POLICYHOLDER_QUOTE_ACCEPTED

Called when a policyholder has accepted a quote.

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": "POLICYHOLDER_QUOTE_ACCEPTED",
  "payload": {
    "quote": {
      "requestId": "<UUID of the quote request ID>",
      "documents": [
        {
          "quoteDocumentId": "<UUID of the quote document ID>",
          "name": "<Document name>",
          "formConfigId": "<UUID of the form configuration ID>"
        }
      ],
      "pipelineId": "<UUID of the pipeline ID>",
      "triggerRequestId": "<UUID of the trigger request ID>",
      "type": "QUOTE",
      "lineId": "<UUID of the product ID>",
      "clientId": "<UUID of the client ID>",
      "clientOrganizationId": "<UUID of the client organization ID>",
      "quotingOrganizationId": "<UUID of the quoting organization ID>",
      "source": {
        "sourceType": "EXTERNAL",
        "organizationId": "<UUID of the organization ID>"
      },
      "effectiveDate": "2026-11-01"
    },
    "acceptanceResponse": {
      "isApproved": true,
      "responseSource": "POLICYHOLDER",
      "decisionTimestamp": "2026-02-27T17:03:41.123Z"
    }
  }
}'

{
  "lineId": "<UUID of the product ID>",
  "type": "POLICYHOLDER_QUOTE_ACCEPTED",
  "payload": {
    "quote": {
      "requestId": "<UUID of the quote request ID>",
      "documents": [
        {
          "quoteDocumentId": "<UUID of the quote document ID>",
          "name": "<Document name>",
          "formConfigId": "<UUID of the form configuration ID>"
        }
      ],
      "pipelineId": "<UUID of the pipeline ID>",
      "triggerRequestId": "<UUID of the trigger request ID>",
      "type": "QUOTE",
      "lineId": "<UUID of the product ID>",
      "clientId": "<UUID of the client ID>",
      "clientOrganizationId": "<UUID of the client organization ID>",
      "quotingOrganizationId": "<UUID of the quoting organization ID>",
      "source": {
        "sourceType": "EXTERNAL",
        "organizationId": "<UUID of the organization ID>"
      },
      "effectiveDate": "2026-11-01"
    },
    "acceptanceResponse": {
      "isApproved": true,
      "responseSource": "POLICYHOLDER",
      "decisionTimestamp": "2026-02-27T17:03:41.123Z"
    }
  }
}

Request Fields#

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

Payload Fields#

Property	Required	Description
`quote`	Yes	Quote snapshot after saving the policyholder decision. Use the quote's `requestId` as its identifier.
`acceptanceResponse`	Yes	Policyholder decision object; includes `isApproved`, `decisionTimestamp`, and `responseSource`.

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": {}
}

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.