Welcome to the Kotini Partners API documentation!
This API is designed to provide seamless integration with the Kotini platform, allowing our partners to access and manage data related to Case, Customer and Property.
This API follows RESTful principles and utilizes JSON for all request and response payloads, making it easy to integrate into your existing systems. It uses secure OAuth 2.0 authentication to ensure data integrity and privacy.
The documentation will guide you through all aspects of the Kotini Partners API, including authentication, request structures, endpoints, and best practices. Whether you're building an app or integrating Kotini data into your platform, this API will provide the tools you need for smooth operations.
This API uses OAuth 2.0 for authentication, supporting two flows:
Both methods provide secure access to the Partner API. The choice between them depends on your specific use case and security requirements.
https://auth.kotini.co/realms/partner/protocol/openid-connect/tokenhttps://auth.kotini.co/realms/partner/protocol/openid-connect/authhttps://auth.kotini.co.uk/realms/partner/protocol/openid-connect/tokenhttps://auth.kotini.co.uk/realms/partner/protocol/openid-connect/authThis method is suitable for trusted applications that can securely handle user credentials.
Authorization header of your requests.Include the following parameters in the request body:
grant_type: Set this to passwordclient_id: Your assigned client IDusername: The user's email addresspassword: The user's passwordPOST /realms/partner/protocol/openid-connect/token HTTP/1.1
Host: auth.kotini.co
Content-Type: application/x-www-form-urlencoded
grant_type=password&client_id=your_client_id&username=user@example.com&password=user_password
This method is ideal for web applications and provides a more secure authentication process.
response_type: Set this to codeclient_id: Your assigned client IDredirect_uri: Your application's callback URLscope: Requested permissions (e.g., openid profile email)state: A unique string to prevent CSRF attackshttps://auth.kotini.co/realms/partner/protocol/openid-connect/auth?
response_type=code&
client_id=your_client_id&
redirect_uri=https://your-app.com/callback&
scope=openid profile email&
state=random_state_string
After receiving the authorization code, exchange it for an access token:
POST /realms/partner/protocol/openid-connect/token HTTP/1.1
Host: auth.kotini.co
Content-Type: application/x-www-form-urlencoded
grant_type=authorization_code&
client_id=your_client_id&
client_secret=your_client_secret&
code=received_authorization_code&
redirect_uri=https://your-app.com/callback
Once you've obtained the access token (via either method), include it in the Authorization header of your API requests:
GET /api/v1/cases HTTP/1.1
Host: partner.service.kotini.co.uk
Authorization: Bearer <access_token>
state parameter to prevent CSRF attacks.Remember to replace placeholder values (like your_client_id, etc.) with your actual values when implementing the authentication flows.
Subscribe to a webhook
Payload containing the details of the webhook subscription
| webhook_id required | string <uuid> The unique identifier of the webhook |
| name required | string [ 1 .. 255 ] characters The name of the webhook |
| status required | string Enum: "active" "inactive" The current status of the webhook |
| last_success | string or null <date-time> The timestamp of the last successful delivery of the webhook |
| failure_count required | integer >= 0 The number of consecutive failed deliveries |
{- "webhook_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "name": "CRM Webhook",
- "status": "active",
- "last_success": "2021-01-01T00:00:00Z",
- "failure_count": 4
}{- "webhook_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "name": "CRM Webhook",
- "status": "active",
- "last_success": "2021-01-01T00:00:00Z",
- "failure_count": 0
}This endpoint is triggered when a case event happenns.
