Downloads & Documents

Endpoints for downloading quote worksheets, retrieving rating data, downloading files from storage, and generating PDF documents.

Download Excel Worksheet#

Downloads the Excel rating worksheet for a given quote as a binary file (application/octet-stream).

Endpoint#

GET https://api.{ENV}.dais.com/ioi/v3/download/excel/worksheet/{quoteId}

Path Parameters#

Parameter	Type	Required	Description
`quoteId`	UUID	Yes	UUID of the quote whose worksheet you want to download.

curl --location --request GET 'https://api.{ENV}.dais.com/ioi/v3/download/excel/worksheet/<UUID of the quote request ID>' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--output worksheet.xlsx

Response#

Returns the Excel file as a binary stream (application/octet-stream). Save the response body directly to a .xlsx file.

Get Advanced Rating Worksheet#

Returns the advanced (algorithm-based) rating worksheet data for a given quote as a JSON object. Used to inspect the detailed rating inputs and calculated outputs from an algorithmic rating engine.

Endpoint#

GET https://api.{ENV}.dais.com/ioi/v3/download/advanced/worksheet/{quoteId}

Path Parameters#

Parameter	Type	Required	Description
`quoteId`	UUID	Yes	UUID of the quote whose advanced worksheet to retrieve.

curl --location --request GET 'https://api.{ENV}.dais.com/ioi/v3/download/advanced/worksheet/<UUID of the quote request ID>' \
--header 'Authorization: Basic <Base64-encoded API key and secret>'

Response#

Returns a JSON object whose keys and nested values depend on the configured rating algorithm. The public API forwards the worksheet data without converting it to a fixed response schema. Use a worksheet from the relevant product when implementing a consumer.

Download Advanced Rating Worksheet PDF#

Downloads the advanced rating worksheet as a PDF for a quote rated through the advanced algorithm worksheet flow.

Endpoint#

GET https://api.{ENV}.dais.com/ioi/v3/download/advanced/worksheet/{quoteId}/pdf

Parameter	Location	Type	Required	Description
`quoteId`	path	UUID	Yes	Quote whose worksheet to download.
`verbose`	query	boolean	No	Defaults to `false` for the coverage worksheet with rating values. Set to `true` for the full algorithm worksheet.

curl --location --request GET 'https://api.{ENV}.dais.com/ioi/v3/download/advanced/worksheet/<UUID of the quote request ID>/pdf?verbose=false' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--output advanced-rating-worksheet.pdf

Response#

Returns 200 OK with a binary PDF body (application/pdf). Save the body directly to a file. See also the quote worksheet guide.

Download a File#

Downloads a stored file using a file URL returned by Dais.

Endpoint#

GET https://api.{ENV}.dais.com/ioi/v3/download/file

Parameter	Location	Type	Required	Description
`path`	query	string	Yes	Full file URL returned by Dais. URL-encode it when adding it to the query string.

curl --location --get 'https://api.{ENV}.dais.com/ioi/v3/download/file' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--data-urlencode 'path=<File URL returned by Dais>' \
--output document.pdf

Response#

Returns 200 OK with a binary file body. The endpoint declares application/pdf and supplies a Content-Disposition attachment filename derived from the file URL. Use a file URL from the same Dais environment.

Generate a PDF Document#

Generates a PDF using a configured form and the specified client, with optional policy and quote context.

Endpoint#

POST https://api.{ENV}.dais.com/ioi/v3/generate/document

Headers#

Header	Value	Required
`Content-Type`	`application/json`	Yes
`Authorization`	`Bearer <Access token>` or `Basic <Base64-encoded API key and secret>`	Yes
`x-jwt-assertion`	`<ID token>`	With token authentication

See Authentication for the headers to use with each authentication method.

Request Body#

curl --location --request POST 'https://api.{ENV}.dais.com/ioi/v3/generate/document' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--header 'Content-Type: application/json' \
--data-raw '{
  "productId": "<UUID of the product ID>",
  "formConfigId": "<UUID of the form configuration ID>",
  "clientId": "<UUID of the client ID>",
  "fileName": "<Document filename>"
}' \
--output policy-document.pdf

Replace the example UUIDs with identifiers from your environment.

Property	Type	Required	Description
`productId`	UUID	Yes	Product containing the form configuration.
`formConfigId`	UUID	Yes	Form configuration to evaluate.
`clientId`	UUID	Yes	Client whose data is used for the document.
`policyId`	UUID	No	Policy context for generation.
`quoteId`	UUID	No	Quote context for generation.
`fileName`	string	No	Attachment filename. If omitted, the generated form's filename is used.
`productDate`	string	No	Product configuration timestamp as an ISO 8601 date-time with offset, such as `2026-01-27T10:30:00Z`.

Response#

Returns 200 OK with a binary PDF body (application/pdf) and a Content-Disposition attachment filename. Save the response body directly to a file.