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Actuarial Certificate — Workflow

This page describes how a certificate request progresses once Class has sent it to you and you begin calling back. Each callback creates or updates a status record, and the Status value you send (Interim or Final) is stored as a label on that record.

The status label

Every status you create or update carries a Status of either Interim or Final:

ValueMeaning
InterimA draft or in-progress result. Use this while the percentage is still provisional. This is the default if Status is omitted.
FinalThe completed result. Class users treat a Final status (with the certificate document) as the finished certificate.

Interim and Final are labels recorded against each status. You can post as many updates as you need.

The three callback endpoints

Your interaction with Class after the initial request uses three endpoints (see Provider-to-Class Updates and the API Reference):

RefPurposeEndpoint (relative)
ACreate a new statusPOST .../certificate-request/{requestId}/status
BUpdate an existing statusPOST .../status/{statusId}
CUpload the certificate documentPOST .../status/{statusId}/doc

Ordering rules

  • A must come first. Creating a status (A) returns a StatusId. You need that StatusId to update the status (B) or attach a document (C).
  • You cannot skip straight to C. A document is always attached to an existing status, so a status must exist before you upload.
  • B is optional. You only need it if you want to revise a status you already created (for example, to replace a draft percentage with a final one).

What each endpoint changes

  • Create (A) — records a new status with the percentage (from ExemptPercentage) and the UseDeemedSegregation flag. Returns the StatusId.
  • Update (B) — overwrites the existing status's percentage, UseDeemedSegregation flag, stored body and timestamp. Requires a valid ExemptPercentage (an empty or unparseable value returns 400 Bad Request).
  • Upload document (C) — attaches the certificate PDF to the status. Returns 200 OK on success, 500 on error.

Typical sequences

Both of the following are valid:

  • Standard path: create a status (A) → upload the certificate document (C).
  • Staged path: create a status (A) → update the status (B), e.g. to move from a draft to a final percentage → upload the certificate document (C).

There is no limit on the number of updates — each records a status against the certificate request. Class users consider the process complete once a Final status with the certificate document is present.