Case Data API

This document describes the Scalepoint Case Data API. This API can be used to get case data from Scalepoint CORE, HUB and ClaimShop.

Main consumer of this API is insurance company.

Overview

The process of obtaining case data can be divided into two steps:

  • Authentication
  • Get case data

getCaseDataRequest

Websequence diagram of Get Case Data Request

Authentication

You need an access_token in order to send data to the Case Data Endpoint. This access token can be obtained from the Authentication Endpoint. Please refer to the documentation about details of authentication process.

API caller should request "platform-case:read" scope from Authentication Endpoint.

Endpoints

Authentication endpoint

For authentication Scalepoint provides two endpoints – one for production and one for everything else.

Production endpoint:

https://accounts.scalepoint.com/connect/token

Non-production endpoint:

https://sandbox-accounts.scalepoint.com/connect/token

Case Data API main endpoint

The endpoint which allows to obtain any case by its token is in the following format:

https://www.scalepoint.com/api/integration/data/<version>/<country>/<tenant>/case/<caseToken>

Here is case token (returned by Case Integration API) which uniquely identifies case across all Scalepoint products.

The actual format of this will depend on the insurance company, the country in which it operates and the version of the API.

Assuming the following:

Country: Denmark Tenant: ABC Insurance Other brands: Budget Insurance

The endpoint could look something like this:

https://www.scalepoint.com/api/integration/data/v1/dk/abcinsurance/case/b.d1a72df4-f7d5-402c-a495-cc31b8b39a59

For testing purposes, you will be given access to a project server and the hostname-part of the endpoint would change accordingly:

https://<hostname>/api/integration/data/v1/dk/abcinsurance/case/b.d1a72df4-f7d5-402c-a495-cc31b8b39a59

Please discuss with your account manager, which project server you have been assigned in order to determine the actual endpoint.

Case Data API main endpoint by number

In case if caller has no case token, another endpoint can be used which allows to obtain case by its number:

https://www.scalepoint.com/api/integration/data/<version>/<country>/<tenant>/<caseType>/<caseNumber>

When this endpoint is used, caller needs to provide case type explicitly since it cannot be extracted from case number. Allowed case types are described in [Appendix A](#Appendix A Case data elements description).

The actual format of this will depend on the insurance company, the country in which it operates and the version of the API.

Assuming the following:

Country: Denmark Tenant: ABC Insurance Other brands: Budget Insurance

The endpoint could look something like this:

https://www.scalepoint.com/api/integration/data/v1/dk/abcinsurance/buildingClaim/CN42042

Additional case data endpoints

Not all of case data is returned by main endpoint. Some of case data parts are too big to always return them, so the idea is to provide access to them in form of additional, "child" endpoints. For example, here is the endpoint which could've been implemented to return case messages:

https://www.scalepoint.com/api/integration/data/<version>/<country>/<tenant>/case/<caseToken>/messages

And the specific endpoint could look something like this:

https://www.scalepoint.com/api/integration/data/v1/dk/abcinsurance/case/b.d1a72df4-f7d5-402c-a495-cc31b8b39a59/messages

We don't have any additional case data endpoints now but they can be added in the future using approach described above.

Case Data

Get Case Data Request

Case data GET request contains request parameters as a part of in endpoint URL (see above) and authorization header.

Authorization header has name Authorization. It has value built from access_token in the following format:

Bearer access_token

Note the important space character between Bearer and access_token value.

Get Case Data Response

Case data GET response contains case fields in JSON format in case of success (HTTP status code 200). Fields are described in [Appendix A](#Appendix A Case data elements description).

Response JSON schema and examples can be found in [Appendix G](#Appendix G Case Data Response buildingClaim example), [Appendix H](#Appendix H Case Data Response contentClaim example).

Simplest successful response example:

{
  "token": "b.d1a72df4-f7d5-402c-a495-cc31b8b39a59",
  "tenant": "abcinsurance",
  "country": "dk",
  "caseType": "buildingClaim",
  "caseNumber": "CN42042",
  "policy": {
    "number": "4405.09228"
  }
}

In case of error response JSON can be ignored - instead HTTP status code should be used to determine error type.

