> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sahlfinancial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a case

> **Who can call it:** `tenant_admin`, `tenant_reviewer`, `tenant_api_manager` or `platform_admin`. A `tenant_viewer` is read-only and gets 403.

`environment` in the body picks the workspace (default `sandbox`). Fires the `case.created` webhook. In `production` on the Free plan: 403 `work_email_required` without a verified work email, 429 `production_case_limit_reached` past the monthly Production cases.

**Auth:** dashboard session (`Authorization: Bearer <access token>`). Not available with a partner API key.



## OpenAPI

````yaml /openapi-console.json post /v1/cases
openapi: 3.1.0
info:
  title: Sahl Console API
  version: 0.1.0
  description: >-
    **Used by the Sahl console. Not available with partner API keys. Contact
    Sahl if you need programmatic access.**


    These are the routes the Sahl console calls with a signed-in user's session.
    They are documented so that a developer or a workspace admin can see what
    the console does, with the real request and response models. They are
    **not** part of the [Partner API](/api-reference/introduction): an API key
    is refused here (401), there is no try-it, and the shapes can change with
    the console.


    Authentication: `Authorization: Bearer <access token>`, the JWT the console
    gets from `POST /v1/auth/login` (30 minutes; renewed with `POST
    /v1/auth/refresh`, refresh token valid 7 days). There is no cookie. The role
    of the user is read from the user's record on every call, not from the
    token. Every call is scoped to the workspace of the user.


    Common answers: 401 (no or bad session), 403 `Insufficient permissions`
    (role), 422 (validation), 429 (100 requests per minute and IP). Error bodies
    have the same three shapes as the Partner API: see [Errors](/errors).
servers:
  - url: https://app.sahlfinancial.com/api
    description: Console host. Same host as the Partner API.
security:
  - dashboardSession: []
tags:
  - name: Bank connections
    description: Simulated in the Sandbox; 409 `bank_connect_unavailable` elsewhere.
  - name: Cases
    description: Client files that group documents, a score and a decision.
  - name: Documents
    description: Upload, status, result and download.
  - name: Webhooks
    description: Manage the endpoints that receive events.
  - name: API keys
    description: Create, rotate and revoke the keys used with the Partner API.
  - name: Scoring policies
    description: Weights and thresholds of the credit score.
  - name: Flows
    description: Verification flows (graphs) and their simulation.
paths:
  /v1/cases:
    post:
      tags:
        - Cases
      summary: Create a case
      description: >-
        **Who can call it:** `tenant_admin`, `tenant_reviewer`,
        `tenant_api_manager` or `platform_admin`. A `tenant_viewer` is read-only
        and gets 403.


        `environment` in the body picks the workspace (default `sandbox`). Fires
        the `case.created` webhook. In `production` on the Free plan: 403
        `work_email_required` without a verified work email, 429
        `production_case_limit_reached` past the monthly Production cases.


        **Auth:** dashboard session (`Authorization: Bearer <access token>`).
        Not available with a partner API key.
      operationId: createCase
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CaseCreateRequest'
            example:
              applicant_name: Test Client
              applicant_cin: AB123456
              borrower_type: private_sector
              priority: medium
              environment: sandbox
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CaseResponse'
              example:
                id: 7e3b9a14-2d6c-4c85-b1f0-6a8d4e2c9b37
                tenant_id: 0b6f5a3e-7c1d-4e0a-9d2f-3a1c5e8b7f10
                document_id: null
                applicant_name: Test Client
                applicant_cin: AB123456
                borrower_type: private_sector
                status: new
                priority: medium
                score: null
                risk_level: null
                eligible_amount: null
                score_breakdown: null
                ai_insight: null
                decision: null
                decision_at: null
                decision_by: null
                decision_note: null
                assigned_to: null
                environment: sandbox
                external_reference: null
                metadata_json: null
                created_at: '2026-10-07T09:14:22Z'
                updated_at: '2026-10-07T09:14:22Z'
        '401':
          description: No session, expired token, ended session or inactive account.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              example:
                detail: Invalid or expired token
        '403':
          description: >-
            The role is not allowed, MFA enrolment is pending, or the
            environment is refused.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              example:
                detail: Insufficient permissions
        '404':
          description: '`document_id` is not a document of this workspace.'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              example:
                detail: Document not found
        '422':
          description: Validation error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              example:
                detail:
