What is the purpose of the Case Template? How do I use the Case Template request return ?

What is the purpose of the Case Template API request?

As a developer how should I use “Case Template” information?

Best Answer

  • The caseTemplate request returns the format for the optional fields (Custom and Secondary). This can be used as a reference or for copying into the body of a new request. The return reflects the current customized fields for a group.

    The (current default) return has the groupIdentifier and groupScreeningType (CASE_MANAGEMENT_AUDIT, ZERO_FOOTPRINT), followed by the customized fields (defaults:Reference, Territory, Primary Contact)

    Next the secondary field watchlist with secondaryFieldsByEntity (individual, vessel, organization) and secondary field passortCheck with secondaryFieldsByEntity (individual).

    Let me know if you have any more API questions.