Search
K
Case Management

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
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
keysarray[string]

Allowed values:requestSubTypeproductName

Example

TaskSearchModel

object
processstring

A list of processes to filter the search results.

carriersarray[string]

The carrier associated with the task.

taskNamestring

Name of the task.

taskTypestring

Task Type

taskDetailsstring

Associated Task Details

statusesarray[string]

A list of task statuses to filter the search results.

queuesarray[string]

A list of queue associated with the task to filter the search results.

assigneePartyIdstring

Assignee Party task filter

caseIdstring
escalatedboolean

Escalated or Not escalated task filter

carrierstring
statusstring
queuestring
taskCreatedOnstring(date-time)

The created date for the task range filter.

identifiersarray[object]

A list of case identifier to search task.

Show Child Parameters
sortBystring

The field by which to sort the search results.

sortDirectionstring

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

offsetstring

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

pageSizestring

The maximum number of results to return.

Example

CaseIdentifierModel

object
keystring
valuestring
Example

CaseStatsSearchResponse

object
countinteger(int32)

Example:120

statsarray[object]
Show Child Parameters
Example