API Steps Required to Move Between Groups

jp

We are in the process of using the “Move Between Groups” feature of the WC1 via API call(s) and are looking for clarification.

After changing the Group for a case via the API, no changes to the results occur UNTIL we hit the “Screen” button within the LSEG World-Check One application. So, attempting to do this strictly via the API, it appears it is a two-step process:

1. Call the Bulk Move ( https://api-worldcheck.refinitiv.com/v2/cases/bulk/move )
2. Call Screen Case ( https://api-worldcheck.refinitiv.com/cases/{{case-system-id}}/screeningRequest )

Questions:

• Can you confirm this is the correct process to get the updated Group results?
  • If not, can you provide the proper steps?
  • If so, we are assuming we should pass FULL_SYNC as the screeningMode (as opposed to DELTA_SYNC) to get all the changes. Can you confirm?

anisetti.saikiranreddy01

Hi @jp ,

Just to add on my teammate's previous comments, your understanding is correct.

• To move cases from one group to another, you can use the endpoint https://api-worldcheck.refinitiv.com/v2/cases/bulk/move. However, please note that this action solely moves the cases and does not screen them based on the settings of the destination group.
• To rescreen cases according to the new group settings, you can use the synchronous rescreen endpoint https://api-worldcheck.refinitiv.com/v2/cases/{{caseSystemId}}/screeningRequest and set the `screeningMode` parameter to `FULL_SYNC` in the request body, which conducts a full screening similar to the initial screening. This allows you to view the screening results within the same API response.

Please feel free to reach out to us should you have any additional queries.

Thanks

Sai

judith.pillado.lseg

Hello @jp - thank you for reaching out!

Moving a case between groups is a one step process when you are using the endpoint you have mentioned above - Bulk Move Cases. I have confirmed this by calling on this endpoint via the API, and viewing that the case has been changed using the WebUI. If you would like to confirm that the case has been moved by strictly using the API, you can do so by calling on the endpoint Fetch Full Case Details as it will show you the updated groupId.

Please let me know if this answers your question and if you have any remaining inquiries. Looking forward to your response!

Best,

Judith