Create case as managing partner

Creates a collection case on behalf of your client (or yourself) through the Debitura platform.

Understanding the Creditor Field: The creditor is the party that the debtor owes money to. This can be:

• Your client's company - When you're submitting cases on behalf of clients you represent
• Your own company - When you're submitting your own debt collection cases

How It Works:

1. You provide the creditor's basic information (company name + country)
2. Debitura creates a creditor record (if one doesn't exist)
3. The collection case is created under that creditor
4. You are set as the managing partner
5. The case is automatically assigned to a collection partner based on jurisdiction

Managing Partner Benefits:

• Submit cases on behalf of your clients via API
• Maintain your client relationships
• Leverage Debitura's global partner network
• Monitor case progress through read-only access
• Provide full-service debt recovery to your clients

Required Fields:

• CreditorCompanyName - The company name of who the debtor owes money to
• CreditorCountryAlpha2 OR CreditorCountry - Creditor's country (provide either code or name)
• CurrencyCode - Case currency (e.g., 'USD', 'EUR', 'DKK')
• Date - Invoice issue date
• AmountToRecover - Claim amount
• Debtor - Complete debtor information with jurisdiction

Debtor Rules:

• debtor.type must be "Company" or "Private" (case-insensitive)
  • Company → debtor.name is mandatory (company name)
  • Private → debtor.name is mandatory (individual's full name)
• For Company debtors, debtor.contactPerson is required
• debtor.country (or debtor.countryAlpha2) is always required
• debtor.stateAlpha2 is required for US cases - provide the two-letter state code (e.g., "CA", "NY"). For non-US cases, this field is optional.
• debtor.state is a general-purpose region field (not used for US jurisdiction resolution)

Optional Fields:

• DueDate - Invoice due date
• AmountToRecoverOver6Months - Cumulative amount more than 6 months overdue (includes 12+ and 24+)
• AmountToRecoverOver12Months - Cumulative amount more than 12 months overdue (includes 24+)
• AmountToRecoverOver24Months - Cumulative amount more than 24 months overdue
• ClaimLines - The unpaid invoices making up the claim (see below)
• Comments - Additional notes
• ClaimDescription - Description of the claim
• CreditorReference - Your client's internal reference
• CollectionPartnerId - Override automatic partner matching
• IsTest - Mark as test case (excluded from production metrics)

Submitting Claim Lines (recommended for multi-invoice claims): Instead of totalling the claim yourself, send the unpaid invoices and let us do the arithmetic:

"claimLines": [
  { "dueDate": "2024-01-15", "amount": 423.42, "reference": "INV-1001" },
  { "dueDate": "2025-05-02", "amount": 700.87, "reference": "INV-1042" }
]

• amount is the outstanding balance on that invoice — what the debtor still owes on it, already net of payments received and credit notes issued. It is not the invoice's original face value. Leave fully settled invoices out; every amount must be greater than zero, with at most 2 decimals.
• We derive AmountToRecover and all three age buckets from the lines, so send claimLines instead of AmountToRecover and the AmountToRecoverOver6/12/24Months fields. Sending both is a 400.
• Use claimLines whenever the debtor has already part-paid: it is the only way to express an honest age profile on a part-paid claim, because the buckets are then computed on the same outstanding balances the total is computed on.
• claimLines prices on exact age data. Sending a single DueDate instead is an approximation and can produce a different quote for the same claim.
• claimLines is a pricing input only. It is not stored and is not shown to the collecting partner — include a per-invoice breakdown in Comments if the partner needs to see one.
• Maximum 1000 lines. Per-line errors are returned keyed by index, e.g. ClaimLines[2].DueDate.
• If you omit the case-level DueDate, it is set to the oldest due date across your lines — so in that case Date must not be later than the earliest claimLines dueDate, or the request is rejected with a 400 on Date. Send an explicit DueDate if you need a different case due date.

Response: Returns the created case details including the case ID, reference number, and assignment information.

Important Notes:

• The 12+ and 24+ fields must be supplied together. The 6+ field is optional, but when supplied it requires both other buckets.
• Cumulative values must satisfy AmountToRecover ≥ 6+ ≥ 12+ ≥ 24+. DueDate may coexist with age buckets.
• Creditor records are created fresh each time (no duplicate detection)
• Contract requirements are automatically bypassed
• Production cases enter Debitura's internal verification before proceeding to the assigned collection partner
• Test cases bypass internal verification because delayed auto-validation is only scheduled for production cases
• Cases appear in your 'Managed Cases' list
• You have read-only access to monitor case progress

{
  "creditorCompanyName": "Acme Services Inc",
  "creditorCountry": "United States",
  "currencyCode": "USD",
  "amountToRecover": 15000,
  "amountToRecoverOver6Months": 9000,
  "amountToRecoverOver12Months": 6000,
  "amountToRecoverOver24Months": 2000,
  "date": "2026-05-10",
  "dueDate": "2026-05-24",
  "claimDescription": "Software development services - Project Alpha",
  "comments": "Invoice INV-2024-1234 for custom ERP system development. Payment 90 days overdue despite multiple reminders. Client confirmed services received but cited cash flow issues.",
  "creditorReference": "INV-2024-1234",
  "isTest": false,
  "debtor": {
    "type": "Company",
    "name": "Pacific Trading LLC",
    "contactPerson": "John Smith",
    "companyRegistrationNumber": "47-1234567",
    "address": "123 Market Street, Suite 400",
    "zipCode": "94105",
    "city": "San Francisco",
    "stateAlpha2": "CA",
    "country": "United States",
    "email": "accounts@pacifictrading.com",
    "phone": "+1 415 555 0123"
  }
}

{
  "debtor": {
    "type": "Company",
    "name": "Pacific Trading LLC",
    "contactPerson": "John Smith",
    "companyRegistrationNumber": "47-1234567",
    "address": "123 Market Street, Suite 400",
    "zipCode": "94105",
    "city": "San Francisco",
    "state": "California",
    "stateAlpha2": "CA",
    "countryAlpha2": "US",
    "country": "United States",
    "email": "accounts@pacifictrading.com",
    "phone": "+1 415 555 0123"
  }
}