM.057

exceptionTypestring

Exception Type for the exception reference

Example:Business Exception

businessProcessstring

The business process related to the exception

Example:New Business

categorystring

The category of the exception

Example:Agent

reasonstring

The reason for the exception

Example:Training Status

detailedReasonstring

Detailed description of the reason for the exception

Example:The agent's anti-money laundering training was not complete at time of sale.

Response

application/json

Exception reference created successfully

ExceptionReferenceModel

nmIdstring

Unique identifier for the exception reference

Example:EM.057

exceptionTypestring

Exception Type for the exception reference

Example:Business Exception

businessProcessstring

The business process in which the exception occurred

Example:New Business

categorystring

The category of the exception

Example:Agent

reasonstring

The reason for the exception

Example:Training Status

detailedReasonstring

Detailed description of the reason for the exception

Example:The agent's anti-money laundering training was not complete at time of sale.

deletedboolean

Indicates whether the exception reference has been deleted

Example:false

createdAtstring(date-time)

The date and time when the exception reference was created

Example:2024-09-17T10:00:00Z

updatedAtstring(date-time)

The date and time when the exception reference was last updated

Example:2024-09-17T12:00:00Z

post/case/v1/exceptionrefs

Body

{}
 
application/json

Search for exception references

post

Body

application/json

Criteria for searching exception references

ExceptionReferenceSearchRequest

categoryarray[string]

List of categories to filter the search results

Example:["Agent","NB Life Application"]

Response

application/json

Search results

nmIdstring

Unique identifier for the exception reference

Example:EM.057

exceptionTypestring

Exception Type for the exception reference

Example:Business Exception

businessProcessstring

The business process in which the exception occurred

Example:New Business

categorystring

The category of the exception

Example:Agent

reasonstring

The reason for the exception

Example:Training Status

detailedReasonstring

Detailed description of the reason for the exception

Example:The agent's anti-money laundering training was not complete at time of sale.

deletedboolean

Indicates whether the exception reference has been deleted

Example:false

createdAtstring(date-time)

The date and time when the exception reference was created

Example:2024-09-17T10:00:00Z

updatedAtstring(date-time)

The date and time when the exception reference was last updated

Example:2024-09-17T12:00:00Z

post/case/v1/exceptionrefs/search

Body

{}
 
application/json

Search for exception references and its sub reference details

post

Body

application/json

Criteria for searching exception references and its sub reference details

ExceptionRefDetailsSearchRequest

categoryarray[string]

A list of categories for the search

Example:["Form","Agent"]

carrierstring

The carrier associated with the request

Example:Carrier_1

processstring

The process associated with the request

Example:Withdrawal

Response

application/json

Search results

idstring

Example:DE.NM.01

categorystring

Example:Form

reasonstring

Example:Redemption Form

detailedReasonstring

Example:Incorrect form provided

exceptionSubRefsarray[object]
Show Child Parameters
post/case/v1/exceptionrefs/nigos/search

Body

{}
 
application/json