POLICY_ENDORSEMENT_QUOTING

This event is fired when performing an endorsement quote on an existing policy.
An endorsement quote represents a mid-term adjustment or modification to a policy, such as adding coverage, changing limits, or updating client or product details.
This process calculates the new premium impact of the proposed endorsement before it is officially applied.

When and what fires this event?

This event is fired internally within the policy service or the client application when a policy endorsement quote is created.

Copilot: fires when a user creates or modifies an endorsement;
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 '{
  "type": "POLICY_ENDORSEMENT_QUOTING",
  "payload": {
    "policyId": "<UUID of the existing policy>",
    "clientId": "<UUID of the client>",
    "documents": [],
    "event": {
      "eventId": "<UUID>",
      "type": "POLICY_ENDORSEMENT_QUOTING",
      "label": "Add Vehicle Coverage",
      "description": "Endorsement quote for vehicle coverage"
    },
    "policy": {
      "id": "<UUID>",
      "policyNumber": "<string>"
    }
  }
}'

{
  "type": "POLICY_ENDORSEMENT_QUOTING",
  "payload": {
    "policyId": "e2a5e7d1-0199-46ce-b3c2-925a8c1a89cd",
    "clientId": "4a889a72-8891-4d5a-9e80-3304e21399b2",
    "documents": [],
    "event": {
      "eventId": "f1a2b3c4-d5e6-7890-abcd-ef1234567890",
      "type": "POLICY_ENDORSEMENT_QUOTING",
      "label": "Add Vehicle Coverage",
      "description": "Endorsement quote for vehicle coverage"
    },
    "policy": {
      "id": "e2a5e7d1-0199-46ce-b3c2-925a8c1a89cd",
      "policyNumber": "POL-2024-002"
    }
  }
}

Request fields

Property	Required	Description
`type`	`true`	Must be set to `POLICY_ENDORSEMENT_QUOTING`.
`payload`	`true`	See Payload fields below.

Payload fields

Property	Required	Description
`policyId`	true	UUID of the policy being endorsed.
`clientId`	false	UUID of the client linked to the policy.
`documents`	false	List of documents related to the event.
`event`	false	Element that contains event details.
`policy`	false	Element that contains policy information.

Event fields

Property	Required	Description
`eventId`	false	UUID of the event.
`type`	false	Type of the event (POLICY_ENDORSEMENT_QUOTING).
`label`	false	Label for the event.
`description`	false	Description of the event.

Policy fields

Property	Required	Description
`id`	false	UUID of the policy.
`policyNumber`	false	Policy number.

Response json

The response confirms that the endorsement quote was successfully processed.

{
  "success": true,
  "message": "Event fired successfully",
  "data": {
    "triggerRequestId": "6b44e6f5-bd74-463b-9ef7-5cc9b12abf92",
    "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.

Property	Required	Description
`success`	`true`	Indicates whether the event firing request completed successfully.
`message`	`true`	Description of the operation result.
`data`	`true`	Contains the trigger execution metadata (see below).
`timestamp`	`true`	Timestamp marking when the response was generated.

Data fields

The data object contains detailed information about the executed trigger.

Property	Required	Description
`triggerRequestId`	`true`	UUID that identifies this trigger execution instance.
`executedActionCount`	`true`	Number of workflow actions that were executed.
`expectedResponseCount`	`true`	Number of responses expected from the executed actions.