IdentifierDocument
objectType of identifier
Example:SSN
Value of the identifier
Example:123-45-6789
CaseSearchModel
objectType of application
Policy number to search for
Example:POL123456789
List of request sub-types to filter by
List of product names to filter by
Social Security Number of policy owner
Full name of the policy owner
Example:John Doe
First name of policy owner
Example:John
Last name of policy owner
Example:Doe
List of processes to filter by
List of carriers to filter by
Example:SBUL
List of case statuses to filter by
Start date for filtering by case creation date
Example:2023-01-01T00:00:00Z
End date for filtering by case creation date
Example:2023-12-31T23:59:59Z
Start date for filtering by case update date
Example:2023-01-01T00:00:00Z
End date for filtering by case update date
Example:2023-12-31T23:59:59Z
First name of the agent
Example:Jane
Last name of the agent
Example:Smith
Social Security Number of agent
Name of the broker-dealer
Example:ABC Financial Services
List of case IDs to search for
Example:CASE123, CASE456
Field to sort results by
Example:createdAt
Direction of sorting (asc or desc)
Allowed values:ascdesc
Example:desc
Offset for pagination
Example:0
Limit for pagination - number of results to return
Example:25
List of case statuses to exclude from results
Whether to include secondary cases
Example:true
Flag to filter for primary cases only
Example:true
List of exceptions to search for
Show Child Parameters
List of identifiers to search for
Show Child Parameters
List of exception statuses to search for
Flag to filter for escalated cases only
Example:true
CaseInstanceStageSummary
objectStage identifier
Example:stage-123
Display label for the stage
Example:Document Review
Current status of the stage
Example:Completed
PartyDetailsModel
objectRole of the party in the case
Example:Owner
Type of party
Example:Individual
First name of the party
Example:John
Middle name of the party
Example:A
Last name of the party
Example:Doe
Full name of the party
Example:John A Doe
Name prefix
Example:Mr
Name suffix
Example:Jr
Gender of the party
Example:Male
Social Security Number (masked)
Example:XXX-XX-1234
Percentage value associated with the party
Example:50
External identifier for the party
Example:EXT-PARTY-123
CaseInstanceSummaryModel
objectCase instance identifier
Example:case-123
Template identifier used for the case
Example:template-456
Insurance carrier name
Example:Acme Insurance
Process name
Example:New Business
Parent instance identifier
Example:parent-case-789
Correlation identifier
Example:corr-123
Current status of the case
Example:In Progress
Process sub-type
Example:New Application
Policy number
Example:POL123456789
Name of the insurance product
Example:Term Life 20
Indicates if this is a primary case
Example:true
Indicates if the case has been deleted
List of case stages
Show Child Parameters
Additional data associated with the case
Example:{"key1":"value1","key2":"value2"}
List of identifiers for the case
Show Child Parameters
Date when the case was created
Example:2023-01-15T10:30:00Z
Date when the case was last updated
Example:2023-01-16T14:45:00Z
List of parties involved in the case
Show Child Parameters
List of exceptions associated with the case
Show Child Parameters
Type of application
Example:policy
Result of the case processing
Example:Approved
Detailed result information
Example:Approved with standard rates