GetQuotesbasedonSearchCriteria

This API allows you to retrieve quote details based on search criteria.

/api/v1/accounts/{accountCode}/quotes

Request Parameters

accountCode String Required

Account code.
pageIndex Integer Required

Index of Page from collection.
pageSize Integer

Page size of records from collection.
sortParameter String

Sorting parameter for filtering records.
sortDirection String

Sorting direction of records.

Response

AccountId String

Unique identifier of Account.
AccountName String

Account name.
DealNumber String

Indicates number of Deal Object.
DealLevel Object

Collection of values.
DealStatus String

Indicates status of Deal.
Status String

Indicates status.
LineOfBusinessId Integer

Unique identifier of Line of Business.
ProductId Integer

Unique Identifer of Product.
LineOfBusinessName String

Name of Line of Business.
ProductName String

Name of the Product.
LineOfBusinessDisplayName String

Display name of Line of Business.
ProductDisplayName String

Display name of Product.
Offers Object
Child Attributes
- DealId Integer
  
  Unique identifier of Deal.
- OfferNumber String
  
  Indicates Offer number.
- Version String
  
  Indicates version.
- Status String
  
  Indicates status.
- DisplayName String
  
  Indicates Display name.
- QuoteType Object
  
  Type of Quote (Mono or Multiine).
- Remarks String
  
  Remarks.
- WorkFlowInstanceId String
  
  Work Flow Instance ID.
- StartDate DateTime
  
  Indicates start date.
- OfferType Object
  
  Type of Offer (sequence or out of sequence).
- CurrentlyAssignedTo Integer
  
  Unique identifier of user.
- CurrentlyAssignedToUserName String
  
  User name.
- EffectiveDate DateTime
  
  Date effective from.
- Summary Object
  
  Collection of values.
- OfferContext Object
  Child Attributes
  
  ProjectName String
  
  Name of the Project.
  
  CategoryName String
  
  Name of the Category.
  
  TransactionName String
  
  Transaction name.
  
  CancellationType Enum
  
  Cancellation type.
  
  CancellationReason String
  
  Cancellation reason.
  
  DomainCombination Object
  
  Collection of values.
- IsActive Boolean
  
  Indicates its status.
- DecCode String
  
  Indicates code.
- ProducerCompany String
  
  Producer company.
- State String
  
  Name of state.
- ZipCode String
  
  Zipcode.
- ProducerCompanyCode String
  
  Producer Company code.
- ProducerName String
  
  Name of Producer.
- ProducerCode String
  
  Code of Producer.
- InsuredName String
  
  Name of insured.
- PolicyNumber String
  
  Unique code of policy generated.
- OfferBlockSummary Object
  Child Attributes
  
  OfferId Integer
  
  Unique identifier of Offer.
  
  OfferBlockId Integer
  
  Unique identifier of Offer Block.
  
  ParentOfferBlockId Integer
  
  Unique identifier of parent Offer Block.
  
  LobCode String
  
  Code of Line of Business.
  
  LobName String
  
  Name of Line of Business.
  
  EffictiveDate DateTime
  
  Date effective from.
  
  ExpireDate DateTime
  
  Expiry Date.
  
  PricingAmount String
  
  Indicates price amount.
  
  TermPremium String
  
  Term premium.
  
  AnnualPremium String
  
  Annual premium.
  
  AdjustedPremiumDetails String
  
  Adjusted premium details.
  
  ITDPremium String
  
  ITD Premium.
  
  IsRated Boolean
  
  Indicates rated or not.
  
  PricingSummary String
  
  Pricing summary.
- IsDirty Boolean
  
  Set to true in its edit mode.
- ID Integer
  
  Unique identifier.
- Code String
  
  Indicates code.
- CreatedBy String
  
  Indicates user created.
- ModifiedBy String
  
  Indicates user modified.
- CreatedDate DateTime
  
  Indicates creation date.
- ModifiedDate DateTime
  
  Indicates modified date.
- IsLikeSearch Boolean
  
  Set to true if it is LikeSearch for filtering.
TransactionTypeId Integer

Unique identifier of transaction type.
TransactionTypeName String

Name of the transaction type.
AccountCode String

Account code.
TotalRecords Integer

Count of records.
AdditionalInfo String

Additional info.
IsActive Boolean

Set to true for Active.
Summary Object
Child Attributes
- parameters Object
  Child Attributes
  
  Value String
  
  Value of parameters.
  
