MorphMorph

Case Interaction API Overview

Owned by Matthew Libiran
Last updated: Jul 23, 2024

This guide explains how to use the interaction API to view claims, add and view Attachments, Notes, and Transactions to claims, view and resend Correspondence, and request that a case is withdrawn or reopened.

Swaggerhub: https://app.swaggerhub.com/apis-docs/Quavo/QFD-public/1.1.0


Interaction API

Finding and viewing Cases

Adding and viewing Attachments

Adding and viewing Notes

Adding and viewing Transactions

Viewing, downloading, and resending Correspondence

Request a Case to be withdrawn

Request a Case to be reopened

Tasks Summary

List Tasks

Task Details List

Task Action



Finding and viewing cases

  • Use the endpoint, www.example.com/QFDAPI/v1/claim/list to get a list of claimIds and other claim details

  • The /claim/list endpoint request takes in search params: customerId, accountNumber, and claimId. At least one of the fields must be in the request to /claim/list

    • The claimId returned in /claim/list can be used to retrieve specific claim details

  • Use the endpoint, www.example.com/QFDAPI/v1/claim/retrieve to get details about a specific claim
    • /claim/retrieve returns details about the claim as well as a Stages list denoting the current and completed stages of the claim, and an Actions list with actions that can be performed on the claim.







Adding and viewing Attachments

  • Follow the Finding and viewing Cases instructions to get a valid ClaimId
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/attachments/list to get a list of attachments linked to a claim and Attachment details
  • The LinkReference ID returned in /attachments/list can be used to retrieve a specific attachment
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/attachments/retrieve to retrieve a specific attachment by passing in the LinkReference value 
    • The /claim/attachments/retrieve endpoint returns Attachment details as well as the Attachment's DocumentStream


  • To add Attachments, call www.example.com/QFDAPI/v1/claim/attachments/add with your valid ClaimId and AttachmentList, a list of attachments you want to add
  • Each Attachment in the AttachmentList should contain:
    • FileName
    • Category
    • Label
    • DocumentStream


Adding and viewing Notes

  • Follow the Finding and viewing Cases instructions to get a valid ClaimId
  • Use the endpoint, www.example.com/QFDAPI/v1/notes/list to get a list of notes linked to a claim
  • The LinkReference ID returned in /notes/list can be used to retrieve a specific note
  • Use the endpoint, www.example.com/QFDAPI/v1/notes/retrieve to retrieve a specific note by passing in the LinkReference value


  • To add Notes, call www.example.com/QFDAPI/v1/claim/notes/add with your valid ClaimId and Note details:
    • Subject
    • Note





Adding and viewing Transactions

  • Follow the Finding and viewing Cases instructions to get a valid ClaimId
  • Use the endpoint, www.example.com/QFDAPI/v1/transactions/list to get a list of transactions linked to a claim
  • The /transaction/list endpoint returns all details about each transaction

  • To add Transactions, call www.example.com/QFDAPI/v1/claim/transactions/add with your valid ClaimId and list of Transactions, TransactionList
  • Each Transaction in TransactionList needs to have a valid TransactionId
  • To view Transaction Details, call www.example.com/QFDAPI/v1/claim/transactions/details/retrieve with your valid ClaimId and either a valid DisputeId or a valid TransactionId




Viewing, downloading, and resending Correspondence

  • Follow the Finding and viewing Cases instructions to get a valid ClaimId
  • Use the endpoint, www.example.com/QFDAPI/v1/correspondence/list to get a list of Correspondence linked to a claim as well as details about the Correspondence
  • The LinkReference ID returned in /correspondence/list can be used to retrieve a specific correspondence
  • Use the endpoint, www.example.com/QFDAPI/v1/correspondence/retrieve to retrieve a specific correspondence by passing in the LinkReference value
    • This endpoint returns EmailStyleMarkup and Body

  • To resend a correspondence, call www.example.com/QFDAPI/v1/claim/correspondence/resend with your valid ClaimId and Correspondence LinkReference ID

Request a Case to be withdrawn

  • Follow the Finding and viewing Cases instructions to get a valid ClaimId
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/withdrawRequest to request a claim to be withdrawn
  • /claim/withdrawRequest must be called with a valid ClaimId and must be provided a WithdrawalReason


Request a Case to be reopened

  • Follow the Finding and viewing Cases instructions to get a valid ClaimId
  • Use the endpoint, www.example.com/QFDAPI/v1/claim/reopenRequest to request a claim to be reopened
  • /claim/reopenRequest must be called with a valid ClaimId and must be provided a ReopenReason and TransactionList
  • TransactionList contains a list of TransactionIds of the specific Transactions to be reopened
  • ReopenNewInformation is an optional field for any new information about the claim 

Reopen Case Error Handling

An error message will be returned if an attempt is made to do any of the following:

  • Request to reopen a case that is already open
  • Request to reopen a case that already has a reopen request in process
  • Request to reopen a dispute that is not on the specified claim



Tasks Summary

  • Use the endnpoint, www.example.com/QFDAPI/v1/task/summary to get a task summary for a given client
  • The summary returned contains counts for each type of task type
  • The /task/summary endpoint request requires the following parameters:
    • CorrelationId
      • This is a UUID
    • ClientId
      • This the ClientId we want to retrieve a task summary for

List Tasks

  • Use the endpoint, www.example.com/QFDAPI/v1/task/list to get a list of tasks for a claim or client

  • The /task/list endpoint request requires the following parameters:

    • CorrelationId

      • This is a UUID

    • ClaimId 

      • This is used to retrieve all tasks for a claim

    • or ClientId and TaskLabel

      • This is used to retrieve all of the tasks of a specific task label for a specific client
  • The /tasks/list endpoint request supports the following parameters for additional result set configuration:
    • PageNum - page to retrieve, default to 1 for first page of results
    • PageSize - number of items to retrieve per page, defaults to 1000
    • SortBy - result field to sort by, defaults to CreateDateTime
    • SortType - ASC for ascending, DESC for descending. Defaults to ASC



Task Details List

  • Use the endpoint, www.example.com/QFDAPI/v1/task/details/list to get a list of tasks for a claim or client

  • The /task/details/list endpoint request requires the following parameters:

    • CorrelationId

      • This is a UUID

    • ClaimId 

      • This is used to retrieve all tasks for a claim

    • TaskLabel

      • This is used to retrieve all of the tasks of a specific task label for a specific claim



Task Action

  • Use the endpoint, www.example.com/QFDAPI/v1/task/action to perform an available action on a task (as identified in the task details endpoint)

  • The /task/action endpoint request requires the following parameters:

    • CorrelationId

      • This is a UUID

    • TaskList

      • The List of Tasks to be actioned
      • TaskId
        • The Task Identifier to be actioned

    • Action

      • The action to be performed on said task
    • Detail
      • This object is dependent on the action being performed and contains the action's specific attributes. For example, in a Deny Claim action, this would hold the Denial information (DenyReason, DenyJustificationList, DenialCommentary)