Update project ticket - hokan API v2

プロジェクトチケットを更新します。

Request

Path Params

integer

required

Body Params application/json

data

Data

required

Any of

ExtPolicyMaturityTicketInSchema

ExtSalesTicketInSchema

ExtAccidentTicketInSchema

ExtOtherTicketInSchema

project_id

integer

プロジェクト ID

required

project_type

enum<string>

プロジェクトタイプ

required

Allowed value:

PolicyMaturity

term

string <date>

Term

required

期間(指定した日付が含まれている月にチケットが作成されます)。

customer_id

integer

顧客ID

required

user_id

integer

ユーザーID

required

vice_user_id

integer

副担当者ID

optional

expired_at

string <date-time>

Expired At

optional

期日

calendar_ids

array[integer]

Calendar Ids

optional

カレンダーID

memo_ids

array[integer]

Memo Ids

optional

メモID

before_maturity_policy_id

integer

Before Maturity Policy Id

required

チケットに紐付ける更改前契約ID。

Example

{
  "data": {
    "project_id": 0,
    "project_type": "PolicyMaturity",
    "term": "2019-08-24",
    "customer_id": 0,
    "user_id": 0,
    "vice_user_id": 0,
    "expired_at": "2019-08-24T14:15:22Z",
    "calendar_ids": [
      0
    ],
    "memo_ids": [
      0
    ],
    "before_maturity_policy_id": 0
  }
}

Responses

🟢200OK

application/json

Body

data

Data

required

Any of

ExtPolicyMaturityTicketSchema

ExtSalesTicketSchema

ExtAccidentTicketSchema

ExtOtherTicketSchema

integer

optional

title

string

Title

optional

<= 255 characters

Default:

note

string

Note

optional

Default:

expired_at

string <date-time>

Expired At

optional

project_id

integer

プロジェクトID

required

project_type

enum<string>

プロジェクトタイプ

optional

Allowed value:

PolicyMaturity

stage

object

ステージ

optional

term_id

integer

Term Id

required

期間ID

customer_id

integer

顧客

optional

user_id

integer

ユーザーID

optional

vice_user_id

integer

副担当者ID

optional

lead

object

リーズ

optional

situation

string

状況

optional

activity_count

integer

アクティビティ数

optional

previous_activity_at

string <date-time>

前回のアクション日時

optional

bank_branch_id

integer

銀行支店

optional

before_maturity_policy_id

integer

Before Maturity Policy Id

optional

チケットに紐付ける更改前契約ID。

after_maturity_policy_id

integer

After Maturity Policy Id

optional

チケットに紐付ける更改後契約ID。

estimate_insurance_premium

number

Estimate Insurance Premium

optional

見積保険料

estimate_insurance_premium_unit

enum<string>

Estimate Insurance Premium Unit

required

見込更改保険料単位

Allowed values:

円ドル豪ドルユーロ

exchanged_estimated_insurance_premium

number

Exchanged Estimated Insurance Premium

optional

変換後見込更改保険料

confirmation_datetime_of_expiration_date

string <date>

Confirmation Datetime Of Expiration Date

optional

満期落ち確認日時

recruitment_method

enum<string>

Recruitment Method

optional

募集方法

Allowed values:

面談電話郵送オンラインメール

confirmed_at

string <date-time>

Confirmed At

optional

確認日時

confirmation_partner

string

Confirmation Partner

required

確認相手

update_details

string

Update Details

required

更新内容

written_at

string <date-time>

Written At

optional

計上日

written_by

string

Written By

required

計上方法

is_changed

enum<string>

Is Changed

optional

変更

Allowed values:

有無

attention_information

string

Attention Information

required

注意事項

automatic_continuation

enum<string>

Automatic Continuation

optional

自動継続

Allowed values:

有無

continuous_voice

enum<string>

Continuous Voice

optional

継続口振

Allowed values:

有無

archived_reason

string

満期落ち理由

optional

archived_reason_detail

string

満期落ち理由詳細

optional

estimate_insurance_commission_rate

number

手数料率

optional

estimate_insurance_commission

number

年換算手数料

optional

estimate_insurance_commission_unit

enum<string>

見込手数料単位

optional

Allowed values:

円ドル豪ドルユーロ

exchange_estimate_insurance_commission

number

変換後見込手数料

optional

Example

{
  "data": {
    "id": 0,
    "title": "",
    "note": "",
    "expired_at": "2019-08-24T14:15:22Z",
    "project_id": 0,
    "project_type": "PolicyMaturity",
    "stage": {
      "id": 0,
      "title": "string",
      "stage_type": "Archive"
    },
    "term_id": 0,
    "customer_id": 0,
    "user_id": 0,
    "vice_user_id": 0,
    "lead": {
      "id": 0,
      "name": "string",
      "disabled": false,
      "color_code": "string",
      "created_at": "2019-08-24T14:15:22Z",
      "updated_at": "2019-08-24T14:15:22Z",
      "category": "リーズ"
    },
    "situation": "string",
    "activity_count": 0,
    "previous_activity_at": "2019-08-24T14:15:22Z",
    "bank_branch_id": 0,
    "before_maturity_policy_id": 0,
    "after_maturity_policy_id": 0,
    "estimate_insurance_premium": 0,
    "estimate_insurance_premium_unit": "",
    "exchanged_estimated_insurance_premium": 0,
    "confirmation_datetime_of_expiration_date": "2019-08-24",
    "recruitment_method": "面談",
    "confirmed_at": "2019-08-24T14:15:22Z",
    "confirmation_partner": "string",
    "update_details": "string",
    "written_at": "2019-08-24T14:15:22Z",
    "written_by": "string",
    "is_changed": "有",
    "attention_information": "string",
    "automatic_continuation": "有",
    "continuous_voice": "有",
    "archived_reason": "string",
    "archived_reason_detail": "string",
    "estimate_insurance_commission_rate": 0,
    "estimate_insurance_commission": 0,
    "estimate_insurance_commission_unit": "",
    "exchange_estimate_insurance_commission": 0
  }
}