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SmartAdvocate

Promote Smartadvocate Intake Draft

Promote a draft intake: create the contact and case in SmartAdvocate.

Uses the (user-edited) fields from the request. Dedup is re-checked at promote time (the draft's snapshot may be stale):

  • If the caller's phone matches an existing synced SA contact, only the case is created, attached via PlaintiffContactID.
  • If the matched contact already has a case with the same incident date, the promote is refused (409) unless override_duplicates is set.
post/smartadvocate/intake-draft/{smartadvocate_intake_draft_id}/promote

Path parameters

smartadvocate_intake_draft_idstring uuid required

Request body

first_namestring required
last_namestring required
emailstring nullable
phone_numberstring nullable
date_of_birthstring date nullable
genderstring nullable
address_line1string nullable
citystring nullable
statestring nullable
zip_codestring nullable
case_summarystring nullable
incident_datestring date nullable
case_group_idinteger nullable
case_type_idinteger nullable
override_duplicatesboolean

Create the case even when an existing case with the same incident date was found for the matched contact

Response

Successful Response

smartadvocate_intake_draft_idstring uuid required
call_idstring uuid required
first_namestring nullable
last_namestring nullable
emailstring nullable
phone_numberstring nullable
date_of_birthstring date nullable
genderstring nullable
address_line1string nullable
citystring nullable
statestring nullable
zip_codestring nullable
case_summarystring nullable
incident_datestring date nullable
incident_statestring nullable
case_type_hintstring nullable
matched_sa_contact_idinteger nullable

Existing SA contact matched by the caller's phone number; promotion attaches the case to it instead of creating a new contact

matched_sa_contact_namestring nullable
ambiguous_contact_matchboolean

Multiple person contacts share the caller's phone number; the match shown is a best guess and needs manual review

duplicate_case_numbersstring[]

Existing case numbers on the matched contact with the same incident date (likely repeat caller about the same accident)

statusstring
sa_contact_idinteger nullable
sa_case_idinteger nullable
sa_case_numberstring nullable
was_dry_runboolean nullable
auto_promotedboolean
created_atstring date-time required
updated_atstring date-time nullable

Changes

No recorded changes to this endpoint across all 1 revision of this API.