Financials
Financial Cases

Update a financial spreading case

This endpoint is used to submit a new set of documents for an existing case. Assosicated documents can be only updated for cases in waiting_on_client status.

put/api/v1/financials/cases/{case_id}

Request

  • Base URL: https://api.withaccend.com (the document declares no server; this is the origin it was published from)
  • URL: https://api.withaccend.com/api/v1/financials/cases/{case_id}
  • Auth: none declared

Path parameters

case_idstring required

Request body

idempotency_keystring required

Unique key to ensure idempotency for this request (max 255 characters)

document_idsstring[] nullable required

List of document IDs for the case. documents need to belongs to the same customer. Can only be updated if the case is in waiting_on_client status

case_namestring nullable

Case name

case_priorityinteger nullable

Case priority

review_type'initiation' | 'monthly' | 'quarterly' | 'semi_annually' | 'annually' | 'ad-hoc' nullable

Response

Successful Response

case_idstring required

Case ID in our system

document_idsstring[] required

List of document IDs for the case

customer_idstring nullable required

Customer ID in our system for the customer the case belongs to

external_customer_idstring nullable

external customer id for the customer the case belongs to

asset_idstring nullable

Asset ID in our system for the asset the case belongs to

case_namestring nullable

Case name

case_priorityinteger nullable

Case priority

prepare_by'accend' | 'self_prepared'
case_status'pending' | 'processing' | 'waiting_on_client' | 'completed' | 'cancelled' | 'waiting_on_end_customer' required

Case status

review_type'initiation' | 'monthly' | 'quarterly' | 'semi_annually' | 'annually' | 'ad-hoc' nullable
created_atstring date-time required

Case creation time in ISO format

Changes

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