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Create Insurance Quote Action

Create an Insurance quote by using a context ID or a set of user inputs that represent quote details.

This action is available in API version 63.0 and later.

Supported REST HTTP Methods

URI: /services/data/v68.0/actions/standard/createInsuranceQuote
Formats: JSON
HTTP Methods: GET, POST
Authentication: Bearer Token

Inputs

If you specify quoteInputs (but not contextId) in the request body, you must provide quoteName, priceBookId, and effectiveDate as input parameters.

If you specify contextId (but not quoteInputs) in the request body, you must provide these:

either quoteName or SalesTransactionName within additionalFields, and
either priceBookId or PriceBook within additionalFields

Input	Details
accountId	Type String Description ID of the account that's associated with the quote being created.
additionalFields	Type String Description Optional. Map of additional fields that must be updated in the quote context.
contextId	Type String Description Required if `quoteInputs` isn't specified. Context ID that's used to issue the quote.
effectiveDate	Type Date Description Date that the quote becomes effective.
expirationDate	Type Date Description Optional. Expiration date of the quote.
opportunityId	Type String Description Optional. ID of the opportunity that's associated with the quote.
pricebookId	Type String Description Required if either `quoteInputs` or `contextId` is specified. ID of the pricebook that's associated with the quote.
pricingProcedureApiName	Type String Description Optional. API name of the pricing procedure used to price the product.
quoteInputs	Type String Description Required if `contextId` isn't specified. Set of user inputs on products that represent the quote details.
quoteOptions	Type Apex-defined Description An Apex runtime_industries_insurance.CreateInsuranceQuoteOptions record that contains details to create the quote.
quoteName	Type String Description Name of the quote that must be created.
ratingDate	Type Date Description Optional. Date to find the active pricing procedure.

Outputs

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

Output

Details

contextId

Type

String

Description

Context ID of the insurance quote that's created.

quoteId

Type

String

Description

ID of the insurance quote that's created.

Example

Sample request where quoteInputs is specified in the request body.

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}

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

1// Sample Apex call for createInsuranceQuote invocable action
2public class CreateInsuranceQuoteInvoke {
3    private static final String ACTION_NAME = 'createInsuranceQuote';
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            // Required inputs (serialize where needed)
14            setInvocationParameter(action, inputs, 'quoteInputs', true);
15            setInvocationParameter(action, inputs, 'quoteName', false);
16            setInvocationParameter(action, inputs, 'priceBookId', false);
17            setInvocationParameter(action, inputs, 'accountId', false);
18            setInvocationParameter(action, inputs, 'effectiveDate', false);
19
20            // Optional inputs
21            setInvocationParameter(action, inputs, 'contextId', false);
22            setInvocationParameter(action, inputs, 'expirationDate', false);
23            setInvocationParameter(action, inputs, 'additionalFields', true);
24            setInvocationParameter(action, inputs, 'opportunityId', false);
25
26            // quoteOptions is optional but supported
27            if (inputs != null && inputs.containsKey('quoteOptions')) {
28                Map<String, Object> optionsFromInput =
29                    (Map<String, Object>) inputs.get('quoteOptions');
30                if (optionsFromInput != null) {
31                    runtime_industries_insurance.CreateInsuranceQuoteOptions quoteOptions =
32                        new runtime_industries_insurance.CreateInsuranceQuoteOptions();
33                    if (optionsFromInput.containsKey('executePricing')) {
34                        quoteOptions.executePricing =
35                            (Boolean) optionsFromInput.get('executePricing');
36                    }
37                    if (optionsFromInput.containsKey('validateProductCatalog')) {
38                        quoteOptions.validateProductCatalog =
39                            (Boolean) optionsFromInput.get('validateProductCatalog');
40                    }
41                    if (optionsFromInput.containsKey('executeConfigurationRules')) {
42                        quoteOptions.executeConfigurationRules =
43                            (Boolean) optionsFromInput.get('executeConfigurationRules');
44                    }
45                    if (optionsFromInput.containsKey('executeQualificationRules')) {
46                        quoteOptions.executeQualificationRules =
47                            (Boolean) optionsFromInput.get('executeQualificationRules');
48                    }
49                    if (optionsFromInput.containsKey('saveQuote')) {
50                        quoteOptions.saveQuote =
51                            (Boolean) optionsFromInput.get('saveQuote');
52                    }
53                    if (optionsFromInput.containsKey('productSellingModel')) {
54                        quoteOptions.productSellingModel =
55                            (String) optionsFromInput.get('productSellingModel');
56                    }
57                    action.setInvocationParameter('quoteOptions', quoteOptions);
58                }
59            }
60
61            List<Invocable.Action.Result> results = action.invoke();
62            if (results != null && !results.isEmpty() && results[0].isSuccess()) {
63                output.put('output', results[0].getOutputParameters());
64                output.put('success', true);
65                return true;
66            }
67
68            output.put('success', false);
69            if (results != null && !results.isEmpty()) {
70                output.put('errors', results[0].getErrors());
71            }
72            return false;
73        } catch (Exception e) {
74            output.put('success', false);
75            output.put('errorMessage', e.getMessage());
76            return false;
77        }
78    }
79
80    private static void setInvocationParameter(
81        Invocable.Action action,
82        Map<String, Object> payload,
83        String attribute,
84        Boolean serializeJson
85    ) {
86        if (payload != null && payload.containsKey(attribute) && payload.get(attribute) != null) {
87            if (serializeJson) {
88                action.setInvocationParameter(attribute, JSON.serialize(payload.get(attribute)));
89            } else {
90                action.setInvocationParameter(attribute, payload.get(attribute));
91            }
92        }
93    }
94}

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]

Insurance Developer Guide

Create Insurance Quote Action

Supported REST HTTP Methods

Inputs

Outputs

Example