Create Quote From Insurance Contract Action

This action is available in API version 68.0 and later.

Supported REST HTTP Methods

URI: /services/data/v68.0/actions/standard/createQuoteFromInsContract

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer 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.

{
  "inputs": [
    {
      "insCreateQuoteFromContractInputRep": {
        "contractId": "800xx0000004C92AAE",
        "name": "QuoteFromContract1",
        "eventEffectiveFromDate": "2025-03-11",
        "eventEffectiveToDate": "2026-03-11",
        "transactionType": "GB Endorsement",
        "insuranceQuoteType": "Endorsement",
        "groupCensusId": "0rfxx0000004C92AAA",
        "ratingDate": "2025-03-11",
        "censusRatingType": "Summary",
        "configOptions": {
          "executeConfigurationRules": true,
          "executeQualificationRules": true
        },
        "additionalFields": {
          "insuranceQuoteItemList": [
            {
              "entity": "Quote",
              "fields": {
                "data": [
                  {
                    "key": "StandardAmount",
                    "value": 80
                  }
                ]
              }
            }
          ]
        }
      }
    }
  ]
}

This sample response is for the Create Quote From Insurance Contract action.

[
  {
    "actionName": "createQuoteFromInsContract",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "quoteId": "0Q0xx0000004C92AAE"
    },
    "sortOrder": -1,
    "version": 1
  }
]