Update Insurance Quote Action

Update an existing insurance quote by adding, updating, or deleting nodes and optionally executing pricing and rules.

This action is available in API version 66.0 and later.

Supported REST HTTP Methods

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

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
`addedNodes`	string	JSON string that contains the set of nodes that must be added to the quote.
`additionalFields`	string	JSON string that contains additional fields that must be updated in the quote context.
`contextId`	string	ID of the context that’s used to issue the quote update.
`deletedNodes`	string	JSON string that contains the set of nodes that must be deleted from the quote.
`pricingProcedureApiName`	string	API name of the pricing procedure that’s used to price the product.
`quoteId`	string	Required. ID of the insurance quote that must be updated.
`quoteOptions`	Apex-defined	An Apex runtime_industries_insurance.UpdateInsuranceQuoteOptions record that contains the configuration and execution options to update the quote.
`updatedNodes`	string	JSON string that contains the set of nodes that must be updated in the quote.

Outputs

Output	Type	Description
`contextId`	string	ID of the context that’s used to issue the quote update.
`errorsList`	string	List of errors that occurred during the update operation.
`isSuccess`	boolean	Indicates whether the update operation is successful ( `true` ) or not ( `false` ).
`quoteId`	string	Required. ID of the insurance quote that’s updated.

Example

POST

This sample request is for the Update Insurance Quote action.

1{
2  "inputs": [
3    {
4      "quoteId": "0Q0xx000000001xAAA",
5      "contextId": "11oxx000001G0lUAAS",
6      "pricingProcedureApiName": "StandardPricing",
7      "addedNodes": "[{\"productCode\":\"autoBundle\",\"instanceKeys\":[\"multiAuto\",\"autoBundle\"],\"attributes\":{\"VehicleYear\":\"2024\",\"VehicleMake\":\"Toyota\"},\"items\":[{\"productCode\":\"auto\",\"instanceKeys\":[\"multiAuto\",\"autoBundle\",\"auto\"],\"attributes\":{\"VehicleType\":\"Sedan\"}}]}]",
8      "updatedNodes": "[{\"productCode\":\"driver\",\"instanceKeys\":[\"multiAuto\",\"autoBundle\",\"driverTom\"],\"attributes\":{\"DriverAge\":\"35\",\"LicenseNumber\":\"D1234567\"}}]",
9      "deletedNodes": "[{\"productCode\":\"coverage\",\"instanceKeys\":[\"multiAuto\",\"autoBundle\",\"auto\",\"collision\"]}]",
10      "additionalFields": "{\"customField1\":\"value1\",\"customField2\":\"value2\"}",
11      "quoteOptions": {
12        "executePricing": true,
13        "executeConfigurationRules": true,
14        "executeQualificationRules": false,
15        "validateProductCatalog": true,
16        "saveQuote": false
17      }
18    }
19  ]
20}

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

1// Sample Apex call for updateInsuranceQuote invocable action
2public class UpdateInsuranceQuoteInvoke {
3    private static final String ACTION_NAME = 'updateInsuranceQuote';
4
5    public static Boolean invokeMethod(Map<String, Object> inputs, Map<String, Object> output) {
6        if (output == null) {
7            output = new Map<String, Object>();
8        }
9
10        try {
11            Invocable.Action action = Invocable.Action.createStandardAction(ACTION_NAME);
12
13            // Required input
14            setInvocationParameter(action, inputs, 'quoteId', false);
15
16            // Optional inputs
17            setInvocationParameter(action, inputs, 'contextId', false);
18            setInvocationParameter(action, inputs, 'addedNodes', true);
19            setInvocationParameter(action, inputs, 'updatedNodes', true);
20            setInvocationParameter(action, inputs, 'deletedNodes', true);
21            setInvocationParameter(action, inputs, 'additionalFields', true);
22
23            // quoteOptions is required by the IA contract
24            if (inputs != null && inputs.containsKey('quoteOptions')) {
25                Map<String, Object> optionsFromInput =
26                    (Map<String, Object>) inputs.get('quoteOptions');
27                if (optionsFromInput != null) {
28                    runtime_industries_insurance.UpdateInsuranceQuoteOptions quoteOptions =
29                        new runtime_industries_insurance.UpdateInsuranceQuoteOptions();
30                    if (optionsFromInput.containsKey('executePricing')) {
31                        quoteOptions.executePricing =
32                            (Boolean) optionsFromInput.get('executePricing');
33                    }
34                    if (optionsFromInput.containsKey('validateProductCatalog')) {
35                        quoteOptions.validateProductCatalog =
36                            (Boolean) optionsFromInput.get('validateProductCatalog');
37                    }
38                    if (optionsFromInput.containsKey('executeConfigurationRules')) {
39                        quoteOptions.executeConfigurationRules =
40                            (Boolean) optionsFromInput.get('executeConfigurationRules');
41                    }
42                    if (optionsFromInput.containsKey('executeQualificationRules')) {
43                        quoteOptions.executeQualificationRules =
44                            (Boolean) optionsFromInput.get('executeQualificationRules');
45                    }
46                    if (optionsFromInput.containsKey('saveQuote')) {
47                        quoteOptions.saveQuote =
48                            (Boolean) optionsFromInput.get('saveQuote');
49                    }
50                    action.setInvocationParameter('quoteOptions', quoteOptions);
51                }
52            }
53
54            List<Invocable.Action.Result> results = action.invoke();
55            if (results != null && !results.isEmpty() && results[0].isSuccess()) {
56                output.put('output', results[0].getOutputParameters());
57                output.put('success', true);
58                return true;
59            }
60
61            output.put('success', false);
62            if (results != null && !results.isEmpty()) {
63                output.put('errors', results[0].getErrors());
64            }
65            return false;
66        } catch (Exception e) {
67            output.put('success', false);
68            output.put('errorMessage', e.getMessage());
69            return false;
70        }
71    }
72
73    private static void setInvocationParameter(
74        Invocable.Action action,
75        Map<String, Object> payload,
76        String attribute,
77        Boolean serializeJson
78    ) {
79        if (payload != null && payload.containsKey(attribute) && payload.get(attribute) != null) {
80            if (serializeJson) {
81                action.setInvocationParameter(attribute, JSON.serialize(payload.get(attribute)));
82            } else {
83                action.setInvocationParameter(attribute, payload.get(attribute));
84            }
85        }
86    }
87}

This sample response is for the Update Insurance Quote action.

1[
2  {
3    "actionName": "repriceInsuranceProduct",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "isSuccess": true,
10      "quoteId": "0Q0xx000000001xAAA",
11      "contextId": "11oxx000001G0lUAAS",
12      "errorsList": "[]"
13    },
14    "sortOrder": -1,
15    "version": 1
16  }
17]