Get Eligible Insurance Clauses Action

This action is available in API version 65.0 and later.

Supported REST HTTP Methods

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

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.
instanceKey	string	Required if quoteLineItemId isn't specified. Unique key that identifies the product to which a quote line item belongs.
quoteId	string	Required if contextId isn't specified. ID of the insurance quote to get eligible clauses.
quoteLineItemId	string	Required if instanceKey isn't specified. ID of the quote line items to get eligible clauses.

Outputs

Output	Type	Description
eligibleClauses	string	Details of insurance product clauses.
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": [
    {
      "contextId": "0000000i18tq18g0025175944829641764efd423f7dc44b98dd1e829086efc59",
      "instanceKey": [
        "a3Nxx000000CmikEAC"
      ],
      "quoteId": "0Q0xx000000Dm3jCAC",
      "quoteLineItemId": "0QLxx000000E5d1OAC"
    }
  ]
}

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

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

    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);

            // Either quoteLineItemId or instanceKey is required
            setInvocationParameter(action, inputs, 'quoteLineItemId', false);
            setInvocationParameter(action, inputs, 'instanceKey', false);

            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": "getEligibleInsuranceClauses",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "getEligibleClausesOutputRep": {
        "errors": [],
        "insuranceProductClauses": [
          {
            "category": "Manual",
            "clauseName": "mxtestIC",
            "description": "two variable",
            "effectiveDate": "2025-10-01",
            "expirationDate": "2025-12-31",
            "insuranceProductClauseId": "...",
            "type": "Clause"
          }
        ],
        "success": true
      }
    },
    "sortOrder": -1,
    "version": 1
  }
]