# Quotation ## Concept The performance of the quotation is better than the proposal and more scalable as being a separate microservice at the platform level. It's critical for you to leverage quotation API, especially for digital distribution scenarios where the volume of data is big and the performance requirement is high. ## Policy JSON Structure Mostly, you can use the same JSON body to call both proposal & quotation API. For details, see [Policy JSON Creation Guide](https://docs.insuremo.com/gi_insurance_service/json_creation). ## Transaction API * `{{server}}/quotation/core/quotation/v1/calculate` * `{{server}}/quotation/core/quotation/v1/calculateWithPersistence` * `{{server}}/quotation/core/quotation/v1/create` * `{{server}}/quotation/core/quotation/v1/load?quotationNo={{QuotationNo}}&withCodeDesc=Y` The differences between the transaction APIs are as below: | API | Rating | Save to DB | Convert to Policy | |--------------------------|--------|------------|-------------------| | quotation | Y | N | N | | persist | N | Y | Y | | quotationWithPersistence | Y | Y | Y | #### Quotation API /quotation/core/quotation/v1/calculate The quotation API will calculate the premium but not save it. So we can find premiums in response. ###### Quotation - Request Sample ```json { "ProductCode": "TBTI", "ProductVersion": "1.0", "ProposalDate": "2024-04-22T00:00:00", "EffectiveDate": "2024-04-22T00:00:00", "ExpiryDate": "2025-04-21T23:59:59", "AgentCode": "{{scCode}}", "BookCurrencyCode": "USD", "PremiumCurrencyCode": "USD", "OrgCode": "10002", "LocalCurrencyCode": "USD", "PremiumBookExchangeRate": 1, "PremiumLocalExchangeRate": 1, "PolicyLobList": [ { "PolicyRiskList": [ { "CustomerName": "Customer", "IdNo": "IdNo", "IdType": "1", "DateOfBirth": "1988-10-01", "PolicyCoverageList": [ { "ProductElementCode": "C100416", "SumInsured": 300000 }, { "ProductElementCode": "C100692", "SumInsured": 300000 }, { "ProductElementCode": "C100715", "SumInsured": 300000 } ], "ProductElementCode": "R10007", "RiskName": "Test1" } ], "ProductCode": "TBTI", "TotalInsuredCount": 1 } ] } ``` ###### Quotation - Response Sample ```json { "AdjustedPremium": 1004.4, "AgentCode": "XXXXX0000545XXXXX", "AnnualPremium": 930, "BeforeVatPremium": 930, "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectId": 3517051304219, "CampaignDiscount": -0.1, "CampaignDiscountAmount": -93, "Commission": 279, "CommissionRate": 0.3, "DuePremium": 1004.4, "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "GrossPremium": 1004.4, "InterestRate": 0.05, "IsPremiumCalcSuccess": "Y", "LocalCurrencyCode": "USD", "OrgCode": "10002", "POIRate": 1, "PolicyLobList": [ { "AdjustedPremium": 1004.4, "BeforeVatPremium": 930, "BusinessObjectId": 351861068, "DuePremium": 1004.4, "GrossPremium": 1004.4, "PolicyRiskList": [ { "AdjustedPremium": 1004.4, "Age": 35, "BeforeVatPremium": 930, "BusinessObjectId": 351861075, "CustomerName": "Customer", "DateOfBirth": "1988-10-01", "DuePremium": 1004.4, "GrossPremium": 1004.4, "IdNo": "IdNo", "IdType": "1", "PolicyCoverageList": [ { "AdjustedPremium": 972, "AnnualPremium": 900, "BeforeVatPremium": 900, "BusinessObjectId": 351861078, "CampaignDiscountAmount": -90, "CoverageName": "Accident Death & Dismemberment", "DuePremium": 972, "GrossPremium": 972, "PolicyStatus": 2, "ProductElementCode": "C100416", "ProductElementId": 351926024, "SequenceNumber": 1, "SumInsured": 300000, "TotalDiscountLoadingAmount": 0, "UWLoadingAmount": 90, "Vat": 72 }, .....skip.... ], "PolicyStatus": 2, "ProductElementCode": "R10007", "ProductElementId": 