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/vXX.X/actions/standard/createQuoteFromInsContract

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
`insCreateQuoteFromContractInputRep`	Apex-defined	Required. An Apex ConnectApi.InsCreateQuoteFromContractInputRep record that contains the contract ID and details of the quote to be created.

Outputs

Output	Type	Description
`quoteId`	string	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]