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The second half of 2021 strengthens SwiftCase for serious business use: better API capabilities, stronger security, and improved performance.
Add Fees Through the API
Financial workflows often need to add fees programmatically. An external system calculates a charge and needs to add it to a case. A scheduled process applies standard fees based on case status.
The new API endpoint lets you add additional fees to cases without manual intervention. Specify the amount, the fee type, and the case. The fee appears correctly in the cost tracking and flows through to invoicing.
Combined with existing API capabilities, you can now build fully automated financial workflows.
Login Security That Protects Accounts
Brute force attacks are a reality. Someone tries common passwords against your users' accounts, hoping to get lucky.
SwiftCase now tracks login attempts and locks accounts after too many failures:
- Users see how many attempts remain before lockout
- Locked accounts generate an announcement for administrators
- Admins can unsuspend accounts when appropriate
The interface clearly communicates what's happening, so legitimate users who've forgotten their password understand why they're locked out and how to get help.
Update Users via API
User management through the API is now complete. Create users, query users, and now update users programmatically.
Change roles. Update contact information. Modify permissions. All through API calls that integrate with your HR systems, onboarding tools, or management workflows.
Detailed logs capture what changed, when, and through which API call. Audit trails remain complete even when changes happen programmatically.
Faster Task Loading
Tasks with many related items used to load slowly. We've added pagination with a "show more" option, so initial loads are fast and you can expand details when needed.
This is particularly noticeable for tasks with long histories or many related records.
Email Fetching Reliability
A three-minute fallback ensures no emails are missed when timing between fetches varies. The system looks slightly backwards in time to catch anything that might have arrived during the gap.
It's the kind of defensive improvement that you never notice when it works, but would definitely notice if it didn't.
Print Overview by Role
The print overview button on task pages can now be restricted by role. If certain users shouldn't be printing case summaries, you can hide the button from them specifically.
Ready to automate your workflows?
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