                  - type: missing
                    loc:
                      - body
                      - bank_code
                    msg: Field required
                    input: {}
        '429':
          description: >-
            More than 100 requests per minute from one IP address. The body has
            no `detail`.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RateLimitError'
              example:
                code: rate_limit_exceeded
                message: Too many requests. Please slow down.
          headers:
            Retry-After:
              schema:
                type: integer
              description: Seconds to wait.
components:
  schemas:
    CaseCreateRequest:
      properties:
        document_id:
          anyOf:
            - type: string
              format: uuid
            - type: 'null'
        applicant_name:
          anyOf:
            - type: string
              maxLength: 255
            - type: 'null'
        applicant_cin:
          anyOf:
            - type: string
              maxLength: 32
            - type: 'null'
        borrower_type:
          anyOf:
            - type: string
              enum:
                - private_sector
                - public_sector
                - retiree
                - professional
                - merchant
            - type: 'null'
        priority:
          type: string
          enum:
            - low
            - medium
            - high
            - urgent
          default: medium
        environment:
          type: string
          enum:
            - sandbox
            - production
          default: sandbox
        metadata_json:
          anyOf:
            - additionalProperties: true
              type: object
            - type: 'null'
      type: object
    CaseResponse:
      properties:
        id:
          type: string
          format: uuid
        tenant_id:
          type: string
          format: uuid
        document_id:
          anyOf:
            - type: string
              format: uuid
            - type: 'null'
        applicant_name:
          anyOf:
            - type: string
            - type: 'null'
        applicant_cin:
          anyOf:
            - type: string
            - type: 'null'
        borrower_type:
          anyOf:
            - type: string
            - type: 'null'
        status:
          type: string
        priority:
          type: string
        score:
          anyOf:
            - type: integer
            - type: 'null'
        risk_level:
          anyOf:
            - type: string
            - type: 'null'
        eligible_amount:
          anyOf:
            - type: integer
            - type: 'null'
        score_breakdown:
          anyOf:
            - additionalProperties: true
              type: object
            - type: 'null'
        ai_insight:
          anyOf:
            - type: string
            - type: 'null'
        decision:
          anyOf:
            - type: string
            - type: 'null'
        decision_at:
          anyOf:
            - type: string
              format: date-time
            - type: 'null'
        decision_by:
          anyOf:
            - type: string
              format: uuid
            - type: 'null'
        decision_note:
          anyOf:
            - type: string
            - type: 'null'
        assigned_to:
          anyOf:
            - type: string
              format: uuid
            - type: 'null'
        environment:
          type: string
        external_reference:
          anyOf:
            - type: string
            - type: 'null'
        metadata_json:
          anyOf:
            - additionalProperties: true
              type: object
            - type: 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
      type: object
      required:
        - id
        - tenant_id
        - document_id
        - applicant_name
        - applicant_cin
        - borrower_type
        - status
        - priority
        - score
        - risk_level
        - eligible_amount
        - score_breakdown
        - ai_insight
        - decision
        - decision_at
        - decision_by
        - decision_note
        - assigned_to
        - environment
        - metadata_json
        - created_at
        - updated_at
    Error:
      type: object
      description: >-
        FastAPI error body. `detail` is a string, a list (422), or an object
        with `code` and `message` (extra keys possible).
      properties:
        detail:
          oneOf:
            - type: string
            - items:
                additionalProperties: true
                type: object
              type: array
            - type: object
              additionalProperties: true
              properties:
                code:
                  type: string
                message:
                  type: string
      required:
        - detail
    RateLimitError:
      type: object
      description: Top-level `code` and `message`, no `detail`.
      properties:
        code:
          type: string
        message:
          type: string
      required:
        - code
        - message
  securitySchemes:
    dashboardSession:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: >-
        The access token (JWT) of a signed-in console user, from `POST
        /v1/auth/login`. It lasts 30 minutes. It is not an API key: a partner
        API key is refused here. There is no cookie.

````

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