Source: https://docs.debitura.com/collection-partners/concepts/managed-cases

# Managed Cases

Submit and monitor cases on behalf of your own clients.

<a id="when-to-use-managed-cases"></a>

## 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

<a id="how-it-works"></a>

## How It Works

```text
Your Client → You (Managing Partner) → Debitura → Collection Partner
             (POST /managed-clients                    ↓
              once, then POST                  Works the case
              /managed-cases per case)                 ↓
You monitor progress ←──────────────────────── Updates & payments
```

1.  You create a [represented client](https://docs.debitura.com/collection-partners/integration-guides/create-a-managed-case.md#create-your-represented-client) once via `POST /managed-clients` and get back a `clientId`
2.  You [create a managed case](https://docs.debitura.com/collection-partners/integration-guides/create-a-managed-case.md) via `POST /managed-cases`, referencing that `clientId`
3.  Debitura assigns the case to an appropriate collection partner
4.  The assigned partner works the collection
5.  You monitor progress via `GET /managed-cases` endpoints
6.  When payment is collected, you're notified

<a id="managing-partner-vs-collection-partner"></a>

## Managing Partner vs Collection Partner

| Role | What You Do | Endpoints |
| --- | --- | --- |
| **Collection Partner** | Work cases assigned to you | `GET /cases`, `POST /cases/{id}/payments` |
| **Managing Partner** | Submit cases, monitor progress | `GET /managed-cases`, `POST /managed-cases` |

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

<a id="limitations"></a>

## 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
-   Upload files using `POST /managed-cases/{id}/files`
-   Record payments on **test cases** (see below)

Use the managed-cases endpoint when you submitted the case on behalf of your client. If you are also the assigned collection partner on a different case, use `POST /cases/{id}/files` for that case instead. See [Upload Files](https://docs.debitura.com/collection-partners/integration-guides/upload-files.md) for file requirements and examples.

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## Recording Payments on Test Cases

You can record payments on test cases (created with `isTest: true` in the `POST /managed-cases` request body) 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`.

```http
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](https://docs.debitura.com/developer-concepts/webhooks.md) end-to-end.

Testing your integration

Set `isTest: true` in the request body when creating cases during development. Cases marked as test data return with `isTestCase: true` on the response DTO, are excluded from production metrics, and let you freely record payments to verify your webhook handling and reconciliation logic.

<a id="webhook-notifications"></a>

## Webhook Notifications

You can opt in to minimal `managed_case.*` webhook events for the cases you manage — created, assigned, updated, closed, declined, payment created or deleted, and chat created. They carry identifiers and a few status fields only; read details through the endpoints below. Existing subscriptions receive nothing new until you add the event names. See [Managing-role events](https://docs.debitura.com/collection-partners/integration-guides/webhooks.md#managing-role-events) for the catalog, timing and testing.

<a id="api-endpoints"></a>

## API Endpoints

| Endpoint | Purpose |
| --- | --- |
| `POST /managed-clients` | [Create a represented client](https://docs.debitura.com/api/collection-partner-api/managed-clients.md#create-a-represented-client) |
| `GET /managed-clients` | [List represented clients](https://docs.debitura.com/api/collection-partner-api/managed-clients.md#list-represented-clients) |
| `GET /managed-clients/{id}` | [Get a represented client](https://docs.debitura.com/api/collection-partner-api/managed-clients.md#retrieve-a-represented-client-s-current-company-details) |
| `PUT /managed-clients/{id}` | [Update a represented client's address](https://docs.debitura.com/api/collection-partner-api/managed-clients.md#replace-the-address-of-an-unused-represented-client) |
| `DELETE /managed-clients/{id}` | [Delete a represented client](https://docs.debitura.com/api/collection-partner-api/managed-clients.md#soft-delete-an-unused-represented-client) |
| `GET /managed-clients/capability` | [Check client-creation availability](https://docs.debitura.com/api/collection-partner-api/managed-clients.md#get-current-authority-wording-and-creation-availability) |
| `POST /managed-cases` | [Create a case for your client](https://docs.debitura.com/collection-partners/integration-guides/create-a-managed-case.md) |
| `GET /managed-cases` | List cases you've submitted |
| `GET /managed-cases/{id}` | View case details |
| `GET /managed-cases/{id}/timeline` | View case history |
| `GET /managed-cases/{id}/payments` | View payments collected |
| `POST /managed-cases/{id}/payments` | Record a payment _(test cases only)_ |
| `GET /managed-cases/{id}/files` | View files attached to the case |
| `POST /managed-cases/{id}/files` | Upload a file to the case |

Choose between a total amount, age buckets, and invoice lines in [Claim Amount and Age](https://docs.debitura.com/developer-concepts/claim-amount-and-age.md), then follow [Create a Managed Case](https://docs.debitura.com/collection-partners/integration-guides/create-a-managed-case.md) for request examples. For the complete schema, see the [API Reference](https://docs.debitura.com/api/collection-partner.md).