351926021, "RiskName": "Test1", "SequenceNumber": 1, "SumInsured": 900000, "Vat": 74.4, "TempData": { "Mask-IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "MaskAfter-IdNo": "IdNo" } } ], "PolicyStatus": 2, "ProductCode": "TBTI", "ProductElementCode": "TBTI", "ProductElementId": 351925023, "ProductId": 351925022, "ProductLobId": 351925023, "SequenceNumber": 1, "SumInsured": 900000, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalInsuredCount": 1, "Vat": 74.4 } ], "PolicyStatus": 1, "PolicyType": "1", "PremCalcFactorHash": "20240507_162308_167,FsC+/iRzqE26aKlyS/oFVpSlDoM/bs+TgYSfYxwk75k=", "PremCalcResultHash": "20240507_162308_292,kN3/EM7LmI3+vdlbFmeKRE6B5toJKsN3eNWcgzokIdo=", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumInterest": 46.5, "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "1", "SchemaVersion": 2, "SumInsured": 900000, "TaxInterest": 3.72, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalDiscountLoading": 0, "TotalDiscountLoadingAmount": 0, "TotalInterest": 50.22, "TotalPremium": 1054.62, "UWLoading": 0.1, "UWLoadingAmount": 93, "Vat": 74.4, "VatRate": 0.08, "VersionSeq": 0 } ``` #### Persist API /quotation/core/quotation/v1/create The quotationWithPersistence API will save it, and convert the quotation to policy. So it returns **PolicyId** & **QuotationNo** in response **without** premiums. ###### Persist - Request Sample ```json { "ProductCode": "TBTI", "ProductVersion": "1.0", "ProposalDate": "2024-04-22T00:00:00", "EffectiveDate": "2024-04-22T00:00:00", "ExpiryDate": "2025-04-21T23:59:59", "AgentCode": "{{scCode}}", "BookCurrencyCode": "USD", "PremiumCurrencyCode": "USD", "OrgCode": "10002", "LocalCurrencyCode": "USD", "PremiumBookExchangeRate": 1, "PremiumLocalExchangeRate": 1, "PolicyLobList": [ { "PolicyRiskList": [ { "CustomerName": "Customer", "IdNo": "IdNo", "IdType": "1", "DateOfBirth": "1988-10-01", "PolicyCoverageList": [ { "ProductElementCode": "C100416", "SumInsured": 300000 }, .....skip.... ], "ProductElementCode": "R10007", "RiskName": "Test1" } ], "ProductCode": "TBTI", "TotalInsuredCount": 1 } ] } ``` ###### Persist - Response Sample ```json { "AgentCode": "XXXXX0000545XXXXX", "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectId": 3517051304219, "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "LocalCurrencyCode": "USD", "OrgCode": "10002", "PolicyElementId": 10430420002, "PolicyId": "10430420002,5DD746B2AA5BD3756490D23DCE4F7C23", "PolicyLobList": [ { "BusinessObjectId": 351861068, "PolicyRiskList": [ { "BusinessObjectId": 351861075, "CustomerName": "Customer", "DateOfBirth": "1988-10-01", "IdNo": "IdNo", "IdType": "1", "PolicyCoverageList": [ { "BusinessObjectId": 351861078, "PolicyStatus": 2, "ProductElementCode": "C100416", "ProductElementId": 351926024, "SequenceNumber": 1, "SumInsured": 300000 }, .....skip.... ], "PolicyStatus": 2, "ProductElementCode": "R10007", "ProductElementId": 351926021, "RiskName": "Test1", "SequenceNumber": 1, "TempData": { "Mask-IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "MaskAfter-IdNo": "IdNo" } } ], "PolicyStatus": 2, "ProductCode": "TBTI", "ProductElementCode": "TBTI", "ProductElementId": 351925023, "ProductId": 351925022, "ProductLobId": 351925023, "SequenceNumber": 1, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalInsuredCount": 1 } ], "PolicyStatus": 1, "PolicyType": "1", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "1", "QuotationDate": "2024-05-07T16:34:53", "QuotationNo": "QTBTI000001790022", "SchemaVersion": 2, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "VersionSeq": 