CONFIGURATION_FORM_EVALUATION

Called to evaluate a configuration form

Submit this event using Firing an Event. Product configuration and enabled actions determine the workflow behavior. Use identifiers and snapshots from the same environment.

Request payload#

POST https://api.{ENV}.dais.com/ioi/v3/event/fire

curl --location --request POST 'https://api.{ENV}.dais.com/ioi/v3/event/fire' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--header 'Content-Type: application/json' \
--data-raw '{
  "lineId": "<UUID of the product ID>",
  "type": "CONFIGURATION_FORM_EVALUATION",
  "payload": {
    "formConfigId": "<UUID of the form configuration ID>",
    "clientId": "<UUID of the client ID>",
    "quoteId": "<UUID of the quote request ID>",
    "policyId": "<UUID of the policy ID>",
    "intakeSource": "INTAKE",
    "intakeFormat": "DAIS",
    "pluginDataSource": "PROVIDED",
    "intake": {
      "<Employee count question ID>": {
        "type": "ANSWER",
        "answer": "55",
        "qid": "<Employee count question ID>"
      },
      "<Nonprofit status question ID>": {
        "type": "ANSWER",
        "answer": "<Nonprofit status>",
        "qid": "<Nonprofit status question ID>"
      },
      "<Annual revenue question ID>": {
        "type": "ANSWER",
        "answer": "2000000",
        "qid": "<Annual revenue question ID>"
      }
    },
    "pluginFeederPayload": {
      "evaluationContext": "<Evaluation context>",
      "timestamp": "2026-02-27T12:00:00Z"
    }
  }
}'

{
  "lineId": "<UUID of the product ID>",
  "type": "CONFIGURATION_FORM_EVALUATION",
  "payload": {
    "formConfigId": "<UUID of the form configuration ID>",
    "clientId": "<UUID of the client ID>",
    "quoteId": "<UUID of the quote request ID>",
    "policyId": "<UUID of the policy ID>",
    "intakeSource": "INTAKE",
    "intakeFormat": "DAIS",
    "pluginDataSource": "PROVIDED",
    "intake": {
      "<Employee count question ID>": {
        "type": "ANSWER",
        "answer": "55",
        "qid": "<Employee count question ID>"
      },
      "<Nonprofit status question ID>": {
        "type": "ANSWER",
        "answer": "<Nonprofit status>",
        "qid": "<Nonprofit status question ID>"
      },
      "<Annual revenue question ID>": {
        "type": "ANSWER",
        "answer": "2000000",
        "qid": "<Annual revenue question ID>"
      }
    },
    "pluginFeederPayload": {
      "evaluationContext": "<Evaluation context>",
      "timestamp": "2026-02-27T12:00:00Z"
    }
  }
}

Request Fields#

See the shared event envelope. Set type to CONFIGURATION_FORM_EVALUATION and provide the payload below.

Payload Fields#

Property	Required	Description
`formConfigId`	Yes	UUID for the specific configuration form definition.
`clientId`	No	UUID of the client.
`quoteId`	No	UUID of the quote.
`policyId`	No	UUID of the policy.
`intakeSource`	No	`CLIENT` uses stored client intake; `INTAKE` uses the supplied `intake`.
`intakeFormat`	Conditional	`DAIS`, `PRODUCT_TREE`, or `KEY_VALUE`. Required when `intakeSource` is `INTAKE`.
`pluginDataSource`	No	`DAIS` or `PROVIDED`. Select `PROVIDED` to use `pluginFeederPayload`.
`intake`	No	Intake override, interpreted using `intakeFormat` only when `intakeSource` is `INTAKE`.
`pluginFeederPayload`	No	Plugin feeder data, used only when `pluginDataSource` is `PROVIDED`.

Include the product lineId in the envelope. The example selects INTAKE and PROVIDED so that both supplied data objects are used. With CLIENT or DAIS respectively, those overrides are not applied.

Response#

This example illustrates the common trigger response structure. Action counts and metadata depend on the actions that run; action-specific result fields are described where applicable.

{
  "triggerRequestId": "<UUID of the trigger request ID>",
  "executedActionCount": 0,
  "expectedResponseCount": 0,
  "metadata": {}
}

On successful evaluation, the built-in action stores the form evaluation result under metadata.CONFIGURATION_FORM_DATA_EVALUATION.

Response Fields#

Property	Description
`triggerRequestId`	UUID identifying this trigger execution.
`executedActionCount`	Number of actions reported as executed.
`expectedResponseCount`	Number of expected action responses.
`metadata`	Action-specific results; may be empty.

See Firing an Event for execution modes and response handling.