POSTlive

Create a configurable case draft

Creates a case draft for the selected intake and confirmation policy. In claimant_initiated mode the claimant may omit respondent consent; the case opens awaiting a human respondent who accepts through the show-once hosted login path. Every other mode remains bilaterally authorized.

/api/v2/case-draftscreateCaseDraftV2

Authentication and authority

Send one of the allowed bearer credential roles. Alternatives are OR; credentials named within one alternative are AND.

platformOrchestratorBearer

Credential bound to the platform_orchestrator role.

claimantAgentBearer

Credential bound to the claimant_agent role. Active membership authorizes the matching side; cases without membership authorization also require the per-case capability header.

Parameters

NameLocationRequirementSchema
Idempotency-KeyheaderRequired{"type":"string","minLength":8,"maxLength":200}

Request body

Required request body.

application/json

{
  "$ref": "#/components/schemas/CreateCaseDraft",
  "type": "object",
  "additionalProperties": false,
  "required": [
    "externalCaseId",
    "transactionId",
    "policyVersion",
    "authorityGrantId",
    "consentArtifactIds",
    "claimAmount",
    "parties",
    "intakeMode",
    "confirmationPolicy"
  ],
  "properties": {
    "caseMode": {
      "type": "string",
      "enum": [
        "proceeding",
        "evaluation"
      ],
      "default": "proceeding"
    },
    "externalCaseId": {
      "type": "string"
    },
    "transactionId": {
      "type": "string"
    },
    "policyVersion": {
      "type": "string"
    },
    "authorityGrantId": {
      "type": "string"
    },
    "consentArtifactIds": {
      "$ref": "#/components/schemas/CaseDraftConsentArtifactIds",
      "type": "object",
      "additionalProperties": false,
      "required": [
        "claimant"
      ],
      "properties": {
        "claimant": {
          "type": "string"
        },
        "respondent": {
          "type": "string",
          "description": "May be omitted only for claimant_initiated; the respondent then accepts the immutable case terms in the hosted flow."
        }
      }
    },
    "claimAmount": {
      "$ref": "#/components/schemas/FiatMoney",
      "type": "object",
      "additionalProperties": false,
      "required": [
        "currency",
        "minorUnits"
      ],
      "properties": {
        "currency": {
          "type": "string",
          "const": "USD"
        },
        "minorUnits": {
          "type": "string",
          "pattern": "^(0|[1-9][0-9]{0,77})$"
        }
      }
    },
    "parties": {
      "$ref": "#/components/schemas/CasePartiesInput",
      "type": "object",
      "additionalProperties": false,
      "required": [
        "claimant",
        "respondent"
      ],
      "properties": {
        "claimant": {
          "$ref": "#/components/schemas/CasePartyInput",
          "type": "object",
          "additionalProperties": false,
          "required": [
            "externalId",
            "name"
          ],
          "properties": {
            "externalId": {
              "type": "string"
            },
            "name": {
              "type": "string"
            }
          }
        },
        "respondent": {
          "$ref": "#/components/schemas/CasePartyInput",
          "type": "object",
          "additionalProperties": false,
          "required": [
            "externalId",
            "name"
          ],
          "properties": {
            "externalId": {
              "type": "string"
            },
            "name": {
              "type": "string"
            }
          }
        }
      }
    },
    "summary": {
      "type": "string"
    },
    "backgroundFacts": {
      "type": "string"
    },
    "claim": {
      "$ref": "#/components/schemas/ClaimInput",
      "type": "object",
      "additionalProperties": false,
      "required": [
        "statement",
        "requestedOutcome"
      ],
      "properties": {
        "statement": {
          "type": "string"
        },
        "requestedOutcome": {
          "type": "string",
          "enum": [
            "refund",
            "release",
            "split",
            "other"
          ]
        }
      }
    },
    "metadata": {
      "type": "object",
      "additionalProperties": {
        "type": "string"
      }
    },
    "intakeMode": {
      "type": "string",
      "enum": [
        "claimant_initiated",
        "claimant_proposed",
        "bilateral_api",
        "bundled_bilateral"
      ]
    },
    "confirmationPolicy": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "mode"
      ],
      "properties": {
        "mode": {
          "type": "string",
          "enum": [
            "initiator_only",
            "all_participants",
            "bundled_authorizations"
          ]
        }
      }
    },
    "procedure": {
      "$ref": "#/components/schemas/CaseProcedure",
      "type": "object",
      "additionalProperties": false,
      "required": [
        "profile"
      ],
      "properties": {
        "profile": {
          "type": "string",
          "enum": [
            "standard",
            "fast",
            "single_round",
            "joint_record",
            "evaluation",
            "custom_bounded"
          ]
        },
        "answerRequired": {
          "type": "boolean"
        },
        "evidenceRounds": {
          "type": "integer",
          "minimum": 1,
          "maximum": 3
        },
        "rebuttalRounds": {
          "type": "integer",
          "minimum": 0,
          "maximum": 3
        },
        "filingsPerSidePerStage": {
          "type": "integer",
          "minimum": 1,
          "maximum": 3
        },
        "recordConfirmationRequired": {
          "type": "boolean",
          "const": true
        }
      }
    },
    "evaluation": {
      "$ref": "#/components/schemas/NarrowEvaluationDefinitionInput",
      "type": "object",
      "additionalProperties": false,
      "required": [
        "externalEvaluationId",
        "question",
        "allowedOutcomes"
      ],
      "properties": {
        "externalEvaluationId": {
          "type": "string",
          "minLength": 1,
          "maxLength": 200
        },
        "question": {
          "type": "object",
          "additionalProperties": false,
          "required": [
            "text",
            "criteria"
