Generate Insurance Clauses Action

Generate insurance clauses based on the specified quote and context information. You must specify either quote ID or context ID to generate insurance clauses.

This action is available in API version 65.0 and later.

Supported REST HTTP Methods

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

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
contextId string Required if quoteId isn't specified. Context ID of the insurance quote.
instanceKeys string Required if quoteLineItemId isn't specified. Unique keys that identify the products to which quote line items belong.
optionFlags Apex-defined An Apex runtime_industries_insurance.GenerateInsuranceClausesOptions record that contains the configuration and execution options to generate the insurance clauses.
quoteId string Required if contextId isn't specified. ID of the insurance quote for adding eligible clauses.
quoteLineItemIds string Required if quoteLineItemId isn't specified. IDs of the quote line item for the quote.

Outputs

Output Type Description
asyncBulkRequestId string ID of the asynchronous bulk request.
errorsList string Errors that are encountered during the operation.
isSuccess boolean Indicates whether the operation is successful ( true ) or not ( false ).

Example

Sample Request

{
  "inputs": [
    {
      "quoteId": "0Q0xx0000000001AAA",
      "contextId": "0000000i18tq18g0025175944829641764efd423f7dc44b98dd1e829086efc59",
      "quoteLineItemIds": [
        "0QLxx0000000003CCC"
      ],
      "instanceKeys": [
        {
          "instanceKey": [
            "Auto",
            "Liability"
          ]
        }
      ],
      "optionFlags": {
        "generateClausesAsync": true,
        "generateManualClauses": false,
        "saveContext": true
      }
    }
  ]
}

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

// Sample Apex call for generateInsuranceClauses invocable action
public class GenerateInsuranceClausesInvoke {
    private static final String ACTION_NAME = 'generateInsuranceClauses';

    public static Boolean invokeMethod(Map<String, Object> inputs, Map<String, Object> output) {
        if (output == null) {
            output = new Map<String, Object>();
        }

        try {
            Invocable.Action action = Invocable.Action.createStandardAction(ACTION_NAME);

            // Either quoteId or contextId is required
            setInvocationParameter(action, inputs, 'quoteId', false);
            setInvocationParameter(action, inputs, 'contextId', false);

            // Optional inputs
            setInvocationParameter(action, inputs, 'quoteLineItemIds', false);
            setInvocationParameter(action, inputs, 'instanceKeys', false);

            // Optional optionFlags map
            if (inputs != null && inputs.containsKey('optionFlags')) {
                Map<String, Object> generateClauseOptions =
                    (Map<String, Object>) inputs.get('optionFlags');
                if (generateClauseOptions != null) {
                    runtime_industries_insurance.GenerateInsuranceClausesOptions apexOptions =
                        new runtime_industries_insurance.GenerateInsuranceClausesOptions();
                    if (generateClauseOptions.containsKey('saveContext')) {
                        apexOptions.SaveContext =
                            (Boolean) generateClauseOptions.get('saveContext');
                    }
                    if (generateClauseOptions.containsKey('generateManualClauses')) {
                        apexOptions.GenerateManualClauses =
                            (Boolean) generateClauseOptions.get('generateManualClauses');
                    }
                    if (generateClauseOptions.containsKey('generateClausesAsync')) {
                        apexOptions.generateClausesAsync =
                            (Boolean) generateClauseOptions.get('generateClausesAsync');
                    }
                    action.setInvocationParameter('optionFlags', apexOptions);
                }
            }

            List<Invocable.Action.Result> results = action.invoke();
            if (results != null && !results.isEmpty() && results[0].isSuccess()) {
                output.put('output', results[0].getOutputParameters());
                output.put('success', true);
                return true;
            }

            output.put('success', false);
            if (results != null && !results.isEmpty()) {
                output.put('errors', results[0].getErrors());
            }
            return false;
        } catch (Exception e) {
            output.put('success', false);
            output.put('errorMessage', e.getMessage());
            return false;
        }
    }

    private static void setInvocationParameter(
        Invocable.Action action,
        Map<String, Object> payload,
        String attribute,
        Boolean serializeJson
    ) {
        if (payload != null && payload.containsKey(attribute) && payload.get(attribute) != null) {
            if (serializeJson) {
                action.setInvocationParameter(attribute, JSON.serialize(payload.get(attribute)));
            } else {
                action.setInvocationParameter(attribute, payload.get(attribute));
            }
        }
    }
}

Sample Response

[
  {
    "actionName": "generateInsuranceClauses",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "isSuccess": true,
      "asyncBulkRequestId": "750xx0000000001AAA",
      "errorsList": []
    },
    "sortOrder": -1,
    "version": 1
  }
]