Hierarchy

  • CaseFinancial

Case Deposits Methods

  • Adds Default Case Deposits. Adds deposits to the case specified by the CaObectId and BusCaseId.

    Returns

    Returns Promise that represents a collection of Deposit Items. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaDepositItemBase

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to add the default deposits

    • busCaseId: number

      The business case ID whose default deposits should be added to the case

    Returns Promise<unknown>

  • Adds a deposit to the case specified by the CaObectId.

    Returns

    Returns Promise that represents an object describing the newly-added deposit. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaDepositItemBase

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to add the fee

    • depositId: number

      The deposit setup id for the deposit to add to the case.

    • Optional amount: number

      The amount of the deposit (optional)

    • Optional comment: string

      Comment text to add to the deposit (optional)

    Returns Promise<unknown>

  • Delete the fee specified by the caFeeId.

    Returns

    Returns Promise that represents a collection of Case Deposits.

    Parameters

    • caDepositId: number

      The Case Deposit ID which should be deleted

    Returns Promise<unknown>

  • Delete Case Fees by Case ObjectId. Delete from the system all Fees linked to a specific Case as specified by the Case Id parameter (CaObjectId).

    Returns

    Returns Promise that represents a number (?)

    Parameters

    • caObjectId: number

      The Case Object ID whose fees should be deleted

    Returns Promise<unknown>

  • Get Case Deposit by Case ObjectId.

    Returns

    Returns Promise that represents a collection of Case Deposits.

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to get the deposits

    Returns Promise<unknown>

  • Search for Case Deposits. Include at least one of the search fields. A logical 'and' operation is applied for multiple search fields.

    Returns

    Returns Promise that represents an Array of case fee IDs

    Parameters

    • filters: Object

      The parameters to search by.

    Returns Promise<unknown>

Case Fees Methods

  • Adds Default Case Fees. Adds fees to the case specified by the CaObectId and BusCaseId.

    Returns

    Returns Promise that represents a collection of Fee Items. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaFeesItemBase

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to add the default fees

    • busCaseId: number

      The business case ID whose default fees should be added to the case

    Returns Promise<unknown>

  • Adds a fee to the case specified by the CaObectId.

    Returns

    Returns Promise that represents an object describing the newly-added fee. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaFeesItemBase

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to add the fee

    • feeSetupId: number

      The fee setup id for the fee to add to the case.

    • Optional options: Object

      See /{subdirectory}/apidocs/#/service-info/Pll/CaseFees for more options. (Checkboxes -- Autorecalculate -- are Y/N strings)

    Returns Promise<unknown>

  • Delete the fee specified by the caFeeId.

    Returns

    Returns Promise that represents a Case Fee object.

    Parameters

    • caFeeId: number

      The Case Fee ID which should be deleted

    Returns Promise<unknown>

  • Delete Case Fees by Case ObjectId. Delete from the system all Fees linked to a specific Case as specified by the Case Id parameter (CaObjectId).

    Returns

    Returns Promise that represents a number (?)

    Parameters

    • caObjectId: number

      The Case Object ID whose fees should be deleted

    Returns Promise<unknown>

  • Get All Fee Templates

    Returns

    Returns Promise that represents an object describing the newly-added fee. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaFeesItemBase

    Returns Promise<unknown>

  • Gets the fees from the case specified by the CaObectId.

    Returns

    Returns Promise that represents a collection of Case Fees.

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to get the fees

    Returns Promise<unknown>

  • Search for Fees. Include at least one of the search fields. A logical 'and' operation is applied for multiple search fields.

    Returns

    Returns Promise that represents an Array of case fee IDs

    Parameters

    • filters: Object

      The parameters to search by

    Returns Promise<unknown>

  • Search for Case Fees. Include at least one of the search fields. A logical 'and' operation is applied for multiple search fields.

    Returns

    Returns Promise that represents an Array of case fee IDs

    Parameters

    • filters: Object

      The parameter(s) to search by

    Returns Promise<unknown>

  • Updates a fee specified by the CaFeeId.

