Claim Service API
Our SOAP-based Claim Service API for sending and receiving claim data programmatically.
44 articles
- FileTrac SOAP API Reference — ClaimService (22 Methods)Complete reference for the FileTrac ClaimService SOAP Web Services API. Covers all 22 methods for claim operations, contacts, notes, financial transactions, reports, documents, and company/user lookups. REST API documentation is…
- FileTrac SOAP API OverviewThe FileTrac SOAP API (ClaimService) is the integration interface for the legacy FileTrac claims management platform.
- Authentication & AuthorizationThe FileTrac SOAP API authenticates every request with three string parameters: Login, Password, and CompanyKey.
- ClaimThe Claim object is the root entity of the FileTrac data model. Every other entity is owned by a claim.
- ContactThe Contact object represents any person attached to a claim — insureds, claimants, agents, attorneys, expert witnesses, and so on.
- NoteThe Note object represents a diary entry attached to a claim. Notes cannot be updated or deleted through the API.
- ReportThe Report object represents a document attached to a claim. Reports cannot be updated through the API.
- ReserveThe Reserve object represents a financial reserve set aside against a claim. A claim can carry many reserves, one per type.
- PaymentA Payment records an outgoing financial transaction against a claim. FileTrac supports three payment kinds.
- InvoiceThe Invoice object represents a billing record against a claim. Invoices are produced inside FileTrac; no API method creates them.
- ContractThe Contract object represents a business contract between the adjusting company and a client (carrier) company.
- ClaimShareThe ClaimShare object represents a share allocation on a claim, typically used for reinsurance or coverholder arrangements.
- SecondaryAdjusterThe SecondaryAdjuster object represents an additional adjuster assigned to a claim beyond the primary AdjusterID.
- InspectionFormThe InspectionForm object represents a structured inspection form attached to a claim.
- ClientCompanyThe ClientCompany object represents a carrier or other client company that contracts with the adjusting company to handle claims.
- UserThe User object represents a person who has a FileTrac login. Includes both adjustment-company staff and client-company contacts.
- EnumerationsThe FileTrac SOAP API uses several enumerated types. Each value is taken verbatim from the WSDL envelope placeholders.
- GetClaimSummariesReturns a list of claims matching the supplied filter criteria. Only top-level claim data is returned.
- GetClaimDetailReturns a single claim by ID with every nested list populated — secondary adjusters, notes, reports, contacts, shares, contracts, invoices, reserves.
- GetClaimNotesReturns a list of notes for a claim, or a single note by NoteID. Optionally includes the emails attached to each note.
- GetClaimReportsReturns the reports attached to a claim, with binary file content included.
- GetClientCompaniesReturns the list of client (carrier) companies that the authenticated user can access. Call before AddClaim.
- GetClientContactsReturns the claim reps (client contacts) for a specific client company.
- GetClientContractsReturns contracts across all client (carrier) companies that the user can access.
- GetContactTypesReturns the contact types available to the adjusting company. Call before any operation that creates a new contact.
- GetInvoiceSummariesReturns a list of invoices matching the supplied filter — by invoice number, by claim, or by a date range.
- GetInvoiceDetailReturns a single invoice by InvoiceID with its Services and Expenses lists fully populated.
- GetRecoveryTypesReturns the recovery types available for the adjusting company. Call before AddReserveRecovery.
- GetReportMediaReturns the media items (photos and other attachments) associated with a report.
- GetUpdatedClaimsReturns the lookup keys of claims that changed since a given datetime. Drives incremental ingestion pipelines.
- GetUsersReturns active users at the adjusting company, including both internal staff and client-company contacts.
- AddClaimContactAdds a contact (insured, claimant, attorney, expert, agent, contractor, witness, etc.) to an existing claim.
- AddClaimNoteAppends a diary note to an existing claim. Returns the new note's ID. Notes are immutable.
- UpdateClaimDatesUpdates the Date of Contact and Date of Inspection on an existing claim. The only API method that updates specific date fields after creation.
- AddDeductiblePaymentRecords a payment against the claim's deductible. Void by sending negative PaymentAmount.
- AddInvoicePaymentRecords a payment against an invoice. Overflow amounts are split into a separate excess-payment record.
- AddReserveCreates a new reserve on a claim, or updates an existing reserve of the same type.
- AddReservePaymentRecords a payment against a specific reserve on a claim. Void by sending negative PaymentAmount.
- AddReserveRecoveryRecords a recovery against a reserve — typically subrogation, salvage, or reinsurance.
- UploadReportUploads a document (base64-encoded binary) against an existing claim. Uploaded reports cannot be updated through the API.
- AddClaimCreates a new claim within FileTrac, or updates a subset of claim fields on an existing claim. The largest method in the API.
- AddClaim Field ReferenceDocuments every parameter accepted by AddClaim, organized by section. Field-level companion to the AddClaim method article.
- Error Codes & Response CodesThe FileTrac SOAP API uses ResponseCode for auth-level outcomes and method-specific ResponseMessage strings for business errors.
- Common Integration PatternsDocuments the workflows integrators most often build against the FileTrac SOAP API.
