Product Configs

Retrieve configuration records for a product. Records are grouped by configuration type under the response's config property.

Retrieve Configurations#

POST https://api.{ENV}.dais.com/ioi/v3/product/config/all

curl --location --request POST 'https://api.{ENV}.dais.com/ioi/v3/product/config/all' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--header 'Content-Type: application/json' \
--data-raw '{
  "productId": "<UUID of the product ID>"
}'

Property	Type	Required	Description
`productId`	UUID	Yes	Product whose configurations are requested.
`organizationId`	UUID	No	Organization selector, subject to service access checks.
`requestSource`	string	No	Context for the configuration request.

requestSource values are PRE_POLICY_QUOTING, PRE_ISSUANCE, ISSUANCE, ENDORSEMENT, CANCELLATION, RENEWAL, WORKFLOW, PACKAGE_RATER, TRUE_UP, and TRUE_UP_SUMMARY.

Response Structure#

The response contains organizationId and a config object. Each key inside config is a configuration type, and its value is an array of records.

{
  "organizationId": "<UUID of the organization ID>",
  "config": {
    "POLICY_FORM": [
      {
        "id": "<UUID of the form configuration ID>",
        "configIdentity": "POLICY_FORM",
        "organizationId": "<UUID of the organization ID>",
        "productId": "<UUID of the product ID>",
        "spec": {
          "name": "<Name>",
          "formType": "POLICY",
          "productId": "<UUID of the product ID>",
          "documentMappings": {},
          "compositeType": false
        },
        "updatedTimestamp": "2026-01-27T10:30:00Z",
        "revision": 0,
        "lastUpdatedBy": null
      }
    ]
  }
}

Configuration Record Fields#

Property	Type	Description
`id`	UUID	Configuration identifier, used as `configId` by operations that request it.
`configIdentity`	string	Configuration type.
`organizationId`	UUID	Organization owning the record.
`productId`	UUID	Product owning the record.
`spec`	object	Type-specific configuration data.
`updatedTimestamp`	ISO 8601 timestamp	Last update time.
`revision`	integer	Configuration revision. The field is named `revision`, not `version`.
`lastUpdatedBy`	object	User details for the last update, when supplied.
`forkTracker`	object	Fork tracking information, when supplied.

The sections below describe selected configuration types. Other configured types can also be returned. The spec property is a map; fields depend on the configuration type and stored product configuration.

POLICY_FORM#

Form configurations are in config.POLICY_FORM. This is an example spec object:

{
  "name": "<Name>",
  "formType": "POLICY",
  "productId": "<UUID of the product ID>",
  "documentMappings": {},
  "compositeType": false
}

Property	Description
`name`	Form name.
`formType`	Form purpose, such as `POLICY`, `QUOTE`, `ENDORSEMENT`, or `CANCELLATION`.
`productId`	Associated form product identifier.
`documentMappings`	Document mapping definitions keyed by product UUID.
`compositeType`	Whether this is a composite form.
`compositeFormComponents`	Component form definitions for a composite form, when configured.

ENDORSEMENTS#

Endorsement configurations are in config.ENDORSEMENTS. Example spec:

{
  "title": "<Title>",
  "description": "<Description>",
  "endorsementProductId": "<UUID of the endorsement product ID>",
  "nonRatingEndorsement": false,
  "enableEndorsementRules": false,
  "allowEndorsementsInThePast": false,
  "generateAndIncludePolicyDeck": true,
  "exposeToClient": false
}

Property	Description
`title`, `description`	Endorsement name and description.
`endorsementConfigId`	Optional associated form configuration UUID.
`endorsementProductId`	Exposure product UUID.
`nonRatingEndorsement`	Whether the endorsement avoids rating recalculation.
`enableEndorsementRules`	Whether endorsement eligibility rules are enabled.
`allowEndorsementsInThePast`	Whether backdating is enabled.
`generateAndIncludePolicyDeck`	Whether to generate and include the policy document.
`exposeToClient`, `clientFacingDescription`	Client-facing availability and description.
`calculationConfig`	Premium calculation configuration, when supplied.

CANCELLATIONS#

Cancellation reason configurations are in config.CANCELLATIONS. Example spec:

{
  "title": "<Title>",
  "description": "<Description>",
  "cancellationConfigId": "<UUID of the cancellation configuration ID>",
  "cancellationProductId": "<UUID of the cancellation product ID>",
  "enableCancellationRules": false,
  "enableCancellationProduct": true,
  "cancellationType": "PRO_RATA"
}

Property	Description
`title`, `description`	Cancellation reason name and description.
`cancellationConfigId`	Associated form configuration UUID.
`cancellationProductId`	Associated cancellation product UUID.
`enableCancellationRules`	Whether cancellation rules are enabled.
`enableCancellationProduct`	Whether the associated cancellation product is enabled.
`cancellationType`	Cancellation calculation type, for example `PRO_RATA`.
`shortRateSpec`	Short-rate configuration, when supplied.
`exposeToClient`, `clientFacingDescription`	Client-facing availability and description.