0 } ``` #### QuotationWithPersistence API /quotation/core/quotation/v1/calculateWithPersistence The quotationWithPersistence API will calculate the premium and save it, then convert the quotation to policy. So it returns **PolicyId** & **QuotationNo** in response to premiums. ###### QuotationWithPersistence - Request Sample ```json { "ProductCode": "TBTI", "ProductVersion": "1.0", "ProposalDate": "2024-04-22T00:00:00", "EffectiveDate": "2024-04-22T00:00:00", "ExpiryDate": "2025-04-21T23:59:59", "AgentCode": "{{scCode}}", "BookCurrencyCode": "USD", "PremiumCurrencyCode": "USD", "OrgCode": "10002", "LocalCurrencyCode": "USD", "PremiumBookExchangeRate": 1, "PremiumLocalExchangeRate": 1, "PolicyLobList": [ { "PolicyRiskList": [ { "CustomerName": "Customer", "IdNo": "IdNo", "IdType": "1", "DateOfBirth": "1988-10-01", "PolicyCoverageList": [ { "ProductElementCode": "C100416", "SumInsured": 300000 }, .....skip.... ], "ProductElementCode": "R10007", "RiskName": "Test1" } ], "ProductCode": "TBTI", "TotalInsuredCount": 1 } ] } ``` ###### QuotationWithPersistence - Response Sample ```json { "AdjustedPremium": 1004.4, "AgentCode": "XXXXX0000545XXXXX", "AnnualPremium": 930, "BeforeVatPremium": 930, "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectId": 3517051304219, "CampaignDiscount": -0.1, "CampaignDiscountAmount": -93, "Commission": 279, "CommissionRate": 0.3, "DuePremium": 1004.4, "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "GrossPremium": 1004.4, "InterestRate": 0.05, "IsPremiumCalcSuccess": "Y", "LocalCurrencyCode": "USD", "OrgCode": "10002", "POIRate": 1, "PolicyElementId": 10430410002, "PolicyId": "10430410002,78E9887B1558B5FDBE296DCD8BC0A575", "PolicyLobList": [ { "AdjustedPremium": 1004.4, "BeforeVatPremium": 930, "BusinessObjectId": 351861068, "DuePremium": 1004.4, "GrossPremium": 1004.4, "PolicyRiskList": [ { "AdjustedPremium": 1004.4, "Age": 35, "BeforeVatPremium": 930, "BusinessObjectId": 351861075, "CustomerName": "Customer", "DateOfBirth": "1988-10-01", "DuePremium": 1004.4, "GrossPremium": 1004.4, "IdNo": "IdNo", "IdType": "1", "PolicyCoverageList": [ { "AdjustedPremium": 972, "AnnualPremium": 900, "BeforeVatPremium": 900, "BusinessObjectId": 351861078, "CampaignDiscountAmount": -90, "CoverageName": "Accident Death & Dismemberment", "DuePremium": 972, "GrossPremium": 972, "PolicyStatus": 2, "ProductElementCode": "C100416", "ProductElementId": 351926024, "SequenceNumber": 1, "SumInsured": 300000, "TotalDiscountLoadingAmount": 0, "UWLoadingAmount": 90, "Vat": 72 }, .....skip.... ], "PolicyStatus": 2, "ProductElementCode": "R10007", "ProductElementId": 351926021, "RiskName": "Test1", "SequenceNumber": 1, "SumInsured": 900000, "Vat": 74.4, "TempData": { "Mask-IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "MaskAfter-IdNo": "IdNo" } } ], "PolicyStatus": 2, "ProductCode": "TBTI", "ProductElementCode": "TBTI", "ProductElementId": 351925023, "ProductId": 351925022, "ProductLobId": 351925023, "SequenceNumber": 1, "SumInsured": 900000, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalInsuredCount": 1, "Vat": 74.4 } ], "PolicyStatus": 1, "PolicyType": "1", "PremCalcFactorHash": "20240507_163329_160,FsC+/iRzqE26aKlyS/oFVpSlDoM/bs+TgYSfYxwk75k=", "PremCalcResultHash": "20240507_163329_292,otaReWIAf3zgsDJTO0hZa2GpZUGTlvt8KhA9zkRtM0w=", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumInterest": 46.5, "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "1", "QuotationDate": "2024-05-07T16:33:30", "QuotationNo": "QTBTI000001790127", "SchemaVersion": 2, "SumInsured": 900000, "TaxInterest": 