Create Insurance Quote Action | Insurance Developer Guide

This action is available in API version 63.0 and later.

Supported REST HTTP Methods

URI: /services/data/v64.0/actions/standard/createInsuranceQuote
Formats: JSON
HTTP Methods: GET, POST
Authentication: Bearer Token

Inputs

Input	Details
quoteName	Type String Description The name of the quote being created.
accountId	Type String Description The ID of the account associated with the quote being created.
effectiveDate	Type Date Description The date that the quote becomes effective.
opportunityId	Type String Description Optional. The ID of the opportunity associated with the quote.
contextId	Type String Description Optional. The context ID used to issue the quote.
quoteInputs	Type String Description Optional. The set of user inputs on products that represent the quote details.
quoteOptions	Type Apex Type Description Optional. The options available when creating the quote.
pricingProcedureApiName	Type String Description Optional. The DeveloperName of the pricing procedure used to price the product.
pricebookId	Type String Description Optional. The ID of the pricebook associated with the quote.
expirationDate	Type Date Description Optional. The expiration date of the quote.
ratingDate	Type Date Description Optional. The date to use to find the active pricing procedure.
additionalFields	Type String Description Optional. The map of additional fields that must be updated in the quote context.

Outputs

Output	Details
`contextId`	Type String Description The context ID of the created insurance quote.
`quoteId`	Type String Description The ID of the insurance quote that's created.

Output

Details

contextId

Type

String

Description

The context ID of the created insurance quote.

quoteId

Type

String

Description

The ID of the insurance quote that's created.

Example

Sample Request

1{
2  "inputs":[
3    {
4      "quoteName": "Auto Insurance Quote",
5      "priceBookId" : "01sxx0000005pyfAAA",
6      "accountId": "001xx000003GYwrAAG",
7      "effectiveDate": "2024-10-11",
8      "opportunityId": "006xx000001a2tbAAA",
9      "quoteOptions": {
10         "productSellingModel": "One Time",
11         "saveQuote": true
12      },
13      "quoteInputs": "[{\"productCode\":\"autoRoot\",\"instanceKeys\":[\"AutoRoot\"],\"items\":[{\"productCode\":\"autoBundle\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\"],\"attributes\":{\"avMake\":\"BMW\"},\"relatedRecords\":[{\"relatedRecordId\":\"001xx000003GYwrAAG\",\"relatedRecordObjName\":\"Account\"}]},{\"productCode\":\"autoDriver\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\",\"AutoDriver\"],\"relatedRecords\":[{\"relatedRecordId\":\"003xx000004WhKhAAK\",\"relatedRecordObjName\":\"Contact\"}]},{\"productCode\":\"autoRental\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\",\"AutoRental\"]},{\"productCode\":\"autoCollision\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\",\"autoCollision\"],\"attributes\":{\"CollisionBasePremium\":250,\"autoCollDedClmCov\":250}}]}]"
14    }
15  ]
16}

Sample Response

1[
2  {
3    "actionName": "createInsuranceQuote",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "contextId": "0000000i18tq18g00291753491065771466a599fe8a2440890b4f3d8b4ef40b5",
10      "quoteId": "0Q0SG000000OOUD0A4"
11    },
12    "sortOrder": -1,
13    "version": 1
14  }
15]