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POLICY_ENDORSEMENT_QUOTING

Request an endorsement quote and a preview for an existing policy.

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#

HTTPPOST
POST https://api.{ENV}.dais.com/ioi/v3/event/fire
cURL
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 '{
  "type": "POLICY_ENDORSEMENT_QUOTING",
  "payload": {
    "policyId": "<UUID of the policy ID>",
    "effectiveDate": "2026-04-01",
    "endorsementConfigId": "<UUID of the endorsement configuration ID>",
    "endorsementProductId": "<UUID of the endorsement product ID>",
    "label": "<Label>",
    "answers": {
      "<Vehicle count question ID>": {
        "type": "ANSWER",
        "answer": "3",
        "qid": "<Vehicle count question ID>"
      },
      "<Vehicle type question ID>": {
        "type": "ANSWER",
        "answer": "<Vehicle type>",
        "qid": "<Vehicle type question ID>"
      }
    },
    "intakeLoopIterationIdsToDelete": [],
    "quoteMap": {}
  }
}'
JSON
{
  "type": "POLICY_ENDORSEMENT_QUOTING",
  "payload": {
    "policyId": "<UUID of the policy ID>",
    "effectiveDate": "2026-04-01",
    "endorsementConfigId": "<UUID of the endorsement configuration ID>",
    "endorsementProductId": "<UUID of the endorsement product ID>",
    "label": "<Label>",
    "answers": {
      "<Vehicle count question ID>": {
        "type": "ANSWER",
        "answer": "3",
        "qid": "<Vehicle count question ID>"
      },
      "<Vehicle type question ID>": {
        "type": "ANSWER",
        "answer": "<Vehicle type>",
        "qid": "<Vehicle type question ID>"
      }
    },
    "intakeLoopIterationIdsToDelete": [],
    "quoteMap": {}
  }
}

Request Fields#

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

Payload Fields#

PropertyRequiredDescription
policyIdYesUUID of the policy being endorsed.
effectiveDateYesEffective date of the endorsement (format: YYYY-MM-DD).
quoteNoOptional existing endorsement quote. Omit to request a new quote; supplying one skips rating for this endorsement.
endorsementConfigIdYesUUID of the endorsement configuration.
endorsementProductIdNoUUID of the endorsement product.
labelNoLabel or short description for the endorsement.
answersNoMap of question identifiers to client answers.
intakeLoopIterationIdsToDeleteNoSet of intake loop iteration UUIDs to remove.
quoteMapNoMap of affected policy-event UUIDs to quote objects. Keys identify policy events, not quote request IDs.

The example omits quote so the built-in action requests a new endorsement quote. The action resolves endorsementConfigId and uses the original policy rating configuration. When an out-of-sequence endorsement affects later policy events, their resulting quotes are stored in quoteMap under those event IDs.

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.

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

On success, metadata.POLICY_ENDORSEMENT_QUOTING contains endorsement and endorsementPreview. The endorsement includes its quote and any quotes for affected later events. Quote objects use the shared quote structure.

Response Fields#

PropertyDescription
triggerRequestIdUUID identifying this trigger execution.
executedActionCountNumber of actions reported as executed.
expectedResponseCountNumber of expected action responses.
metadataAction-specific results; may be empty.

See Firing an Event for execution modes and response handling.