Insurance Quote Post Input

Input representation details to create insurance quote.

JSON Example 

1{
2  "quoteName": "Auto Insurance Quote",
3  "effectiveDate": "2024-06-30T00:00:00.000Z",
4  "expirationDate": "2025-07-28T00:00:00.000Z",
5  "opportunityId": "006xx000001a2odAAA",
6  "transactionType": "AutoTransactionType",
7  "salesTransactionTypeId": "1Chxx0000004C92CAE",
8  "priceBookId": "01sxx0000005ptpAAA",
9  "configOptions": {
10    "executePricing": false,
11    "validateProductCatalog": false,
12    "executeConfigurationRules": false,
13    "executeQualificationRules": false
14  },
15  "options": {
16    "saveQuote": true,
17    "productSellingModel": "One Time"
18  },
19  "quoteInputs": [
20    {
21      "productCode": "autoRoot",
22      "instanceKeys": [
23        "AutoRoot"
24      ],
25      "items": [
26        {
27          "productCode": "autoBundle",
28          "instanceKeys": [
29            "AutoRoot",
30            "AutoBundle1"
31          ],
32          "attributes": {
33            "avMake": "BMW",
34            "avValue": "20000",
35            "avYear": "2020",
36            "AutoValueFactor": 5,
37            "AutoAgeFactor": 6
38          }
39        },
40        {
41          "productCode": "autoDriver",
42          "instanceKeys": [
43            "AutoRoot",
44            "AutoBundle1",
45            "AutoDriver"
46          ],
47          "relatedRecords": [
48            {
49              "relatedRecordId": "001xx000003GYiEAAW",
50              "relatedRecordObjName": "Account"
51            },
52            {
53              "relatedRecordId": "001xx000003GYiEAAV",
54              "relatedRecordObjName": "Contact"
55            }
56          ]
57        },
58        {
59          "productCode": "autoComp",
60          "instanceKeys": [
61            "AutoRoot",
62            "AutoBundle1",
63            "AutoComp"
64          ],
65          "attributes": {
66            "CompBasePremium": "750"
67          }
68        },
69        {
70          "productCode": "autoBundle",
71          "instanceKeys": [
72            "AutoRoot",
73            "AutoBundle2"
74          ],
75          "attributes": {
76            "avMake": "Audi",
77            "avValue": "20000",
78            "avYear": "2020",
79            "AutoValueFactor": 5,
80            "AutoAgeFactor": 6
81          }
82        },
83        {
84          "productCode": "autoDriver",
85          "instanceKeys": [
86            "AutoRoot",
87            "AutoBundle2",
88            "AutoDriver"
89          ],
90          "relatedRecords": [
91            {
92              "relatedRecordId": "001xx000003GYiEAAW",
93              "relatedRecordObjName": "Account"
94            },
95            {
96              "relatedRecordId": "001xx000003GYiEAAV",
97              "relatedRecordObjName": "Contact"
98            }
99          ]
100        },
101        {
102          "productCode": "autoCollision",
103          "instanceKeys": [
104            "AutoRoot",
105            "AutoBundle2",
106            "AutoCollision1"
107          ],
108          "attributes": {
109            "CollisionBasePremium": "120"
110          }
111        }
112      ]
113    }
114  ]
115}

Properties 

NameTypeDescriptionRequired or OptionalAvailable Version
accountIdStringID of the account associated with the quote that’s being created.Optional63.0
additionalFieldsMap<String, Object>Additional fields that are used to create insurance quote.Optional63.0
configOptionsInsurance Quote Config Options[]The JSON structure that includes the options for configuration.Optional63.0
contextIdStringID of the context that’s used for creating the quote.Optional63.0
effectiveDateStringDate that the quote is effective from.Required63.0
expirationDateStringExpiration date of the quote.Optional63.0
opportunityIdStringID of the opportunity associated with the quote.Optional63.0
optionsInsurance Quote Options[]Insurance Quote Options.Optional63.0
priceBookIdStringID of the pricebook associated with the quote.Optional63.0
pricingProcedureStringPricing Procedure for insurance quote.Optional63.0
quoteInputsInsurance Quote Input Node[]The JSON structure that contains user inputs for the products for which the quote is being created.Required63.0
quoteNameStringName of the quote.Optional63.0
ratingDateStringDate of the rating quote.Optional63.0
salesTransactionTypeIdStringID of the sales transaction type.Optional63.0
transactionTypeStringType of the transaction.Optional63.0