Create a runtime context that contains the details to create a quote.
This action is available in API version 66.0 and later.
URI: /services/data/vXX.X/actions/standard/createInsuranceRating
Where XX.X is the latest API version.
Formats: JSON
HTTP Methods: POST
Authentication: Authorization: Bearer TOKEN
Where TOKEN is your OAuth access token.
| Input | Type | Description |
|---|---|---|
additionalFields | String | Additional fields to include in the rating context. |
effectiveDate | Date | Required. Date from which the insurance policy coverage becomes effective. |
executeRating | String | Indicates whether rating must be executed ( true ) or not ( false ). The default value is true . |
ratingDate | Date | Date that’s used for rating calculations and rule evaluations. If not specified, the current date is used. |
ratingInputs | Map<String, Object> | Required. JSON string that contains the rating input nodes with product codes and attributes. |
ratingOptions | Apex-defined | An Apex runtime_industries_insurance.CreateInsuranceRatingOptions record that contains rating execution options to create insurance rating. |
rootProductCodes | String | Array of root product codes to include in the rating process. |
salesTransactionTypeId | String | ID of the sales transaction type. |
transactionType | String | Type of insurance transaction, such as NewBusiness, Renewal, and Endorsement. |
| Output | Details |
|---|---|
contextId | Type String Description Context ID of the insurance quote. |
pricingResults | Type Map<String, Object> Description Recalculated pricing details of the insurance product. |
productRatingOutput | Type Apex-defined Description An Apex ConnectApi__ProductRatingOutputRepresentation record that contains the product rating details. |
Sample Request
1{
2 "inputs": [
3 {
4 "effectiveDate": "2024-10-18",
5 "ratingInputs": "[{\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\",\"NewDriver\"],\"productCode\":\"autoDriver\",\"attributes\":{\"DriverAccidents\":4},\"targetRecords\":[\"003xx000004WhKhAAK\"]}]",
6 "ratingOptions": {
7 "returnRatingResults": true,
8 "returnContextJson": true,
9 "returnProductDetails": true
10 }
11 }
12 ]
13}This is a sample request to call this invocable action from Apex code.
1// Sample Apex call for createInsuranceRating invocable action
2public class CreateInsuranceRatingInvoke {
3 private static final String ACTION_NAME = 'createInsuranceRating';
4
5 public static Boolean invokeMethod(
6 Map<String, Object> inputs,
7 Map<String, Object> output,
8 Map<String, Object> options
9 ) {
10 Map<String, Object> postPayload = (Map<String, Object>) getValueFromMap('postPayload', inputs, options);
11 System.debug('Rating post Input: ' + postPayload);
12
13 if (postPayload == null) {
14 output.put('success', false);
15 output.put('errorMessage', 'postPayload is required for rating patch');
16 output.put('errorType', 'VALIDATION_ERROR');
17 return false;
18 }
19
20 try {
21 System.debug('Calling Invocable Action: createInsuranceRating');
22
23 Invocable.Action action = Invocable.Action.createStandardAction(ACTION_NAME);
24
25 System.debug('RatingInputs: ' + postPayload.get('ratingInputs'));
26 setInvocationParameter(action, postPayload, 'ratingInputs', true);
27