Appendix A Case data elements description

Root

token Case token which uniquely identifies case across all Scalepoint products. Yes
url Public URL to case in Scalepoint application. No

tenant

The tenant will be a value given to the company and will normally be the same as the company name. This isn't used to specify a relationship between a claim and a company, but rather to distinguish one company from another.

Yes

company

One or more company values will be assigned by Scalepoint to support your company/brands. For example if company is "ABC insurance" they may be assigned the company key: "abcinsurance" to indicate this company. If "ABC insurance" also have another brand: "Budget Insurance", this might be assigned the company key: "budget" or "budgetinsurance".

No

country

Since a company may be operating in several countries, using the same brand, we need the country value to distinguish. For country codes, Scalepoint uses values as defined by ISO 3166-1 alpha-2, albeit in lowercase. For example, to specify Denmark, one would use "dk".

Yes

caseType

The caseType determines the kind of case you are retrieving. Supported values are: "buildingClaim", " buildingRiskAssessment", "contentClaim", "contentItemization", "motorClaim" and "privateMedicalInsuranceClaim".

Yes

caseNumber

The caseNumber is the identifier for the case. This is what Scalepoint will use to determine if a case that is being integrated, already exists or needs to be created. The combination of: tenant+company+country+caseType+caseNumber must be unique.

If any one of these differ, it will be a new case.

Yes

publicId

Case unique identifier used in other Scalepoint Public APIs. The combination of: caseType+publicId must be unique.

No

HUB Property, HUB Health

relatedCaseNumbers

If other cases are related to the case, being integrated, a list of caseNumbers can be specified to indicate the relationship.

No

HUB Property, HUB Health optional

isUrgent

This parameter can be used to indicate if a case is urgent.

No

HUB Property, HUB Health optional

firstNotificationDate

This is used to indicate the first time, when the case was notified (e.g. by a claimant using a self-service registration service). Date/time format should follow ISO-8601.

No

HUB Property, HUB Health (Optional)

accidentDate

This is used to indicate the date (and optionally time) when the accident/loss occurred. Date/time format should follow ISO-8601.

No

HUB Motor, HUB Property, ClaimShop

HUB Health (Date of first symptom)

reserve Locked amount on insurance account for the claim No

HUB Motor, HUB Property, ClaimShop

settlementType The parameter indicates the type of the settlement. Possible options: none, withRepair, withoutRepair No

HUB motor, HUB Property, ClaimShop

claimantSuggestion The parameter indicates the claimant repair handling type. Possible options: none, no, ownCraftsman, cashCompensation No

HUB Motor, HUB Property, ClaimShop

Case

state

Case state

closingDate Date when case is closed
Additional fields available for current case (depending on case type) will be added here inline

Termination

isTerminated

Indicates if a claim is terminated

terminationReason

Provides a termination reason. Possible options:

  • none
  • notCovered
  • belowDeductible
  • createdByMistake
  • other
  • phoneInspection
  • notCoveredAfterInspection
  • paidInOwnSystem
  • inactivity
  • customReason

Policy

policy.number

Policy number.

Yes

HUB Motor, HUB Property, ClaimShop, HUB Health (required)

policy.policyHolder.name

Name of the policy holder. This can be the name of a person or the name of a company.

No

HUB Health optional

policy.policyHolder.commercialTaxId

The commercial tax id is can be used if policy holder is describing a company.

No

HUB Health optional

policy.productName

Policy product name describes a policy product for which a certain set of depreciation rules apply in a human-readable way. Used for presentation only. Examples: "Private household basic", "Commercial plus".

No

HUB Property only

policy.conditions

Conditions that apply to the policy.

No

HUB Property only

policy.vatSharePercentage

VAT share percentage is used in cases where a Property is partly private and partly commercial. The VAT share percentage can be specified to indicate how much of the Property is commercial.

No

HUB Property only

policy.customerRating

Customer rating values can be passed here. It can be a system of "red", "yellow" and "green" (for ECC) or anything (for HUB Property). In order to build logic on top of this, it should be consistent.

No

HUB Property, ClaimShop

policy.specialCoverage

If there is any special special coverage on the policy, it can be specified with this parameter. The field is a freetext field.

No

HUB Property, HUB Health optional

policy.clauses

Clauses that apply to the policy can be specified with this parameter. The field is a freetext field.

No

HUB Property, HUB Health optional

Customer

customer.name

Name of the customer.