    Returns

    Returns Promise that represents an object describing the updated fee. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaFeesItemBase

    Parameters

    • caFeeId: number

      The Fee ID for the specific instance of the fee you wish to update

    • Optional options: Object

      See /{subdirectory}/apidocs/#/service-info/Pll/CaseFees for more options. (Checkboxes -- Autorecalculate -- are Y/N strings)

    Returns Promise<unknown>

Case Instrument Releases Methods

  • Adds a release to a case instrument specified by the caInstrumentId. Must provide either amountReleased OR percentReleased

    Returns

    Returns Promise that represents an object describing the newly-added instrument release. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaInstReleasesItemBase

    Parameters

    • caInstrumentId: number

      The Case Instrument ID to which to add the instrument release

    • releasedBy: number

      UserID to attach to the release.

    • dateReleased: Date

      The date of the release

    • Optional amountReleased: number

      The amount to be released

    • Optional percentReleased: number

      OR the percent to be released

    • Optional comment: string

      Comment to attach to the release

    Returns Promise<unknown>

  • Deletes a release specified by the caInstReleasesId.

    Returns

    Returns Promise that represents an object describing the deleted instrument release. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaInstReleasesItemBase

    Parameters

    • caInstReleasesId: number

      The Case Instrument Release ID to delete

    Returns Promise<unknown>

  • Search for Case Instrument Releases. Include one or more of the search fields. A logical 'and' operation is applied for muliple search fields.

    Returns

    Returns Promise that represents an Array of Case Instruments resulting from the search

    Parameters

    • filters: Object

      Specify at least one of the following: AmountReleased, CaInstReleasesId, CaInstrumentId, CommentText, PercentReleased, ReleasedBy

    Returns Promise<unknown>

Case Instruments Methods

  • Adds an instrument to the case specified by the CaObectId.

    Returns

    Returns Promise that represents an object describing the newly-added instrument. See /{subdirectory}/apidocs/#/service-info/Pll/CaseInstrument

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to add the instrument

    • instTypeId: number

      The instrument type id for the instrument being added to the case.

    • amount: number

      The amount of the instrument

    • dateExpire: Date

      The datetime for the instrument to expire.

    • Optional options: Object

      See /{subdirectory}/apidocs/#/service-info/Pll/CaseInstrument for more options.

    Returns Promise<unknown>

  • Delete the instrument specified by the caInstrumentId.

    Returns

    Returns Promise that represents a Case Instrument.

    Parameters

    • caInstrumentId: number

      The Case Instrument ID which should be deleted

    Returns Promise<unknown>

  • Delete Case Instruments by Case ObjectId. Delete from the system all Instruments linked to a specific Case as specified by the Case Id parameter (CaObjectId).

    Returns

    Returns Promise that represents a number (?)

    Parameters

    • caObjectId: number

      The Case Object ID whose instruments should be deleted

    Returns Promise<unknown>

  • Gets the instruments from the case specified by the CaObectId.

    Returns

    Returns Promise that represents a collection of Case Instruments.

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to get the fees

    Returns Promise<unknown>

  • Search for Case Instruments. Include at least one of the search fields. A logical 'and' operation is applied for multiple search fields.

    Returns

    Returns Promise that represents an Array of case instrument IDs

    Parameters

    • filters: Object

      The parameters to search by (AddressLine1, Amount, CaInstrumentId, CityName, CommentText, Company, ContactEmail, ContactName, ContactPhone, CountryCode, InstTypeId, SerialNumber, StateCode, ZipCode)

    Returns Promise<unknown>

Case Payment Refunds Methods

  • Add Case Payment Refund. Refunds a payment on the case payment specified by caPaymentId.

    Returns

    Returns Promise that represents an object describing the newly-added payment refund. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaPaymentRefundItemBase

    Parameters

    • caPaymentId: number

      The Case Payment ID for the case payment which to refund

    • refundAmount: number

      The amount to refund

    • comment: string

      A comment to append to the refund

    Returns Promise<unknown>

  • Delete Case Payment Refund. Removes a refund on a payment.

    Returns

    Returns Promise that represents an object describing the deleted payment refund. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaPaymentRefundItemBase

    Parameters

    • caPaymentRefundId: number

      The Case Payment ID for the case payment which to refund

    Returns Promise<unknown>

  • Search for Case Payment Refunds. Include one or more of the search fields. A logical 'and' operation is applied for multiple search fields.

    Returns

    Returns Promise that represents an Array of case payment refund IDs

    Parameters

    • filters: Object

      The filters to search for matched Case Payments.