28 action.setInvocationParameter('transactionType', postPayload.get('transactionType'));
29
30 setInvocationParameter(action, postPayload, 'additionalFields', true);
31
32 action.setInvocationParameter('effectiveDate', postPayload.get('effectiveDate'));
33
34 if (postPayload.containsKey('ratingOptions')) {
35 System.debug('Options:' + postPayload.get('ratingOptions'));
36 Map<String, Object> ratingOptions = (Map<String, Object>) postPayload.get('ratingOptions');
37 action.setInvocationParameter('ratingOptions', ratingOptions);
38 }
39
40 List<Invocable.Action.Result> results = action.invoke();
41
42 if (results != null && !results.isEmpty()) {
43 Invocable.Action.Result result = results[0];
44
45 if (result.isSuccess()) {
46 System.debug('Rating post successfully via Invocable Action');
47 output.put('ratingData', result.getOutputParameters());
48
49 List<Invocable.Action.Error> actionErrors = result.getErrors();
50 if (actionErrors != null && !actionErrors.isEmpty()) {
51 output.put('success', false);
52 output.put('error', result.getErrors());
53 return false;
54 }
55 output.put('success', true);
56 return true;
57
58 } else {
59 List<Invocable.Action.Error> actionErrors = result.getErrors();
60 String errorMessage = 'Rating post Invocable Action failed';
61
62 if (actionErrors != null && !actionErrors.isEmpty()) {
63 List<String> errorMessages = new List<String>();
64 List<Map<String, Object>> errorDetailsList = new List<Map<String, Object>>();
65
66 for (Invocable.Action.Error actionError : actionErrors) {
67 errorMessages.add(actionError.getMessage());
68 errorDetailsList.add(new Map<String, Object>{
69 'message' => actionError.getMessage(),
70 'code' => actionError.getCode()
71 });
72 }
73
74 errorMessage = String.join(errorMessages, '; ');
75 output.put('actionErrors', errorDetailsList);
76 }
77
78 output.put('success', false);
79 output.put('errorMessage', errorMessage);
80
81 System.debug(LoggingLevel.ERROR, 'Rating post Invocable Action failed: ' + errorMessage);
82 return false;
83 }
84
85 } else {
86 output.put('success', false);
87 output.put('errorMessage', 'Rating post Invocable Action returned null or empty results');
88 System.debug(LoggingLevel.WARN, 'Rating post Invocable Action returned null/empty results');
89 return false;
90 }
91
92 } catch (Exception e) {
93 String errorMsg = 'Exception: ' + e.getMessage();
94 output.put('success', false);
95 output.put('errorMessage', errorMsg);
96 output.put('errorType', 'EXCEPTION');
97 System.debug(LoggingLevel.ERROR, 'Exception while rating post: ' + errorMsg);
98 return false;
99 }
100 }
101
102 private static Object getValueFromMap(String key, Map<String, Object> inputs, Map<String, Object> options) {
103 if (inputs != null && inputs.get(key) != null && String.isNotBlank(String.valueOf(inputs.get(key)))) {
104 return inputs.get(key);
105 }
106 else if (options != null && options.get(key) != null && String.isNotBlank(String.valueOf(options.get(key)))) {
107 return options.get(key);
108 }
109
110 return null;
111 }
112
113 private static void setInvocationParameter(
114 Invocable.Action action,
115 Map<String, Object> payload,
116 String inputAttribute,
117 Boolean serializeJSON
118 ) {
119 if (payload.containsKey(inputAttribute) && payload.get(inputAttribute) != null) {
