InvestigationOrder.SaveDraft

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: InvestigationOrderDraftRequest

Field Type Required Max Length Notes
webOrder string? No 20
orderType int Yes Order type code from InvestigationOrder.GetJobTypes.
priorityCode int? Yes
dateOrdered DateTime? No
dueDate DateTime? No
adjuster int? Yes Attorney code from Attorney.GetAll.
billToAdjuster int? No Attorney code from BillTo.GetAttorneys.
referenceNumber string Yes 35
plaintiff string Yes 600
defendant string Yes 600
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
department string Yes 50
room string Yes 50
hearingDate DateTime? No
advanceFees bool No
advanceFeeAmount decimal? No
checkAttached bool No
checkAttachedAmount decimal? No
callClientWithCaseNumber bool No
statuteFiling bool No
rushReturnConformed bool No
documentsDescription string Yes 2000
specialInstructions string Yes 2000
scope string Yes 500
dateOfLoss DateTime? No
insuredClient bool? No
photoDiagram bool? No
deathCertificate bool? No
recordedWitness bool? No
inspectionPhotoVehicle bool? No
policeReport bool? No
inPersonWitness bool? No
medClinicInspection bool? No
drivingRecord bool? No
inPersonRecordedWitness bool? No
medClinicBackground bool? No
payrollRecords bool? No
vehicleRegistration bool? No
surveillanceActivity bool? No
productLiability bool? No
umStatement bool? No
employeeLOE bool? No
backgroundCheck bool? No
neighborhoodCanvas bool? No
courtIndex bool? No
assetCheck bool? No
export bool No
parties List<InvestigationDraftPartyRequest> No
documents List<InvestigationDraftDocumentRequest> Conditional Required when the selected job type requires uploads.

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

{
  "webOrder": "W123456",
  "orderType": 301,
  "priorityCode": 1,
  "dateOrdered": "2026-05-07T00:00:00",
  "dueDate": "2026-05-21T00:00:00",
  "adjuster": 123,
  "billToAdjuster": 456,
  "referenceNumber": "REF-12345",
  "plaintiff": "Acme Corporation",
  "defendant": "John Doe",
  "courtCode": "LASC",
  "caseNumber": "24STCV12345",
  "department": "Dept 12",
  "room": "Room 305",
  "hearingDate": "2026-06-01T09:00:00",
  "advanceFees": false,
  "advanceFeeAmount": null,
  "checkAttached": false,
  "checkAttachedAmount": null,
  "callClientWithCaseNumber": false,
  "statuteFiling": false,
  "rushReturnConformed": false,
  "documentsDescription": "Investigation assignment documents",
  "specialInstructions": "Contact insured before field work.",
  "scope": "Locate and interview witnesses.",
  "dateOfLoss": "2026-04-15T00:00:00",
  "insuredClient": true,
  "photoDiagram": true,
  "deathCertificate": false,
  "recordedWitness": false,
  "inspectionPhotoVehicle": false,
  "policeReport": true,
  "inPersonWitness": true,
  "medClinicInspection": false,
  "drivingRecord": false,
  "inPersonRecordedWitness": false,
  "medClinicBackground": false,
  "payrollRecords": false,
  "vehicleRegistration": false,
  "surveillanceActivity": false,
  "productLiability": false,
  "umStatement": false,
  "employeeLOE": false,
  "backgroundCheck": false,
  "neighborhoodCanvas": false,
  "courtIndex": false,
  "assetCheck": false,
  "export": false,
  "parties": [
    {
      "name": "John Doe",
      "address": "123 Main St",
      "city": "Los Angeles",
      "state": "CA",
      "zip": "90012",
      "email": "john.doe@example.com",
      "occupation": "Driver",
      "phone": "2135550100",
      "cellPhone": "2135550101",
      "driverName": "John Doe",
      "driversLicense": "D1234567",
      "ssn": "123456789",
      "birthDate": "1980-01-15T00:00:00",
      "injuryDate": "2026-04-15T00:00:00",
      "injuryType": "Soft tissue",
      "propertyDamage": "Rear bumper"
    }
  ],
  "documents": [
    {
      "name": "assignment.pdf",
      "id": "doc-123",
      "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: ExportedOrderResult

The response body is returned as ExportedOrderResult.

Response Sample

{
  "webOrderId": "W123456",
  "workOrderId": "C123456",
  "generatedWorkOrders": [
    {
      "workOrder": "C123456",
      "servee": null
    }
  ]
}