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Managed Cases

Submit and monitor cases on behalf of your own clients.

When to Use Managed Cases

Some collection partners have their own client relationships—businesses that come to you directly rather than through Debitura. With managed cases, you can submit these cases to Debitura's network while maintaining your client relationship.

Use managed cases when:

  • Your client doesn't have a Debitura account
  • You want to leverage Debitura's partner network for jurisdictions you don't cover
  • You need to track cases you've referred out

How It Works

Your Client → You (Managing Partner) → Debitura → Collection Partner

Works the case

You monitor progress ←──────────────────────── Updates & payments
  1. You create a case via POST /managed-cases with your client's details
  2. Debitura assigns the case to an appropriate collection partner
  3. The assigned partner works the collection
  4. You monitor progress via GET /managed-cases endpoints
  5. When payment is collected, you're notified

Managing Partner vs Collection Partner

RoleWhat You DoEndpoints
Collection PartnerWork cases assigned to youGET /cases, POST /cases/{id}/payments
Managing PartnerSubmit cases, monitor progressGET /managed-cases, POST /managed-cases

You can be both simultaneously—working some cases directly while referring others out.

Limitations

As a managing partner, you cannot:

  • Close cases
  • Edit case details
  • Record payments on production cases (only the assigned collection partner can)

You can:

  • View case details and timeline
  • Read chat communications
  • Monitor payment status
  • Access case files
  • Record payments on test cases (see below)

Recording Payments on Test Cases

You can record payments on test cases (created with isTestCase: true) via POST /managed-cases/{id}/payments. This enables full end-to-end integration testing — verifying webhook delivery, lifecycle transitions, and remainder updates — without involving the assigned collection partner.

This endpoint is not available for production cases. On production cases, only the assigned collection partner can record payments via POST /cases/{id}/payments.

POST /managed-cases/{id}/payments
Content-Type: application/json

{
"date": "2025-11-19",
"paymentAmount": 5000.00,
"closeCase": false
}

A payout record is created automatically with the full amount allocated to the creditor. Webhooks fire normally, making this useful for verifying your webhook handling end-to-end.

Testing your integration

Use isTestCase: true when creating cases during development. Test cases are excluded from production metrics and let you freely record payments to verify your webhook handling and reconciliation logic.

API Endpoints

EndpointPurpose
POST /managed-casesCreate a case for your client
GET /managed-casesList cases you've submitted
GET /managed-cases/{id}View case details
GET /managed-cases/{id}/timelineView case history
GET /managed-cases/{id}/paymentsView payments collected
POST /managed-cases/{id}/paymentsRecord a payment (test cases only)

For full endpoint documentation, see the API Reference.