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InsProductService:getEligibleProducts

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InsProductService:getEligibleProducts

Use this service to find and return a list of products that match the criteria you specify.

Class: InsProductService

Method: getEligibleProducts

How It Works

  1. The service searches Salesforce to retrieve a set of active products that fall on or after the effective date specified. As part of the query, the service uses the criteria passed in the filters, whereClause, and productClasses option to get an initial set of products.

  2. If the products found have eligibility rules set, this service evaluates them and eliminates those that do not evaluate as eligible.

  3. Applies attribute filters if they're set on the remaining products found and eliminates those that are filtered out.

  4. If returnProductObject is set to false, returns a list of product Ids of eligible products that match the filter criteria.

    If returnProductObject is set to true, returns an array of product objects.

    In both cases, if includeFilterAttrValues is set to true, the service also returns filterAttrValues.

Remote Options

Option

Description

attributeFilters

A map of attributeCode and values

The services returns only products that satisfy the attribute values provided in this filter.

effectiveDate

“YYYY-MM-DD HH:MM:SS” or %OmniScriptDataElement%

Defaults to today's date.

Service pulls products with an effectiveDate between EffectiveDate__c and EndDate__c and IsActive.

filters

Product2FieldName:Value

Product2FieldName:%ElementName%

Use the API name with a colon followed by either a value or a variable. For example, in an OmniScript, a variable can be a name of an element, such as an input picklist.

Separate multiple filter parameters with commas:

ProductCode:Value,ProductCode:%ElementName%

Filters can include any field on the Product2 object.

includeFilterAttrValues

true or false

Defaults to false.

In the output JSON, along with the array of products, this adds the filterAttrValues object. This object contains the root product attributes marked filterable, with the possible list of values. This list is used by some UI templates to filter large sets of products.

Child product attributes are not included.

lastRecordId

Specifies the last product Id that the service pulled into the UI.

Use this option with the pageSize option.

pageSize

Determine how many products the service returns to the UI in one call.

productClasses

“ProductClassName1,ProductClassName2”

Comma separated list of product class names. Limits the list of products to these product classes.

returnProductObject

true or false

Defaults to

When set to true, the service returns an array of product objects. This response includes a list of product objects, with fields specified in the EligibleProductFields fieldset.

When set to false, the service returns a list of product Ids.

searchText

PartOfAProductName

If this option is used, the service gets only products with names that contain the value you provided.

sortBy

productField1, productField2..

Sorts the products the service gets in the order you specify.

If you don't specify a value for this option, the service sorts products returned by name in ascending alphabetical order.

whereClause

Enter any valid salesforce SOQL statement as the value for this option.

Use this option when you need to use the multi-picklist field as a filter, or you need to use any other complex filter condition that the filters option can't handle.

Input JSON

This service can userInputs as input.

Output JSON

The service returns a list of product Ids. If includeFilterAttrValues is set to true, the service also returns filterAttrValues.

This example includes filterAttrValues.

{
  "totalNumProducts": 6,
  "effectiveDate": null,
  "inputValues": {},
  "filterAttrValues": {
    "attri2": {
      "listOfValues": [
        {
          "value": "test2",
          "displayText": "test2"
        }
      ],
      "valueDataType": "Text",
      "attributeLabel": "attri2",
      "attributeName": "attri2",
      "categoryName": "Test Attribute"
    },
    "AttntnDfctDsrdrs_Instrctn": {
      "listOfValues": [
        {
          "value": "200",
          "displayText": "200"
        }
      ],
      "valueDataType": "Percentage",
      "attributeLabel": "Instruction",
      "attributeName": "Instruction",
      "categoryName": "ADD/ADHD"
    },
    "AbaThrpyOffProf_covered_oon": {
      "listOfValues": [
        {
          "value": "100",
          "displayText": "100"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "Covered",
      "attributeName": "Covered",
      "categoryName": "ABA Therapy Office Professional"
    },
    "AddAdhd_select_oon": {
      "listOfValues": [
        {
          "value": "9999999",
          "displayText": "9999999"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "Select",
      "attributeName": "Select",
      "categoryName": "ADD/ADHD"
    },
    "AlchlSbstnceAbseInptInst_Ded_oon": {
      "listOfValues": [
        {
          "value": "null",
          "displayText": "null"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Deductible",
      "attributeName": "Deductible",
      "categoryName": "Alcohol/Substance Abuse - Inpatient Institutional"
    },
    "attri4": {
      "listOfValues": [
        {
          "value": "56",
          "displayText": "56"
        }
      ],
      "valueDataType": "Percentage",
      "attributeLabel": "attri4",
      "attributeName": "attri4",
      "categoryName": "Test Attribute"
    },
    "attri1": {
      "listOfValues": [
        {
          "value": "3000",
          "displayText": "3000"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "attri1",
      "attributeName": "attri1",
      "categoryName": "Test Attribute"
    },
    "AbaThrpyOutpProf_covered_oon": {
      "listOfValues": [
        {
          "value": "null",
          "displayText": "null"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Covered",
      "attributeName": "Covered",
      "categoryName": "ABA Therapy Outpatient Professional"
    },
    "AcupOffProf_Ded_inn": {
      "listOfValues": [
        {
          "value": "null",
          "displayText": "null"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Deductible",
      "attributeName": "Deductible",
      "categoryName": "Acupuncture Office Professional"
    },
    "COMPREHENSIVE": {
      "listOfValues": [
        {
          "value": "2019",
          "displayText": "2019"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Comprehensive",
      "attributeName": "Comprehensive",
      "categoryName": "Auto Coverage"
    },
    "amountDeductible": {
      "listOfValues": [
        {
          "value": "1000",
          "displayText": "1000"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "Property Deductible",
      "attributeName": "Property Deductible",
      "categoryName": "Coverages and Limits of Liability"
    }
  },
  "products": [
    "01t1U000000kZhdQAE",
    "01t1U000003NOvbQAG",
    "01t1U000002Jg6RQAS",
    "01t1U000003NIDIQA4",
    "01t1U000003NIDNQA4",
    "01t1U000000kZiAQAU"
  ],
  "error": "OK"
}

