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GetClaimSummaries

Returns a list of claims matching the supplied filter criteria. Only top-level claim data is returned.

Purpose

Returns a list of claims matching the supplied filter criteria. Only top-level claim data is returned — every nested list element (Notes, Reports, Contacts, Invoices, Reserves, etc.) is returned as xsi:nil="true". To populate nested lists, pass a single FileTracClaimID to GetClaimDetail.

Endpoint

  • Method: GetClaimSummaries

  • SOAPAction (1.1): "https://ftservices.onlinereportinginc.com/v2/GetClaimSummaries"

  • Parameter wrapper: <oParms>

Authentication

Standard credentials apply. Login, Password, and CompanyKey are passed inside the <oParms> wrapper. See Authentication & Authorization.

Parameters

Name

Type

Required

Description

Login

string

yes

Authorized FileTrac system login.

Password

string

yes

Password for the login.

CompanyKey

string

yes

The unique company code provided by FileTrac.

FileTracFileNumber

string

no

File # of the claim as it appears in FileTrac.

FileTracClaimNumber

string

no

The client claim number as it appears in FileTrac (the value written to ClientClaimNum on AddClaim).

PolicyNumber

string

no

Filter by claim policy number.

ClientCompanyID

int

no

Filter by client company ID. Obtain from GetClientCompanies.

ClientCompanyName

string

no

Filter by client company name. Must match FileTrac exactly.

DateStart

string

no

Inclusive start of a date range. Format mm/dd/yyyy. References the date the claim was entered into the system.

DateEnd

string

no

Inclusive end of a date range. Format mm/dd/yyyy. References the date the claim was entered into the system.

DateUpdatedSince

dateTime

no

Returns claims updated on or after this datetime. WSDL-only parameter — not documented in the legacy source narrative.

FileTracClaimIDs

array of int

no

Batch lookup. Pass multiple claim IDs as a list of <int> elements.

A claim's primary system identifier (FileTracClaimID) is also accepted by the WSDL but is intentionally omitted here — the single-claim lookup pattern is GetClaimDetail, not GetClaimSummaries. To look up a known claim ID through GetClaimSummaries, use FileTracClaimIDs with a single-element array.

Response

Returns a list of ClaimExtract objects. Each ClaimExtract carries the full top-level Claim field set. Nested lists are present in the envelope but every list element is xsi:nil="true".

When no claim matches the filter criteria, an empty list is returned. When authentication fails, an empty list is returned and the non-zero ResponseCode is surfaced separately.

Errors

This method does not produce method-specific business errors. Authentication failures surface via ResponseCode per Error Codes & Response Codes. Empty result sets are not errors — they indicate no claim matched the filter.

Remarks

  • Multiple parameters yield a union. If FileTracFileNumber and PolicyNumber are both supplied, the result is the union of claims found by each criterion individually. The exception is DateStart/DateEnd, which combine to define a single range.

  • Date range requires a partner criterion. DateStart and DateEnd alone are insufficient — they restrict the result set produced by another filter. At least one of FileTracFileNumber, FileTracClaimNumber, PolicyNumber, ClientCompanyID, ClientCompanyName, DateUpdatedSince, or FileTracClaimIDs must also be supplied.

  • DateEnd defaults to today. When DateStart is supplied without DateEnd, DateEnd resolves to the current date on the server.

  • Nested lists are null. All nested-list elements (SecondaryAdjusters, Notes, Reports, Contacts, ClaimShares, Contracts, Invoices, Reserves, InspectionForms) return as xsi:nil="true" placeholders. Call GetClaimDetail per claim ID to populate them.

  • For polling for changes, prefer GetUpdatedClaims. GetUpdatedClaims returns just the lookup keys (claim ID, file number, secondary file number) of claims that changed since a given datetime, which is cheaper than re-pulling full summaries.