120 System.debug(inputAttribute + ': ' + JSON.serialize(payload.get(inputAttribute)));
121 if (serializeJSON) {
122 action.setInvocationParameter(inputAttribute, JSON.serialize(payload.get(inputAttribute)));
123 } else {
124 action.setInvocationParameter(inputAttribute, payload.get(inputAttribute));
125 }
126 } else {
127 System.debug('payload does not contain attribute: ' + inputAttribute);
128 }
129 }
130}Sample Response
1[
2 {
3 "actionName": "repriceInsuranceProduct",
4 "errors": null,
5 "invocationId": null,
6 "isSuccess": true,
7 "outcome": null,
8 "outputValues": {
9 "contextId": "273e01fdfb6f9f21428869eb784ee756976afb0e9bdc49f2a360be397a10ca12",
10 "productRatingOutput": {
11 "ratingResult": {
12 "childNodes": [
13 {
14 "childNodes": [
15 {
16 "childNodes": [
17 {
18 "childNodes": [],
19 "details": {
20 "NetUnitPrice": null,
21 "InstanceKey": "Driver",
22 "ProductCode": "driver",
23 "NetTotalPrice": 0,
24 "Driver_Accident_Points": 15,
25 "ProratedQLITaxAmount": 0,
26 "Driver_MVR_Points": 8,
27 "Age_First_Licensed": 16
28 }
29 },
30 {
31 "childNodes": [],
32 "details": {
33 "NetUnitPrice": 501.84,
34 "InstanceKey": "Comprehensive",
35 "ProductCode": "comprehensive",
36 "NetTotalPrice": 501.84,
37 "ProratedQLITaxAmount": 0
38 }
39 }
40 ],
41 "details": {
42 "NetUnitPrice": 501.84,
43 "InstanceKey": "Auto1",
44 "ProductCode": "auto",
45 "NetTotalPrice": 501.84,
46 "ProratedQLITaxAmount": 0
47 }
48 }
49 ],
50 "details": {
51 "NetUnitPrice": 1485.84,
52 "InstanceKey": "AutoSilver",
53 "ProductCode": "autoSilver",
54 "NetTotalPrice": 1485.84,
55 "ProratedQLITaxAmount": 0
56 }
57 }
58 ],
59 "details": {}
60 },
61 "productDetails": [
62 {
63 "productSpecificationType": {
64 "productSpecificationRecordType": {},
65 "name": "InsuredParty"
66 },
67 "childProducts": [],
68 "additionalFields": {
69 "ProductCode": "driver",
70 "SpecificationType": "InsuredParty",
71 "BasedOnId": "11Bxx000002C1kZEAS",
72 "Name": "Driver"
73 },
74 "availabilityDate": null,
75 "description": null,
76 "productInformation": null,
77 "childVariationIds": [],
78 "isActive": true,
79 "qualificationContext": null,
80 "productClassification": {
81 "id": "11Bxx000002C1kZEAS"
82 },
83 "productComponentGroups": [],
84 "configureDuringSale": "Allowed",
85 "productRelatedComponent": null,
86 "id": "01txx0000006i3iAAA",
87 "prices": [],
88 "isComponentRequired": null,
89 "productType": null,
90 "isAssetizable": true,
91 "isSoldOnlyWithOtherProds": false,
92 "attributeCategories": [
93 {
94 "code": "Driving History",
95 "records": [
96 {
97 "isRequired": false,
98 "code": "AgeFirstLicensed",
99 "additionalFields": {},
100 "attributeCategoryId": "0v3xx0000000001AAA",
101 "hidden": false,
102 "isConfigurable": false,
103 "dataType": "NUMBER",
104 "label": "Age First Licensed",
105 "isReadOnly": false,
106 "isCloneable": false,
107 "name": "Age First Licensed",
108 "id": "0tjxx000000001FAAQ",
109 "attributeNameOverride": "Age First Licensed",
110 "isPriceImpacting": true,
111 "developerName": "Age_First_Licensed",
112 "status": "Active"
113 }
114 ],
115 "name": "Driving History"
116 }
117 ],
118 "nodeType": "simpleProduct",
119 "displayUrl": null,
120 "productSellingModelOptions": [
121 {
122 "productSellingModel": {
123 "sellingModelType": "OneTime",