3.72, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalDiscountLoading": 0, "TotalDiscountLoadingAmount": 0, "TotalInterest": 50.22, "TotalPremium": 1054.62, "UWLoading": 0.1, "UWLoadingAmount": 93, "Vat": 74.4, "VatRate": 0.08, "VersionSeq": 0 } ``` ## Validate/AttachElement/autoUnderWriting API * `{{server}}/quotation/core/quotation/v1/validate?eventCode={{eventCode}}` * `{{server}}/quotation/core/quotation/v1/attachElement?eventCode={{eventCode}}` * `{{server}}/quotation/core/quotation/v1/autoUnderWriting` #### Validate API /quotation/core/quotation/v1/validate The validate API will validate the policy JSON match the product structure and DD fields's definition. It is the same as /proposal/core/proposal/v1/validate. For more information, see [Validation API](https://docs.insuremo.com/gi_insurance_service/policy_rule_api#validation-api). ###### Validate - Request Sample ```json { "BeforeVatPremium": 121.5, "BusinessCateCode": "1", "Commission": 6.075, "DuePremium": 130, "EffectiveDate": null, "ExpiryDate": "2019-04-24T23:59:59", "IsPremiumCalcSuccess": "Y", "PolicyLobList": [ { "PolicyRiskList": [ { "CustomerName": "Customer", "DateOfBirth": "1988-10-01", "IdNo": "IdNo", "IdType": "1", "PolicyCoverageList": [ { "DuePremium": 100, "ProductElementCode": "C100416", "SumInsured": 300000, "VersionSeq": 1 }, .....skip.... ], "ProductElementCode": "R10007", "RiskName": "InsuredName", "VersionSeq": 1 } ], "ProductCode": "TBTI", "ProductElementCode": "TBTI", "ProductId": 351925022, "ProductLobId": 351925023, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalInsuredCount": 1, "VersionSeq": 1 } ], "PolicyType": "1", "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2019-04-22", "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "Vat": 8.5, "VersionSeq": 1 } ``` ###### Validate - Response Sample If validation passes, it will return the 204. No content will be returned. The validation message is as below. ```json { "timestamp": "2024-05-07T16:09:21", "timestampServer": "2024-05-07T08:09:21", "traceId": "XXXXX713c22421XXXXX59d0357bXXXXX", "traceIdContainer": null, "messages": [ { "code": "MO-PA-Validation-B4002", "message": "Under \"Policy-POLICY\", field \"EffectiveDate\" is mandatory. Please input the field with proper value." }, { "code": "MO-PA-Validation-B4002", "message": "Under \"Policy-POLICY\", field \"OrgCode\" is mandatory. Please input the field with proper value." }, { "code": "MO-PA-Validation-B4003", "message": "Under \"PolicyCustomer-PolicyCustomer\", field \"IdType\" is mapped with the code table \"BR_IDType\", the value \"1111111\" is not in the code table value range." }, { "code": "MO-PA-Validation-B4005", "message": "Under \"PolicyCustomer-PolicyCustomer\", field \"IdType\" , value \"1111111\", the length \"7\" of the value is larger than the definition max length \"3\"." } ], "status": 422, "code": "MO-PA-Validation-B4000", "message": "Policy Validation Error" } ``` #### AttachElement API /quotation/core/quotation/v1/attachElement The attachElement API will attach the policy element according to the product configuration and rules. It is the same as /proposal/core/proposal/v1/attachElement. For more information, see [Attachment-API](https://docs.insuremo.com/gi_insurance_service/policy_rule_api#form-clause-or-element-attachment-api). ###### AttachElement - Request Sample ```json { "ProductCode": "TBTI", "ProductVersion": "1.0", "ProposalDate": "2024-04-22T00:00:00", "EffectiveDate": "2024-04-22T00:00:00", "ExpiryDate": "2025-04-21T23:59:59", "AgentCode": "{{scCode}}", "BookCurrencyCode": "USD", "PremiumCurrencyCode": "USD", "OrgCode": "10002", "LocalCurrencyCode": "USD", "PremiumBookExchangeRate": 