Datavant Prematch API

openapi: 3.2.0
info:
  title: Datavant REST Prematch API
  description: '

    Datavant''s REST API is a full-featured API built to facilitate programmatic access to our

    identified patient medical record retrieval capabilities. We provide predictable resource-oriented,

    JSON-encoded APIS protected by industry-standard OAuth2 ClientCredential authentication.

    '
  version: '2023-04-01'
servers:
- url: https://api.datavant.io/v2
security:
- oauth2: []
tags:
- name: Prematch
paths:
  /orders/prematch:
    post:
      tags:
      - Prematch
      summary: Create a prematch order
      description: "Create a prematch order from an uploaded CSV file.\n\nThe function processes a gzipped CSV file, filtering columns according to the provided mapping,\ncreates a prematch order, and sets up a roster upload as a background task.\n\nReturns:\n    OrderResponse for the created prematch order."
      operationId: create_prematch_order_orders_prematch_post
      parameters:
      - description: Version of the Orders API to use with this call
        required: false
        schema:
          type: string
          title: Version-Datavant
          description: Version of the Orders API to use with this call
          default: '2023-04-01'
        name: version-datavant
        in: header
      requestBody:
        content:
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/Body_create_prematch_order_orders_prematch_post'
        required: true
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OrderResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
  /orders/prematch/all:
    get:
      tags:
      - Prematch
      summary: List Prematch Orders
      description: Get a list of all prematch orders.
      operationId: list_prematch_orders_orders_prematch_all_get
      parameters:
      - description: Version of the Orders API to use with this call
        required: false
        schema:
          type: string
          title: Version-Datavant
          description: Version of the Orders API to use with this call
          default: '2023-04-01'
        name: version-datavant
        in: header
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/PrematchOrderResponse'
                type: array
                title: Response List Prematch Orders Orders Prematch All Get
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
  /orders/prematch/{order_uuid}:
    delete:
      tags:
      - Prematch
      summary: Delete prematch order
      description: Delete prematch order along with all related data
      operationId: delete_prematch_orders_prematch__order_uuid__delete
      parameters:
      - required: true
        schema:
          type: string
          title: Order Uuid
        name: order_uuid
        in: path
      - description: Version of the Orders API to use with this call
        required: false
        schema:
          type: string
          title: Version-Datavant
          description: Version of the Orders API to use with this call
          default: '2023-04-01'
        name: version-datavant
        in: header
      responses:
        '204':
          description: Successful Response
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
  /orders/prematch/{order_id}/counts:
    get:
      tags:
      - Prematch
      summary: Get prematch result counts
      description: Get prematch order result counts.
      operationId: get_prematch_result_counts_orders_prematch__order_id__counts_get
      parameters:
      - required: true
        schema:
          type: string
          title: Order Id
        name: order_id
        in: path
      - description: Version of the Orders API to use with this call
        required: false
        schema:
          type: string
          title: Version-Datavant
          description: Version of the Orders API to use with this call
          default: '2023-04-01'
        name: version-datavant
        in: header
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorHTTPResponse'
components:
  schemas:
    ChartFinderConfiguration:
      properties:
        coding:
          type: boolean
          title: Coding
          description: Does this client use Datavant for coding?
        audit_type:
          type: integer
          title: Audit Type
          description: Audit type for this project.
        review_type:
          anyOf:
          - type: string
          - type: integer
          title: Audit Type
          description: Audit type for this project.
        idsb_handling_qa:
          type: integer
          enum:
          - 0
          - 1
          title: IDSB Handling QA
          description: IDSB Handling QA for this project.
        idsb_retrieving:
          type: integer
          enum:
          - 0
          - 1
          title: IDSB Retrieving
          description: IDSB directly using some retrieval methods without CF for this project.
        idsb_retrieving_embedded:
          type: integer
          enum:
          - 0
          - 1
          title: IDSB Retrieving Embedded
          description: IDSB directly retrieving for embedded retrieval methods for this project.
        account_manager_id:
          type: integer
          title: Account Manager ID
          description: Account Manager ID for this project.
      type: object
      title: ChartFinderConfiguration
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    EachDocumentDeliveryOptions:
      properties:
        delivery_frequency_sub_option:
          type: 'null'
          title: Delivery Frequency Sub Option
        delivery_frequency:
          type: string
          enum:
          - each_document
          title: Delivery Frequency
      type: object
      required:
      - delivery_frequency_sub_option
      - delivery_frequency
      title: EachDocumentDeliveryOptions
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    RetrievalSources:
      type: string
      enum:
      - api
      - embedded_manual
      - nonembedded_manual
      - athena
      - healthjump
      - mock_retrieval
      - moxe
      - office_ally
      - particle
      - ses
      - share_arkansas
      - sidus
      - veradigm
      - vim
      - iatric
      - c3hie
      - ghhc
      - healow
      - mdland
      title: RetrievalSources
      description: An enumeration.
    DailyDeliveryOptions:
      properties:
        delivery_frequency_sub_option:
          type: 'null'
          title: Delivery Frequency Sub Option
        delivery_frequency:
          type: string
          enum:
          - daily
          title: Delivery Frequency
      type: object
      required:
      - delivery_frequency_sub_option
      - delivery_frequency
      title: DailyDeliveryOptions
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    StructuredDataExtractionReportConfiguration:
      properties:
        delivery_schedule:
          items:
            type: string
          type: array
          title: Delivery Schedule
          description: List of datetimes (in ISO format) for when deliveries should happen
          default: []
        deliver_automatically:
          type: boolean
