Transfer a task

In an agent portal, you can call APIs to transfer a task to a user or group.

Transfer task to a user

To transfer a task to a user, complete the following API calls:
  1. To get a list of users, call the following API:
    GET /users
    Optionally, include parameter to filter the results. The response includes the loginId of each user that API call returns.
  2. To specify the new task owner, execute the following API call:
    Endpoint
    POST /tasks/systemId/transferRequest
    Example Request Body
    {
      "currentOwner": "bobagent",
      "comments": "Assigning to Bob Agent "
    }

    Provide the loginId of the new task owner in the currentOwner field . Optionally, include comments.

    Note: The values will differ based on agent selections.

Transfer task to a group

  1. To get a list of available groups, execute the following API call:
    GET /tasks/systemId/availableUserTaskGroups
  2. From the response, note the value of the group to which you want transfer the task to.
    {
      "id": "APIGroupList-**********-**********",
      "option": [
        ...
        {
          "name": "Underwriting Clerk",
          "value": "UWClerk"
        },
        {
          "name": "Producer",
          "value": "ABC"
        },
        {
          "name": "Underwriting",
          "value": "UW"
        },
        ...
      ]
    }
  3. To specify the new group owner, execute the following API call:
    Endpoint
    POST /tasks/systemId/transferRequest
    Example Request Body
    {
      "currentGroup": "UWClerk",
      "comments": "Assigning to UWClerk group "
    }
    Indicate the group value in the currentGroup field. Optionally, include comments
    Note: The values will differ based on agent selections.