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POLICY_CREATE

Passive (internal) call to create a new policy.

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#

HTTPPOST
POST https://api.{ENV}.dais.com/ioi/v3/event/fire
cURL
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": "POLICY_CREATE",
  "payload": {
    "clientId": "<UUID of the client ID>",
    "paymentTriggerRequestId": "<UUID of the payment trigger request ID>",
    "paymentRequired": false,
    "quoteIds": [
      "<UUID of the quote request ID>"
    ],
    "paymentPlans": {
      "<UUID of the quote request ID>": "ANNUALLY"
    }
  }
}'
JSON
{
  "lineId": "<UUID of the product ID>",
  "type": "POLICY_CREATE",
  "payload": {
    "clientId": "<UUID of the client ID>",
    "paymentTriggerRequestId": "<UUID of the payment trigger request ID>",
    "paymentRequired": false,
    "quoteIds": [
      "<UUID of the quote request ID>"
    ],
    "paymentPlans": {
      "<UUID of the quote request ID>": "ANNUALLY"
    }
  }
}

Request Fields#

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

Payload Fields#

PropertyRequiredDescription
clientIdYesUUID for the client
paymentTriggerRequestIdYesUUID of the trigger request from the preceding payment event
paymentRequiredNoBoolean flag representing whether payment is required before this policy can be issued. Defaults to true
quoteIdsConditionalQuote request UUIDs to issue. Supply them when paymentRequired is false; otherwise the built-in action reads the quote IDs from the preceding payment setup.
paymentPlansNoMap of quoteId to associated payment plan; keys must match the UUIDs in quoteIds. Payment plan must be one of: FULL_PAYMENT, MONTHLY, BI_ANNUALLY, ANNUALLY, or FINANCE

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.

JSON
{
  "triggerRequestId": "<UUID of the trigger request ID>",
  "executedActionCount": 0,
  "expectedResponseCount": 0,
  "metadata": {}
}

Response Fields#

PropertyDescription
triggerRequestIdUUID identifying this trigger execution.
executedActionCountNumber of actions reported as executed.
expectedResponseCountNumber of expected action responses.
metadataAction-specific results; may be empty.

See Firing an Event for execution modes and response handling.