POLICY_CREATE

This event is fired when creating a new policy.

When and what fires this event?

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

API: fires when a policy is created from a quote;
Copilot: fires when an agent creates a policy;
Storefront: fires when a client binds a quote into a policy.

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": "POLICY_CREATE",
    "payload": {
        "clientId": "c8fae823-752e-4d2d-88da-b479928f8d6c",
        "quoteIds": [
            "d40b3767-e067-4bc0-995d-66fe8b7221f0"
        ],
        "paymentRequired": false,
        "paymentPlans": {
            "d40b3767-e067-4bc0-995d-66fe8b7221f0": "ANNUALLY"
        }
    }
}'

{
    "line": "ee7f2f91-75e6-4dd2-b872-a605c2664a24",
    "type": "POLICY_CREATE",
    "payload": {
        "clientId": "c8fae823-752e-4d2d-88da-b479928f8d6c",
        "quoteIds": [
            "d40b3767-e067-4bc0-995d-66fe8b7221f0"
        ],
        "paymentRequired": false,
        "paymentPlans": {
            "d40b3767-e067-4bc0-995d-66fe8b7221f0": "ANNUALLY"
        }
    }
}

Request fields

Property	Required	Description
`lineId`	`true`	UUID for the product
`type`	`true`	Must be set to `POLICY_CREATE`
`payload`	`true`	Explained below

Payload fields

Property	Required	Description
`clientId`	`true`	UUID for the client
`paymentRequired`	`false`	Boolean flag representing whether payment is required before this policy can be issued. Defaults to `true`
`quoteIds`	`true`	Array of quoteIds to bind with this policy
`paymentPlans`	`true`	Map of quoteId to associated payment plan. Payment plan must be one of: `FULL_PAYMENT`, `MONTHLY`, `BI_ANNUALLY`, `ANNUALLY`, or `FINANCE`

Response json

{
  "triggerRequestId": "8f9ce629-4b21-4b37-893f-a0fd99fd79db",
  "executedActionCount": 0,
  "expectedResponseCount": 0,
  "metadata": {
    "POLICY_CREATE": {
      "clientId": "c8fae823-752e-4d2d-88da-b479928f8d6c",
      "paymentVerified": false,
      "policies": [
        {
          "lineId": "002d3705-552f-46b8-b386-a28e685e12ee",
          "lineName": "Insurance Product",
          "issuingOrganizationId": "418cc25b-fdb9-4aaa-a8a8-1263cbb70c92",
          "issuingOrganizationName": "Insurance Organization",
          "policyNumber": "DAIS-00000001",
          "policyId": "fd39e51d-b191-4558-bca9-6af67962fe8f",
          "quoteRequestId": "d40b3767-e067-4bc0-995d-66fe8b7221f0",
          "clientDocs": [
            {
              "name": "Policy-DAIS-00000001.pdf",
              "extension": "pdf",
              "contentId": "eed2d354-f971-451c-a3bc-1784088fa47b",
              "url": "https://content.dev.dais.com/500b7971-67ea-4850-9b26-e329664baad0",
              "formType": "POLICY"
            }
          ],
          "financed": false
        }
      ],
      "quoteIds": [
        "d40b3767-e067-4bc0-995d-66fe8b7221f0"
      ],
      "paymentPlans": {
        "d40b3767-e067-4bc0-995d-66fe8b7221f0": "ANNUALLY"
      },
      "policyNumbers": {},
      "policyMeta": {},
      "paymentRequired": false
    }
  }
}

Response fields

Property	Required	Description
`triggerRequestId`	`true`	UUID that identifies the execution of the trigger.
`executedActionCount`	`true`	Number of workflow actions executed for this trigger.
`expectedResponseCount`	`true`	Number of responses expected from executed actions.
`metadata`	`true`	Contains dynamically generated data from payment setup actions.