Create a task on a policy or application
In an agent portal, you can create a task on a policy or an application. When you create a tasks on a policy or an application, the task becomes a workflow item for the policy or application and it can be sent to a user's Inbox.
The steps to creating a task on a policy or an application are similar. Creating a task
includes the following steps:
- Identify the task template.
- Create the task.
Identify the applicable task templates
To identify the applicable task templates, the agent decides which policy or application requires the task. Then, the agent portal calls an API to determine the list of applicable templates. Once the agent selects one of the templates, the agent portal must note the template ID as it is required to create the task.
For example, the following steps may occur:
- View the application or policy details:
- Viewing a policy
-
- The portal submits the following API
call:
GET /policies/systemid
- The portal displays the policy details provided in the response.
- The portal submits the following API
call:
- Viewing an application
-
- The portal submits the following API
call:
GET /applications/systemid
- The portal displays the policy details provided in the response.
- The portal submits the following API
call:
- View the list of available tasks:
- The portal submits the following API call:
GET /taskTemplates?container=containerType&containerRef=containerSystemID
For example:
GET /taskTemplates?container=Policy&containerRef=121
- The portal provides the agent a list of available task templates based on the API response and the agent selects one.
- From the API response, the portal notes the id of the task
the agent want to create.For example:
{ "taskTemplateListItems": [ { "id": "PolicyTask0001", "name": "General Reminder", "taskTypeCd": "Manual", "_links": [ { "rel": "self", "href": "https://hostname/coreapi/v5/taskTemplates/PolicyTask0001?container=Policy&containerRef=121" } ] }, { "id": "PolicyTask0002", "name": "General Task", "taskTypeCd": "Manual", "_links": [ { "rel": "self", "href": "https://hostname/coreapi/v5/taskTemplates/PolicyTask0002?container=Policy&containerRef=121" } ] }, ...
- The portal submits the following API call:
Create a task
The API to create a task differs based on the container or resource type.

For example, the following steps may occur:
- Create the task:
- Creating a task on a quote or application
- To create a task on a quote or application, execute the following API
call:
Endpoint POST /applications/{systemId}/tasks
Example Request Body { "templateId": "ApplicationTask0001", "priority": 0, "description": "Contact applicant to get more details", "workDt": "2021-04-20" }
Note: The task template configuration determines which fields are required and the values differ based on agent selections. - Creating a task on a policy
- To create a task on a policy, execute the following API call:
Endpoint POST /policies/{systemId}/tasks
Example Request Body { "templateId": "PolicyTask0002", "priority": 0, "description": "Task to check the status", "reportTo": "bobagent", "workDt": "2021-04-19", "dueDt": "2021-04-19" }
Note: The task template configuration determines which fields are required and the values differ based on agent selections.
- Locate the systemId of the new task.After you create a policy task or an application task, the location field in the header of the API response includes the URL of the new task and the systemID of the new task:
... date: Mon19 Apr 2021 14:22:37 GMT feature-policy: fullscreen 'none'; microphone 'none' haproxy: haproxy-ingress-9bfc7d8df-r9shh location: http://hostname/coreapi/v5/tasks/systemID referrer-policy: no-referrer ...