POLICY_EVENT_RECORD

Records a policy event on the specified policy. This is a generic event writer you can use to append timeline entries such as status changes, notes, labels, or other milestones by providing the event type, optional label, optional description, and an effectiveDate.

When and what fires this event?

Externally via API: Use this to record an ad‑hoc policy event from an integration or backoffice.
Internally: May be used by other actions to materialize a policy event as part of a flow.

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_EVENT_RECORD",
  "payload": {
    "policyId": "<UUID of the policy>",
    "type": "ENDORSEMENT_ISSUED",
    "label": "Endorsement 2025-10",
    "description": "Binder issued and sent to insured.",
    "effectiveDate": "2025-10-28"
  }
}'

{
  "lineId": "262e67be-c08c-43c0-bb51-06fe4408b4e9",
  "type": "POLICY_EVENT_RECORD",
  "payload": {
    "policyId": "b31e1d1e-31e0-4d9a-9a86-7f9d0a1a2b33",
    "type": "NOTE",
    "label": "UW Review",
    "description": "Underwriter approved subject to receipt of COI.",
    "effectiveDate": "2025-10-28"
  }
}

Request fields

Property	Required	Description
`lineId`	`true`	UUID for the product.
`type`	`true`	Must be `POLICY_EVENT_RECORD`.
`payload`	`true`	See below.

Payload fields

Property	Required	Description
`policyId`	`true`	Target policy identifier to append the event to.
`type`	`true`	Business type of the policy event .
`label`	`false`	Short label or title for the event.
`description`	`false`	Description or notes for the event.
`effectiveDate`	`true`	Date (YYYY‑MM‑DD) the event is effective on.

Response json

{
  "triggerRequestId": "<UUID>",
  "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`	`true`	Always returned as an object.