No

HUB Health required

customer.email

Email address of the customer.

No

HUB Health optional

customer.phone

Phone number of the customer.

No

HUB Health optional

customer.mobile

A mobile phone number of the customer. This should be given without any special punctuation, except for spaces. Examples: "12 34 56 78", "12345678"

No

HUB Health optional

customer.comment

Remark or comment about the customer

No

HUB Property, HUB Health optional

customer.address.street1

Street of customers address.

No

HUB Health required

customer.address.street2

Additional street information.

No

customer.address.postalCode

Postal / zip code of the customers address.

No

HUB Health required

customer.address.city

City of the customers address.

No

HUB Health required

customer.address.country

Country of the customers address. For country codes, Scalepoint uses values as defined by ISO 3166-1 alpha-2, albeit in lowercase. For example, to specify Denmark, one would use "dk".

No

customer.personalTaxId

This is the customers social security number. Only used in Denmark (CPR number). Should be specified as 10 digits with no punctuation.

No

ClaimShop, HUB Health optional

Contacts

For the moment only HUB Property supports contacts. The details of the contact are same to those of "customer" element and will not be described again in details.

contacts[]

List of contacts. Each contact has list of fields same as "customer"

No

HUB Property, HUB Health optional

Loss

loss.type

Used to describe the type of loss or damage. Specific values apply to different applications. Please see [Appendix B – Damage Types](#Appendix B Damage Types) for a list of possible values.

No

HUB motor, HUB Property

loss.subType

Used to further describe the loss or damage. Please see [Appendix B – Damage Types](#Appendix B Damage Types) for a list of possible values.

No

HUB Property only

loss.description

Description of the damage or loss.

No

HUB motor, HUB Property, HUB Health optional

loss.coverage

Damage coverage. Possible options:

  • undefined
  • covered
  • notCovered
  • partiallyCovered
  • undertermined
  • belowDeductible
No

HUB motor, HUB Property, ClaimShop

Deductible

loss.deductible.value

The deductible is the amount of expenses that must be paid by the policy holder.

No

HUB Property, ClaimShop, HUB Health optional

loss.deductible.comment Deductible comment. For example, if deductible is changing based on number of claims per year or some other factor, an explanation of the deductible could be given here. No

HUB Property only

loss.deductible.policy.imported If policy deductible is used then imported deductible is returned. No

HUB Property only

loss.deductible.conditional.original If conditional deductible is used then deductible for single damaged item is returned. No

HUB Property only

loss.deductible.conditional.itemCount If conditional deductible is used then count of damaged items is returned. No

HUB Property only

loss.deductible.conditional.modifier If conditional deductible is used then subtraction/addition to the resulting deductible is returned. No

HUB Property only

loss.deductible.percentage.percent

If percentage deductible is used then deductible percent is returned as a number between 0 and 100.

No

HUB Property only

loss.deductible.percentage.minValue

If percentage deductible is used then a minimum deductible value is returned (optional).

No

HUB Property only

loss.deductible.percentage.maxValue

If percentage deductible is used then a maximum deductible value is returned (optional).

No

HUB Property only

Depreciation

loss.depreciation.value

Total case depreciation amount to be paid by customer.

No

loss.depreciation.nonServiceDepreciation Non-service part of case depreciation amount - i.e. not included into "jobs[].services[].depreciation". No

Regress

loss.regress.value Describes if loss has regress. Optional - "loss.regress" is omitted when information wasn't provided. Supported values are: "yes", "no", "unknown". No
loss.regress.details Additional regress details. No

Property

loss.building.sector

Sector is a code, which can be any one of the ones defined in [Appendix C – Property sectors](#Appendix C Property sectors) – Property sectors.

No

HUB Property only

loss.building.address.street1

Street of building address.

HUB Health: Building.address is Primary Address, used when finding closest service provider.

No

HUB Property only

loss.building.address.street2

Additional Property information.

No

HUB Property only

loss.building.address.postalCode

Postal / zip code of the Property address.

No

HUB Property only

loss.building.address.city

City of the Property address.

No

HUB Property only

loss.building.address.country

Country of the customers address. For country codes, Scalepoint uses values as defined by ISO 3166-1 alpha-2, albeit in lowercase. For exammple, to specify Denmark, one would use "dk".