When returnProductObject is set to true, the service returns a list of products.

This example also includes filterAttrValues.

{
  "totalNumProducts": 6,
  "effectiveDate": null,
  "inputValues": {},
  "filterAttrValues": {
    "attri2": {
      "listOfValues": [
        {
          "value": "test2",
          "displayText": "test2"
        }
      ],
      "valueDataType": "Text",
      "attributeLabel": "attri2",
      "attributeName": "attri2",
      "categoryName": "Test Attribute"
    },
    "AttntnDfctDsrdrs_Instrctn": {
      "listOfValues": [
        {
          "value": "200",
          "displayText": "200"
        }
      ],
      "valueDataType": "Percentage",
      "attributeLabel": "Instruction",
      "attributeName": "Instruction",
      "categoryName": "ADD/ADHD"
    },
    "AbaThrpyOffProf_covered_oon": {
      "listOfValues": [
        {
          "value": "100",
          "displayText": "100"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "Covered",
      "attributeName": "Covered",
      "categoryName": "ABA Therapy Office Professional"
    },
    "AddAdhd_select_oon": {
      "listOfValues": [
        {
          "value": "9999999",
          "displayText": "9999999"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "Select",
      "attributeName": "Select",
      "categoryName": "ADD/ADHD"
    },
    "AlchlSbstnceAbseInptInst_Ded_oon": {
      "listOfValues": [
        {
          "value": "null",
          "displayText": "null"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Deductible",
      "attributeName": "Deductible",
      "categoryName": "Alcohol/Substance Abuse - Inpatient Institutional"
    },
    "attri4": {
      "listOfValues": [
        {
          "value": "56",
          "displayText": "56"
        }
      ],
      "valueDataType": "Percentage",
      "attributeLabel": "attri4",
      "attributeName": "attri4",
      "categoryName": "Test Attribute"
    },
    "attri1": {
      "listOfValues": [
        {
          "value": "3000",
          "displayText": "3000"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "attri1",
      "attributeName": "attri1",
      "categoryName": "Test Attribute"
    },
    "AbaThrpyOutpProf_covered_oon": {
      "listOfValues": [
        {
          "value": "null",
          "displayText": "null"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Covered",
      "attributeName": "Covered",
      "categoryName": "ABA Therapy Outpatient Professional"
    },
    "AcupOffProf_Ded_inn": {
      "listOfValues": [
        {
          "value": "null",
          "displayText": "null"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Deductible",
      "attributeName": "Deductible",
      "categoryName": "Acupuncture Office Professional"
    },
    "COMPREHENSIVE": {
      "listOfValues": [
        {
          "value": "2019",
          "displayText": "2019"
        }
      ],
      "valueDataType": "Number",
      "attributeLabel": "Comprehensive",
      "attributeName": "Comprehensive",
      "categoryName": "Auto Coverage"
    },
    "amountDeductible": {
      "listOfValues": [
        {
          "value": "1000",
          "displayText": "1000"
        }
      ],
      "valueDataType": "Currency",
      "attributeLabel": "Property Deductible",
      "attributeName": "Property Deductible",
      "categoryName": "Coverages and Limits of Liability"
    }
  },
  "products": [
    {
      "attributes": {
        "type": "Product2",
        "url": "/services/data/v47.0/sobjects/Product2/01t1U000000kZhdQAE"
      },
      "ProductCode": "Rent-ECO",
