Case Management
TaskSearchCriteria
objectpolicyNumberstring
The policy number associated with the case.
Example:AU7654098
applicationTypestring
The application type of the policy.
Example:Digital
processarray[string]
A list of processes to filter the search results.
Example:New Business
Example
DashboardStatsResponse
objectdataarray[object]
Show Child Parameters
totalElementsinteger
Example:4856
Example
DashboardStatsRequest
objectfilterobject
Show Child Parameters
groupByarray[string]unique-items
Allowed values:brokerDealerNamecarriercaseStatusprocessSubTypepolicyNumberprocessproductNameexpectionCategoryopenStagesupdatedAtcreatedAt
>= 1 items<= 3 items
Example
DashboardSearchRequest
objectpolicyNumberstring
The policy number associated with the case.
Example:AU7654098
applicationTypestring
The application type of the policy.
Example:Digital
processarray[string]
A list of processes to filter the search results.
Example:New Business
carrierarray[string]
A list of carrier to filter the search results.
Example:Carrier 1, Carrier 2
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
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.
brokerDealerNamearray[string]
A list of broker dealer names to filter the search results.
Example:Broker 1, Broker 2
Example
CaseInstance
objectidstring
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
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
additionalDataobjectDEPRECATED
Additional data related to the case. (DEPRECATED)
Example:{"brokerDealerName":"LPL FINANCIAL CORPORATION"}
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.
systemUpdatedDtinteger(int64)
Epoch milliseconds when the case was last updated in the system.
Example:1784635013613
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
linkedCasesarray[string]
Set of case IDs linked to this case instance.
applicationTypestring
Application type (e.g. Electronic, Manual).
Example:Electronic
caseAdditionalDataarray[object]
A structured additional data attribute attached to a case.
Show Child Parameters
systemCreatedDateinteger(int64)
Epoch milliseconds when the case was created in the system.
Example:1784635013613
systemCreatedDtinteger(int64)
Alias of systemCreatedDate.
Example:1784635013613
slaStartDateinteger(int64)
SLA start date as epoch milliseconds.
etcDateinteger(int64)
Estimated time of completion as epoch milliseconds.
Example