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POLICYHOLDER_QUOTE_ACCEPTED

This event is triggered when a policyholder approved the quote.
The endpoint accepts a policyholder verdict, persists the decision, optionally attaches a policyholder approval document, and emits the trigger POLICYHOLDER_QUOTE_ACCEPTED.

When and what fires this event?

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

  • Policyholder Portal: fires this event when the policyholder (or a portal on their behalf) submits a decision with isApproved = true;
  • Decision API: fires this event internally when the approval is successfully persisted;
  • Automated workflows: may fire as part of notifications, document generation, or downstream triggers.

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 '{
  "isApproved": true,
  "gapAnswers": {
    "someQuestionId": {
      "type": "ANSWER",
      "qid": "someQuestionId",
      "answer": "YES"
    }
  }
}'
{
  "lineId": "7f0f0e0f-9b6c-4e80-9f0a-2d3fc77e3b3d",
  "type": "POLICYHOLDER_QUOTE_ACCEPTED",
  "source": {
    "sourceType": "INTERNAL_CALL",
    "organizationId": "b3a23a5d-2b3e-4d8b-9e0e-1a2b3c4d5e6f"
  },
  "filterByOrganizations": [
    "e9d8c7b6-a5a4-4932-9f11-111111111111",
    "0f1e2d3c-4b5a-6978-9abc-def012345678"
  ],
  "payload": {
    "quote": {
      "requestId": "2d3fc77e-9b6c-4e80-9f0a-4a7f0e0f3b3d",
      "documents": [
        {
          "quoteDocumentId": "6d7c7e9e-5bb9-4a1a-bd23-1c2d3e4f5a6b",
          "name": "PolicyholderApproval.pdf",
          "formConfigId": "a0b1c2d3-e4f5-6789-abcd-ef0123456789"
        }
      ]
    },
    "acceptanceResponse": {
      "isApproved": true,
      "responseSource": "POLICYHOLDER",
      "decisionTimestamp": "2025-11-02T17:03:41.123Z"
    },
    "clientId": "220c4020-7f20-4a16-ba51-d0945804dd83",
    "quoteId": "2d3fc77e-9b6c-4e80-9f0a-4a7f0e0f3b3d"
  },
  "productVersionId": "e2e0b4ce-4a70-49d7-8f0a-12b3456789ab",
  "versionSystemSource": "HOSTING"
}

Request fields

PropertyRequiredDescription
lineIdtrueUUID for the product.
typetrueMust be POLICYHOLDER_QUOTE_ACCEPTED.
payloadtrueSee below.

Payload fields

PropertyRequiredDescription
quoteIdtrueQuote identifier.
clientIdtrueClient identifier associated to the quote.
quotetrueSnapshot after saving the policyholder decision.
acceptanceResponsetrueSet by the policyholder, includes isApproved=true, decisionTimestamp, responseSource=POLICYHOLDER.

Response json

{
  "triggerRequestId": "386861af-6875-49b2-b38c-c435263039be",
  "executedActionCount": 0,
  "expectedResponseCount": 0,
  "metadata": {}
}

Response fields

PropertyRequiredDescription
triggerRequestIdtrueUUID that uniquely identifies the trigger execution instance.
executedActionCounttrueNumber of actions executed during this trigger run.
expectedResponseCounttrueNumber of responses expected from the executed actions.
metadatatrueContains dynamically generated data from executed workflow actions.