Get Insurance Quote Details Action

Get the details of an insurance quote.

This action is available in API version 63.0 and later.

Supported REST HTTP Methods

URI: /services/data/v66.0/actions/standard/getInsuranceQuoteDetails
Formats: JSON
HTTP Methods: GET, POST
Authentication: Bearer Token

Inputs

Input	Details
quoteId	Type String Description Required. ID of the insurance quote to get the details for.
filters	Type String Description Optional. The filters used to filter the insurance quote or line items associated with the insurance quote.

Outputs

Output	Details
contextId	Type String Description Context ID of the insurance quote that's created.
contextJson	Type Map<String, Object> Description List of insurance context details.

Output

Details

contextId

Type

String

Description

Context ID of the insurance quote that's created.

contextJson

Type

Map<String, Object>

Description

List of insurance context details.

Example

Sample Request

1{
2  "inputs": 
3  [
4      {
5        "quoteId": "0Q0xx0000004CXECA2"
6      }
7  ]
8}

This is a sample request to call this invocable action from Apex code.

1// Sample Apex call for getInsuranceQuoteDetails invocable action
2public class GetInsuranceQuoteDetailsInvoke {
3    private static final String ACTION_NAME = 'getInsuranceQuoteDetails';
4
5    public static Boolean invokeMethod(Map<String, Object> inputs, Map<String, Object> output) {
6        if (output == null) {
7            output = new Map<String, Object>();
8        }
9
10        try {
11            Invocable.Action action = Invocable.Action.createStandardAction(ACTION_NAME);
12
13            // Optional inputs
14            setInvocationParameter(action, inputs, 'quoteId', false);
15            setInvocationParameter(action, inputs, 'filters', false);
16
17            List<Invocable.Action.Result> results = action.invoke();
18            if (results != null && !results.isEmpty() && results[0].isSuccess()) {
19                output.put('output', results[0].getOutputParameters());
20                output.put('success', true);
21                return true;
22            }
23
24            output.put('success', false);
25            if (results != null && !results.isEmpty()) {
26                output.put('errors', results[0].getErrors());
27            }
28            return false;
29        } catch (Exception e) {
30            output.put('success', false);
31            output.put('errorMessage', e.getMessage());
32            return false;
33        }
34    }
35
36    private static void setInvocationParameter(
37        Invocable.Action action,
38        Map<String, Object> payload,
39        String attribute,
40        Boolean serializeJson
41    ) {
42        if (payload != null && payload.containsKey(attribute) && payload.get(attribute) != null) {
43            if (serializeJson) {
44                action.setInvocationParameter(attribute, JSON.serialize(payload.get(attribute)));
45            } else {
46                action.setInvocationParameter(attribute, payload.get(attribute));
47            }
48        }
49    }
50}

Sample Response

1[
2  {
3    "actionName": "getInsuranceQuoteDetails",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "contextId": "0000000i18tq18g00291753491555889e8ef669a59f0453fade5acbe4595a3d6",
10      "contextJson": {
11        "SalesTransaction": [
12          {
13            "Status": "Draft",
14            "Account": null,
15            "BillingCity": null,
16            "Subtotal": 1350,
17            "businessObjectType": "Quote",
18            "SalesTransactionName": "Multi Auto",
19            "TotalAmount": 1350,
20            "ShippingStreet": null,
21            "SalesTransactionItem": [
22              {
23                "ProrationPolicy": "0muxx000000004sAAA",
24                "ProductName": "Medical Payments",
25                "ProductCode": "STA-3",
26                "ProductSellingModel": "0jPxx000000004sEAA",
27                "SpecificationType": "Coverage",
28                "TaxTreatment": "1ttxx000000004rAAA",
29                "SalesTransactionItemParent": "0Q0xx0000004CE1CAM",
30                "Quantity": 1,
31                "Product": "01txx0000006i7KAAQ",
32                "businessObjectType": "QuoteLineItem",
33                "PricebookEntry": "01uxx0000008ybrAAA",
34                "PricingTermCount": 1,
35                "StartDate": "2023-10-19T00:00:00Z",
36                "NetUnitPrice": 750,
37                "UnitPrice": 750,
38                "id": "0QLxx0000004CIpGAM"
39              },
40              {
41                "ProrationPolicy": null,
42                "ProductName": "Collision",
43                "ProductCode": "STA-2",
44                "ProductSellingModel": "0jPxx000000004tEAA",
45                "SpecificationType": "Coverage",
46                "TaxTreatment": "1ttxx000000004rAAA",
47                "SalesTransactionItemParent": "0Q0xx0000004CE1CAM",
48                "Quantity": 1,
49                "Product": "01txx0000006i7JAAQ",
50                "businessObjectType": "QuoteLineItem",
51                "PricebookEntry": "01uxx0000008ybsAAA",
52                "PricingTermCount": 1,
53                "StartDate": null,
54                "NetUnitPrice": 500,
55                "UnitPrice": 500,
56                "id": "0QLxx0000004CIqGAM"
57              }
58            ],
59            "BillingCountry": null,
60            "BillingStreet": null,
61            "Pricebook": "01sxx0000005pyfAAA",
62            "Opportunity": null,
63            "ShippingPostalCode": null,
64            "SalesTransactionSource": "0Q0xx0000004CE1CAM",
65            "ShippingCountry": null,
66            "ShippingCity": null,
67            "ShippingState": null,
68            "BillingPostalCode": null,
69            "id": "0Q0xx0000004CE1CAM",
70            "Contract": null,
71            "BillingState": null
72          }
73        ]
74      }
75    },
76    "sortOrder": -1,
77    "version": 1
78  }
79]

Insurance Developer Guide

Get Insurance Quote Details Action

Supported REST HTTP Methods

Inputs

Outputs

Example