GET_QUOTES

This event is fired when requesting quotes for a product. It will always trigger the CREATE_OR_UPDATE_CLIENT event using the provided client intake. If clientId is not provided, a new client will be created and its ID will be returned in the response.

When and what fires this event?

If this event is defined on a product, and it has actions that are enabled:

CoPilot: fires this event when a new quote is requested in the Account Builder;
Storefront: fires this event at the end of client intake;
Fired externally via API 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>",
  "type": "GET_QUOTES",
  "payload": {
      "intake": {
        "<qid>": {
            "type": "ANSWER",
            "answer": "<answer>",
            "qid": "<qid>"
          }
      },
      "asConfiguredAtTimestamp": "2022-05-24T19:04:24.1Z"
  }
}'

{
  "lineId": "262e67be-c08c-43c0-bb51-06fe4408b4e9",
  "type": "GET_QUOTES",
  "agencyCodes": ["<for some events, agency codes are required>"],
  "payload": {
      "clientId": "220c4020-7f20-4a16-ba51-d0945804dd83",
      "referrer": "String",
      "intake": {
        "numEmployees": {
          "type": "ANSWER",
          "answer": "55",
          "qid": "numEmployees"
        },
        "isNonProfit": {
          "type": "ANSWER",
          "answer": "YES",
          "qid": "isNonProfit"
        },
        "claimInLast12Mo": {
          "type": "ANSWER",
          "answer": "12",
          "qid": "claimInLast12Mo"
        }
      },
      "asConfiguredAtTimestamp": "2022-05-24T19:04:24.1Z"
  }
}

Request fields

Property	Required	Description
`lineId`	`true`	UUID for the product
`type`	`true`	Must be set to `GET_QUOTES`
`agencyCodes`	`false`	Look at xxx pointer to agency code data
`payload`	`true`	Explained below

Payload fields

Property	Required	Description
`clientId`	`false`	UUID for client id. A new client will be created if `clientId` is omitted.
`referrer`	`false`	String value to track a client referral.
`intake`	`false`	Map of question identifiers (qid) to client answers.
`asConfiguredAtTimestamp`	`false`	Timestamp of the rating configuration to use for this quote.

Response json

{
  "triggerRequestId": "fc55a520-5194-4b6f-b84d-3457f189c5cf",
  "executedActionCount": 1,
  "expectedResponseCount": 1,
  "metadata": { }
}

Response fields

Property	Required	Description
`triggerRequestId`	`true`	UUID that identifies the execution of the trigger.
`executedActionCount`	`true`	Number of actions executed by this trigger.
`expectedResponseCount`	`true`	Number of responses expected from the executed actions.
`metadata`	`false`	Additional details produced by specific actions during the trigger execution.

Metadata fields

The metadata object is dynamic. In this example, it contains the result of the CREATE_OR_UPDATE_CLIENT action.

Property	Required	Description
`CREATE_OR_UPDATE_CLIENT`	`false`	Holds data produced by the Create or Update Client action.