Integration models
Casap integrates in two directions, and most organizations use both. Either way Casap runs the case and asks your systems for the same things afterwards; see After the claim.
| Model | Who calls whom | When it fits |
|---|---|---|
| Self-service | You call Casap. | Members file from your app or site. This is the Disputes API on this tab. |
| Casap-initiated | Casap calls endpoints you host. | Members reach Casap another way, such as a call or a form Casap hosts, and Casap needs to find the member, read their transactions, and act on the account. |
Endpoints you host
Casap calls these over HTTPS with JSON bodies. Authentication, rate limits and network access are agreed at onboarding. Amounts are in minor units, dates are ISO 8601, and every 4xx or 5xx carries a machine-readable code and a message; Casap retries 5xx with exponential backoff.
Read
| Endpoint | Casap sends | You return |
|---|---|---|
| Search customers | name (partial), or email or phone (exact) |
customer_id, name, email, profile_created_at, address, and optionally accounts |
| Transaction history | customer_id or email, optional date_start and date_end |
Transactions, newest first |
| Search transactions | customer_id plus a merchant, date range, amount range or location filter |
The same transactions, filtered |
Each transaction carries transaction_id, merchant_name, settled_amount and auth_amount, auth_date and settled_date, transaction_type (DEBIT_CARD, CREDIT_CARD, ACH, ATM, P2P), status (PENDING, SETTLED), network, card_entry_mode, card_id, and one network reference: arn, else network_transaction_id, else a masked pan.
Write
| Endpoint | Casap sends | You return |
|---|---|---|
| Replace card | customer_id or card_id |
successfully_replaced |
| Issue credit | customer_id, transaction_id, amount, and whether it is provisional or final |
amount_issued and the adjustment's transaction_id |
| Reverse provisional credit | customer_id, transaction_id, amount |
amount_reversed and the adjustment's transaction_id |
| Send communication | from, to, subject, HTML body and attachments; or a helpdesk ticket_id and body |
2xx |
| Communication thread (optional) | ticket_id |
Messages with author, text and timestamp |
These are the same money, card and communication actions a webhook raises in self-service; here Casap makes the call. Provisional and final credit can be one endpoint with a type field, and whether a final credit converts the provisional one in place or reverses and reissues it is confirmed with your accounting team at onboarding.
This is the shape Casap integrates against out of the box. If your APIs already exist in another shape, Casap meets you where you are, and any further signals you can expose about the member or the transaction are agreed at the same time.