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Case Management

EventInstance

object
idstring

A unique identifier for the event instance.

sourcestring
eventNamestring

The name of the event that occurred.

eventGroupstring

The group to which this event belongs.

eventTsstring(date-time)

The timestamp when the event occurred.

correlationIdstring

An identifier used to correlate related cases.

payloadstring

The payload of the event, typically containing detailed information.

identifiersarray[object]

A list of identifiers associated with the event.

Show Child Parameters
Example

IdentifierInstance

object

An object representing an identifier and its corresponding value.

identifierstring

The type of identifier.

valuestring

The value of the identifier.

Example

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