Coordination of Benefits

Batch generate COB secondary claims

Attempts to generate local secondary-claim records for 1 to 50 supplied opportunities and returns aggregate counts plus per-primary-claim success or error outcomes.

POSTNeeds publication reviewLocal writeCoordination of BenefitsoperationId: batchGenerateCobSecondaryClaimshttps://dev-api.quickintell.com/api/v1/cob/secondary-claims/batch-generate

Needs publication reviewLocal writeClaims and remittances

Route status

Needs publication review

The endpoint contract is visible, but QuickRCM has not approved it yet for normal production API use.

Publication status

Needs publication review

Requires product, security/compliance, tenancy, side-effect, or module-owner approval before production public API use. Also requires E2 side-effect policy before production recipes, SDK inclusion, or try-out access.

Authentication

Bearer API key declared

OpenAPI declares bearer API-key security for this operation.

Tenant context

API-key organization

API-key organization context is authoritative; request organizationId is not a public tenant selector.

Side-effect summary

Local write

May mutate QuickRCM records. It does not prove live payer, EHR, clearinghouse, payment, or communication execution.

Source artifact

docs/openapi/openapi.json

OpenAPI 3.1.0; API 1.0.0.

When to use this endpoint

Use this page as an internal baseline for the claims and remittances contract generated for POST /api/v1/cob/secondary-claims/batch-generate. External use still depends on route classification, release evidence, and endpoint-specific side-effect approval.

What this does now

Shows the generated OpenAPI shape for POST /api/v1/cob/secondary-claims/batch-generate, but keeps the route out of ordinary production API positioning until review is complete.

What this does not do

Does not prove external GA readiness, SDK readiness, live production execution, or complete module behavior. Mutating behavior still needs side-effect and retry evidence.

Not public from this page

Do not publish this endpoint as an ordinary developer API until its unresolved decisions are closed.

Headers and tenancy

Current headers and tenant authority. Target headers stay labeled as future until OpenAPI and release evidence declare them.

Header	Required	Current status	Notes
Authorization	Yes	Current	Bearer <QUICKRCM_API_KEY>. OpenAPI security: bearerAuth.
Idempotency-Key	No	Target/future	Do not claim universal header support until E3 and OpenAPI metadata exist.
X-Request-Id	No	Target/future	Use for support correlation only after approved; not declared as a standard OpenAPI header today.

Required scopes

Unclassified until E6 route metadata exists; do not infer scopes from route names.

Wrong-org behavior

Tenant-safe 404, empty list, or 403 is endpoint-specific and remains an evidence gap until E1 is closed.

Actor and audit

No public actor, audit, or correlation contract is published from OpenAPI alone.

Idempotency and retries

Retry behavior is documented conservatively because universal idempotency headers are not declared.

Topic	Status	Guidance
Current idempotency	No idempotency mechanism is declared.	Do not retry blindly. Check resource, status, batch, or job state before repeating the request.
Universal header	Not declared	Do not document universal Idempotency-Key support until OpenAPI and E3 evidence declare it.
Conflict behavior	Unresolved	Same-key changed-payload, in-flight retry, fingerprint scope, and TTL behavior remain endpoint-specific evidence gaps.

Async jobs and polling

Queued work is accepted work, not proof of completed workflow execution.

Topic	Status	Guidance
Immediate response	No 202 response declared	OpenAPI does not declare HTTP 202 for this operation.
Polling and terminal states	Endpoint-specific	Use only operation-specific status endpoints visible in OpenAPI; generic job behavior, cancellation, retries, and retention are unresolved.
Later side effects	Not proven	Do not infer background execution beyond the documented response.

Files and artifacts

File-like routes need content-class, ownership, scanning, retention, and URL policy evidence before public recipes.

Topic	Status	Guidance
Content class	No file/artifact class inferred	OpenAPI text does not indicate file or artifact handling for this endpoint.
Ownership and storage keys	Not applicable unless a file field is present	Tenant ownership must be proven before retrieval or upload docs. Never expose storage keys as public identifiers.
URLs, scanning, and retention	Unresolved unless endpoint-specific evidence exists	Short-lived URLs, MIME limits, checksums, scanner status, retention, expiration, and legal hold behavior are not implied by OpenAPI examples.

Publication warnings

This endpoint needs explicit product, security/compliance, tenancy, or side-effect approval before publication.
Universal Idempotency-Key header support is not declared; retry only after checking endpoint-specific state.