          title: Deliver Automatically
          description: Whether to deliver the report automatically
          default: false
        delivery_schedule_options:
          oneOf:
          - $ref: '#/components/schemas/DailyDeliveryOptions'
          - $ref: '#/components/schemas/WeeklyDeliveryOptions'
          - $ref: '#/components/schemas/BiweeklyDeliveryOptions'
          - $ref: '#/components/schemas/MonthlyDeliveryOptions'
          - $ref: '#/components/schemas/DueDateDeliveryOptions'
          - $ref: '#/components/schemas/EachDocumentDeliveryOptions'
          title: Delivery Schedule Options
          description: Options for scheduling the delivery of the structured data extraction report.
          discriminator:
            propertyName: delivery_frequency
            mapping:
              daily: '#/components/schemas/DailyDeliveryOptions'
              weekly: '#/components/schemas/WeeklyDeliveryOptions'
              biweekly: '#/components/schemas/BiweeklyDeliveryOptions'
              monthly: '#/components/schemas/MonthlyDeliveryOptions'
              order_due_date: '#/components/schemas/DueDateDeliveryOptions'
              each_document: '#/components/schemas/EachDocumentDeliveryOptions'
        filename_prefix:
          type: string
          title: Filename Prefix
          description: The filename will be <filename_prefix>_YYYY-MM-DD.csv
        include_npi:
          type: boolean
          title: Include Npi
          default: true
        include_diagnosis:
          type: boolean
          title: Include Diagnosis
          default: true
        filter_encounters_by_requested_dos:
          type: boolean
          title: Filter Encounters By Requested Dos
          default: false
        write_empty_encounters:
          type: boolean
          title: Write Empty Encounters
          default: false
      type: object
      required:
      - filename_prefix
      title: StructuredDataExtractionReportConfiguration
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    MonthlyDeliveryOptions:
      properties:
        delivery_frequency_sub_option:
          type: integer
          title: Delivery Frequency Sub Option
        delivery_frequency:
          type: string
          enum:
          - monthly
          title: Delivery Frequency
      type: object
      required:
      - delivery_frequency_sub_option
      - delivery_frequency
      title: MonthlyDeliveryOptions
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    Contacts:
      properties:
        billing:
          allOf:
          - $ref: '#/components/schemas/LegalEntity'
          title: Billing
          description: The entity that should be billed for this order
        customer:
          allOf:
          - $ref: '#/components/schemas/LegalEntity'
          title: Customer
          description: The entity that requested this order (if being submitted by a third-party)
      type: object
      title: Contacts
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    OrderResponse:
      properties:
        delivery_type:
          items:
            $ref: '#/components/schemas/DeliveryType'
          type: array
          description: The preferred formats the charts should be delivered in.
        delivery_format:
          allOf:
          - $ref: '#/components/schemas/DeliveryFormat'
          description: How delivered PDF files should be formatted. i.e. individual or zipped.
        structured_data_file_delivery_format:
          allOf:
          - $ref: '#/components/schemas/DeliveryFormat'
          description: How delivered structured data files should be formatted. i.e. individual or zipped.
        delivery_filename_template:
          type: string
          title: Delivery Filename Template
          description: file naming template for charts to be delivered.
        delivery_manifest_included:
          type: boolean
          title: Delivery Manifest Included
          description: Whether to include a manifest with the delivery.
          default: false
        delivery_manifest_filename_template:
          type: string
          title: Delivery Manifest Filename Template
          description: file naming template for delivery manifests.
        delivery_manifest_file_extension:
          type: string
          enum:
          - .csv
          - .txt
          - .dat
          title: Delivery Manifest File Extension
          description: file extension for delivery manifests.
        delivery_manifest_delimiter:
          type: string
          enum:
          - ','
          - '|'
          - "\t"
          title: Delivery Manifest Delimiter
          description: delimiter for delivery manifests.
        delivery_zip_filename_template:
          type: string
          title: Delivery Zip Filename Template
          description: file naming template for zip file for when charts need to be zipped.
        delivery_frequency:
          allOf:
          - $ref: '#/components/schemas/DeliveryFrequency'
          description: The frequency at which retrieved charts should be delivered.
        delivery_frequency_sub_option:
          anyOf:
          - items:
              $ref: '#/components/schemas/DeliveryFrequencyDay'
            type: array
          - type: integer
          title: Delivery Frequency Sub Option
          description: A list of days for a weekly delivery, or a date (e.g. 5 for the 5th of the month) for a monthly delivery.
        delivery_schedule:
          items:
            type: string
          type: array
          title: Delivery Schedule
          description: A list of date times (in ISO format) for when deliveries should happen.
        delivery_timing:
          allOf:
          - $ref: '#/components/schemas/DeliveryTiming'
          description: The cadence that files should be delivered, either scheduled or continuous.
        delivery_location:
          allOf:
          - $ref: '#/components/schemas/DeliveryLocation'
          description: The location where the charts should be delivered to.
        delivery_email_recipients:
          items:
            type: string
          type: array
          title: Delivery Email Recipients
          description: Email recipients for order delivery notifications.
        delivery_manifest_configuration:
          title: Delivery Manifest Configuration
          description: Allows to specify custom column headers and rearrange columns in the resulting CSV document
        zip_password:
          type: string
          format: password
          title: Zip file password
          description: User can specify a password that will be applied to the zip file encryption on delivery
          writeOnly: true
        merge_charts:
          type: boolean
          title: Merge Charts
          description: Flag to indicate if merged charts per patient is required
        structured_data_extraction_report_configuration:
          allOf:
          - $ref: '#/components/schemas/StructuredDataExtractionReportConfiguration'
          title: Structured Data Extraction Report Configuration
          description: 'Configuration for structured data extraction report.