No

loss.building.buildingYear

Building year indicates the year the building was completed. Should be in the format "yyyy" (e.g. "1965" or "2000").

No

HUB Property only

loss.building.livingArea

Indicates the amount of space of the building which is living area (e.g. "200 m2"). This is a string value and as such there are no specific format to be used.

No

HUB Property only

loss.Property.basementArea

Indicates the amount of space of the building which is basement area (e.g. "75 m2"). This is a string value and as such there are no specific format to be used.

No

HUB Property only

loss.building.garageOutbuildingArea

Indicates the amount of space which is occupied by a garage or other outdoor building areas (e.g. "50 m2"). This is a string value and as such there are no specific format to be used.

No

HUB Property only

loss.building.roofType

This can be use to specify the type of roof on the building. This is a string value and as such there are no specific format to be used.

No

HUB Property only

loss.building.timber

Use to indicate if the Property is a timber framing building (danish: bindingsværk). Supported values: "true" or "false".

No

HUB Property only

loss.building.conditionReport

Use this to indicate whether a condition report for the building exists. Supported values: "true" or "false".

No

HUB Property only

Content

loss.content.items List of content items No

ClaimShop only

loss.content.groups List of content item groups No

ClaimShop only

Content Items

loss.content.items[].category
Category of the content item Yes
loss.content.items[].subCategory
Sub category of the content item No
loss.content.items[].description
Description of the content item Yes
loss.content.items[].itemId
Identifier of the content item Yes
loss.content.items[].uiItemId
Claim item id on UI No
loss.content.items[].depreciationPercentage
Depreciation of the content item (%) Yes
loss.content.items[].depreciationAmount
Depreciation amount of the content item No
loss.content.items[].quantity
Quanity of the content item Yes
loss.content.items[].replacementAmount
Replacement amount of the content item Yes
loss.content.items[].ageMonths
age of the content item (in months) No
loss.content.items[].basePrice
The price basing on which replacement was implemented No
loss.content.items[].group
Group of the content item No
loss.content.items[].createType
shows how line was created. If claim handler created a line, then it is manual, otherwise it was imported. e.g: MANUAL, FNOL, SELFSERVICE, EXCEL, EXCEL_EXTERNAL Yes
loss.content.items[].lossType
DAMAGED, STOLEN No
loss.content.items[].draft
draft item is not to be settled Yes
loss.content.items[].rejected
Item can be rejected by claim handler No
loss.content.items[].valuations
The item can have different valuations such as customer demand, new price, etc. No
loss.content.items[].valuations.price
Yes
loss.content.items[].valuations.active
Active means that this valuation price is chosen to be settled. Only one valuation can be active Yes
loss.content.items[].valuations.type
e.g.: PURCHASE_PRICE, CUSTOMER_DEMAND, NEW_PRICE, USED_PRICE, CATALOG_PRICE, RETAIL_PRICE, REPAIR_PRICE, DISCRETIONARY_VALUATION, REPAIR_ESTIMATE Yes
loss.content.items[].group.$ref
Group object reference id Yes
loss.content.items[].product
Product match of the content item No
loss.content.items[].product.brand
Brand of a product matched to the item Yes
loss.content.items[].product.catalogCategory
Catalog category of a product matched to the item Yes
loss.content.items[].product.code
Code of a product matched to the item Yes
loss.content.items[].product.retailPrice
Retail price of a product matched to the item Yes
loss.content.items[].product.scalepointPrice
Scalepoint price of a product matched to the item Yes
loss.content.items[].voucher
Voucher replacement for content item No
loss.content.items[].voucher.voucherCode
Code of a voucher replacement for content item Yes
loss.content.items[].voucher.faceValue
Face value of a voucher replacement for content item Yes
loss.content.items[].voucher.voucherBasePrice
The price basing of which a voucher price is calculated Yes

Content Groups

loss.content.groups[].$id
JSON object refernce id Yes
loss.content.groups[].id
Identifier of the group Yes
loss.content.groups[].valuationAmount
Amount of the group Yes
loss.content.groups[].name
Name of the group Yes
loss.content.groups[].type
Type of the group. possible values are "OVERVIEW","VALUATION", "VOUCHER" Yes

Participants

participants[] List of all case participants. No
participants[].id ID of the participant unique in scope of current case. Used to reference participant from other parts of JSON document. Yes

participants[].name

Display name of the case participant.

