Reference

Sessions

Hosted intake session fields, lifecycle states, and integration guidance

Session Object

A session is the applicant-facing intake container. It stores the signed hosted URL, case type, linked case, answer state, document state, and submission status.

Common Fields

  • session_id: Klarefi session identifier
  • signed_url: Applicant URL returned by POST /api/v1/sessions
  • case_type_id: Case type assigned to the session
  • case_id: Linked case identifier, currently the same value as session_id
  • external_case_id: Your source-system reference
  • status: Session lifecycle state
  • expires_at: Session expiration timestamp
  • trace_id: Optional integration correlation ID

Lifecycle

Create a session from trusted server-side code. Redirect the applicant to the signed URL. Subscribe to webhook events for state changes, and read current state from the API when you need the latest record.

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