            '
        chart_detail_extract_report_configuration:
          allOf:
          - $ref: '#/components/schemas/ChartDetailExtractConfiguration'
          title: Chart Detail Extract Report Configuration
          description: Configuration for chart detail extraction report.
        uuid:
          type: string
          format: uuid4
          title: UUID4
          description: Unique identifier for the object.
        id:
          type: string
          maxLength: 100
          minLength: 1
          pattern: ^[\sa-zA-Z0-9_.-]+$
          title: ID
          description: 'User-provided identifier for the object.


            * Must be between 4 and 32 characters

            * Must contain only upper or lower-case alphanumeric characters, numbers, hyphens and/or underscores.

            '
        name:
          type: string
          title: Name
          description: User-friendly name for the order.
        project_id:
          type: string
          title: Project ID
          description: ID of the project associated with the order.
        project_uuid:
          type: string
          format: uuid4
          title: Project UUID
          description: UUID of the project associated with the order.
        project_name:
          type: string
          title: Project Name
          description: Name of the project associated with the order.
        project_config_options:
          type: object
          title: Project config options
        package_configuration_pk_id:
          type: integer
          title: Package Configuration ID specific to the order
        package_configuration_pk_id_for_project_type:
          type: integer
          title: Package Configuration ID for the related Project Type
        type:
          allOf:
          - $ref: '#/components/schemas/RequesterType'
          description: 'The type of request being made.

            '
          example: payd
        due_date:
          type: string
          format: date-time
          title: Due Date
          description: Date by which record delivery should be complete.
        primary_reason:
          allOf:
          - $ref: '#/components/schemas/PrimaryReason'
          description: 'Required. Primary reason for the medical record request.

            '
        secondary_reason:
          allOf:
          - $ref: '#/components/schemas/SecondaryReason'
          description: 'Secondary reason for the medical record request.

            '
        meta:
          type: object
          title: Meta
          description: Miscellaneous configuration related to order that may be used for scheduling, reporting or billing purposes.
        contacts:
          allOf:
          - $ref: '#/components/schemas/Contacts'
          title: Contacts
          description: 'Alternative billing and customer contact information for this order.


            For users submitting requests on behalf of other entities or individuals, these fields can be used to capture

            information about the entities or individuals who you are submitting the order on behalf of. These details are

            purely informational.

            '
        retrieval_sources:
          items:
            $ref: '#/components/schemas/RetrievalSources'
          type: array
          description: 'List of one or more Identified Switchboard sources to use when retrieving records.


