API-based case creation (API-baseret sagsoprettelse)
Also known as automated case creation, case creation via api, system-integrated handover
API-based case creation means a case is opened directly from the finance system — with nobody keying it in somewhere else.
- Creates
- The case directly from the source
- Removes
- Manual keying
- Requires
- Consistent data
In practice
Slowness is the smallest cost of the manual route. It is also where the errors come from: a wrong amount, a missing invoice number, an address from an old file. Every keystroke is a chance to move a digit, and in a collection case a wrong amount costs more than the time did.
With API creation the case is pulled from the source with the data already held there — principal, invoice date, due date, the customer’s identification. The same information, but not transcribed.
Beyond the speed there is traceability: if you can point back to the invoice the case came from, the documentation is in place from day one.
Where it commonly goes wrong
- Data is transferred without being cleaned. An integration moves the wrong addresses faster too.
- Automating the handover without a rule for when. With no criterion everything gets sent, including what only needed one more reminder.