Assign Case

PUT /api/case/actions/assign/{caseId}

Cases in Hi Marley can be reassigned based on the assigned adjuster/agent on a specific claim or policy from your system.

By integrating with this endpoint, adjusters/agents will not have to manually reassign cases and will always know which cases they need to focus on based on their inbox in Hi Marley. This will reduce the risk of missing a case that should have been reassigned.

Reassigning a case via this endpoint will trigger the same workflows as if it was reassigned in the webapp including any custom automated messages configured for your organization. Automated message content can be customized if an admin submits a request to Hi Marley here.

View technical documentation with sample request and response payloads hosted on Postman.

Table of Contents

• Case Reassignment API Flow
• Common Errors to Handle
  • Primary Contact not found
  • Private cases cannot be unassigned
• Common Integration Patterns

Case Reassignment API Flow

Below are the steps the Hi Marley system takes when receiving an API request to create a case.

1. Validates the caseId exists in Hi Marley.
2. Validates the assigned operator (primaryContact) has a valid Hi Marley account.
3. If the case privacy is set to private, the case cannot be unassigned.

Important Note

This API triggers the configured reassignment message set in Editable Copy. 

To reassign a case without initiating a notification message for the insured, use the PUT/api/case/{caseId} endpoint instead of assign.

Common Errors to Handle

Primary Contact not found

Description

The operator does not have a valid account in Hi Marley. 

Possible Resolutions

• Add operator account to Hi Marley via the Manage tab (admin role)

Example 

{
   "errors" : [
      {
         "code" : "UserNotFound",
         "category" : "DataIntegrityError",
         "retryable" : false,
         "status" : 400,
         "detail" : "No user found for primaryContact: {\"email\":\"[e-mail]\"}",
         "path" : "/case/actions/assign/{caseId}",
         "method" : "PUT",
         "requestId" : String - UUID
      }
   ]
}

 

Private cases cannot be unassigned

Description

Private cases in Hi Marley cannot be unassigned to avoid losing visibility into that case.

Possible Resolutions

• Set case privacy to public.
• Assign the case to a different operator.

Example 

{
   "errors" : [
      {
         "code" : "PrivateCaseCannotBeUnassigned",
         "category" : "DataValidationError",
         "retryable" : false,
         "status" : 400,
         "detail" : "Private case cannot be unassigned.",
         "path" : "/case/actions/assign/{caseId}",
         "method" : "PUT",
         "requestId" : String - UUID
      }
   ]
}

Common Integration Patterns

• System of Record integration: Trigger reassign API call to all associated Hi Marley cases whenever the claim owner changes for a claim.