DashboardSearchRequest
objectThe policy number associated with the case.
Example:AU7654098
The application type of the policy.
Example:Digital
A list of processes to filter the search results.
Example:New Business
A list of carrier to filter the search results.
Example:Carrier 1, Carrier 2
A list of request subtypes to filter the search results.
Example:INTERNAL CONVERSION
A list of product names to filter the search results.
Example:TOTAL INTEREST ANUITY APPLICATION
A list of case statuses to filter the search results.
Example:Exception
The start date for the creation date range filter.
The end date for the creation date range filter.
The start date for the updated date range filter.
The end date for the updated date range filter.
A list of broker dealer names to filter the search results.
Example:Broker 1, Broker 2
CaseInstance
objectUnique identifier for the case instance.
Identifier for the template associated with the case instance.
Name of the carrier associated with transaction/case.
Name of the process/transaction type for case.
Name of the caseGroup type for case.
Identifier for the parent case instance, if applicable.
Identifier used for correlating events as they received.
Current status of the case instance.
Allowed values:IN_PROGRESSEXCEPTIONCOMPLETEDCANCELED
Contextual information regarding the caseStatus especially when case is marked as canceled
Detailed contextual information regarding the caseStatus
Indicates if this is the primary case instance.
Indicates if the case instance has been escalated.
List of detail sections for case processing.
Show Child Parameters
Details about linked case instances.
Show Child Parameters
Subtype of the process/transaction associated with the case.
Policy number/Contract No associated to the case instance.
PlanCode associated to the case instance.
Name of the product associated with Contract/Policy.
List of document associated to the case. (DEPRECATED)
Show Child Parameters
List of all exceptions/NIGOs associated related to the case.
Show Child Parameters
List of all note associated to the case.
Show Child Parameters
List of all tasks associated to the case irrespective of different stage/steps.
Show Child Parameters
List of Task Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of Notes Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of Exception/NIGO Identifiers which directly linked to Case (RESERVED FOR FUTURE SCOPE)
List of individuals/parties associated with the contract/policy related to the case
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An object representing an identifier and its corresponding value.
Show Child Parameters
One OfAdditional data related to the case. (DEPRECATED)
Show Child Parameters
List of stages representing milestone in the journey of a case/transaction.
Show Child Parameters
Timestamp when the case instance was created, derived from the time of the initial event.
Timestamp when the case instance was last updated, derived from the time of the latest event.
The date when the system was last updated.
Indicates if the case instance has been deleted.
TaskDetailById
objectExample:TA000000000033
Example:CA0000042426
Example:Suitabilty
Example:Suitability Review
Example:NEW
Example:CarrierName_1
Example:New Business
Default:
Example:anurag.chaudhary@zinnia.com
Default:
Example:ADMIN_QUEUE
Default:
Example:HIGH
Example:2023-08-12T11:27:19.232Z
Example:2023-08-08T11:27:19.232Z
Example:2023-08-08T11:27:19.232Z
Example:[]
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"]}
One OfShow Child Parameters
DocumentInstance
objectExample:12345
Example:Identity_Document.pdf
Example:119299808
Example:onbase
Example:http://dev.onbase.com/document/12345
Example:09-April-2023
Example:NB Fix
Example:2024-10-04T13:16:45-05:00
Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4
ExceptionInstanceForTask
objectExample:12324
Example:New
Example:Agent
Example:Suitability requested
Example:Suitability requested from External client
Example:09-April-2023