Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Product Administration Business APIs
Resources
Requests
Evaluation Task Group Input
Evaluation Task Input
Insurance Create Underwriting Rules Input
Insurance Rule Condition Input
Insurance Rule Criteria Input
Insurance Underwriting Rule Group Input
Insurance Underwriting Rule Group Update Status Input
Insurance Update Underwriting Rules Input
Responses
Insurance Product Administration Invocable Actions
Insurance Product Administration Metadata API Types
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Evaluation Task Group Input

Input representation details of the evaluation task group.
JSON example
1// EvaluationSuccessTaskGroup and EvaluationFailureTaskGroup are opitional
2       // Fulfillment plan design time entities will be created.
3       "evaluationSuccessTaskGroup": // Create FulfillmentStepDefinitionGroup records
4       {
5       "name": "QuoteApproveSuccessTaskGroup",
6       "tasks": [ // create FulfillmentStepDefinition records
7       {
8       "name": "KYC check flow", // FulfillmentStepDefinition API Names
9       "type": "AutoTask",// FulfillmentStepDefinition type
10       "flowApiName": "KYC check flow", // Flow API Names
11       }
12       ]
13       },
14       "evaluationFailureTaskGroup": //Similar to EvaluationSuccessTaskGroup
15       {
16       "name": "QuoteApproveFailureTaskGroup",
17       "tasks": [
18       {
19       "name": "Vehicle ineligible",
20       "type": "AutoTask",
21       "flowApiName": "Mail Notification - Vehicle ineligible",
22       }
23       ]
24       }
Properties
Name Type Description Required or Optional Available Version
name String Name of the evaluation task group. Required 63.0
tasks Evaluation Task Input[] List of tasks to be executed for this evaluation task group. Required 63.0