Claim Tasks

Displays a list of outstanding tasks that needs to be actioned, as well as actioned tasks.

Request access
Business Overview

Displays a list of outstanding tasks that the member/fund needs to action as well as a historical record of actioned tasks.

The below diagram illustrates where in the customer journey the API can be utilised.

Member suffers an injury or illness
Member notifies fund of claimable event
Fund lodges claim with Zurich
Claim is created and assessed by Zurich
Decision is made on the member's claim
Claim is finalised

Data fields available

Funds can elect to integrate some or all of the below fields into their native UI.

Data fields Description of field
Task Type Brief description of the task
Task ID Unique identifier for the task
Task Description A more detailed description of the task including the scheduled date of the task (if applicable)
Task Subject Displays a brief description of the task, member name and Zurich claim number
Status Status of the task
Created date Date the task was raised by Zurich claims team
Scheduled date Date the claims assessor has scheduled to follow up on the task
Received date Date the request for information was received / actioned by the requestee
Requestee The person who needs to action the task
Authentication

API access for B2B leverages the OAuth 2.0 framework to ensure secure and authorised interactions for members and partners. View our Authentication API documentation here.

Request access
Versioning and Release Notes

Zurich is committed to continuously improving and expanding the services it provides its customers.

Version Changes made
Version 1.0 Base claims domain API released.
Access

To access the API end points and mocking service, request access below.

Request access

You will then be directed to the Zurich Exchange website where you will need to either login or register with Zurich exchange to access the API end points and Mocking service. You can login or register with Zurich Exchange at the top right-hand corner of the page.