124 "name": "One Time",
125 "id": "0jPxx0000000001EAA",
126 "doesAutoRenewByDefault": false,
127 "status": "Active"
128 },
129 "productSellingModelId": "0jPxx0000000001EAA",
130 "isDefault": true,
131 "productId": "01txx0000006i3iAAA",
132 "id": "0iOxx000000000zEAA"
133 }
134 ],
135 "productQuantity": null,
136 "productCode": "driver",
137 "name": "Driver"
138 }
139 ],
140 "contextJSON": {
141 "salesTransactions": [
142 {
143 "salesTransactionItems": [
144 {
145 "salesTransactionItemClauses": [],
146 "childNodes": [
147 {
148 "salesTransactionItemClauses": [],
149 "childNodes": [],
150 "salesTransactionItemAttributes": [
151 {
152 "fields": {
153 "AttributeKey": "0tjxx000000000PAAQ",
154 "AttributeValue": "50",
155 "ParentReference": "ref_681c203e_5491_4d5f_a296_02a0b3dfa181",
156 "hasObjectRef": null,
157 "AttributePicklistValue": "0v6xx000000000ZAAQ",
158 "IsPriceImpacting": false,
159 "businessObjectType": "QuoteLineItemAttribute",
160 "AttributeName": "Deductible",
161 "AttributeDefinitionCode": "Deductible",
162 "id": "ref_fdd78e30_1258_4ea3_9f56_c74245ae58d6",
163 "SalesTransactionItemAttrParent": "ref_681c203e_5491_4d5f_a296_02a0b3dfa181",
164 "AttributeDeveloperName": "Deductible"
165 }
166 }
167 ]
168 }
169 ],
170 "salesTransactionItemRelatedObjects": [],
171 "salesTransactionItemTaxes": [],
172 "fields": {
173 "LevelTwoBasePremium": 120,
174 "IntermediateVariableTwo": null,
175 "Product": "01txx0000006i3UAAQ",
176 "businessObjectType": "QuoteLineItem",
177 "DYN__License_State": null,
178 "RevenueCloudPackagingFlag": "C",
179 "ValidationResult": null,
180 "DYN__AssetRecordName": null,
181 "PolicyPremium": 1485.84,
182 "PeriodBoundaryStartMonth": null,
183 "SalesTransactionSourceAsset": null,
184 "ProratedQLITaxAmount": 0,
185 "id": "ref_681c203e_5491_4d5f_a296_02a0b3dfa181",
186 "TaxTreatment": null,
187 "Subtotal": null,
188 "LineItemPath": "ref_e112c127_367c_41c8_a5ce_1d7e69ac58bc/ref_681c203e_5491_4d5f_a296_02a0b3dfa181",
189 "DiscountAmount": null,
190 "PricebookEntry": null,
191 "NetUnitPrice": 590.4,
192 "ParentSalesTransactionItem": "ref_e112c127_367c_41c8_a5ce_1d7e69ac58bc",
193 "ObligatedAmount": null,
194 "DYN__Age_First_Licensed": null,
195 "LevelThreePremium": null,
196 "ProductName": "Bodily Injury & Property Damage",
197 "ProformaBillingPeriodAmount": null,
198 "CommissionAmount": null,
199 "ProductSpec": "Coverage",
200 "DYN__Last_Name": null,
201 "PricingTermCount": null,
202 "DYN__ContactRecordName": null,
203 "RoundedLineAmount": null,
204 "SalesTransactionAction": null,
205 "TransactionType": null,
206 "PricingTermUnit": null,
207 "BasisTransactionItem": null,
208 "PricingSource": null,
209 "StockKeepingUnit": null,
210 "DYN__Year": null,
211 "PartnerUnitPrice": null,
212 "ItemTotalAdjustmentAmount": null,
213 "ArePartialPeriodsAllowed": false,
214 "DYN__Bodily_Injury_Per_Person_Limit": 1000,
215 "DYN__Colour": null,
216 "FactorP": null,
217 "FactorO": null,
218 "CustomProductName": null,
219 "SalesTransactionItemParent": "ref_ed3d9643_12e4_4709_9f74_69c8292d65b4",
220 "Quantity": 1,
221 "ContractId": null,
222 "ItemGroupSummarySubtotal": null,
223 "DYN__AccountRecordName": null,
224 "DYN__E_Mail": null,
225 "DYN__First_Name": null,
226 "DYN__Bodily_Injury_Per_Accident_Limit": 1000,