1, "PremiumLocalExchangeRate": 1, "PolicyLobList": [ { "PolicyRiskList": [ { "CustomerName": "Customer", "IdNo": "IdNo", "IdType": "1", "DateOfBirth": "1988-10-01", "PolicyCoverageList": [ { "ProductElementCode": "C100416", "SumInsured": 300000 }, .....skip.... ], "ProductElementCode": "R10007", "RiskName": "Test1" } ], "ProductCode": "TBTI", "TotalInsuredCount": 1 } ] } ``` ###### AttachElement - Response Sample ```json { "AgentCode": "XXXXX0000545XXXXX", "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectId": 3517051304219, "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "LocalCurrencyCode": "USD", "OrgCode": "10002", "PolicyLobList": [ { "BusinessObjectId": 351861068, "PolicyRiskList": [ { "BusinessObjectId": 351861075, "CustomerName": "Customer", "DateOfBirth": "1988-10-01", "IdNo": "IdNo", "IdType": "1", "PolicyCoverageList": [ { "BusinessObjectId": 351861078, "PolicyStatus": 2, "ProductElementCode": "C100416", "ProductElementId": 351926024, "SequenceNumber": 1, "SumInsured": 300000 }, .....skip.... ], "PolicyStatus": 2, "ProductElementCode": "R10007", "ProductElementId": 351926021, "RiskName": "Test1", "SequenceNumber": 1, "TempData": { "Mask-IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "MaskAfter-IdNo": "IdNo" } } ], "PolicyStatus": 2, "ProductCode": "TBTI", "ProductElementCode": "TBTI", "ProductElementId": 351925023, "ProductId": 351925022, "ProductLobId": 351925023, "SequenceNumber": 1, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalInsuredCount": 1 } ], "PolicyType": "1", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "1", "SchemaVersion": 2, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "VersionSeq": 0 } ``` #### Underwriting API /quotation/core/quotation/v1/autoUnderWriting The underwriting API will check the underwriting rules. For more details, see [Underwriting API](https://docs.insuremo.com/gi_insurance_service/policy_rule_api#underwriting-api). ###### Underwriting - Request Sample ```json { "ProductCode": "TBTI", "ProductVersion": "1.0", "ProposalDate": "2024-04-22T00:00:00", "EffectiveDate": "2024-04-22T00:00:00", "ExpiryDate": "2025-04-21T23:59:59", "AgentCode": "{{scCode}}", "BookCurrencyCode": "USD", "PremiumCurrencyCode": "USD", "ProposalStatus":"1", "OrgCode": "10002", "LocalCurrencyCode": "USD", "PremiumBookExchangeRate": 1, "PremiumLocalExchangeRate": 1, "PolicyLobList": [ { "PolicyRiskList": [ { "CustomerName": "Customer", "IdNo": "IdNo", "IdType": "1", "DateOfBirth": "1988-10-01", "PolicyCoverageList": [ { "ProductElementCode": "C100416", "SumInsured": 300000 }, .....skip.... ], "ProductElementCode": "R10007", "RiskName": "Test1" } ], "ProductCode": "TBTI", "TotalInsuredCount": 1 } ] } ``` ###### Underwriting - Response Sample ```json { "MessageList": [ { "Code": "MO-PA-UW-BLIMITAGE18", "Message": "Not reach minimum age(18) to be included, need underwriting!", "RuleName": "Insured Age Check" } ], "Model": { "AgentCode": "XXXXX0000545XXXXX", "AutoUwResultCode": "2", "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectId": 3517051304219, "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "LocalCurrencyCode": "USD", "MaxUwLevelCode": "0", "OrgCode": "10002", "PolicyElementId": 10430420003, "PolicyId": "10430420003,E5D8984C2E8A48CCE73613A622820226", "PolicyLobList": [ { "BusinessObjectId": 351861068, "PolicyRiskList": [ { "BusinessObjectId": 351861075, "CustomerName": "Customer", "DateOfBirth": "1988-10-01", "IdNo": "IdNo", "IdType": "1", "PolicyCoverageList": [ { "BusinessObjectId": 351861078, "PolicyStatus": 2, "ProductElementCode": "C100416", "ProductElementId": 351926024, "SequenceNumber": 1, "SumInsured": 300000 } .....skip.... ], "PolicyStatus": 2, "ProductElementCode": "R10007", "ProductElementId": 351926021, "RiskName": "Test1", "SequenceNumber": 1, "TempData": { "Mask-IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "MaskAfter-IdNo": "IdNo" } } ], "PolicyStatus": 2, "ProductCode": "TBTI", "ProductElementCode": "TBTI", "ProductElementId": 351925023, "ProductId": 351925022, "ProductLobId": 351925023, "SequenceNumber": 1, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalInsuredCount": 1 } ], "PolicyStatus": 1, "PolicyType": "1", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "5", "QuotationDate": "2024-05-07T16:44:59", "QuotationNo": "QTBTI000001790023", "SchemaVersion": 2, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "VersionSeq": 0 }, "Status": "Fail" } ``` #### Load API /quotation/core/quotation/v1/load `GET {{server}}/quotation/core/quotation/v1/load?quotationNo={{QuotationNo}}&withCodeDesc=Y` The withCodeDesc is a flag to load the field's value-related description, the default is **N**. For more details about withCodeDesc, see [Load Policy API with Code Table Description](https://docs.insuremo.com/gi_insurance_service/policy_transaction_api#load-policy-api-with-code-table-description1). ###### Load - Response Sample ```json { "AdjustedPremium": 1004.4, "AgentCode": "XXXXX0000545XXXXX", "AnnualPremium": 930, "BeforeVatPremium": 930, "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectId": 3517051304219, "CampaignDiscount": -0.1, "CampaignDiscountAmount": -93, "Commission": 279, "CommissionRate": 0.3, "DuePremium": 1004.4, "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "GrossPremium": 1004.4, "InterestRate": 0.05, "IsPremiumCalcSuccess": "Y", "LocalCurrencyCode": "USD", "OrgCode": "10002", "POIRate": 1, "PolicyId": "10430410002,78E9887B1558B5FDBE296DCD8BC0A575", "PolicyLobList": [ { "AdjustedPremium": 1004.4, "BeforeVatPremium": 930, "BusinessObjectId": 351861068, "DuePremium": 1004.4, "GrossPremium": 1004.4, "PolicyRiskList": [ { "AdjustedPremium": 1004.4, "Age": 35, "BeforeVatPremium": 930, "BusinessObjectId": 351861075, "CustomerName": "Customer", "DateOfBirth": "1988-10-01", "DuePremium": 1004.4, "GrossPremium": 1004.4, "IdNo": "IdNo", "IdType": "1", "PolicyCoverageList": [ { "AdjustedPremium": 972, "AnnualPremium": 900, "BeforeVatPremium": 900, "BusinessObjectId": 351861078, "CampaignDiscountAmount": -90, "CoverageName": "Accident Death & Dismemberment", "DuePremium": 972, "GrossPremium": 972, "PolicyStatus": 2, "ProductElementCode": "C100416", "ProductElementId": 351926024, "SequenceNumber": 1, "SumInsured": 300000, "TotalDiscountLoadingAmount": 0, "UWLoadingAmount": 90, "Vat": 72 }, .....skip.... ], "PolicyStatus": 2, "ProductElementCode": "R10007", "ProductElementId": 351926021, "RiskName": "Test1", "SequenceNumber": 1, "SumInsured": 900000, "Vat": 74.4, "TempData": { "Mask-IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "IdNo": "Jmf1vghdrScrTdpdeyKu7w==", "MaskAfter-IdNo": "IdNo" } } ], "PolicyStatus": 2, "ProductCode": "TBTI", "ProductElementCode": "TBTI", "ProductElementId": 351925023, "ProductId": 351925022, "ProductLobId": 351925023, "SequenceNumber": 1, "SumInsured": 900000, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalInsuredCount": 1, "Vat": 74.4 } ], "PolicyStatus": 