Payload containing the details of the event and case
| version required | string The version of event system used. |
| idempotency_key required | string A unique key to ensure idempotency. |
| type required | string Enum: "sale.created" "sale.onboarding" "sale.onboarded" "purchase.created" "purchase.onboarding" "purchase.onboarded" "transaction.connected" The type of event. |
required | object (Case) |
{- "version": "string",
- "idempotency_key": "string",
- "type": "sale.created",
- "data": {
- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": 100000,
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT",
- "start_date": "2022-01-01",
- "special_conditions": "Special conditions",
- "cancellation_email": "user@example.com",
- "cancellation_address": "string",
- "withdrawal_fee": 1000
}, - "property": {
- "line_1": "1 High Street",
- "line_2": "High Town",
- "line_3": "High County",
- "town": "High City",
- "postcode": "HI1 1HI",
- "uprn": "100012345678"
}, - "viewing_preference": {
- "provide_keys": "Yes",
- "alarmed": "Yes",
- "access_details": "string",
- "restrictions": "Do not enter shed",
- "restrictions_details": "string"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front",
- "reason_for_selling": "Moving to a new area",
- "reason_for_selling_details": "string",
- "selling_points": "Close to the school",
- "selling_points_other": "Close to schools and parks",
- "area_and_community_appeal": "Close to local amenities",
- "seeking_buying_agent": "Yes"
}, - "disclosures": [
- {
- "case_disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "created": "2022-01-01T00:00:00Z",
- "type": "Buyers met in person",
- "detail": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.co.uk"
}
], - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "test@test.com",
- "date_of_birth": "2000-01-01",
- "preferred_name": "John",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "gender": "male",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": true
}
], - "assignees": [
- {
- "first_name": "Jack",
- "last_name": "Nelson",
- "email": "test@jack.com",
- "name": "Jack",
- "initials": "JN",
- "role": "Creator"
}
]
}
}Get case by ID
| case_id required | string The ID of the case that needs to be fetched |
{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}Update case status by ID
| case_id required | string The ID of the case that needs to be fetched |
Payload containing the details of the status update
| status required | string Value: "onboarded" The status of the case |
{- "status": "onboarded"
}{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}Connect a transaction to a case
| case_id required | string <uuid> The ID of the case that needs to be fetched |
Payload containing the transaction ID
| requirement required | string The name of the requirement to update |
| state | string The state of the requirement |
{- "requirement": "string",
- "state": "string"
}{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}Connect a transaction to a case
| case_id required | string <uuid> The ID of the case that needs to be fetched |
Payload containing the transaction ID
| transaction_id required | string <uuid> The ID of the transaction to connect |
{- "transaction_id": "0fec1e58-b197-4052-99cf-2218496c5482"
}{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}Add sale terms to a case
| case_id required | string <uuid> The ID of the case that needs to be fetched |
Payload containing the transaction ID
| sale_terms_id | string <uuid> The ID of the sale terms |
| status required | string Enum: "created" "accepted" The status of the sale terms |
| fee_type required | string Value: "Free text" The fee type of the case |
| agency_type | string Enum: "Sole Agency" "Sole Selling Rights" "Multiple Agency" "Joint Agency" The type of agency term for the case |
| agency_term required | integer The length of the agency term in weeks |
| vat required | boolean Whether VAT is applicable to the case |
| initial_marketing_price required | number <float> The initial marketing price of the case |
| initial_marketing_price_qualifier required | string Enum: "Asking price" "Guide price" "Offers over" "Offers in the region of" "Fixed Price" The qualifier for the initial marketing price |
| fee_description required | string The fee description of the case |
| start_date | string <date> The start date of the sale terms |
| special_conditions | string The special conditions of the sale terms |
| cancellation_email | string <email> The email address for cancellations |
| cancellation_address | string The address for cancellations |
| withdrawal_fee | number <float> The withdrawal fee for the case |
{- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": 100000,
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT",
- "start_date": "2022-01-01",
- "special_conditions": "Special conditions",
- "cancellation_email": "user@example.com",
- "cancellation_address": "string",
- "withdrawal_fee": 1000
}{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}Update sale terms to a case
