PolicySearchResponse
objectExample:121
Example:1
Example:/policy/v1/policies/search?offset=10&limit=10
array of policy reference data
Show Child Parameters
InstanceExceptionModel
objectException identifier
Example:exc-123
External identifier for the exception
Example:EXT-123
Current status of the exception
Example:Open
Exception category
Example:Documentation
Brief reason for the exception
Example:Missing document
Detailed description of the exception reason
Example:Signature missing on page 3 of application form
Processing reason for the exception
Example:Requires manual review
Resolution details for processing
Example:Document resent by applicant
Date when the exception was created
Example:2023-01-15T10:30:00Z
Date when the exception was last updated
Example:2023-01-16T14:45:00Z
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