Yes

participants[].type Type of the case participant. Supported values are: "person", "company", "pool", "other". Yes
participants[].responsibilities[] List of responsibilities of the case participant on a given case. Supported values are: "caseOwner", "reportOwner", "damageInspector", "repairer", "damageService", "riskInspector", "serviceProvider". Yes
participants[].isActive Boolean flag indicating if case participant is active (_true_) or inactive (_false_). Yes
participants[].email Email address of the case participant. No
participants[].phone Phone number of the case participant. Can be any string, not formatted. Examples: "12 34 56 78", "+45 33333". No
participants[].mobile Mobile phone number of the case participant. Can be any string, not formatted. Examples: "12 34 56 78", "+45 33333". No

Jobs/services

jobs[] List of all case jobs. Jobs are containers for competing case services. Most jobs contain only one service which is not competing with other services. No

jobs[].type

Type of the case job and all the services in it. Supported values are listed in [Appendix D](#Appendix D Job types and service statuses).

Yes

jobs[].name Name of the case job. No
jobs[].services[] List of services on a given case job. Contains at least one service. Yes
jobs[].services[].participantId ID of the participant assigned to a service. Matches "participants[].id" field. Yes
jobs[].services[].status Service status. Reflects current state of a service. Not applicable for some services. Supported values are listed in Appendix D. They depend on parent job type. No
jobs[].services[].depreciation Depreciation amount related to given service. Applicable to some repair services only. No
jobs[].services[]. Additional fields available for service (depending on service type) will be added here inline

Appendix B Damage Types

HUB Property Damage types and subtypes

None

FireDamage

BuildingFire

DryBoiling

Explosion

Lightning

ShortCircuit

Soot

Tobacco

ChimneyFire
Fireworks
ScorchDamage

OtherFire

GlassPorcelainDamage

Bowl

Glass

PureGlassDamage

OtherGlassPorcelain

GlassInDoorsAndWindows

GlassInWhitegoodsAndSimilar

GlassInSolarCellsOrSolarThermal

GlassInGreenhouse

CosmeticGlassDamage

PipeDamage

HiddenPlaces

ServicePipes

OtherPipe

CosmeticPipeLeakage

RotInsectDamage

DryRot

Insect

Rot

Mold

OtherRotInsect

StormDamage

Storm

StormRain

OtherStorm

SuddenDamage

Collision

SuddenDamage

OtherSudden

CosmeticDamage

TheftVandalismDamage

Theft

Vandalism

Frost

OtherTheftVandalism

WaterDamage

InteriorPipes

Leakage

LeakingWater

Rain

Snow

Thaw

WaterDamage

OtherWater

ExtendedWaterDamageCoverage

Other

OtherOther

DamagHUB motorusedByAnimals DamagHUB motorusedByAnimals
OtherDamagHUB motorusedByAnimals
Hail Hail
OtherHail

Weather

OtherWeatherCondition

Unknown

OtherUnknown

Appendix C Property sectors

Sector code

AGRO

CHANGEOFOWNERSHIP

COMMERCIAL

CONTENTCOMMERCIAL

CONTENTPRIVATE

ENTERPRISE

GOVERNMENT

HOLIDAYHOME

OTHER

PRIVATE

RISKASSESSMENT

Appendix D Job types and service statuses

customCraftsman estimation
costApproval
repair
settlement
completed
canceled
customServiceProvider _n/a_
damageStop requested
ongoing
awaitingEvaluation
approved
completed
canceled
inspection requested
completed
canceled
plain _n/a_
repair estimation
costApproval
repair
completed
canceled
riskAssessment requested
inspection
completed
canceled
unrelated _n/a_

Appendix E External references

Country codes

https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2

Date/time format

https://en.wikipedia.org/wiki/ISO_8601 https://tools.ietf.org/html/rfc3339#section-5.6

