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Case Management

CaseInstance

object
_idstring

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
linkDetailsobject

Details about linked case instances.

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)

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exceptionsarray[object]

List of all exceptions/NIGOs associated related to the case.

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notesarray[object]

List of all note associated to the case.

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tasksarray[object]

List of all tasks associated to the case irrespective of different stage/steps.

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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.

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additionalDataOne Of
DEPRECATED

Additional data related to the case. (DEPRECATED)

CaseAdditionalDataNBobject
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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.

systemUpdatedDtstring(date)

The date when the system was last updated.

deletedboolean

Indicates if the case instance has been deleted.

Example

TaskDetailById

object
idstring

Example:TA000000000033

caseIdstring

Example:CA0000042426

taskTypestring

Example:Suitabilty

taskNamestring

Example:Suitability Review

statusstring

Example:NEW

carrierstring

Example:CarrierName_1

processstring

Example:New Business

assigneestring

Default:

Example:anurag.chaudhary@zinnia.com

queuestring

Default:

Example:ADMIN_QUEUE

prioritystring

Default:

Example:HIGH

slaDuestring

Example:2023-08-12T11:27:19.232Z

createdAtstring

Example:2023-08-08T11:27:19.232Z

updatedAtstring

Example:2023-08-08T11:27:19.232Z

exceptionsarray[string]

Example:[]

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"]}

dataOne Of
SuitabilityDetailsobject
Show Child Parameters
Example

DocumentInstance

object
idstring

Example:12345

namestring

Example:Identity_Document.pdf

documentNumberstring

Example:119299808

sourcestring

Example:onbase

urlstring

Example:http://dev.onbase.com/document/12345

updatedAtstring

Example:09-April-2023

fileTypestring

Example:NB Fix

documentUploadDatestring

Example:2024-10-04T13:16:45-05:00

additionalDataobject
eventRefarray[string]

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

Example

ExceptionInstanceForTask

object
idstring

Example:12324

statusstring

Example:New

categorystring

Example:Agent

reasonstring

Example:Suitability requested

detailedReasonstring

Example:Suitability requested from External client

updatedAtstring

Example:09-April-2023

Example

ExceptionInstance

object
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

Example