| case_id required | string <uuid> The ID of the case that needs to be fetched |
Payload containing the transaction ID
| sale_terms_id | string <uuid> The ID of the sale terms |
| status required | string Enum: "created" "accepted" The status of the sale terms |
| fee_type required | string Value: "Free text" The fee type of the case |
| agency_type | string Enum: "Sole Agency" "Sole Selling Rights" "Multiple Agency" "Joint Agency" The type of agency term for the case |
| agency_term required | integer The length of the agency term in weeks |
| vat required | boolean Whether VAT is applicable to the case |
| initial_marketing_price required | number <float> The initial marketing price of the case |
| initial_marketing_price_qualifier required | string Enum: "Asking price" "Guide price" "Offers over" "Offers in the region of" "Fixed Price" The qualifier for the initial marketing price |
| fee_description required | string The fee description of the case |
| start_date | string <date> The start date of the sale terms |
| special_conditions | string The special conditions of the sale terms |
| cancellation_email | string <email> The email address for cancellations |
| cancellation_address | string The address for cancellations |
| withdrawal_fee | number <float> The withdrawal fee for the case |
{- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": 100000,
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT",
- "start_date": "2022-01-01",
- "special_conditions": "Special conditions",
- "cancellation_email": "user@example.com",
- "cancellation_address": "string",
- "withdrawal_fee": 1000
}{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}Create a new case
Payload containing the details of the status update
| type required | string Enum: "sale" "purchase" The type of the case |
object (CaseProperty) The property of the case | |
Array of objects (CaseParticipant) The participants of the case | |
Array of objects (CaseAssignee) The assignees of the case |
{- "type": "sale",
- "property": {
- "line_1": "1 High Street",
- "line_2": "High Town",
- "line_3": "High County",
- "town": "High City",
- "postcode": "HI1 1HI",
- "uprn": "100012345678"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "test@test.com",
- "date_of_birth": "2000-01-01",
- "preferred_name": "John",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "gender": "male",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": true
}
], - "assignees": [
- {
- "first_name": "Jack",
- "last_name": "Nelson",
- "email": "test@jack.com",
- "name": "Jack",
- "initials": "JN",
- "role": "Creator"
}
]
}{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}Add disclosures to a case
| case_id required | string <uuid> The ID of the case that needs to be fetched |
Payload containing the transaction ID
| case_disclosure_id required | string <uuid> The ID of the case disclosure |
| created | string <date-time> The date the case disclosure was created |
| type required | string The type of the case disclosure |
| detail | string The details of the case disclosure |
| first_name required | string The first name of the user |
| last_name required | string The last name of the user |
| email required | string The email of the user |
[- {
- "case_disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "created": "2022-01-01T00:00:00Z",
- "type": "Buyers met in person",
- "detail": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.co.uk"
}
]{- "case_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "sale",
- "status": "onboarded",
- "tags": [
- {
- "case_tag_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "tag": "high priority"
}
], - "sale_terms": {
- "sale_terms_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "status": "accepted",
- "fee_type": "Free text",
- "agency_type": "Sole Agency",
- "agency_term": 12,
- "vat": true,
- "initial_marketing_price": "£100,000",
- "initial_marketing_price_qualifier": "Asking price",
- "fee_description": "1% plus VAT"
}, - "property": {
- "line_1": "1 Acacia Avenue",
- "line_2": "Birchfield",
- "town": "Cedar City",
- "postcode": "CC1 1CC",
- "uprn": "100012345678"
}, - "disclosures": [
- {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "type": "Buyers met in person",
- "description": "Yes",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}, - {
- "disclosure_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6e",
- "type": "Conflicts of interest",
- "description": "Me and dave are mates",
- "first_name": "John",
- "last_name": "Doe",
- "email": "john@doe.com"
}
], - "viewing_preference": {
- "provide_keys": "Yes"
}, - "marketing": {
- "board_requested": "Yes",
- "board_requested_location": "Front"
}, - "participants": [
- {
- "case_participant_id": "e9e1f1d0-1b6b-4f3b-8eab-6f6f6f6f6f6f",
- "role": "Seller",
- "capacity": "Legal Owner",
- "first_name": "John",
- "last_name": "Doe",
- "maiden_name": "Smith",
- "email": "john@doe.com",
- "date_of_birth": "2000-01-01",
- "organisation": "Acme",
- "organisation_reference": "123",
- "phone": "01234567890",
- "title": "Mr",
- "aml_accepted": true,
- "id_accepted": false
}
]
}