Example Request (SOAP 1.1)

POST /v2/service.asmx HTTP/1.1
Host: ftservices.onlinereportinginc.com
Content-Type: text/xml; charset=utf-8
SOAPAction: "https://ftservices.onlinereportinginc.com/v2/GetClaimSummaries"<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClaimSummaries xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <oParms>
        <Login>integration.svc</Login>
        <Password>•••••••••</Password>
        <CompanyKey>ACME-AC-001</CompanyKey>
        <ClientCompanyID>4218</ClientCompanyID>
        <DateStart>05/01/2026</DateStart>
        <DateEnd>05/27/2026</DateEnd>
      </oParms>
    </GetClaimSummaries>
  </soap:Body>
</soap:Envelope>

Example Response (SOAP 1.1)

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClaimSummariesResponse xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <GetClaimSummariesResult>
        <ClaimExtract>
          <FileTracClaimNumber>LSM-2026-00874</FileTracClaimNumber>
          <FileTracFileNumber>AC-26-001142</FileTracFileNumber>
          <FileTracClaimID>881204</FileTracClaimID>
          <FileNumber>AC-26-001142</FileNumber>
          <SecondaryFileNumber/>
          <ClaimStatus>Open</ClaimStatus>
          <ClaimDateReceived>2026-05-14T10:22:00</ClaimDateReceived>
          <DueDate>2026-06-13T00:00:00</DueDate>
          <SupervisorName>Patel, Anita</SupervisorName>
          <SupervisorID>1834</SupervisorID>
          <ManagerName>Reed, Tom</ManagerName>
          <ManagerID>1502</ManagerID>
          <AdjusterName>Nguyen, Linh</AdjusterName>
          <AdjusterID>3327</AdjusterID>
          <ClientContactName>Alvarez, Maria</ClientContactName>
          <ClientContactID>2904</ClientContactID>
          <ClientCompanyName>Lone Star Mutual</ClientCompanyName>
          <ClientCompanyCode>LSM</ClientCompanyCode>
          <ClientCompanyBDX>No</ClientCompanyBDX>
          <ClientCompanyID>4218</ClientCompanyID>
          <BranchName>Houston Main</BranchName>
          <BranchID>12</BranchID>
          <PolicyNumber>HO3-LSM-44820</PolicyNumber>
          <PolicyType>HO-3</PolicyType>
          <InsuredFirstName>Daniel</InsuredFirstName>
          <InsuredLastName>Kowalski</InsuredLastName>
          <InsuredAddr1>2410 Westheimer Rd</InsuredAddr1>
          <InsuredCity>Houston</InsuredCity>
          <InsuredState>TX</InsuredState>
          <InsuredZip>77019</InsuredZip>
          <DateOfLoss>2026-05-09T00:00:00</DateOfLoss>
          <LossType>Wind</LossType>
          <Deductible>2500.00</Deductible>
          <ClaimRCV>78500.00</ClaimRCV>
          <ClaimACV>72100.00</ClaimACV>
          <SecondaryAdjusters>
            <ClaimExtractSecondaryAdjusters xsi:nil="true" />
          </SecondaryAdjusters>
          <Invoices>
            <ClaimExtractInvoice xsi:nil="true" />
          </Invoices>
          <Contracts>
            <Contract xsi:nil="true" />
          </Contracts>
          <ClaimShares>
            <ClaimExtractShares xsi:nil="true" />
          </ClaimShares>
          <Reports>
            <ClaimExtractReports xsi:nil="true" />
          </Reports>
          <Notes>
            <ClaimNoteExtract xsi:nil="true" />
          </Notes>
          <Contacts>
            <Contact xsi:nil="true" />
          </Contacts>
          <Reserves>
            <Reserve xsi:nil="true" />
          </Reserves>
          <InspectionForms>
            <ClaimExtractInspectionForms xsi:nil="true" />
          </InspectionForms>
        </ClaimExtract>
      </GetClaimSummariesResult>
    </GetClaimSummariesResponse>
  </soap:Body>
</soap:Envelope>

Many ClaimExtract fields are omitted from this example for readability. The full field set is documented in the Claim type reference.

Related Methods

  • GetClaimDetail — single-claim lookup with all nested lists populated.

  • GetUpdatedClaims — lightweight polling for changes.

  • AddClaim — creates a claim. The returned claimID is the same value as FileTracClaimID in ClaimExtract.

  • Claim — the type returned in each ClaimExtract.

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