1, "PolicyType": "1", "PremCalcFactorHash": "20240507_163329_160,FsC+/iRzqE26aKlyS/oFVpSlDoM/bs+TgYSfYxwk75k=", "PremCalcResultHash": "20240507_163329_292,otaReWIAf3zgsDJTO0hZa2GpZUGTlvt8KhA9zkRtM0w=", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumInterest": 46.5, "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "5", "QuotationDate": "2024-05-07T16:33:30", "QuotationNo": "QTBTI000001790127", "SchemaVersion": 2, "SumInsured": 900000, "TaxInterest": 3.72, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "TotalDiscountLoading": 0, "TotalDiscountLoadingAmount": 0, "TotalInterest": 50.22, "TotalPremium": 1054.62, "UWLoading": 0.1, "UWLoadingAmount": 93, "Vat": 74.4, "VatRate": 0.08, "VersionSeq": 0 } ``` ## Quotation Query API ### Quotation Query - Business Usage * Query quotation via specified search criteria * Due to performance considerations, the ES index is not used and you can only extend 6 fixed indexes (3 unique & 3 non-unique) via the data dictionary. * The saved quotation can be queried. ### Quotation Query - API Path `{{server}}/quotation/core/quotation/v1/query` #### Static Search Criteria - `AgentCode`: String - `CustomerName`: String - `CustomerNo`: String (CUSTOMER_NO) - `DuePremiumStart`: BigDecimal - `DuePremiumEnd`: BigDecimal - `EffectiveDateStart`: LocalDateTime - `EffectiveDateEnd`: LocalDateTime - `IsSubmitted`: "N" - `PageSize`: Integer - `PageNumber`: Integer - `ProductCode`: String - `QuotationDateStart`: LocalDateTime - `QuotationDateEnd`: LocalDateTime - `QuotationNo`: String - `TechProductCode`: String - **DynamicProperties**: Map #### Dynamic Search Criteria - Data Dictionary The Dynamic fields are set under DD object "**Policy-POLICY**".
tip * Max 3 ordinary fields with "**Is Unique Index=No** and max 3 unique index fields with property "**Is Unique Index=Yes**" can be set for Policy. Adding more than 3 index fields will cause the system to produce errors like "More than 3 ordinary index fields for Object" or "More than 3 unique index fields for Object". * If the field is indexed, the length is limited to 50 max. The unique index fields for each policy must be unique. * Only String/Integer/Long type fields can be indexed.
![Quotation Index Fields](./image/product_cfg_sample/quotation_index_field_001.png) #### Quotation Query - Request Sample1 The Test001/Test002/Test006 are fields added under Policy-POLICY with indexed related flags. The indexed fields only work for newly created quotations. For existing quotations, if you need to support a new indexed field, please load the quotation and save it again (api `/quotation/core/quotation/v1/create`). ``` { "ProductCode": "TBTI", "QuotationDateStart": "2024-02-22", "IsSubmitted": "N", "CustomerName": "Apitest202111", "DynamicProperties": { "Test001": "Test001", "Test002": "Test002", "Test006": "Test006" }, "PageSize": 5, "PageNumber": 0 } ``` #### Quotation Query - Response Sample1 ``` { "ElementsInCurrentPage": [ { "AdjustedPremium": 1004.4, "AgentCode": "XXXXX0000545XXXXX", "AnnualPremium": 930, "BeforeVatPremium": 930, "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectCode": "POLICY", "BusinessObjectId": 3517051304219, "CampaignDiscount": -0.1, "CampaignDiscountAmount": -93, "Commission": 279, "CommissionRate": 0.3, "CustomerName": "Apitest202111", "DuePremium": 1004.4, "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "GrossPremium": 1004.4, "InterestRate": 0.05, "IsPremiumCalcSuccess": "Y", "IsSubmitted": "N", "LocalCurrencyCode": "USD", "OrgCode": "10002", "POIRate": 1, "PolicyId": "10387340002,BE16DCD70ED4E13A54C595E667D0CEFD", "PolicyStatus": 