            Default retrieval sources are based on configuration.

            '
        retrieval_allow_block_configuration:
          allOf:
          - $ref: '#/components/schemas/RetrievalAllowBlockConfiguration'
          title: Retrieval Allow Block Configuration
          description: 'Allow only record retrieval from certain entities and/or block retrieval from certain entities.


            Note: In the event of conflicts between the retrieval locations for allowed and blocked entities, we will

            allow the retrieval. For example, if health system A is allowed and health system B is blocked, but both

            include a common retrieval location, that location will be allowed.

            '
        manual_qa:
          type: boolean
          title: Manual Qa
          description: Flag to indicate if manual QA is required
        coding_required:
          type: boolean
          title: Coding Required
          description: Flag to indicate if coding is required
        coding_required_v2:
          type: boolean
          title: Coding Required V2
          description: Flag to route coding through the new SB->Archon workflow instead of the legacy ARCH DB export.
        submission_source:
          allOf:
          - $ref: '#/components/schemas/SubmissionSource'
          description: The method used to submit the order.
          default: api
        total_queries:
          type: integer
          title: Total Queries
          description: Number of queries associated with the order.
        status:
          allOf:
          - $ref: '#/components/schemas/OrderStatus'
          description: Current status of the order
        created_at:
          type: string
          format: date-time
          title: Date Created
          description: The ISO8601 formatted timestamp for when the object was created.
        updated_at:
          type: string
          format: date-time
          title: Date Last Updated
          description: The ISO8601 formatted timestamp for when the object was last updated.
        demand_id:
          type: integer
          title: Demand ID
          description: This field is used to link forecasts to Orders. DemandID can be a dummy value (99999) and does not have to be unique.
        wave:
          type: integer
          exclusiveMaximum: 10000.0
          exclusiveMinimum: 0.0
          title: Wave
          description: This field is used to provide information to ChartFinder for traditional projects.Wave must be an integer between 1 and 9999.
        chart_review_year:
          type: integer
          title: Chart Review Year
          description: This field is used to provide information to ChartFinder for traditional projects.Chart Review Year must be an integer between 2022 and 2025.
        target_yield:
          type: number
          title: Target Yield
          description: This field is used to provide information to ChartFinder for traditional projects.Target Yield must be a float between 0 and 1.
        yield_type:
          type: integer
          title: Yield Type
          description: This field is used to provide information to ChartFinder for traditional projects.Must be an integer between 1 and 3.
        ticket_number:
          type: string
          title: Ticket Number
        flow_type:
          type: string
          title: Type of project (patient, provider)
          description: The type of project this order is.
        chart_finder_config:
          allOf:
          - $ref: '#/components/schemas/ChartFinderConfiguration'
          title: Chart Finder Config
          description: Options for Chart Finder.
        delivery_config:
          allOf:
          - $ref: '#/components/schemas/AllDeliveryConfig'
          title: Delivery Config
          description: Delivery configuration for the order.
        import_review_status:
          allOf:
          - $ref: '#/components/schemas/ImportReviewStatus'
          title: Import Review Status
          description: Steps to complete for the import review process
      type: object
      required:
      - uuid
      - id
      - type
      - primary_reason
      - status
      title: OrderResponse
      description: Represents an Order object returned through the API.
    AllDeliveryConfig:
      properties:
        pdf:
          $ref: '#/components/schemas/PdfDeliveryConfig'
        cda:
          $ref: '#/components/schemas/BaseDeliveryConfig'
        fhir:
          $ref: '#/components/schemas/BaseDeliveryConfig'
        structured_extraction:
          $ref: '#/components/schemas/StructuredExtractionDeliveryConfig'
        chart_detail_extract:
          $ref: '#/components/schemas/ChartDetailExtractDeliveryConfig'
      type: object
      title: AllDeliveryConfig
      description: Model for the delivery configuration.
    DueDateDeliveryOptions:
      properties:
        delivery_frequency_sub_option:
          type: 'null'
          title: Delivery Frequency Sub Option
        delivery_frequency:
          type: string
          enum:
          - order_due_date
          title: Delivery Frequency
      type: object
      required:
      - delivery_frequency_sub_option
      - delivery_frequency
      title: DueDateDeliveryOptions
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    SecondaryReason:
      type: string
      enum:
      - aca
      - defense_attorney
      - defense_subpoena
      - personal_injury
      - state_attorney_office
      - represent_indignant
      - subpoena_second_request
      - disability_gov_benefits
      - ssi_claim_second_request
      - hospital_per_admission
      - 'no'
      - second_request
      - social_security_appeal
      - patient_social_security_appeal
      - social_security_claim_appeal_second_request
      - forms_completion_by_provider
      - attorney_rep_pat
      - appeal_second_request
      - court_issued
      - criminal
      - subpoena
      - workers_comp_subpoena
      - subpoena_deposition_trial_testimony_with_records
      - workers_comp_second_request
      - workers_comp
      - workers_comp_self_insured
      - requested_by_patient
      - requested_by_attorney
      - drg_payment_integrity
      - hedis_audit
      - hix
      - mra
      - radv
      - utilization_review
      - short_term_long_term_claim
      - second_request_insurance
      - bc_bs_claim
      - non_medical_insurance_claim
      - standard_insurance_claim_payment
      - underwriting
      - pharmacy
      - aps
      - medicare_medicaid_utl_review
      - medicare_medicaid_eligibility
      - rac_medicaid
      - second_request_workers_comp
      - standard_workers_comp
      - county
      - dept_of_health_human_services
      - dept_of_welfare
      - family_and_child
      - omap
      - probation
      - public_schools
      - social_security_application
      - veterans_affairs
      - voc_rehab
      - mi_family
      - nc_prison
      - attorney_general
      - state_attorney
      - federal_public_defender
      - utilization_review_medicare_and_medicaid
      - home_risk_assessment
      - in_office_assessment
      - payment_integrity
      - post_payment_denials
      - pre_payment_denials
      - provider_as_requester
      - switchboard_for_acos
      - whole_person_understanding
      title: SecondaryReason
      description: An enumeration.
    DeliveryFormat:
      type: string
      enum:
      - individual
      - zipped
      title: DeliveryFormat
      description: An enumeration.
    Body_create_prematch_order_orders_prematch_post:
      properties:
        file:
          type: string
          format: binary
          title: File
        is_traditional:
          type: string
          title: Is Traditional
        columns_map:
          type: string
          title: Columns Map
        retrieval_sources:
          type: string
          title: Retrieval Sources
        client_name:
          type: string
          title: Client Name
      type: object
      required:
      - file
      - is_traditional
      - columns_map
      title: Body_create_prematch_order_orders_prematch_post
    AllowBlockGroup:
      properties:
        data_foundation_health_system_ids:
          items:
            type: string
          type: array
          title: Data Foundation Health System Ids
          description: The set of Data Foundation health system IDs that are allowed or blocked.
      type: object
      title: AllowBlockGroup
      description: 'A custom BaseModel with the eventual goal of populating inheriting models with the value property

