Fintary AMS - Tasks API
The AMS - Tasks API from Fintary — 5 operation(s) for ams - tasks.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Fintary AMS API documentation AMS - Tasks API
version: '1.0'
servers:
- url: https://api.fintary.com
description: Base URL declared by the provider in apis.yml (roadmap#122).
security:
- BearerAuth: []
tags:
- name: AMS - Tasks
paths:
/api/ams/tasks/{taskId}:
patch:
summary: Update a task
tags:
- AMS - Tasks
parameters:
- name: taskId
in: path
required: true
schema:
type: string
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/AmsUpdateMyTaskSchema'
responses:
'200':
description: Updated
content:
application/json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/MyTaskItemSchema'
'404':
description: Not found
/api/ams/tasks/{taskId}/escalate:
post:
summary: Escalate a task
tags:
- AMS - Tasks
parameters:
- name: taskId
in: path
required: true
schema:
type: string
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/AmsEscalateMyTaskSchema'
responses:
'200':
description: Success
content:
application/json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/MyTaskItemSchema'
'404':
description: Not found
/api/ams/tasks:
get:
summary: List the current user's tasks
tags:
- AMS - Tasks
parameters:
- name: query
in: query
required: false
style: form
explode: true
schema:
$ref: '#/components/schemas/AmsMyTasksQuerySchema'
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/MyTaskListResponseSchema'
post:
summary: Create a task
tags:
- AMS - Tasks
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/AmsCreateMyTaskSchema'
responses:
'201':
description: Created
content:
application/json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/MyTaskItemSchema'
/api/ams/tasks/scope:
get:
summary: Get the current user's agent scope (self + downline contacts)
tags:
- AMS - Tasks
responses:
'200':
description: Success
content:
application/json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/MyAgentScopeResponseSchema'
/api/ams/tasks/summary:
get:
summary: Get a summary of the current user's tasks
tags:
- AMS - Tasks
parameters:
- name: query
in: query
required: false
style: form
explode: true
schema:
$ref: '#/components/schemas/AmsMyTasksSummaryQuerySchema'
responses:
'200':
description: Success
content:
application/json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/MyTasksSummaryResponseSchema'
components:
schemas:
AmsEscalateMyTaskSchema:
type: object
properties:
taskId:
type: string
minLength: 1
priority:
type: string
notes:
type: string
escalateToUids:
type: array
items:
type: string
minLength: 1
minItems: 1
required:
- taskId
- escalateToUids
MyTaskContactSchema:
type: object
properties:
strId:
type: string
name:
type: string
email:
type: string
role:
type: string
required:
- strId
MyTasksSummaryResponseSchema:
type: object
properties:
counts:
type: array
items:
type: object
properties:
type:
type: string
count:
type: integer
required:
- type
- count
total:
type: integer
required:
- counts
- total
AmsMyTasksSummaryQuerySchema:
type: object
properties:
assigneeIds:
type: array
items:
type: string
minLength: 1
MyTaskPolicyContextSchema:
type: object
properties:
strId:
type: string
policyId:
type: string
customerName:
type: string
carrierName:
type: string
effectiveDate:
type: string
productName:
type: string
required:
- strId
AmsCreateMyTaskSchema:
type: object
properties:
title:
type: string
minLength: 1
targetAudience:
type: string
enum:
- agent
- account
- policy
- customer
- case
targetId:
type: string
minLength: 1
status:
type: string
default: pending
assigneeUids:
type: array
items:
type: string
minLength: 1
notes:
type: string
priority:
type: string
enum:
- urgent
- high
- medium
- low
default: medium
dueDate:
type: string
minLength: 1
type:
type: string
enum:
- document
- general
- missing_requirement
- need_document
- status_update
- new_note
default: general
required:
- title
- targetAudience
- targetId
- status
- priority
- type
MyAgentScopeResponseSchema:
type: object
properties:
hasAgent:
type: boolean
selfContactId:
type: string
agents:
type: array
items:
type: object
properties:
contactId:
type: string
name:
type: string
level:
type: string
isSelf:
type: boolean
required:
- contactId
- isSelf
allContactIds:
type: array
items:
type: string
required:
- hasAgent
- agents
- allContactIds
MyTaskListResponseSchema:
type: object
properties:
data:
type: array
items:
$ref: '#/components/schemas/MyTaskItemSchema'
pagination:
$ref: '#/components/schemas/AmsPaginationSchema'
required:
- data
- pagination
AmsMyTasksQuerySchema:
type: object
properties:
assigneeIds:
type: array
items:
type: string
minLength: 1
type:
type: string
status:
type: string
targetAudience:
type: string
page:
type: integer
minimum: 1
default: 1
pageSize:
type: integer
minimum: 1
maximum: 100
default: 25
required:
- page
- pageSize
MyTaskItemSchema:
type: object
properties:
strId:
type: string
title:
type: string
status:
type: string
type:
type: string
priority:
type:
- string
- 'null'
enum:
- urgent
- high
- medium
- low
- null
dueDate:
type: string
notes:
type: string
createdAt:
type: string
updatedAt:
type: string
metadataJson:
type: string
targetAudience:
type: string
targetId:
type: string
creator:
$ref: '#/components/schemas/MyTaskContactSchema'
assignees:
type: array
items:
$ref: '#/components/schemas/MyTaskContactSchema'
policyContext:
$ref: '#/components/schemas/MyTaskPolicyContextSchema'
required:
- strId
- title
- status
- type
- priority
- createdAt
- targetAudience
- targetId
- assignees
AmsPaginationSchema:
type: object
properties:
page:
type: integer
pageSize:
type: integer
total:
type: integer
totalPages:
type: integer
required:
- page
- pageSize
- total
- totalPages
AmsUpdateMyTaskSchema:
type: object
properties:
taskId:
type: string
minLength: 1
status:
type: string
notes:
type: string
priority:
type: string
assigneeUids:
type: array
items:
type: string
minLength: 1
title:
type: string
dueDate:
type: string
required:
- taskId
securitySchemes:
BearerAuth:
type: http
scheme: bearer
bearerFormat: string