Skip to content

CANCEL_RENEWAL

This event is fired when cancelling a policy renewal. It triggers the CANCEL_RENEWAL action, which invalidates or reverses a previously generated renewal for a given policy.

When and what fires this event?

If this event is defined on a policy, and the associated actions are enabled:

  • Copilot: fires when a renewal is cancelled;
  • API: can fire this event externally on demand.

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 <yourAuthHere>' \
--header 'Content-Type: application/json' \
--data-raw '{
  "lineId": "<UUID of the product or policy>",
  "type": "CANCEL_RENEWAL",
  "payload": {
      "policyId": "<UUID of the policy>",
      "renewalId": "<UUID of the renewal to be cancelled>",
      "reason": "Client requested cancellation",
      "requestedBy": "agent@example.com",
      "asConfiguredAtTimestamp": "2025-10-28T12:00:00Z"
  }
}'
{
  "lineId": "f12e67be-c08c-43c0-bb51-06fe4408b4e9",
  "type": "CANCEL_RENEWAL",
  "payload": {
      "policyId": "a01b1f20-7f20-4a16-ba51-d0945804dd83",
      "renewalId": "b20c4020-9a30-4a16-ba51-d0945804aa11",
      "reason": "Client requested cancellation",
      "requestedBy": "agent@example.com",
      "asConfiguredAtTimestamp": "2025-10-28T12:00:00Z"
  }
}

Request fields

PropertyRequiredDescription
lineIdtrueUUID for the product or policy line.
typetrueMust be set to CANCEL_RENEWAL.
payloadtrueExplained below.

Payload fields

PropertyRequiredTypeDescription
policyIdtrueUUIDUnique identifier of the policy whose renewal is being cancelled.
renewalIdtrueUUIDIdentifier of the renewal instance to be cancelled.
reasonfalseStringOptional reason explaining the cancellation.
requestedByfalseStringEmail or identifier of the user/system requesting the cancellation.
asConfiguredAtTimestampfalseStringTimestamp for config versioning used to process the cancellation.

Response json

{
  "lineId": "262e67be-c08c-43c0-bb51-06fe4408b4e9",
  "type": "CANCEL_RENEWAL",
  "payload": {
    "policyId": "b6a8b2a4-53fd-4b5b-a1c1-9c81378a6e52",
    "configId": "a94d1e6b-3c77-4c60-bb32-5e1b36e0533e",
    "label": "Cancelled due to client request",
    "backofficeIntake": {
      "cancelReason": "Client switched carrier",
      "notifiedBy": "Agent"
    }
  }
}

Response fields

This payload represents the event data returned after firing the CANCEL_RENEWAL trigger.

PropertyRequiredDescription
lineIdtrueUUID of the product line associated with this event.
typetrueTrigger type executed.
payloadtrueContains additional data used by the event handler.

Payload fields

These fields belong to the object under payload.

PropertyRequiredDescription
policyIdtrueUUID of the policy being cancelled for renewal.
configIdtrueUUID referencing the configuration associated with the cancellation.
labelfalseDescription of the cancellation reason.
backofficeIntakefalseObject containing cancellation details.

Backoffice Intake fields

Each field represents additional structured information submitted by backoffice users.

PropertyRequiredDescription
cancelReasonfalseReason provided for the renewal cancellation.
notifiedByfalseWho notified or initiated the cancellation.