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GET_QUOTES

This event is fired when requesting quotes for a product. It will always trigger the CREATE_OR_UPDATE_CLIENT event using the provided client intake. If clientId is not provided, a new client will be created and its ID will be returned in the response.

When and what fires this event?#

If this event is defined on a product, and it has actions that are enabled:

  • IOI CoPilot: fires this event when a new quote is requested in the Account Builder;
  • Storefront: fires this event at the end of client intake;
  • Fired externally via API on-demand.

Request payload#

POST: https://api.{ENV}.dais.com/ioi/v3/event/fire

curl --location --request POST 'https://api.{ENV}.dais.com/ioi/v3/event/fire' \--header 'Authorization: Basic <yourAuthHere>' \--header 'Content-Type: application/json' \--data-raw '{  "lineId": "<UUID of the product you are firing the event for>",  "type": "GET_QUOTES",  "payload": {      "intake": {        "<qid>": {            "type": "ANSWER",            "answer": "<answer>",            "qid": "<qid>"          }      },      "asConfiguredAtTimestamp": "2022-05-24T19:04:24.1Z"  }}'
{  "lineId": "262e67be-c08c-43c0-bb51-06fe4408b4e9",  "type": "GET_QUOTES",  "agencyCodes": ["<for some events, agency codes are required>"],  "payload": {      "clientId": "220c4020-7f20-4a16-ba51-d0945804dd83",      "referrer": "String",      "intake": {        "numEmployees": {          "type": "ANSWER",          "answer": "55",          "qid": "numEmployees"        },        "isNonProfit": {          "type": "ANSWER",          "answer": "YES",          "qid": "isNonProfit"        },        "claimInLast12Mo": {          "type": "ANSWER",          "answer": "12",          "qid": "claimInLast12Mo"        }      },      "asConfiguredAtTimestamp": "2022-05-24T19:04:24.1Z"  }}

Event fields:

PropertyRequiredDescription
lineIdtrueUUID for the product
typetrueMust be set to GET_QUOTES
agencyCodesfalseLook at xxx pointer to agency code data
payloadtrueExplained below

Payload fields

PropertyRequiredDescription
clientIdfalseUUID for client id.
referrerfalseString value to track a client referral.
intakefalseMap of question identifiers (qid) to client answers.
asConfiguredAtTimestampfalseTimestamp of the rating configuration to use for this quote.

Response payload#

{  "triggerRequestId": "fc55a520-5194-4b6f-b84d-3457f189c5cf",  "executedActionCount": 1,  "expectedResponseCount": 1,  "metadata": {    "CREATE_OR_UPDATE_CLIENT": {      "clientId": "c07a0db0-0667-46b1-ad8b-d1a19829f03e",      "intake": {        "numEmployees": {          "type": "ANSWER",          "answer": "55",          "qid": "numEmployees"        },        "isNonProfit": {          "type": "ANSWER",          "answer": "YES",          "qid": "isNonProfit"        },        "claimInLast12Mo": {          "type": "ANSWER",          "answer": "12",          "qid": "claimInLast12Mo"        }      }    }  }}