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Case Management

LabelConfigResponse

object
labelconfigsarray[object]
Show Child Parameters
Example

CaseSearchCriteria

object
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

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
exceptionsarray[object]

A list of exception filters to narrow case search results.

Show Child Parameters
Example

ExceptionFilterModel

object
exceptionTypestring

Exception type filter.

statusstring

Exception status filter.

categorystring

Exception category filter.

Example

CaseStatsSearchCriteria

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

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
exceptionsarray[object]

A list of exception filters to narrow case search results.

Show Child Parameters
groupByarray[string]

Allowed values:caseStatusprocess

Example

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

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
exceptionsarray[object]

A list of exception filters to narrow case search results.

Show Child Parameters
keysarray[string]

Allowed values:requestSubTypeproductName

Example