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Get Insurance Quote Details Action

Get the details of an insurance quote.

This action is available in API version 63.0 and later.

Supported REST HTTP Methods

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

Formats: JSON

HTTP Methods: GET, POST

Authentication: Bearer Token

Inputs

Input Type Description
quoteId String Required. ID of the insurance quote to get the details for.
filters String Optional. The filters used to filter the insurance quote or line items associated with the insurance quote.

Outputs

Output Details
contextId Type

String

Description

Context ID of the insurance quote that's created.
contextJson Type

Map<String, Object>

Description

List of insurance context details.

Example

Sample Request

{
  "inputs": 
  [
      {
        "quoteId": "0Q0xx0000004CXECA2"
      }
  ]
}

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

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

    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);

            // Optional inputs
            setInvocationParameter(action, inputs, 'quoteId', false);
            setInvocationParameter(action, inputs, 'filters', 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": "getInsuranceQuoteDetails",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "contextId": "0000000i18tq18g00291753491555889e8ef669a59f0453fade5acbe4595a3d6",
      "contextJson": {
        "SalesTransaction": [
          {
            "Status": "Draft",
            "Account": null,
            "BillingCity": null,
            "Subtotal": 1350,
            "businessObjectType": "Quote",
            "SalesTransactionName": "Multi Auto",
            "TotalAmount": 1350,
            "ShippingStreet": null,
            "SalesTransactionItem": [
              {
                "ProrationPolicy": "0muxx000000004sAAA",
                "ProductName": "Medical Payments",
                "ProductCode": "STA-3",
                "ProductSellingModel": "0jPxx000000004sEAA",
                "SpecificationType": "Coverage",
                "TaxTreatment": "1ttxx000000004rAAA",
                "SalesTransactionItemParent": "0Q0xx0000004CE1CAM",
                "Quantity": 1,
                "Product": "01txx0000006i7KAAQ",
                "businessObjectType": "QuoteLineItem",
                "PricebookEntry": "01uxx0000008ybrAAA",
                "PricingTermCount": 1,
                "StartDate": "2023-10-19T00:00:00Z",
                "NetUnitPrice": 750,
                "UnitPrice": 750,
                "id": "0QLxx0000004CIpGAM"
              },
              {
                "ProrationPolicy": null,
                "ProductName": "Collision",
                "ProductCode": "STA-2",
                "ProductSellingModel": "0jPxx000000004tEAA",
                "SpecificationType": "Coverage",
                "TaxTreatment": "1ttxx000000004rAAA",
                "SalesTransactionItemParent": "0Q0xx0000004CE1CAM",
                "Quantity": 1,
                "Product": "01txx0000006i7JAAQ",
                "businessObjectType": "QuoteLineItem",
                "PricebookEntry": "01uxx0000008ybsAAA",
                "PricingTermCount": 1,
                "StartDate": null,
                "NetUnitPrice": 500,
                "UnitPrice": 500,
                "id": "0QLxx0000004CIqGAM"
              }
            ],
            "BillingCountry": null,
            "BillingStreet": null,
            "Pricebook": "01sxx0000005pyfAAA",
            "Opportunity": null,
            "ShippingPostalCode": null,
            "SalesTransactionSource": "0Q0xx0000004CE1CAM",
            "ShippingCountry": null,
            "ShippingCity": null,
            "ShippingState": null,
            "BillingPostalCode": null,
            "id": "0Q0xx0000004CE1CAM",
            "Contract": null,
            "BillingState": null
          }
        ]
      }
    },
    "sortOrder": -1,
    "version": 1
  }
]