Client Data

All client information is stored under the tenant of the API_KEY owner. Furthermore, all changes to client information are tracked and archived, so that client data can be retrieved at any particular point in time.

This is done to enable input comparisons between times different quotes are generated, and even for Errors and Omission (E&O) tracking purposes.

{
  "clientId": "220c4020-7f20-4a16-ba51-d0945804dd83",
  "clientName": "Business Name",
  "clientType": "COMMERCIAL",
  "locationCode": "HQ",
  "clientData": {
    "client.name": {
      "type": "ANSWER",
      "answer": "Business Name",
      "qid": "client.name"
    },
    "client.phoneNumber": {
      "type": "ANSWER",
      "answer": "3121234567",
      "qid": "client.phoneNumber"
    },
    "client.industry.naics": {
      "type": "ANSWER",
      "answer": "451130",
      "qid": "client.industry.naics"
    },
    "addresses": {
      "type": "LOOP",
      "qid": "addresses",
      "iterations": [
        {
          "iterationId": "f4c41c8d-ffb6-4883-902b-ab6357fc1a54",
          "answers": {
            "client.name": {
              "type": "ANSWER",
              "qid": "client.name",
              "answer": "Simple client"
            },
            "client.industry.naics": {
              "type": "ANSWER",
              "qid": "client.industry.naics",
              "answer": "541940"
            },
            "client.address1": {
              "type": "ANSWER",
              "qid": "client.address1",
              "answer": "129 Main St"
            },
            "client.city": {
              "type": "ANSWER",
              "qid": "client.city",
              "answer": "West Chicago"
            },
            "client.state": {
              "type": "ANSWER",
              "qid": "client.state",
              "answer": "IL"
            },
            "client.zipcode": {
              "type": "ANSWER",
              "qid": "client.zipcode",
              "answer": "60185"
            },
            "client.phoneNumber": {
              "type": "ANSWER",
              "qid": "client.phoneNumber",
              "answer": "2342342342"
            },
            "client.email": {
              "type": "ANSWER",
              "qid": "client.email",
              "answer": "john.smith@asdsadas.com"
            },
            "client.website": {
              "type": "ANSWER",
              "qid": "client.website",
              "answer": ""
            },
            "client.contact.phoneNumber": {
              "type": "ANSWER",
              "qid": "client.contact.phoneNumber",
              "answer": "8745234234"
            },
            "client.contact.name": {
              "type": "ANSWER",
              "qid": "client.contact.name",
              "answer": "John Smith"
            }
          }
        }
      ]
    }
  }
}

clientId: Each client is assigned a unique clientId. If clientId is specified, then it is expected that an existing client is being updated. If a specified client is not found using this clientId a 404:Not Found error is returned.
clientType: Specify if client is COMMERCIAL or PERSONAL
locationCode: If your organization uses locationCodes, this is where you can specify it for a client
clientData: Array of answer data
- qid: Question identifier (qid) as per question API
- answer: Answer for the question
- type: Specify if element is LOOP or ANSWER

Reserved QIDs

The following QIDs are reserved for special use by the platform. They will always be available on all clients.

client.name
client.industry.naics
client.address1
client.address2
client.city
client.state
client.zipcode
client.phoneNumber
client.email
client.website
client.contact.name
client.contact.phoneNumber

Save client data

PUT: https://api.{ENV}.dais.com/ioi/v3/client

curl --location --request PUT 'https://api.{ENV}.dais.com/ioi/v3/client' \
--header 'Authorization: Basic <yourAuthHere>' \
--header 'Content-Type: application/json' \
--data-raw '{
    "clientId": "<clientId>",
    "clientName": "<clientName>",
    "clientType": "COMMERCIAL",
    "locationCode": "<locationCode>",
    "clientData": {
      "<qid>": {
        "type": "ANSWER",
        "answer": "<answer>",
        "qid": "<qid>"
      }
}'

Post all client data to this endpoint to save it. If clientId is not specified, it is assumed you are creating a new client. If it is specified, and a client with that id exists, then data provided will clobber any existing data for that client. The same logic applies to the GET_QUOTES event, new clients can be automatically saved using the data provided for quoting.

Retrieve latest client data

GET: https://api.{ENV}.dais.com/ioi/v3/client/{client_id}/product/{product_id}

curl --location --request GET 'https://api.{ENV}.dais.com/ioi/v3/client/<clientId>/product/<productId>' \
--header 'Authorization: Basic <yourAuthHere>'

Get client data by specifying a clientId. If client is not found, HTTP 404 is returned.

Retrieve data from specific point in time

GET: https://api.{ENV}.dais.com/ioi/v3/client/{client_id}/product/{product_id}/datetime/{date}

curl --location --request GET 'https://api.{ENV}.dais.com/ioi/v3/client/<clientId>/product/<productId>/datetime/<date>' \
--header 'Authorization: Basic <yourAuthHere>'

To get the state of client data at a specific point in time, specify date in ISO-8601 format (i.e. 2020-12-14T20:27:56.812Z)