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This guide explains how to use the Intake API to create claims, add reasons, transactions, and details about the claim, and submit the claim to be finalized.

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Intake API

Choosing a Customer

Choosing an Account

Creating a Claim

Retrieving and Adding Claim Reasons

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• Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveCustomers to get a list of CustomerIds and other customer details
• The /claim/intake/retrieveCustomers endpoint also returns Name, EmailAddress, Phone, Address, and SecondaryPhone
• CustomerId is required when creating a new claim and can be used to retrieve accounts

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• If needed, follow Choosing a Customer to get a valid CustomerId
• Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveAccounts to get a list of AccountNumbers and other account details
• The /claim/intake/retrieveAccounts endpoint takes in CustomerId as a parameter and the response will only return accounts for the passed in CustomerId
• Description, OpenDate, and Balance are also returned 
• AccountNumber is required when creating a new claim

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• If needed, follow Choosing a Customer and Choosing an Account to get a valid CustomerId and AccountNumber
• Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/create to create a new claim
• The /claim/intake/create endpoint takes in CustomerId and AccountNumber as parameters and the claim will be created for the passed in IDs
• ClaimId is returned

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RetrievingAddingClaimReasons RetrievingAddingClaimReasons

Retrieving and Adding Claim Reasons

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