Task Management 24.3

May 29th, 2025

What's New

Group tasks for a business case

Depending on the use case, there might be multiple tasks related to the same loan contract or insurance policy to be completed in the backoffice by a single operator. To smooth things out and make sure the same operator takes on the tasks related to the same contract or policy, if need be, we introduced the master record. In the Task Management endpoint for creating and allocating queues, there is a new parameter, masterRecords, which handles this request, groups the tasks with the same masterRecordID, and includes them in the Task Management Operator dashboard.