--- schema_version: "1" id: 97a06274e2d544bded3c03efb8c71aa5ba5e607e7c10081f05263051ebdf2245 title: Insurance Design Advisor Business APIs collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/insurance_design_advisor_business_api_overview.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor_business_api_overview.htm source_site: developer.salesforce.com content_type: documentation content_hash: 91e2e71c7f4281dd4cdbce94cf5954bf1bec3d8220826ae5fae5dc72803c944e description: Use the Insurance Design Advisor Connect APIs at design time to validate product model setup, attributes, pricing configurations, API requests, user permissions, and other related insurance product configurations before using the product at runtime. These APIs only validate the product setup details and don't update any data. To use these APIs, the org must have Insurance Design Advisor enabled and users must have Digital Insurance Product Administration Management permission set access. --- # Insurance Design Advisor Business APIs Use the Insurance Design Advisor Connect APIs at design time to validate product model setup, attributes, pricing configurations, API requests, user permissions, and other related insurance product configurations before using the product at runtime. These APIs only validate the product setup details and don't update any data. To use these APIs, the org must have Insurance Design Advisor enabled and users must have Digital Insurance Product Administration Management permission set access.
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
This table lists the available Insurance Design Advisor resources. | Resource | Description | | --- | --- | | [/connect/insurance/design-advisor/api-request-validation](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_api_request_validation.htm "Validate a JSON request body for the Insurance Quote or Insurance Product Rating API by checking product codes, attributes, instance keys, and required fields against the configured product model.") (POST) | Validate a JSON request body for the Insurance Quote or Insurance Product Rating API by checking product codes, attributes, instance keys, and required fields against the configured product model. | | [/connect/insurance/design-advisor/attribute-validation](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_attribute_validation.htm "Validate that attribute definitions exist in the org and are active, and return resolution guidance for any attribute that can’t be validated.") (POST) | Validate that attribute definitions exist in the org and are active, and return resolution guidance for any attribute that can’t be validated. | | [/connect/insurance/design-advisor/cml-model-validation](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_cml_model_validation.htm "Validate the active CML (Constraint Markup Language) model for the specified insurance products and related records. Returns validation status for each specified record along with resolution guidance when the CML configuration is incomplete or inconsistent.") (POST) | Validate the active CML (Constraint Markup Language) model for the specified insurance products and related records, and return resolution guidance when the CML configuration is incomplete or inconsistent. | | [/connect/insurance/design-advisor/error-code-lookup](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_error_code_lookup.htm "Look up an insurance error code to retrieve its human-readable description, root cause, and step-by-step resolution instructions. Use this resource when a product model validation error is encountered during setup and you need contextual troubleshooting guidance.") (POST) | Look up an insurance error code and return its description, root cause, and step-by-step resolution instructions. | | [/connect/insurance/design-advisor/get-rating-input](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_get_rating_input.htm "Generate a sample rating input for the specified insurance product, and use the generated rating input as the request body in the Insurance Product Rating API (/connect/insurance/product-rating) after replacing sample values with real data.") (POST) | Generate a sample rating input for the specified insurance product to use as the request body in the Insurance Product Rating API after replacing sample values with real data. | | [/connect/insurance/design-advisor/pricing-setup-validation](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_pricing_setup_validation.htm "Validate pricing configuration, including transaction type resolution, procedure plan existence and effective dates, pricing procedure versions, and the context definition.") (POST) | Validate pricing configuration, including transaction type resolution, procedure plan existence and effective dates, pricing procedure versions, and the context definition. | | [/connect/insurance/design-advisor/product-discovery-validation](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_product_discovery_validation.htm "Validate that a product is discoverable at runtime by checking price book entries, selling models, pricing procedures, and decision table configurations.") (POST) | Validate that a product is discoverable at runtime by checking price book entries, selling models, pricing procedures, and decision table configurations. | | [/connect/insurance/design-advisor/product-model-validation](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_product_model_validation.htm "Validate the setup and configuration of insurance product models at design time. Provide a root product ID to check the entire product hierarchy for configuration errors that could cause failures during quoting, rating, or policy issuance.") (POST) | Validate the setup and configuration of insurance product models at design time, including the product hierarchy for configuration errors that could cause failures during quoting, rating, or policy issuance. | | [/connect/insurance/design-advisor/user-permissions-validation](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_design_advisor_user_permissions_validation.htm "Validate whether a user has the necessary org-level and user-level permissions to perform an insurance operation, such as creating a quote or policy. If the user isn’t authorized to perform the specified action, the API returns the validation status along with troubleshooting guidance.") (POST) | Validate whether a user has the necessary org-level and user-level permissions to perform an insurance operation, and return troubleshooting guidance when the user isn’t authorized. | - **[Resources](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor_business_apis_resources.htm)** Learn about the available Insurance Design Advisor API resources. - **[Requests](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor_business_apis_requests.htm)** Learn about the available Insurance Design Advisor API requests. - **[Responses](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor_business_apis_responses.htm)** Learn about the response bodies of Insurance Design Advisor API responses.