Patch case by caseSystemId vs Request full screening for an existing case

In the documentation we can see that it is possible to use the endpoint to do a partial update given a caseSystemId, this endpoint allows us to send an empty body and the parameter screen=SYNC, which will execute a re-screning synchronously without doing a updating the fields. The result of this endpoint is similar to using the endpoint to create a new case.

We also have the option of using the endpoint to run a full or delta screening for an existing case, using the screeningMode parameter with the values FULL_SYNC and DELTA_SYNC. The documentation mentions that delta screening performs the screening from the last screening date and shows the new results that appeared after the last screening.

Questions:

  1. Should the data used on both endpoints be caseSystemId and not caseId?
  2. On neither endpoint would we be creating a new case, just doing a re-screening, is that correct?
  3. In the case of using the endpoint for patching, is a delta or full screening executed?
  4. Does using full/delta screening involve an additional cost?


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Best Answer

  • @tonatiuh.flores - Thank you for your patience.

    1. Right - the data used on both endpoints should use caseSystemId and not caseId
    2. Exactly. You are not creating a new case for either endpoints; the PATCH endpoint updates a case while the POST endpoint re-screens an existing case (it's following the asynchronous approach).
    3. When calling on the PATCH https://api-worldcheck.refinitiv.com/v2/cases/{caseSystemId} endpoint, a full screening is executed.
    4. There is no additional cost for the full/delta screening. If you would like to perform delta screening, you simply have to follow the steps and suggestions per the documentation:
      1699322529007.png


    Please let me know if you have any further questions and I am happy to help.

    Blessings,

    Judith

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