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RENEWAL_QUOTE_SELECTED

This event is fired when a renewal quote is selected for a policy. This event marks the point where a renewal option has been chosen, usually prior to issuing the renewed policy.

When and what fires this event?

If this event is defined on a policy, and the associated actions are enabled:

  • Copilot: fires when a renewal quote is confirmed;
  • 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": "RENEWAL_QUOTE_SELECTED",
  "payload": {
      "policyId": "<UUID of the policy>",
      "clientId": "<UUID of the client>",
      "documents": []
  }
}'
{
  "type": "RENEWAL_QUOTE_SELECTED",
  "payload": {
      "policyId": "a01b1f20-7f20-4a16-ba51-d0945804dd83",
      "clientId": "b20c4020-9a30-4a16-ba51-d0945804aa11",
      "documents": []
  }
}

Request fields

PropertyRequiredDescription
typetrueMust be set to RENEWAL_QUOTE_SELECTED.
payloadtrueSee Payload fields below.

Payload fields

PropertyRequiredDescription
policyIdtrueUUID of the policy being renewed.
clientIdfalseUUID of the client associated with the policy.
documentsfalseList of documents related to the event.

Response json

{
  "success": true,
  "message": "Event fired successfully",
  "data": {
    "triggerRequestId": "ee55a520-5194-4b6f-b84d-3457f189c5cf",
    "executedActionCount": 2,
    "expectedResponseCount": 2
  },
  "timestamp": "2025-01-17T12:00:00.000Z"
}

Response fields

This response represents the standard event-firing wrapper returned by the service.

PropertyRequiredDescription
successtrueIndicates whether the event firing request completed successfully.
messagetrueMessage describing the result of the operation.
datatrueContains metadata about the trigger execution (see below).
timestamptrueTimestamp indicating when the response was generated.

Data fields

The data object contains detailed information about the executed trigger.

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