Supported

Appendix F Standard case states

State names might be overriden depending on case type

state
creation
inspection

estimation

costApproval
repair
settlement
closed

Appendix G Case Data Response buildingClaim example

{
  "token": "b.54965193-bbfd-4b2d-b06c-a0f14052675f",
  "url":
    "https://www.scalepoint.com/api/integration/dk/abcinsurance/v1/case/b.54965193-bbfd-4b2d-b06c-a0f14052675f",
  "tenant": "abcinsurance",
  "company": "danskeforsikring",
  "country": "dk",
  "caseType": "buildingClaim",
  "caseNumber": "CN41041",
  "publicId": "c639e9f2-c286-4156-aa5c-4ca80e2fea98",
  "relatedCaseNumbers": ["CN62745"],
  "isUrgent": true,
  "reserve": 0,
  "claimantSuggestion": "ownCraftsman",
  "settlementType": "withRepair",
  "firstNotificationDate": "2015-05-15T00:00:00.0000000+02:00",
  "accidentDate": "2015-05-15T00:00:00.0000000+02:00",
  "termination": {
    "isTerminated": false,
    "terminationReason": "none"
  },
  "policy": {
    "number": "71142613",
    "policyHolder": {
      "name": "Test Testensen / Dong Energy A/S",
      "commercialTaxId": "12345678"
    },
    "productName": "Policy product name",
    "productAlias": "Policy product alias",
    "conditions": "R185003",
    "vatSharePercentage": 10,
    "customerRating": "50 / red",
    "specialCoverage": "a text",
    "clauses": "another text"
  },
  "customer": {
    "name": "Ed Jameson",
    "email": "test@example.com",
    "phone": "12 34 56 78",
    "mobile": "87 65 43 21",
    "comment": "some remarks",
    "personalTaxId": "123456-7890 (CPR)",
    "address": {
      "street1": "Ingemannsvej 9",
      "street2": "",
      "postalCode": "1964",
      "city": "Frederiksberg C",
      "country": "dk"
    }
  },
  "contacts": [
    {
      "name": "Maria Jönsson",
      "phone": "91122850",
      "mobile": "49052996",
      "email": "test@scalepoint.com",
      "comment": "some remarks",
      "address": {
        "street1": "Ingemannsvej 9",
        "street2": "second line",
        "postalCode": "1964",
        "city": "Frederiksberg C",
        "country": "dk"
      }
    }
  ],
  "loss": {
    "type": "FireDamage",
    "subType": "BuildingFire",
    "description": "",
    "coverage": "covered",
    "deductible": {
      "value": 2000,
      "comment": "a text",
      "percentage": {
        "percent": 99,
        "minValue": 1000,
        "maxValue": 2000
      }
    },
    "depreciation": {
      "value": 1500,
      "nonServiceDepreciation": 700
    },
    "regress": {
      "value": "yes",
      "details": "Neighbor's fault!"
    },
    "building": {
      "sector": "commercial",
      "address": {
        "street1": "Ingemannsvej 9",
        "street2": "",
        "postalCode": "1964",
        "city": "Frederiksberg C",
        "country": "dk"
      },
      "buildingYear": "1944",
      "livingArea": "",
      "basementArea": "",
      "garageOutbuildingArea": "",
      "roofType": "",
      "timber": true,
      "conditionReport": true
    }
  },
  "participants": [
    {
      "id": "7",
      "name": "Major Tom",
      "type": "person",
      "responsibilities": [ "caseOwner" ],
      "isActive": true,
      "email": "majort@test.com",
      "phone": "+45 55 55 12 11",
      "mobile": "+45 55 55 13 33"
    },
    {
      "id": "113",
      "name": "Aftsman Co",
      "type": "company",
      "responsibilities": [ "damageInspector", "repairer" ],
      "isActive": true,
      "email": "aftsman@co.dk"
    },
    {
      "id": "3",
      "name": "External Craftsman",
      "type": "company",
      "responsibilities": [],
      "isActive": false
    }
  ],
  "jobs": [
    {
      "type": "inspection",
      "name": "Inspection #1",
      "services": [
        {
          "participantId": "113",
          "status": "completed"
        }
      ]
    },
    {
      "type": "repair",
      "name": "Repair #1",
      "services": [
        {
          "participantId": "113",
          "status": "repair",
          "depreciation": 800
        },
        {
          "participantId": "3",
          "status": "canceled"
        }
      ]
    }
  ]
}

Appendix H Case Data Response contentClaim example

{
  "token":"c.C55478AE-4697-443A-A66C-193B75D96FF4",
  "tenant":"abcinsurance",
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