Create Quote From Insurance Contract Action

Create an endorsement or renewal quote from an existing contract for group insurance.

This action is available in API version 68.0 and later.

Supported REST HTTP Methods

URI
/services/data/v68.0/actions/standard/createQuoteFromInsContract
Formats
JSON, XML
HTTP Methods
POST
Authentication
Authorization: Bearertoken

Inputs

Input Details
insCreateQuoteFromContractInputRep
Type

Apex-defined

Description
Required. An Apex ConnectApi.InsCreateQuoteFromContractInputRep record that contains the contract ID and details of the quote to be created.

Outputs

Output Details
quoteId
Type

string

Description
ID of the quote that's created from the contract.

Example

POST

This sample request is for the Create Quote From Insurance Contract action.

1{
2  "inputs": [
3    {
4      "insCreateQuoteFromContractInputRep": {
5        "contractId": "800xx0000004C92AAE",
6        "name": "QuoteFromContract1",
7        "eventEffectiveFromDate": "2025-03-11",
8        "eventEffectiveToDate": "2026-03-11",
9        "transactionType": "GB Endorsement",
10        "insuranceQuoteType": "Endorsement",
11        "groupCensusId": "0rfxx0000004C92AAA",
12        "ratingDate": "2025-03-11",
13        "censusRatingType": "Summary",
14        "configOptions": {
15          "executeConfigurationRules": true,
16          "executeQualificationRules": true
17        },
18        "additionalFields": {
19          "insuranceQuoteItemList": [
20            {
21              "entity": "Quote",
22              "fields": {
23                "data": [
24                  {
25                    "key": "StandardAmount",
26                    "value": 80
27                  }
28                ]
29              }
30            }
31          ]
32        }
33      }
34    }
35  ]
36}

This sample response is for the Create Quote From Insurance Contract action.

1[
2  {
3    "actionName": "createQuoteFromInsContract",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "quoteId": "0Q0xx0000004C92AAE"
10    },
11    "sortOrder": -1,
12    "version": 1
13  }
14]