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CONFIGURATION_FORM_EVALUATION

This event is fired when evaluating a configuration form for a product or policy.
It triggers the CONFIGURATION_FORM_DATA_EVALUATION action, which processes the submitted intake data and returns an evaluated configuration or form execution response.

When and what fires this event?

  • Public API: fired when a configuration form is submitted for evaluation;
  • Integration workflows: fires automatically when a third-party system, sends configuration or quote payloads to evaluate product setup;
  • Internal tools: may use this event when validating form logic or custom rule evaluation during product configuration.

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 '{
  "type": "CONFIGURATION_FORM_EVALUATION",
  "payload": {
      "formConfigId": "<UUID of the form configuration>",
      "clientId": "<UUID of the client>",
      "quoteId": "<UUID of the quote>",
      "policyId": "<UUID of the policy>",
      "intakeSource": "CLIENT",
      "intakeFormat": "DAIS",
      "pluginDataSource": "DAIS",
      "intake": {
          "<qid>": {
              "type": "ANSWER",
              "answer": "<value>",
              "qid": "<qid>"
          }
      },
      "pluginFeederPayload": {}
  }
}'
{
  "type": "CONFIGURATION_FORM_EVALUATION",
  "payload": {
      "formConfigId": "fa12b3a0-1203-40d3-bc5b-221f9dd2de22",
      "clientId": "262e67be-c08c-43c0-bb51-06fe4408b4e9",
      "quoteId": "b21c4020-9a30-4a16-ba51-d0945804aa11",
      "policyId": "c32d5030-8b40-5b27-cb62-e1056915bb22",
      "intakeSource": "CLIENT",
      "intakeFormat": "DAIS",
      "pluginDataSource": "DAIS",
      "intake": {
          "numEmployees": {
              "type": "ANSWER",
              "answer": "55",
              "qid": "numEmployees"
          },
          "isNonProfit": {
              "type": "ANSWER",
              "answer": "YES",
              "qid": "isNonProfit"
          }
      },
      "pluginFeederPayload": {
          "evaluationContext": "form_validation",
          "timestamp": "2025-01-17T12:00:00Z"
      }
  }
}

Request fields

PropertyRequiredDescription
typetrueMust be set to CONFIGURATION_FORM_EVALUATION.
payloadtrueSee Payload fields below.

Payload fields

PropertyRequiredDescription
formConfigIdtrueUUID for the specific configuration form definition.
clientIdfalseUUID of the client.
quoteIdfalseUUID of the quote.
policyIdfalseUUID of the policy.
intakeSourcefalseIntakeSource enum indicating where the intake originated.
intakeFormatfalseIntakeFormat enum indicating the format of the intake data.
pluginDataSourcefalseDataSource enum identifying the data origin.
intakefalseContaining question identifiers and their answers.
pluginFeederPayloadfalseContaining additional contextual data.

Response json

{
  "success": true,
  "message": "Event fired successfully",
  "data": {
    "triggerRequestId": "ff55a520-5194-4b6f-b84d-3457f189c5cf",
    "executedActionCount": 1,
    "expectedResponseCount": 1
  },
  "timestamp": "2025-01-17T12:00:00.000Z"
}

Response fields

This response represents the standard event-firing wrapper returned by the service.

PropertyRequiredDescription
successtrueIndicates whether the event firing request completed successfully.
messagetrueMessage describing the result of the operation.
datatrueContains details about the trigger execution .
timestamptrueTimestamp indicating when the response was generated.

Data fields

The data object provides information about the executed trigger.

PropertyRequiredDescription
triggerRequestIdtrueUUID that uniquely identifies the trigger execution instance.
executedActionCounttrueNumber of actions executed during this trigger run.
expectedResponseCounttrueNumber of responses expected from the executed actions.