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Case Management

TaskListSearchCriteria

policyNumberstring

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

sortBystring

Allowed values:updatedAtcreatedAt

Example:createdAt

sortDirectionstring

Allowed values:ascdesc

offsetinteger(int32)

Example:2

limitinteger(int32)

Example:20

Example

CasePageSearchCriteria

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
sortBystring

The field by which to sort the search results.

Allowed values:updatedAtcreatedAtcarrierprocesscaseStatus

Example:createdAt

sortDirectionstring

The direction to sort the search results, either ascending (asc) or descending (desc).

Allowed values:ascdesc

offsetinteger(int32)

The offset for pagination, indicating the starting point for the results.

Example:2

limitinteger(int32)

The maximum number of results to return.

Example:20

Example

LabelConfigModel

object
keystringrequired

Unique key for the label

Example:process

valuestringrequired

Value associated with the label

Example:LOAN PAYMENT

displayValuestringrequired

Display value of the label

Example:ONE-TIME LOAN PAYMENT

Example

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
Example