Case Management Events

Case Creation

Get notified if a new case is created — either manually or automatically via evaluation.

Response

{
    "request_token": ":request_token",
    "timestamp": 1692223050044,
    "type": "create:cases",
    "description": "Notify on case creation",
    "data": {
        "case_token": ":case_token",
        "case_type": ":case_type",
        "case_created_timestamp": 1692223049956,
        "status": "Pending Review",
        "entity_token": ":entity_token",
        "external_entity_id": ":external_entity_id",
        "tags": [
            {
                "tag_name": "Example 1",
                "occurred_at": 1692033234473
            }
        ],
        "sent_by": "[email protected]",
        "sent_at": 1692221918205
    }
}

Case Status Update

This is triggered via case management. Get notified when a case's status is updated..

Response

{
    "request_token": ":request_token",
    "timestamp": 1692221918246,
    "type": "update:cases:status",
    "description": "Notify on case status update",
    "data": {
        "case_token": ":case_token",
        "case_type": ":case_type",
        "case_created_timestamp": 1692033235446,
        "case_closed_timestamp": 1692221918182,
        "case_status_updated_timestamp": 1692221918182,
        "previous_status": "Pending Review",
        "new_status": "Close",
        "new_status_details": [
            "Other"
        ],
        "entity_token": ":entity_token",
        "external_entity_id": ":external_entity_id",
        "tags": [
            {
                "tag_name": "Example 1",
                "occurred_at": 1692033234473
            }
        ],
        "sent_by": "[email protected]",
        "sent_at": 1692221918205
    }
}

Transaction Status Update

This is triggered via case management. Get notified when the status of an ACH transaction changes after an agent completes their manual review.

Response

{
    "request_token": ":request_token",
    "timestamp": 1668456707970,
    "type": "update:transactions:status",
    "description": "",
    "data": {
        "transactions": [
            {
                "transaction_id": ":external_transaction_id",
                "current_status": ":status",
                "current_status_detail": ":status_detail"
            }
        ],
        "new_status": ":status",
        "new_status_detail": ":status_detail",
        "entity_token": ":entity_token",
        "external_entity_id": ":external_entity_id",
        "sent_by": "[email protected]",
        "sent_at": 1668456706568,
        "case_data": {
            "case_token": ":case_token",
            "case_tags": [
                {
                    "name": "Example1"
                },
                {
                    "name": "Example2"
                }
            ]
        }
    }
}

Bank Account Status Update

This is triggered via case management. Get notified if an entity's account has been frozen or unfrozen due to suspicious activity.

Response

{
    "request_token": ":request_token",
    "timestamp": 1668456537585,
    "type": "create:bankaccountsnapshots:status_description",
    "description": "",
    "data": {
        "bank_accounts": [
            {
                "bank_account_id": ":external_account_id"
            }
        ],
        "entity_token": ":entity_token",
        "external_entity_id": ":external_entity_id",
        "new_status": ":status",
        "sent_by": "[email protected]",
        "sent_at": 1668455936404,
        "case_data": {
            "case_token": ":case_token",
            "case_tags": [
                {
                    "name": "Example1"
                },
                {
                    "name": "Example2"
                }
            ]
        }
    }
}