To create a case, you will need to send an authorized POST request ( a request containing the Authorize: Token [your_api_token] header ) to the cases endpoint - /api/v1/cases.

The body of this request should be a JSON object formatted in single key-value pairs. For example:

{
    "first_name": "John", 
    "middle_name": "Tom", 
    "last_name": "Smith", 
    "suffix": "Sr", 
    "nickname": "Tommy", 
    "date_of_birth": "1950-12-03", 
    "email": "[email protected]", 
    "head_of_household": false, 
    "mailing_address": "123 Adams Street", 
    "mailing_apt_number": "Apt 45", 
    "mailing_city": "Exampleville", 
    "mailing_state": "NY", 
    "mailing_zip_code": "12345", 
    "ss_number": "111223333", 
    "street_address": "123 Adams Street", 
    "street_apt_number": "Apt 45", 
    "street_city": "Exampleville", 
    "street_state": "NY", 
    "street_zip_code": "12345", 
    "street_county": 1, 
    "yearly_expenses": 11580, 
    "yearly_income": 15350, 
    "deceased": false, 
    "private": false, 
    "household": 1001
}

IMPORTANT

The head_of_household and household fields interact depending on the data submitted.

  • If no household ID is provided a household will be created.
  • A household MUST have a head_of_household associated with it, and will associate a case to the head_of_household ( even if set to false ) if it is the only case.
  • If head_of_household is set to true and a household ID is provided, it will overwrite the prior head_of_household.

The street_county field is an ID for a county record. Query the county endpoint - /api/v1/counties/ - to get a list of all counties configured in your network.


The following fields are NOT able to be set via a POST request:

  • id - This field is automatically populated by the system. CT/OI does not support third-party IDs for this field. If needed, add a case detail type and associated case detail to store any third-party ID values.
  • roi_exp_date - This will be set to the last valid date of any ROI associated with the case after creation.
  • entry_agent - This will be set to the agent attached to the API key
  • mod_agent - This will be set to the agent attached to the API key
  • group - This will be set to the group of the agent attached to the API key
  • import_id - This is not supported via the API and is used only for agency imports from other networks