        of enums rather than the raw enum.


        For now this is set to False (default setting) and we only set enum values to true within the

        models that have enums we know we need to use the values for.'
    OrderStatus:
      type: string
      enum:
      - draft
      - accepted
      - rejected
      - processing
      - failed
      - dispatched
      - canceled
      - complete
      - pending_close
      - close_in_progress
      - intake_review_required
      - intake_review_completed
      title: OrderStatus
      description: "OrderStatus is an enumeration representing the different stages in an order's lifecycle.\n\nDefinitions:\n    draft: An initial state for orders that are created but not yet submitted for processing.\n        - Used for orders created manually through the IDSB UI, requiring explicit action to proceed to dispatch.\n\n    accepted: A ready-for-processing state for newly received orders.\n        - Used for orders submitted via the CF orders API, indicating they are queued for dispatch without requiring further manual intervention.\n\n    intake_review_required: An action required state to complete steps prior to dispatching instructions.\n        - Used for orders that require action items to be completed as part of the import review process.\n\n    intake_review_completed: A state indicating that the import review process has been completed.\n        - Used for orders that have completed the import review process and are ready for dispatch.\n\n    rejected: A terminal state indicating the order was declined.\n        - Used for prematch when an order fails input file validation\n\n    processing: A temporary state while initial processing actions are performed on the order.\n        - Used after submission but before any external requests are dispatched, including internal steps like intake database updates, routing,\n          and merging charts (for semi-auto/ML sweep).\n\n    failed: A terminal state indicating the order failed to process.\n        - Used for prematch orders to indicate order failed to process.\n\n    dispatched: A state indicating that external chart or patient searches have been initiated.\n        - Set once the first external request related to the order is sent out.\n\n    canceled: A terminal state indicating the order was withdrawn and processing has ceased.\n\n    complete: A terminal state signifying that the order has been fully processed and closed.\n        - Currently set manually after all retrievals and chart deliveries are finalized.\n\n    pending_close: A terminal state indicating that further processing shoul

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