1, "PolicyType": "1", "PremCalcFactorHash": "20240428_112341_120,FsC+/iRzqE26aKlyS/oFVpSlDoM/bs+TgYSfYxwk75k=", "PremCalcResultHash": "20240428_112341_128,X5BMA8gJexu4hmCj/aVNG0xfbXG7eisJh3kJeaLB7hI=", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumInterest": 46.5, "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "5", "QuotationDate": "2024-04-28T11:23:41", "QuotationId": 10387340002, "QuotationNo": "QTBTI000001790107", "SchemaVersion": 2, "SumInsured": 900000, "TaxInterest": 3.72, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "Test001": "Test001", "Test002": "Test002", "Test003": 1, "Test004": 1, "Test005": "Test005", "Test006": "Test006", "TotalDiscountLoading": 0, "TotalDiscountLoadingAmount": 0, "TotalInterest": 50.22, "TotalPremium": 1054.62, "UWLoading": 0.1, "UWLoadingAmount": 93, "Vat": 74.4, "VatRate": 0.08, "VersionSeq": 0 } ], "NumberOfElementsInCurrentPage": 1, "PageQuery": { "CustomerName": "Apitest202111", "IsSubmitted": "N", "PageNumber": 1, "PageSize": 5, "ProductCode": "TBTI", "QuotationDateStart": "2024-02-22", "Test001": "Test001", "Test002": "Test002", "Test006": "Test006" }, "TotalElements": 1, "TotalPages": 1 } ``` #### Quotation Query - Request Sample2 ``` { "ProductCode": "TBTI", "QuotationDateStart": "2024-02-22", "IsSubmitted": "N", "CustomerName": "Apitest202111", "DynamicProperties": { "Test005": "Test0051", "Test006": "Test0061" }, "PageSize": 5, "PageNumber": 0 } ``` #### Quotation Query - Response Sample2 ``` { "ElementsInCurrentPage": [ { "AgentCode": "XXXXX0000545XXXXX", "BookCurrencyCode": "USD", "BusinessCateCode": "1", "BusinessObjectCode": "POLICY", "BusinessObjectId": 3517051304219, "CustomerName": "Apitest202111", "EffectiveDate": "2024-04-22", "ExpiryDate": "2025-04-21T23:59:59", "IsSubmitted": "N", "LocalCurrencyCode": "USD", "OrgCode": "10002", "PolicyId": "10387340006,3F8601E69CC9ECFAB363EACE899108F4", "PolicyStatus": 1, "PolicyType": "1", "PremiumBookExchangeRate": 1, "PremiumCurrencyCode": "USD", "PremiumLocalExchangeRate": 1, "ProductCode": "TBTI", "ProductId": 351925022, "ProductVersion": "1.0", "ProposalDate": "2024-04-22", "ProposalStatus": "5", "QuotationDate": "2024-04-28T11:32:55", "QuotationId": 10387340006, "QuotationNo": "QTBTI000001790113", "SchemaVersion": 2, "TechProductCode": "TR_POC", "TechProductId": 3516410623456, "Test001": "Test0015", "Test002": "Test0025", "Test003": 15, "Test004": 11, "Test005": "Test0051", "Test006": "Test0061", "VersionSeq": 0 }, .....skip.... ], "NumberOfElementsInCurrentPage": 4, "PageQuery": { "CustomerName": "Apitest202111", "IsSubmitted": "N", "PageNumber": 1, "PageSize": 5, "ProductCode": "TBTI", "QuotationDateStart": "2024-02-22", "Test005": "Test0051", "Test006": "Test0061" }, "TotalElements": 4, "TotalPages": 1 } ``` ## Quotation Housekeeping API * `GET {{server}}/quotation/core/quotation/v1/queryForHouseKeepingByUpdateTime?maxRecords=300&isExcludeSubmitted=Y&maxUpdateTime=2023-09-25T16:45:29&minUpdateTime=2023-09-23T16:10:29` * `{{server}}/quotation/core/quotation/v1/batchDeletePolicyAtQuotationTable?needIndex=Y` #### queryForHouseKeepingByUpdateTime The **queryForHouseKeepingByUpdateTime** API is designed to get the quotations required to be deleted. ###### Quotation Housekeeping - Response Sample ```json [ 22855036601, 22855036602 ] ``` #### batchDeletePolicyAtQuotationTable The **batchDeletePolicyAtQuotationTable** API is designed to delete the quotations. ###### batchDeletePolicyAtQuotationTable - Request Sample ```json [ 22855036601, 22855036602 ] ``` ###### batchDeletePolicyAtQuotationTable - Response Sample 2 means the count deleted. `2`