Handle transaction team membership using the IntApp Walls API

Intapp Walls API: Efficiently manage ethical walls and sensitive data access

The Intapp Walls API is a powerful tool for managing ethical walls and safely controlling access to sensitive data. Developers can use its powerful capabilities to achieve efficient collaboration of transaction teams, membership management, and strict compliance with confidentiality requirements.

The Intapp Walls API is a Web service based on the SOAP protocol that provides a programming interface to interact with the Intapp Walls application and deploys as a standard component Web service.

To simplify the explanation, the sample code in this article omits error checking, exception handling, and logging. Examples are for reference only and are not the best coding practice.

This article focuses on two core scenarios:

1. Search and list transaction team members.
2. Add new members to the existing transaction team.

Through the operations of the Intapp Walls API (such as getmatterteamformatter , loadmatterteam and adduserstomatterteam ) you can simplify ethical wall management tasks. The following example contains code snippets and step-by-step instructions.

This document does not contain detailed information about the Intapp Walls API development access configuration. However, it should be noted that the management solution must be installed in the local environment and can usually access the Web service through a file named apiservice.svc , which should be added to Visual Studio as a service reference.

The Intapp Walls API operation used in the sample code:

• getmatterteamformatter : Get the case team ID associated with the specified case.
• loadmatterteam : Load the transaction team attributes.
• getdmsuserid : Get the DMS user ID. Some API methods require the user's DMS user ID, for example, createwall() method requires the DMS ID, not the timer ID or the record system ID. This method is used to obtain the DMS user ID when the user is known to have other IDs.
• loadmatterteammembership : Loading case team membership.
• getwarningsifuserisincluded : Gets warnings that may be generated by users who grant access to a specific client or transaction (i.e., included). This function returns any warnings that may be generated by conflicting moral walls.
• adduserstomatterteam : Adds the user to the existing transaction team of the specified role.

Example: Retrieve and list transaction team members

The following code snippet retrieves a list of transaction team members using getmatterteamformatter and loadmatterteam operations of the Intapp Walls API and writes team member details to the console.

illustrate:

• Using the Intapp API typically requires specific permissions, and is usually granted service accounts with appropriate Intapp Walls access.
• The reference to "intapp_web_api" in the following code snippet refers to the Intapp API service reference name defined in Visual Studio.

Step 1: Retrieve the unique Intapp Walls-managed transaction team ID.

Retrieves the transaction team ID associated with the specified transaction. This case team ID will be used to obtain case team member details. Call the getmatterteamformatter operation, which requires the matterid parameter. matterid is usually an internally generated ID, sometimes called a "case number" and is provided by the user or programmer from its own source of timer type.

 <code class="csharp">string matterid = "01234"; // 您提供的matterid string matterteamid = string.Empty; // 返回值// 获取Walls 事务团队ID // 事务团队ID 示例"coole-033517" matterteamid = intapp_web_api.getmatterteamformatter(matterid); // ... (getmatterteamformatter 方法实现，与原文相同) ...</code>

Step 2: Load the transaction team results.

Define the loadmatterteam method and use the unique Intapp Walls managed case team ID number obtained by the getmatterteamformatter method. matterteamid variable calls loadmatterteam method to retrieve the case team. Iterates over the usermemberships collection within the transaction team and outputs the user team ID and role to the console.

 <code class="csharp">// ... (loadmatterteam 方法实现，与原文相同) ... matterteam the_matter_team_list = loadmatterteam(wallscaseteamid); // ... (循环遍历usermemberships 集合并输出用户信息，与原文相同) ...</code>

Example: Adding new members to an existing transaction team

The following code snippet demonstrates how to use the Intapp Walls API to check existing team members and add new members to the team after checking for conflicts.

illustrate:

• Operating Intapp Walls teams through the Intapp API requires specific permissions, which is beyond the scope of this document. The requester also needs to have the Intapp Walls transaction administrator role defined in Intapp Walls.
• Using the Intapp API typically requires specific permissions, and is usually granted service accounts with appropriate Intapp Walls access.
• The reference to "intapp_web_api" in the following code snippet refers to the Intapp API service reference name defined in Visual Studio.

(Step 1-5 is the same as the original text, but the statement is fine-tuned to make it clearer and smoother)

in conclusion

The Intapp Walls API provides a comprehensive set of operations to manage transaction team membership and protect sensitive information. From retrieving team details to adding new members when checking for conflicts, these API features can seamlessly integrate with your workflow and adhere to ethical wall strategies. With proper implementation, the management transaction team will become a simplified and efficient process to maintain data integrity.

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