Related platform rules

Workflow Guide Route Status Tenant Context Errors Rate Limits PHI and Security Publication Readiness Side-Effect Modes Idempotency

Evidence

Evidence	Status	Caveat
OpenAPI artifact	docs/openapi/openapi.json; OpenAPI 3.1.0; API 1.0.0.	Generated baseline contract only.
Route registry	Needs publication review from documentation classification overlay.	E6 route registry evidence is still required before external publication.
Example validation	Generated examples are internal baseline aids.	No external publication claim; examples must pass no-PHI/no-secret/no-raw-payload/no-storage-key checks.
Last reviewed	Implementation run 20260619T-docs-impl; source boardroom packet 20260619T064820Z.	Refresh this evidence for release workspaces.
Release evidence	E9 required.	No SDK readiness, production readiness, or expanded external docs claim from this endpoint page.

Coordination of Benefits public API.

Coordination of Benefits (COB) APIs expose organization-scoped workflows for maintaining a patient's payer order, finding secondary-claim opportunities from primary Electronic Remittance Advice (ERA, commonly X12 835) data, generating local secondary claim records, queueing secondary-claim submission workflow, checking local secondary status, posting local secondary payment state, and voiding non-paid secondary claims. The bearer API key selects the organization. Public callers should not send `organizationId` as a tenant selector. Medicare Secondary Payer (MSP) fields are local payer-order context unless an endpoint-specific response says otherwise. Read endpoints accept Coordination of Benefits read or write scope, while payer-order, detection, generation, submission, payment, and void endpoints require Coordination of Benefits write scope. Referenced patients, insurance identifiers, primary claims, remittances, secondary claims, payer identifiers, and generated records must resolve inside the authenticated organization. Use the secondary-claim lifecycle as local QuickRCM workflow state: generation creates or returns local `SC_GENERATED` records, submission accepts generated records and returns queue/submission metadata, status check reads submitted or acknowledged local status, payment posting can move eligible records to `SC_PAID` or `SC_DENIED`, and voiding marks eligible non-paid records `SC_VOID`. Crossover states (`SC_CROSSOVER_PENDING`, `SC_CROSSOVER_SENT`) are local lifecycle labels, not proof of payer completion by themselves. These endpoints coordinate QuickRCM local workflow state. They do not return raw X12 837P professional claim Electronic Data Interchange (EDI), raw X12 835 ERA, raw X12 276/277 claim-status EDI, payer portal, Amazon S3 object-storage, or Electronic Health Record (EHR) payloads; they do not prove payer acceptance, final adjudication, EHR writeback, patient accounts receivable balance transfer, cash posting, or external reversal by themselves. Use synthetic examples and keep notes/reasons free of unnecessary Protected Health Information (PHI), raw EDI, credentials, tokens, payer portal data, transcripts, and vendor payloads.

What this endpoint does

Use case

Use this after detection and review when an integration wants to turn multiple opportunity summaries into local secondary-claim records in one call.

Before calling

Authenticate with `cob:write` scope. Deduplicate opportunities client-side and keep each item tied to source IDs from the same organization.

Request and response behavior

Request guidance

`opportunities` is required and must contain at least 1 and at most 50 entries. Each entry requires `primaryClaimId`, `remittanceId`, and `secondaryPayerId`; `secondaryPayerName` is optional and capped at 255 characters.

Batch size is capped at 50 opportunities.
The endpoint may partially succeed; item-level failures are returned in `results`.
Do not send patient demographics, raw remittance, raw Electronic Data Interchange (EDI), X12 835 ERA payloads, or X12 837P claim payloads in opportunity objects.

Response semantics

HTTP 200 can include both successes and failures. `successCount`, `errorCount`, and `totalProcessed` summarize the batch. `results` reports each `primaryClaimId`, whether that item succeeded, and an error string when it failed. The response does not return created secondary-claim IDs, raw X12 837P payloads, raw X12 835 ERA data, or COB2-style claim-loop payloads.

`totalProcessed` equals the number of submitted opportunity objects.
`error` is null for successful result entries.
Read the secondary-claim list/detail endpoints after success if you need generated record IDs.

Errors and retries

Fix request-shape failures before retrying 400 responses. For item-level failures in a 200 response, inspect `results` and retry only corrected failed opportunities. Use backoff for 429.

400 can indicate an empty batch or more than 50 opportunities.
Per-item duplicate, missing claim, missing remittance, or validation failures are returned in `results` with HTTP 200.