  Name String
  
  Name of parameters.
- EntityType String
  
  Indicates entity type.
- EntityName String
  
  Indicates entity name.
ProcessingType String

Indicates processing type.
ProcessStatus String

Indicates processing status.
IsProcessedByAsync Boolean

Indicates IsAsync.
LastAssigned DateTime

Last assigned date.
SubmissionId Integer

Unique identifier of Submission.
SubmissionCode String

Code of Submission.
SubmissionStatus String

Submission status.
OfferCount Integer

Count of Offers.
IsDirty Boolean

Set to true in its edit mode.
ID Integer

Unique identifier.
Code String

Indicates code.
CreatedBy String

Indicates user created.
ModifiedBy String

Indicates user modified.
CreatedDate DateTime

Indicates creation date.
ModifiedDate DateTime

Indicates modified date.
IsLikeSearch Boolean

Set to true if it is LikeSearch for filtering.

Response

{
  "AccountId": "3985",
  "AccountName": "DocumetationFlow",
  "DealNumber": "QCP005318",
  "DealLevel": 0,
  "DealStatus": null,
  "Status": "Open",
  "LineOfBusinessId": 0,
  "ProductId": 8,
  "LineOfBusinessName": "",
  "ProductName": "Commercial Property",
  "LineOfBusinessDisplayName": "",
  "ProductDisplayName": "Commercial Property",
  "Offers": [{
    "DealId": 12167,
    "OfferNumber": "QCP010632A",
    "Version": "1",
    "Status": "Quote Incomplete",
    "DisplayName": "harry h",
    "QuoteType": 0,
    "Remarks": null,
    "WorkFlowInstanceId": null,
    "StartDate": "2021-07-01T12:00:00Z",
    "OfferType": 0,
    "CurrentlyAssignedTo": 1137,
    "CurrentlyAssignedToUserName": "harry",
    "EffectiveDate": "2021-07-01T12:00:00Z",
    "Summary": null,
    "OfferContext": null,
    "IsActive": true,
    "DecCode": null,
    "ProducerCompany": "HarryPortorAgency",
    "State": "OK",
    "ZipCode": "73001",
    "ProducerCompanyCode": "5858",
    "ProducerName": "harry h",
    "ProducerCode": "3698",
    "InsuredName": "DocumetationFlow",
    "PolicyNumber": null,
    "OfferBlockSummary": [{
      "OfferId": 17885,
      "OfferBlockId": 17859,
      "ParentOfferBlockId": 0,
      "LobCode": "QCP005311",
      "LobName": "Commercial Property",
      "EffictiveDate": "2021-07-01T12:00:00Z",
      "ExpireDate": "2022-07-01T12:00:00Z",
      "PricingAmount": "0.00",
      "TermPremium": "0",
      "AnnualPremium": "0",
      "AdjustedPremiumDetails": null,
      "ITDPremium": "0",
      "IsRated": false,
      "PricingSummary": null
     }
    ],
    "IsDirty": false,
    "ID": 17885,
    "Code": "QCP010632A",
    "CreatedBy": "1137",
    "ModifiedBy": "1137",
    "CreatedDate": "2021-07-01T06:28:40.97Z",
    "ModifiedDate": "2021-07-01T06:34:58.423Z",
    "IsLikeSearch": false
   }
  ],
  "TransactionTypeId": 1,
  "TransactionTypeName": "New Business",
  "AccountCode": "ACC0003989",
  "TotalRecords": 1,
  "AdditionalInfo": null,
  "IsActive": true,
  "Summary": {
   "parameters": [{
     "Value": "1137",
     "Name": "CreatedBy"
    }, {
     "Value": "DocumetationFlow",
     "Name": "Insured Name"
    }
   ],
   "EntityType": null,
   "EntityName": null
  },
  "ProcessingType": null,
  "ProcessStatus": null,
  "IsProcessedByAsync": false,
  "LastAssigned": "0001-01-01T00:00:00Z",
  "SubmissionId": 0,
  "SubmissionCode": null,
  "SubmissionStatus": null,
  "OfferCount": 1,
  "IsDirty": false,
  "ID": 12167,
  "Code": "QCP005318",
  "CreatedBy": "1137",
  "ModifiedBy": "1137",
  "CreatedDate": "2021-07-01T06:28:40.95Z",
  "ModifiedDate": "2021-07-01T06:28:40.95Z",
  "IsLikeSearch": false
 }
]

                                                                