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UNDERWRITING_REFERRED

This event is fired when underwriting refers a quote or policy application for additional review. It indicates that the risk requires further evaluation before a decision can be made.

When and what fires this event?

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

  • Underwriting system: fires when an underwriter refers a quote or application for review;
  • API: can fire this event externally on demand;
  • Automated workflows: fires when underwriting referral is needed.

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": "UNDERWRITING_REFERRED",
    "payload": {
        "clientId": "<clientId>",
        "quoteId": "<quoteId>"
    }
}'
{
    "type": "UNDERWRITING_REFERRED",
    "payload": {
      "clientId": "3781f5c0-fae6-4bab-8091-8d385fd2a8f5",
      "quoteId": "d0d0eadc-fb94-49e3-b03a-f3cb2bb6882c"
    }
}

Request fields

TypeRequiredDescription
typetrueMust be set to UNDERWRITING_REFERRED
payloadtrueExplained below

Payload fields

TypeRequiredDescription
clientIdtrueUUID for the client
quoteIdtrueUUID for the quote

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.