227 "DYN__Driver_Accident_Points": null,
228 "SalesItemType": null,
229 "ItemPath": "01txx0000006i3DAAQ/01txx0000006i3UAAQ"
230 },
231 "salesTransactionItemRelationships": [
232 {
233 "fields": {
234 "ParentReference": "ref_681c203e_5491_4d5f_a296_02a0b3dfa181",
235 "AssociatedItem": "ref_681c203e_5491_4d5f_a296_02a0b3dfa181",
236 "MainItemRole": null,
237 "ProductRelatedComponent": "0dSxx000000000XEAQ",
238 "businessObjectType": "QuoteLineRelationship",
239 "AssociatedItemPricing": "IncludedInBundlePrice",
240 "ProductRelationshipType": "0yoxx0000000001AAA",
241 "RootItemProductCode": "autoSilver",
242 "IsPriceInclusive": true,
243 "RootItem": "ref_e112c127_367c_41c8_a5ce_1d7e69ac58bc",
244 "RootItemProductSellingModel": null,
245 "AssociatedQuantScaleMethod": null,
246 "MainItem": "ref_e112c127_367c_41c8_a5ce_1d7e69ac58bc",
247 "AssociatedItemRole": null,
248 "SalesTrnItemRelationshipParent": null,
249 "id": "ref_80623cb4_3abd_4ee0_876a_c5ca9ecc07fc",
250 "MainItemProduct": "01txx0000006i3DAAQ",
251 "MainItemProductSellingModel": null,
252 "RootItemProduct": "01txx0000006i3DAAQ"
253 }
254 }
255 ]
256 }
257 ],
258 "salesTransactionItemAttributes": [],
259 "salesTransactionItemRelatedObjects": [],
260 "salesTransactionItemTaxes": [],
261 "fields": {
262 "LevelTwoBasePremium": null,
263 "IntermediateVariableTwo": null,
264 "Product": "01txx0000006i3DAAQ",
265 "businessObjectType": "QuoteLineItem",
266 "DYN__License_State": null,
267 "RevenueCloudPackagingFlag": "C",
268 "ValidationResult": null,
269 "DYN__AssetRecordName": null,
270 "PolicyPremium": 1485.84,
271 "PeriodBoundaryStartMonth": null,
272 "SalesTransactionSourceAsset": null,
273 "ProratedQLITaxAmount": 0,
274 "id": "ref_e112c127_367c_41c8_a5ce_1d7e69ac58bc",
275 "DYN__Age": null,
276 "DYN__Property_Damage_Per_Accident_Limit": null,
277 "DYN__Deductible": null,
278 "STICurrencyIsoCode__std": null,
279 "IntermediateVariableOne": null,
280 "BillingFrequency": null,
281 "DYN__State": null,
282 "DYN__DOB": null,
283 "ProductCode": "autoSilver",
284 "DerivedPricingAttribute": false,
285 "ItemPath": "01txx0000006i3DAAQ"
286 },
287 "salesTransactionItemRelationships": []
288 }
289 ],
290 "fields": {
291 "Account": null,
292 "BillingCity": null,
293 "businessObjectType": "Quote",
294 "SalesTransactionName": null,
295 "StatusCode": null,
296 "ProratedAmount": 1485.84,
297 "StartDate": "2025-11-04",
298 "CurrencyIsoCode__std": null,
299 "BillingPostalCode": null,
300 "id": "ref_ed3d9643_12e4_4709_9f74_69c8292d65b4",
301 "BillingState": null,
302 "CensusRatingType__std": null,
303 "TransactionType": "AutoTransactionType",
304 "UserProfile": "System Administrator",
305 "QuoteAccount": null,
306 "TotalProratedAmount": 1485.84,
307 "CensusType__std": null,
308 "GroupCensus": null,
309 "SalesTransactionType": null,
310 "Pricebook": null,
311 "Opportunity": null,
312 "ShippingCountry": null,
313 "ShippingCity": null,
314 "StandardAmount": 1485.84,
315 "ProratedTaxAmount": 0,
316 "RatingDate": null,
317 "SalesTransactionSource": "ref_ed3d9643_12e4_4709_9f74_69c8292d65b4",
318 "EffectiveDate": "2025-11-04T00:00:00.000Z",
319 "TotalStandardAmount": 1485.84
320 },
321 "appUsageAssignments": []
322 }
323 }
324 },
325 "sortOrder": -1,
326 "version": 1
327 }
328]
j