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Case Intake API Overview

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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.

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 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


Retrieving and Adding Credit Transactions

  • If /claim/intake/retrieveCreditTransactions and /claim/intake/addSimilarTransactions are defined as endpoints in the APIDocumentationList when retrieving the questionnaire, then they must be called before /claim/intake/addQuestionnaire
  • These endpoints are required when the claim reason is credit not issued and the user has indicated partial credit was issued
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveCreditTransactions to retrieve a list of credit transactions the user can select
  • The /claim/intake/retrieveCreditTransactions endpoint returns a TransactionList of TransactionIds and other transaction details
  • The /claim/intake/retrieveCreditTransactions takes in optional parameters SearchStartDate, SearchEndDate, SearchAmount, SearchMerchantName to search for specific credit transactions
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/addSimilarTransactions to add the credit transactions to the claim
  • The /claim/intake/addSimilarTransactions endpoint takes in a TransactionList of TransactionIds from the above retrieveCreditTransactions endpoint response


Retrieving and Adding Similar Transactions

  • If /claim/intake/retrieveSimilarTransactions and /claim/intake/addSimilarTransactions are defined as endpoints in the APIDocumentationList when retrieving the questionnaire, then they must be called before /claim/intake/addQuestionnaire
  • These endpoints are required when the claim reason is merchant duplicate and the user has indicated that the duplicate transaction is on the same account as the disputed transaction
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveSimilarTransactions to retrieve a list of transactions the user can select 
  • The /claim/intake/retrieveSimilarTransactions endpoint returns a TransactionList  of TransactionIds and other transaction details
  • The /claim/intake/retrieveSimilarTransactions takes in optional parameters SearchStartDate, SearchEndDate, SearchAmount, SearchMerchantName to search for specific transactions
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/addSimilarTransactions to add the transactions to the claim
  • The /claim/intake/addSimilarTransactions endpoint takes in a TransactionList of TransactionIds from the above retrieveSimilarTransactions endpoint response


Retrieving and Adding Similar Transactions on Another Account

  • If /claim/intake/retrieveOtherAccounts and /claim/intake/retrieveSimilarTransactions and /claim/intake/addSimilarTransactions are defined as endpoints in the APIDocumentationList when retrieving the questionnaire, then they must be called before /claim/intake/addQuestionnaire
  • These endpoints are required when the claim reason is merchant duplicate and the user has indicated that the duplicate transaction is on a different account as the disputed transaction
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveOtherAccounts to get a list of other accounts for the customer
  • The /claim/intake/retrieveOtherAccounts endpoint takes 
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/retrieveSimilarTransactions to retrieve a list of transactions the user can select 
  • The /claim/intake/retrieveSimilarTransactions endpoint returns a TransactionList  of TransactionIds and other transaction details
  • The /claim/intake/retrieveSimilarTransactions takes in optional parameters SearchStartDate, SearchEndDate, SearchAmount, SearchMerchantName to search for specific transactions
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/intake/addSimilarTransactions to add the transactions to the claim
  • The /claim/intake/addSimilarTransactions endpoint takes in a TransactionList of TransactionIds from the above retrieveSimilarTransactions endpoint response


Retrieving and Completing Document Requirements



Verifying Correspondence Channels


Retrieving Claim Summary


Submitting Claim and Retrieving Confirmation
















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