      "Family": "Personal Lines",
      "instest04__LineOfBusiness__c": "Property & Casualty",
      "Id": "01t1U000000kZhdQAE",
      "instest04__AttributeDefaultValues__c": "{\"amountDeductible\":1000}",
      "RecordTypeId": "0121U000000iuvEQAQ"
    },
    {
      "attributes": {
        "type": "Product2",
        "url": "/services/data/v47.0/sobjects/Product2/01t1U000003NOvbQAG"
      },
      "ProductCode": "Rent-ECOCLONEDCLONED",
      "Family": "Personal Lines",
      "instest04__LineOfBusiness__c": "Property & Casualty",
      "Id": "01t1U000003NOvbQAG",
      "instest04__AttributeDefaultValues__c": "{\"COMPREHENSIVE\":2019,\"AlchlSbstnceAbseInptInst_Ded_oon\":\"\",\"AttntnDfctDsrdrs_Instrctn\":\"200\",\"AddAdhd_select_oon\":9999999,\"AbaThrpyOffProf_covered_oon\":100,\"AbaThrpyOutpProf_covered_oon\":\"\",\"AcupOffProf_Ded_inn\":\"\",\"attri2\":\"test2\",\"attri4\":\"56\",\"attri1\":3000}",
      "RecordTypeId": "0121U000000iuvEQAQ"
    },
    {
      "attributes": {
        "type": "Product2",
        "url": "/services/data/v47.0/sobjects/Product2/01t1U000002Jg6RQAS"
      },
      "ProductCode": "Rent-ECOCLONED",
      "Family": "Personal Lines",
      "instest04__LineOfBusiness__c": "Property & Casualty",
      "Id": "01t1U000002Jg6RQAS",
      "instest04__AttributeDefaultValues__c": "{\"COMPREHENSIVE\":2019,\"AlchlSbstnceAbseInptInst_Ded_oon\":\"\",\"AttntnDfctDsrdrs_Instrctn\":\"200\",\"AddAdhd_select_oon\":9999999,\"AbaThrpyOffProf_covered_oon\":100,\"AbaThrpyOutpProf_covered_oon\":\"\",\"AcupOffProf_Ded_inn\":\"\",\"attri2\":\"test2\",\"attri4\":\"56\",\"attri1\":3000}",
      "RecordTypeId": "0121U000000iuvEQAQ"
    },
    {
      "attributes": {
        "type": "Product2",
        "url": "/services/data/v47.0/sobjects/Product2/01t1U000003NIDIQA4"
      },
      "ProductCode": "Rent-ECOCLONEDCLONEDCLONED",
      "Family": "Personal Lines",
      "instest04__LineOfBusiness__c": "Property & Casualty",
      "Id": "01t1U000003NIDIQA4",
      "instest04__AttributeDefaultValues__c": "{\"COMPREHENSIVE\":2019,\"AlchlSbstnceAbseInptInst_Ded_oon\":\"\",\"AttntnDfctDsrdrs_Instrctn\":\"200\",\"AddAdhd_select_oon\":9999999,\"AbaThrpyOffProf_covered_oon\":100,\"AbaThrpyOutpProf_covered_oon\":\"\",\"AcupOffProf_Ded_inn\":\"\",\"attri2\":\"test2\",\"attri4\":\"56\",\"attri1\":3000}",
      "RecordTypeId": "0121U000000iuvEQAQ"
    },
    {
      "attributes": {
        "type": "Product2",
        "url": "/services/data/v47.0/sobjects/Product2/01t1U000003NIDNQA4"
      },
      "ProductCode": "Rent-ECOCLONEDCLONEDCLONEDCLONED",
      "Family": "Personal Lines",
      "instest04__LineOfBusiness__c": "Property & Casualty",
      "Id": "01t1U000003NIDNQA4",
      "instest04__AttributeDefaultValues__c": "{\"COMPREHENSIVE\":2019,\"AlchlSbstnceAbseInptInst_Ded_oon\":\"\",\"AttntnDfctDsrdrs_Instrctn\":\"200\",\"AddAdhd_select_oon\":9999999,\"AbaThrpyOffProf_covered_oon\":100,\"AbaThrpyOutpProf_covered_oon\":\"\",\"AcupOffProf_Ded_inn\":\"\",\"attri2\":\"test2\",\"attri4\":\"56\",\"attri1\":3000}",
      "RecordTypeId": "0121U000000iuvEQAQ"
    },
    {
      "attributes": {
        "type": "Product2",
        "url": "/services/data/v47.0/sobjects/Product2/01t1U000000kZiAQAU"
      },
      "ProductCode": "Rent-SUPER",
      "Family": "Personal Lines",
      "instest04__LineOfBusiness__c": "Property & Casualty",
      "Id": "01t1U000000kZiAQAU",
      "instest04__AttributeDefaultValues__c": "{\"AbaThrpyOffProf_Instrctn\":null}",
      "RecordTypeId": "0121U000000iuvEQAQ"
    }
  ],
  "error": "OK"
}
 
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