Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
runtime_industries_insurance Namespace
AddEligibleInsuranceClausesOptions Class
CreateInsuranceQuoteOptions Class
CreateInsuranceQuoteOptions Constructors
CreateInsuranceQuoteOptions Properties
CreateInsuranceRatingOptions Class
GenerateInsuranceClausesOptions Class
UpdateInsuranceQuoteOptions Class
Error Codes and Responses
PDF

CreateInsuranceQuoteOptions Class

Contains options for creating an insurance quote. Use this class to control pricing execution, product catalog validation, configuration and qualification rules, quote persistence, and the product selling model when creating group or individual insurance quotes.

Namespace

runtime_industries_insurance

Usage

Use the CreateInsuranceQuoteOptions class with the Insurance Quote (POST) API and the Create Insurance Quote invocable action to create an insurance quote so that you can specify which operations to run and whether to save the quote or not.

Example

When calling the Create Insurance Quote invocable action from Apex, create a CreateInsuranceQuoteOptions instance, set the desired properties, and then use it as quoteOptions.

1runtime_industries_insurance.CreateInsuranceQuoteOptions createQuoteOptions 
2                = new runtime_industries_insurance.CreateInsuranceQuoteOptions();
3            Map<String, Object> optionsFromInput = (Map<String, Object>)quotePayload.get('quoteOptions');
4            if (optionsFromInput.containsKey('executePricing')) {
5                createQuoteOptions.executePricing = (Boolean)optionsFromInput.get('executePricing');
6            }
7            if (optionsFromInput.containsKey('validateProductCatalog')) {            
8                createQuoteOptions.validateProductCatalog = (Boolean)optionsFromInput.get('validateProductCatalog');
9            }
10            if (optionsFromInput.containsKey('executeConfigurationRules')) {            
11                createQuoteOptions.executeConfigurationRules = (Boolean)optionsFromInput.get('executeConfigurationRules');
12            }
13            if (optionsFromInput.containsKey('executeQualificationRules')) {            
14                createQuoteOptions.executeQualificationRules = (Boolean)optionsFromInput.get('executeQualificationRules');
15            }
16            if (optionsFromInput.containsKey('saveQuote')) {            
17                createQuoteOptions.saveQuote = (Boolean)optionsFromInput.get('saveQuote');
18            }
19            if (optionsFromInput.containsKey('productSellingModel')) {            
20                createQuoteOptions.productSellingModel = (String)optionsFromInput.get('productSellingModel');
21            }
22            action.setInvocationParameter('quoteOptions', createQuoteOptions);

CreateInsuranceQuoteOptions Constructors

Learn more about the constructors that are available with the CreateInsuranceQuoteOptions class.

The CreateInsuranceQuoteOptions class includes these constructors.

CreateInsuranceQuoteOptions(executePricing, validateProductCatalog, executeConfigurationRules, executeQualificationRules, saveQuote, productSellingModel)

Creates an options instance for quote creation with explicit control over pricing, validation, rules execution, quote saving, and product selling model.

Signature

public CreateInsuranceQuoteOptions(Boolean executePricing, Boolean validateProductCatalog, Boolean executeConfigurationRules, Boolean executeQualificationRules, Boolean saveQuote, String productSellingModel)

Parameters

executePricing
Type: Boolean
Indicates whether to execute pricing when creating the quote (true) or not (false). The default value is false.
validateProductCatalog
Type: Boolean
Indicates whether to validate against product catalog (true) or not (false). The default value is false.
executeConfigurationRules
Type: Boolean
Indicates whether to run product configuration rules (true) or not (false). The default value is false.
executeQualificationRules
Type: Boolean
Indicates whether to run qualification rules (true) or not (false). The default value is false.
saveQuote
Type: Boolean
Indicates whether to save the details after the quote is created (true) or not (false). The default value is false.
productSellingModel
Type: String
ID of the product selling model for the quote.

CreateInsuranceQuoteOptions()

Creates an options instance with the default settings for creating an insurance quote.

Signature

public CreateInsuranceQuoteOptions()

CreateInsuranceQuoteOptions Properties

Set the CreateInsuranceQuoteOptions class properties to create an insurance quote.

The CreateInsuranceQuoteOptions class includes these properties.

executeConfigurationRules

Indicates whether product configuration rules are executed when creating the insurance quote (true) or not (false).

Signature

public Boolean executeConfigurationRules {get; set;}

Property Value

Type: Boolean

executePricing

Indicates whether pricing is executed when creating the insurance quote (true) or not (false).

Signature

public Boolean executePricing {get; set;}

Property Value

Type: Boolean

executeQualificationRules

Indicates whether qualification rules are executed when creating the insurance quote (true) or not (false).

Signature

public Boolean executeQualificationRules {get; set;}

Property Value

Type: Boolean

productSellingModel

Identifies the product selling model that's used for the insurance quote, for example, group or individual.

Signature

public String productSellingModel {get; set;}

Property Value

Type: String

saveQuote

Indicates whether the created quote is saved in the database (true) or not (false).

Signature

public Boolean saveQuote {get; set;}

Property Value

Type: Boolean

validateProductCatalog

Indicates whether the product catalog is validated when creating the insurance quote (true) or not (false).

Signature

public Boolean validateProductCatalog {get; set;}

Property Value

Type: Boolean