InsQuoteService:invokeProductRules

For example, if you'd added rules that send certain quotes to an underwriter for approval, this service invokes those rules.

Class: InsQuoteService

Method: invokeProductRules

How It Works

1. The service finds the quote object based on the objectID and extracts the products for that object based on that objectID. The service queries the quote object's line items.

2. Looks for the specified transitionName.

3. Runs the rules associated with the product and applicable to the transitionName.

4. If any of the rules evaluate to true, the service executes the Vlocity action specified in those rules.

   For example, if the action specifies that a task is created, the service creates a task.

5. Looks for the value of the includeStateTransition option. If the value = true, the service looks for the state model for this object, finds the fieldAPIName value, and changes that value based on the transition.

Remote Options

Input JSON

This service doesn't use anything in the input JSON.

Output JSON

The service returns several key/value pairs, an array of rules evaluated to false, and an array of rules evaluated to true.

{
	"stateTransit": " updated Status from Submit to Underwriting",
	"canTransitState": true,
	"allFalse": false,
	"falseRules": [...]
	"trueRules": [...]
	"error": "OK"
}

This JSON includes these key/value pairs:

The falseRules and trueRules arrays both include ruleDetails key/value pairs.

"ruleDetails": {
	"requirement name": "Operator Points >4",
	"conditions": "wcOperator.opPoints > 4",
	"message": "The applicant's prior citations require underwriting review prior to issuance.",
	"action method": "ReferToUnderwriting",
	"action class": "DROpenImplementationClass",
	"productId": "01tf4000001lKNQAA2",
	"transitionName": "Submit>Underwrite",
	"objectId": "0Q0f4000000ADatCAG"
}

The trueRules array includes one or more actionResults, additional key/value pairs, and rulesDetails.

The actionResults are the output of the Vlocity action class and action method invoked by the service.

"trueRules": [
	{
		"actionResults": {
			"Task_1": [
				{
					"UpsertSuccess": true,
					"Id": "00Tf400000LNkx9EAD",
					"ActivityDate": "2018-05-21",
					"WhatId": "0Q0f4000000ADatCAG",
					"Description": "The value of this vessel requires underwriting review.",
					"Subject": "Total Value"
				}
			],
			"error": "OK",
			"responseType": "SObject"
		},
		"ruleDetails": {
			"requirement name": "Total Value",
			"conditions": "WC.wcValue > 250000",
			"message": "The value of this vessel requires underwriting review.",
			"action method": "ReferToUnderwriting",
			"action class": "DROpenImplementationClass",
			"productId": "01tf4000001lKNQAA2",
			"transitionName": "Submit>Underwrite",
			"objectId": "0Q0f4000000ADatCAG"
		}
	},
}
],

Examples

The service is typically used when you need to use rules to decide whether a quote can be automatically approved or needs to go to an underwriter for further consideration. To see a working example of this service, download one of these items into your org:

• Watercraft Quote

• BOP Quote