Search
K
Policy

CaseStats

object
attributestring

Grouping attribute name

Example:caseStatus

countsarray[object]

Counts by label for the attribute

Show Child Parameters
Example

CaseStatsResponseModel

object
countnumber

Total count of matching cases

Example:100

statsarray[object]

Grouped case statistics

Show Child Parameters
Example

SearchFiltersRequestModel

object
applicationTypestring

Type of application

policyNumberstring

Policy number to search for

Example:POL123456789

requestSubTypearray[string]

List of request sub-types to filter by

productNamearray[string]

List of product names to filter by

ssnstring

Social Security Number of policy owner

ownerNamestring

Full name of the policy owner

Example:John Doe

ownerFirstNamestring

First name of policy owner

Example:John

ownerLastNamestring

Last name of policy owner

Example:Doe

processarray[string]

List of processes to filter by

carrierarray[string]

List of carriers to filter by

Example:EVGL

caseStatusarray[string]

List of case statuses to filter by

createdDateStartstring(date-time)

Start date for filtering by case creation date

Example:2023-01-01T00:00:00Z

createdDateEndstring(date-time)

End date for filtering by case creation date

Example:2023-12-31T23:59:59Z

updatedDateStartstring(date-time)

Start date for filtering by case update date

Example:2023-01-01T00:00:00Z

updatedDateEndstring(date-time)

End date for filtering by case update date

Example:2023-12-31T23:59:59Z

agentFirstNamestring

First name of the agent

Example:Jane

agentLastNamestring

Last name of the agent

Example:Smith

agentSsnstring

Social Security Number of agent

brokerDealerNamestring

Name of the broker-dealer

Example:ABC Financial Services

caseIdsarray[string]

List of case IDs to search for

Example:CASE123, CASE456

notInCaseStatusarray[string]

List of case statuses to exclude from results

isIncludeSecondaryboolean

Whether to include secondary cases

Example:true

primaryboolean

Flag to filter for primary cases only

Example:true

exceptionsarray[object]

List of exceptions to search for

Show Child Parameters
identifiersarray[object]

List of identifiers to search for

Show Child Parameters
issueStatusarray[string]

List of exception statuses to search for

escalatedboolean

Flag to filter for escalated cases only

Example:true

caseGroupsarray[string]

List of case groups to search for

Example

CarrierFilterModel

object
namestringrequired

Carrier Code

Example:EVGL

productsarray[string]required

Products available under this carrier

Example

CaseTypeFilterModel

object
namestringrequired

Case type name

Example:New Business

caseSubTypesarray[string]required

Case sub-types available under this case type

Example