          ],
          "properties": {
            "text": {
              "type": "string",
              "minLength": 1,
              "maxLength": 2000
            },
            "criteria": {
              "type": "array",
              "minItems": 1,
              "maxItems": 20,
              "items": {
                "$ref": "#/components/schemas/NarrowEvaluationCriterion"
              }
            }
          }
        },
        "allowedOutcomes": {
          "type": "array",
          "minItems": 3,
          "maxItems": 3,
          "description": "Exactly three outcomes are required; indeterminate must be the single outcome mapped to none. The other outcomes may use full release or exact Award allocation.",
          "items": {
            "$ref": "#/components/schemas/NarrowEvaluationOutcome",
            "type": "object",
            "additionalProperties": false,
            "required": [
              "code",
              "settlementAction"
            ],
            "properties": {
              "code": {},
              "label": {},
              "settlementAction": {}
            }
          }
        },
        "evidencePolicy": {
          "$ref": "#/components/schemas/NarrowEvaluationEvidencePolicyInput",
          "type": "object",
          "additionalProperties": false,
          "properties": {
            "sources": {
              "type": "array",
              "minItems": 1,
              "maxItems": 2,
              "uniqueItems": true,
              "items": {}
            },
            "additionalPartyEvidence": {
              "type": "boolean",
              "const": true,
              "default": true
            }
          }
        },
        "reviewPolicy": {
          "$ref": "#/components/schemas/NarrowEvaluationReviewPolicyInput",
          "type": "object",
          "additionalProperties": false,
          "properties": {
            "initialPath": {
              "type": "string",
              "const": "adjudicative",
              "default": "adjudicative"
            },
            "humanReviewRequired": {
              "type": "boolean",
              "const": false,
              "default": false
            }
          }
        }
      }
    },
    "participants": {
      "type": "array",
      "minItems": 2,
      "maxItems": 2,
      "items": {
        "type": "object",
        "additionalProperties": false,
        "required": [
          "side"
        ],
        "properties": {
          "side": {
            "type": "string",
            "enum": [
              "claimant",
              "respondent"
            ]
          },
          "partnerId": {
            "type": "string",
            "description": "Required for API-authorized participants. Omit it for the hosted respondent in claimant_initiated mode."
          },
          "agentId": {
            "type": "string"
          }
        }
      }
    }
  },
  "allOf": [
    {
      "oneOf": [
        {
          "title": "Claimant initiates and respondent may consent later",
          "properties": {
            "intakeMode": {
              "type": "string",
              "const": "claimant_initiated"
            }
          },
          "oneOf": [
            {
              "title": "Hosted respondent consents after opening",
              "properties": {
                "consentArtifactIds": {
                  "$ref": "#/components/schemas/ClaimantOnlyConsentArtifactIds"
                },
                "participants": {
                  "$ref": "#/components/schemas/HostedCaseDraftParticipants"
                }
              }
            },
            {
              "title": "Respondent consent was registered in advance",
              "properties": {
                "consentArtifactIds": {
                  "$ref": "#/components/schemas/ConsentArtifactIds"
                }
              }
            }
          ]
        },
        {
          "title": "Bilaterally authorized or claimant-proposed case",
          "properties": {
            "intakeMode": {
              "type": "string",
              "enum": [
                "claimant_proposed",
                "bilateral_api",
                "bundled_bilateral"
              ]
            },
            "consentArtifactIds": {
              "$ref": "#/components/schemas/ConsentArtifactIds",
              "type": "object",
              "additionalProperties": false,
              "required": [
                "claimant",
                "respondent"
              ],
              "properties": {
                "claimant": {},
                "respondent": {}
              }
            }
          }
        }
      ]
    }
  ],
  "oneOf": [
    {
      "title": "Proceeding case",
      "required": [
        "summary",
        "claim"
      ],
      "properties": {
        "caseMode": {
          "type": "string",
          "const": "proceeding"
        }
      }
    },
    {
      "title": "Narrow evaluation case",
      "required": [
        "caseMode",
        "evaluation"
      ],
      "properties": {
        "caseMode": {
          "type": "string",
          "const": "evaluation"
        }
      }
    }
  ]
}

Responses

201

Versioned data envelope.

application/json

{
  "type": "object",
  "required": [
    "data",
    "requestId"
  ],
  "properties": {
    "data": {},
    "requestId": {
      "type": "string"
    }
  }
}
default

RFC 9457 style problem response.

application/problem+json

{
  "$ref": "#/components/schemas/Problem",
  "type": "object",
  "required": [
    "type",
    "title",
    "status",
    "code",
    "detail",
    "requestId"
  ],
  "properties": {
    "type": {
      "type": "string",
      "format": "uri"
    },
    "title": {
      "type": "string"
    },
    "status": {
      "type": "integer"
    },
    "code": {
      "type": "string"
    },
    "detail": {
      "type": "string"
    },
    "requestId": {
      "type": "string"
    }
  }
}

Example response

Successful response

{
  "data": {},
  "requestId": "requestId_test"
}

Usage notes

  • Responses reflect the current authoritative resource state.
  • Send a unique Idempotency-Key. An exact retry returns the stored result; reusing the key with a different request fails.
  • The request is accepted only when its credential, authority, case state, and resource preconditions are satisfied.

Likely next action: Read the canonical draft before confirmation