Invoke Underwriting Rules Action

Invoke the underwriting rules for different insurance records during the run time.

This action is available in API version 65.0 and later.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/invokeUnderwritingRules

Where XX.X is the latest API version.

Formats: JSON

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
`invokeUnderwritingRuleInputRep`	Apex-defined	Required. An Apex ConnectApi.InvokeUnderwritingRuleInputRep record that contains the details of the object records to which the underwriting rules must be applied.

Outputs

Output	Type	Description
`invokeUnderwritingRuleOputRep`	Apex-defined	An Apex ConnectApi.InvokeUnderwritingRuleOputRep record that contains the details of the object records to which the underwriting rules are applied.

Example

Sample Request

1{
2    "inputs": [
3        {
4            "invokeUnderwritingRuleInputRep": {
5                "objectId": "0Zkxx000000001qCAA",
6                "toStage": "Open"
7            }
8        }
9    ]
10}

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

1public class InsuranceUnderwritingRuleApexService implements Callable {
2    
3    private static final String METHOD_INVOKE_UW_RULE = 'invokeUnderwritingRule';
4    private static final String OUTPUT_NAME = 'invokeUnderwritingRuleOputRep';
5    
6    /**
7     * @description Implementation of Callable interface for OmniStudio
8     * @param action Method name to invoke
9     * @param args Map containing input, output, and options
10     * @return Object result of the method invocation
11     */
12    public Object call(String action, Map<String, Object> args) {
13        System.debug('InsuranceQuoteApexService: call ' + action);
14        Boolean response = false;
15        Map<String, Object> input = (Map<String, Object>) args.get('input');
16        Map<String, Object> output = (Map<String, Object>) args.get('output');
17        Map<String, Object> options = (Map<String, Object>) args.get('options');
18
19         if (METHOD_INVOKE_UW_RULE.equals(action)) {
20             if (!input.containsKey('objectId') || input.get('objectId') == null) {
21                 throw new IllegalArgumentException('objectId is missing or null');
22             }
23             if (!input.containsKey('toStage') || input.get('toStage') == null) {
24                 throw new IllegalArgumentException('toStage is missing or null');
25             }
26             String objectId = (String)input.get('objectId');
27             String toStage = (String)input.get('toStage');
28             Object ruleResult = invokeUWRules(objectId, toStage);
29             output.put('ruleResult', ruleResult);
30             response = true;
31         }
32        return response;
33    }     
34    
35    public static Object invokeUWRules(String objectId, String toStage) {
36        System.debug('InsuranceUnderwritingRuleApexService: objectId:' +  objectId + ', toStage : ' + toStage);
37 
38            Object outputRep;
39            
40            try {
41          
42                
43                System.debug('Calling Invocable Action: invokeUnderwritingRules');
44            
45                // Create and configure the invocable action
46                Invocable.Action action = Invocable.Action.createStandardAction('invokeUnderwritingRules');
47                
48                // Set required invocation parameters
49                ConnectApi.invokeUnderwritingRuleInputRep inputRep = new ConnectApi.invokeUnderwritingRuleInputRep();
50                inputRep.objectId = objectId;
51                inputRep.toStage = toStage;
52                action.setInvocationParameter('invokeUnderwritingRuleInputRep', inputRep);
53                
54                // Execute the action
55                List<Invocable.Action.Result> results = action.invoke();
56                
57                if (results != null && !results.isEmpty()) {
58                    Invocable.Action.Result result = results[0];
59                    
60                    if (result.isSuccess()) {
61                        System.debug('Invoke UW Rule successfully from Invocable Action'); 
62                        // Extract key information from the result
63                        Map<String, Object> outputParams = result.getOutputParameters();
64                        if (outputParams != null) {
65                            outputRep = outputParams.get(OUTPUT_NAME);
66                             System.debug('output: ' + JSON.serialize(outputRep));
67
68                            return outputRep; 
69                        }
70                    } else {
71                         System.debug('invoke UW Rule fail: ' + result);
72                         return result.getErrors();
73                    }
74                }
75                
76            } catch (Exception e) {
77                throw e;
78            }
79        return outputRep;
80    }
81}

Sample Response

1[
2  {
3    "actionName": "invokeUnderwritingRules",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "invokeUnderwritingRuleOputRep": {
10        "objectId": "0Zkxx000000001qCAA",
11        "objectName": "Claim",
12        "fromStage": "Draft",
13        "toStage": "Open",
14        "stageTransitionName": "Draft to Open",
15        "stageTransitionUnderwritingEvaluationId": "1Mjxx00000004C0CA2",
16        "isSuccess": true,
17        "rulesetResults": [
18          {
19            "productId": "01tSM000005OFyGYAW",
20            "evaluationCriteria": "1 OR 2",
21            "isSuccess": true,
22            "ruleResults": [
23              {
24                "ruleApiName": "CollisionRule",
25                "isSuccess": true
26              },
27              {
28                "ruleApiName": "AutoSilverRule",
29                "isSuccess": true
30              }
31            ]
32          },
33          {
34            "productId": "01tSM000005OFyJYAW",
35            "evaluationCriteria": "1",
36            "isSuccess": true,
37            "ruleResults": [
38              {
39                "ruleApiName": "MedicalRule1",
40                "isSuccess": true
41              }
42            ]
43          }
44        ]
45      }
46    },
47    "sortOrder": -1,
48    "version": 1
49  }
50]