    Returns Promise<unknown>

Case Payments Methods

  • Add Case Deposit Payment. Adds a payment to the case deposit specified by CaDepositId.

    Returns

    Returns Promise that represents an object describing the newly-added payment. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaPaymentItemBase

    Parameters

    • caDepositId: number

      The Case Deposit ID for the case deposit to which to add the fee

    • options: Object

      See /{subdirectory}/apidocs/#/service-info/Pll/CasePayment for more options, including required fields.

    Returns Promise<unknown>

  • Add Case Fee Payment. Adds a payment to the case fee specified by caObjectId.

    Returns

    Returns Promise that represents an object describing the newly-added payment. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaPaymentItemBase

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to add the fee

    • options: Object

      See /{subdirectory}/apidocs/#/service-info/Pll/CasePayment for more options, including required fields.

    Returns Promise<unknown>

  • Delete a Case Payment by Id. Delete a specific case payment by CaPaymentId.

    Returns

    Returns Promise that represents a Case Payment object.

    Parameters

    • caFeeId: number

    Returns Promise<unknown>

  • Delete Case Payments by Case ObjectId. Delete from the system all payments associated to a specific case as specified by the case id (CaObjectId)

    Returns

    Returns Promise that represents a number (?)

    Parameters

    • caObjectId: number

      The Case Object ID whose payments should be deleted

    Returns Promise<unknown>

  • Get Case Payments by Case ObjectId

    Returns

    Returns Promise that represents a collection of Case Payments.

    Parameters

    • caObjectId: number

      The Case Object ID for the case to which to get the payments

    Returns Promise<unknown>

  • Search for Case Payments. Include one or more of the search fields. A logical 'and' operation is applied for multiple search fields.

    Returns

    Returns Promise that represents an Array of case payment IDs

    Parameters

    • filters: Object

      The filters to search for matched Case Payments

    Returns Promise<unknown>

Case Refund Payment Methods

  • Void a refund.

    Returns

    Returns Promise that represents an object describing the voided refund. See /{subdirectory}/apidocs/#/data-type-info;dataType=CaPaymentRefundItemBase

    Parameters

    • caPaymentRefundId: number

      The Refund ID for the specific refund to void

    • voided: string

      A string. No clue.

    Returns Promise<unknown>

Fees Methods

  • Get All Fees

    Returns

    Returns Promise that represents a collection of FeeSetups. See /{subdirectory}/apidocs/#/data-type-info;dataType=FeeSetupItemBase

    Returns Promise<unknown>

  • Search for Fees. Include one or more of the search fields. A logical 'and' operation is applied for muliple search fields.

    Returns

    Returns Promise that represents a collection of FeeSetups. See /{subdirectory}/apidocs/#/data-type-info;dataType=FeeSetupItemBase

    Parameters

    • filters: {
          AccountCode?: string;
          FeeCode?: string;
          FeeDesc?: string;
          FeeSetupId?: number;
          FeeTypeId?: number;
      }

      Specify at least one.

      • Optional AccountCode?: string
      • Optional FeeCode?: string
      • Optional FeeDesc?: string
      • Optional FeeSetupId?: number
      • Optional FeeTypeId?: number

    Returns Promise<unknown>

Instruments Methods

  • Get the Defined Instruments

    Returns

    Returns Promise that represents an Array of CaInstrumentItem

    Parameters

    • options: Object

      the options to filter the instruments returned by

    Returns Promise<unknown>

Tender Types Methods

  • Adds a tender type configuration

    Returns

    Returns Promise that represents an object describing the newly-added tender type. See /{subdirectory}/apidocs/#/data-type-info;dataType=TenderTypeItem

    Parameters

    • options: Object

      See /{subdirectory}/apidocs/#/service-info/Pll/TenderType

    Returns Promise<unknown>

  • Get all tender types configured

    Returns

    Returns Promise that represents a collection of tender type objects. See /{subdirectory}/apidocs/#/data-type-info;dataType=TenderTypeItem

    Returns Promise<unknown>

  • Update a tender type configuration

    Returns

    Returns Promise that represents an object describing the newly-added tender type. See /{subdirectory}/apidocs/#/data-type-info;dataType=TenderTypeItem

    Parameters

    • tenderTypeId: number

      ID of the tender type to update

    • options: Object

      See /{subdirectory}/apidocs/#/service-info/Pll/TenderType

    Returns Promise<unknown>