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.
Swaggerhub: https://app.swaggerhub.com/apis/Quavo/QFD-public/1.0.0
Intake API
Choosing a Customer
Choosing an Account
Creating a Claim
Retrieving and Adding Claim Reasons
Retrieving and Adding Transactions
Retrieving and Submitting Questionnaire
Retrieving Recognized Transactions
Retrieving Credit Transactions
Retrieving Similar Transactions
Retrieving Similar Transactions on Another Account
Retrieving and Completing Document Requirements
Verifying Correspondence Channels
Retrieving Claim Summary
Submitting Claim and Retrieving Confirmation
Choosing a Customer
- 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
Choosing an Account
- 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
Creating a Claim
- 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
Retrieving and Adding Claim Reasons
- After Creating A Claim, use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveReasons with a valid ClaimId to get the reason questionnaire for the claim
- The returned questionnaire contains questions to display so the user can classify the type and reason for the claim. The API returns appropriate questions for that given claim
- Using the returned questionnaire, a QuestionList of the users answered questions can be built to sent to /claim/intake/addClaimReasons. See Swaggerhub Documentation
- Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/addClaimReasons to submit the built QuestionList
- After submitting the users answers, the next step in the intake process is Retrieving and Adding Transactions
Retrieving and Adding Transactions
- After Creating A Claim, and Retrieving and Adding Claim Reasons, use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveTransactions to get a list of valid transactions to add to the claim
- The /claim/intake/retrieveTransactions endpoint returns a TransactionList of transactions that contains a TransactionId. This ID is needed to add the transaction to the claim
- The /claim/intake/retrieveTransactions endpoint takes in optional parameters SearchStartDate, SearchEndDate, SearchAmount, SearchMerchantName which can be used to search for specific transactions
- using the endpoint, www.example.com/QFDAPI/v1/claim/intake/addTransactions, submit a TransactionList of TransactionIds that the user has selected. See Swaggerhub Documentation
Retrieving and Submitting Questionnaire
- After Creating A Claim, Retrieving and Adding Claim Reasons, and Retrieving and Adding Transactions
- Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveQuestionnaire to get a list of questions for the user to answer
- The questionnaire structure is the same as the in the endpoint used in Retrieving and Adding Claim Reasons
- Using the returned questionnaire, a QuestionList of the users answered questions can be built to sent to /claim/intake/addQuestionnaire. See Swaggerhub Documentation
- Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/addQuestionnaire to submit the built QuestionList
- After submitting the users answers, the next step in the intake process is Retrieving and Completing Document Requirements
Selecting Recognized Transactions
- When retrieving the questionnaire, if a question contains an APIDocumentationList that defines this endpoint, then recognized transactions can be identified using www.example.com/QFDAPI/v1/claim/intake/recognizeDisputedTransactions. See Swaggerhub Documentation
- The /claim/intake/recognizeDisputedTransactions takes in a TransactionList of TransactionIds, each TransactionId being a transaction that the user wants to mark as recognized. See Swaggerhub Documentation
- The TransactionIds to select can be retrieved using the same retrieve endpoint used in Retrieving and Adding Transactions
- /claim/intake/recognizedDisputedTransactions is required if the claim is card secure and the user has indicated that they have done business with the disputed merchant