InvestigationOrder.Create

Try it in Swagger

Endpoint

Request Schema

Headers

Header Required Notes
X-Api-Key Required when tenant is not resolved by subdomain Resolves the tenant/customer database.
Authorization: Bearer {token} Required for authorized endpoints Get a token from Auth/Token or Session/Create.

JSON Body

Body type: InvestigationOrderRequestDto

Field Type Required Max Length Notes
orderType int Yes Order type code from InvestigationOrder.GetJobTypes.
details InvestigationOrderDetailsDto Yes
parties List<InvestigationPartyDto> No
documents List<InvestigationOrderDocumentDto>? Conditional Required when the selected job type requires uploads.
attorneyCode int Yes Attorney code from Attorney.GetAll.
billToAttorneyCode int No Attorney code from BillTo.GetAttorneys.
billToCustomerCode string Yes 11 Customer code from BillTo.GetBillToCustomers.
dueDate string Yes
dateOfLoss string Yes
courtCode string Conditional 12 Court code, not the court display name. Required unless court override is used. Use Court.Search, Court.GetAll, or Court.Get to retrieve valid court codes.
caseNumber string Yes 100
plaintiff string Yes 600
defendant string Yes 600
representing string Yes 100
representingName string Yes 100
scope string Yes 500
specialInstructions string Yes 2000
theirFileNumber string Yes 35
claimNumber string Yes 50
partyName string Yes 100
address string Yes 100
city string Yes 100
stateAbbr string Yes 2
zipCode string Yes 9
phone string Yes 19
email string Yes 100
dateOfBirth string Yes
driverName string Yes 200
driversLicenseNumber string Yes 20
socialSecurityNumber string Yes 9
occupation string Yes 100
dateOfInjury string Yes
typeOfInjury string Yes 100
propertyDamage string Yes 200
name string? No 100
base64 string? No

Type / Enum Values

Field Allowed Values Notes
courtCode code from Court.Search, Court.GetAll, or Court.Get Send the court code, not the court name/description.
orderType Integer from InvestigationOrder.GetJobTypes Use the linked lookup endpoint to get valid investigation job types for the tenant.

Request Sample

{
  "orderType": 301,
  "details": {
    "attorneyCode": 123,
    "billToAttorneyCode": 456,
    "billToCustomerCode": "ABC001",
    "dueDate": "2026-05-21",
    "dateOfLoss": "2026-04-15",
    "courtCode": "LASC",
    "caseNumber": "24STCV12345",
    "plaintiff": "Acme Corporation",
    "defendant": "John Doe",
    "representing": "Plaintiff",
    "representingName": "Acme Corporation",
    "scope": "Locate and interview witnesses.",
    "specialInstructions": "Contact insured before field work.",
    "theirFileNumber": "REF-12345",
    "claimNumber": "CLM-12345"
  },
  "parties": [
    {
      "partyName": "John Doe",
      "address": "123 Main St",
      "city": "Los Angeles",
      "stateAbbr": "CA",
      "zipCode": "90012",
      "phone": "2135550100",
      "email": "john.doe@example.com",
      "dateOfBirth": "1980-01-15",
      "driverName": "John Doe",
      "driversLicenseNumber": "D1234567",
      "socialSecurityNumber": "123456789",
      "occupation": "Driver",
      "dateOfInjury": "2026-04-15",
      "typeOfInjury": "Soft tissue",
      "propertyDamage": "Rear bumper"
    }
  ],
  "documents": [
    {
      "name": "assignment.pdf",
      "base64": "JVBERi0xLjQ="
    }
  ]
}

Expected Response Schema

Status Codes

Status Notes
200 OK Returned by the controller for this operation.
400 Bad Request Validation, invalid request, invalid contact, or service/export failure.

Success Body

Response type: string

The response body is a JSON string.

See the Order Lifecycle guide for how draft web order ids become exported work order ids.

Response Sample

"W123456"