Documentation Index

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Workflow

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The Workflow API helps you run a workflow on transaction cases

  • POST – Create a temporary accept list

    Creates a temporary accept list (whitelist) using the `validUntil` field and additional criteria, matching transaction case criteria will be automatically accepted.

  • PUT – Transaction case action
    Executes an action on a transaction case. Currently, only the information-received action is supported, which transitions the case after required information has been confirmed. Attachments included in the request are automatically added as notes.