Template boundary before examples

The route class, authentication state, tenancy rule, side-effect mode, idempotency status, async behavior, file policy, warnings, links, and evidence above are part of the endpoint contract. Treat generated examples below as internal baseline aids until release evidence closes.

Path parameters

This endpoint does not define path parameters.

Query parameters

This endpoint does not define query parameters.

OpenAPI-declared header parameters

Standard platform header guidance appears in the governance panel. This table only lists operation-specific headers declared in OpenAPI.

This endpoint does not define operation-specific header parameters.

Request body

JSON fields from the generated OpenAPI schema with pilot enrichment applied where available. Nested object fields are shown with dotted paths.

Name	Location	Required	Type	Description	Validation and safety notes
opportunities	body	Yes	object[]	Array of 1 to 50 secondary-claim generation inputs.	OpenAPI does not declare additional validation metadata.
opportunities[].primaryClaimId	body	Yes	string	QuickRCM primary claim identifier used for secondary opportunity, generation, and batch generation workflows. It must belong to the API key organization.	Minimum length: 1. Sensitive credential or storage-adjacent value; use placeholders only.
opportunities[].remittanceId	body	Yes	string	QuickRCM remittance identifier used as primary adjudication context for opportunity detection and secondary generation. It does not expose raw X12 835 ERA data.	Minimum length: 1.
opportunities[].secondaryPayerId	body	Yes	string	Required secondary payer/insurance identifier for generation workflows and optional list filter through `payerId`.	Minimum length: 1.
opportunities[].secondaryPayerName	body	No	string	Optional display name for the secondary payer, capped at 255 characters where accepted.	Minimum length: 1. Maximum length: 255.

Generated request example

Generated examples are baseline contract aids only. They are not external publication evidence and must not include real PHI, credentials, raw vendor payloads, raw EDI, transcripts, storage keys, or signed URLs.

{
  "opportunities": [
    {
      "primaryClaimId": "00000000-0000-4000-8000-000000000001",
      "remittanceId": "00000000-0000-4000-8000-000000000001",
      "secondaryPayerId": "00000000-0000-4000-8000-000000000001",
      "secondaryPayerName": "Example batch_generate_cob_secondary_claim"
    }
  ]
}

Successful responses

Generated response examples show the baseline OpenAPI contract. Tenant identifier echo, PHI redaction, pagination, money, date/time, and enum semantics remain endpoint-specific publication checks.

200

Batch generation result counts and per-claim outcomes.

Generated from the OpenAPI response schema.

{
  "success": true,
  "data": {
    "successCount": 1,
    "errorCount": 1,
    "totalProcessed": 1,
    "results": [
      {
        "primaryClaimId": "00000000-0000-4000-8000-000000000001",
        "success": true,
        "error": "Request failed"
      }
    ]
  },
  "meta": {
    "organizationId": "00000000-0000-4000-8000-000000000001"
  }
}

Error responses

Errors must remain sanitized. Do not include raw payer, EHR, SFTP, SMTP, Stripe, LLM/OCR, browser automation, file, transcript, EDI, worker, or vendor payloads.

400

Invalid request body.

Handle this response as normal integration control flow.

{
  "error": "Request validation failed",
  "statusCode": 400
}

401

Authentication failed.

Handle this response as normal integration control flow.

{
  "error": "Authentication required",
  "statusCode": 401
}

403

The requested organization does not match the authenticated caller.

Handle this response as normal integration control flow.

{
  "error": "Forbidden",
  "statusCode": 403
}

429

API key rate limit exceeded.

Handle this response as normal integration control flow.

{
  "error": "Rate limit exceeded",
  "statusCode": 429
}

Adjacent endpoints

Nearby generated endpoints in the same OpenAPI tag. Route class and side-effect labels still apply per endpoint.

POSTNeeds publication reviewExternal or credentialed

Check COB secondary claim status

/api/v1/cob/secondary-claims/{secondaryClaimId}/status/check

PUTNeeds publication reviewExternal or credentialed

Create or update patient COB order

/api/v1/cob/orders/{patientId}

POSTNeeds publication reviewFile or artifact

Detect COB secondary claim opportunities

/api/v1/cob/secondary-claim-opportunities/detect

POSTNeeds publication reviewExternal or credentialed

Generate COB secondary claim

/api/v1/cob/secondary-claims/generate

GETNeeds publication reviewRead-only

Get COB secondary claim

/api/v1/cob/secondary-claims/{secondaryClaimId}

GETNeeds publication reviewExternal or credentialed

List COB secondary claims

/api/v1/cob/secondary-claims

All endpoint pages Open Scalar reference