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Product: Smart Tech E+O

Update Quote Request

updateQuoteRequest(id: $id, action: $action, brokerQuoteRequestInfo: $brokerQuoteRequestInfo)
Product
Smart Tech E+O
Method
POST
Endpoint
Sandbox: https://api-sandbox.corvusinsurance.com/q Production: https://crowbar.corvusinsurance.com/q
Authentication
Send the headers X-API-KEY, X-USER-EMAIL, X-USER-NAME with every request. See Authentication.
Note that only id is required by the API, and omitting it will result in an error. Omitting action saves the quote request without submitting it. A submission requires brokerQuoteRequestInfo with coverageEffectiveAt, limits, and optionalData (which, despite its name, is required). Keys marked with * inside an object are required whenever that object is sent.

Arguments

Required Required to submit Optional

Pass these as variables.

Update Quote Request arguments
Name Type Required Description
id ID! Required

Id of the Quote Request to update (see Create Quote Request)

action Action Optional

The SUBMIT action should be used for saving the quote request values and submitting it for quoting. This action will only update optionalData and limits if the quote request has a status of INCOMPLETE.

The RESUBMIT action may be used to modify values and re-quote. However, the previous quote data will be overwritten. This action is only available to referred quotes with a status of SUBMITTED up until an underwriter begins work rating the submission. A quote that has been referred cannot be resubmitted once an underwriter picks it up for review.

brokerQuoteRequestInfo BrokerQuoteRequestInput Required to submit
coverageEffectiveAt Date Required

Coverage start date

Format must be YYYY-MM-DD

limits [LimitInput!] Required

To request more than one coverage option, add one entry for each option here. Do not create a new client and quote request for each option.

Must be an array with a length of between 1 and 3 values composed of the following keys:

aggregateCents Int Required

Must be an integer representing the limit in cents.

deductibleCents Int Required

Must be an integer representing the deductible in cents.

optionalData [OptionalDatumInput!] Required

Despite its name, this field is required for a submission.

Must be a JSON array composed of one object for each of the following keys with their respective values and types:

domicileState String Required

Must be one of the 50 states, fully spelled out, or "District of Columbia".

natureOfBusiness String Required

Answer must be a nature of business name as a string (see Smart Tech E+O Nature of Business), or a 6-digit NAICS code formatted as an integer string, i.e., "541511"

grossAnnualRevenue String Required

Projected gross annual revenue (next 12 months)

In dollars, formatted as an integer string, i.e. "1000000000"

numberOfPiiRecords String Required

Estimated amount of unique personally identifiable records stored, processed or transmitted maintained by the Applicant (including records stored by third-party providers)

Answer must be in the list of "min", "veryLow", "low", "medium", "high", "veryHigh", "max", "uncertain".

These possible answers translate to:

"min" -> 0-250,000 records

"veryLow" -> 250,001-500,000 records

"low" -> 500,001-1,000,000 records

"medium" -> 1,000,001-2,500,000 records

"high" -> 2,500,001-5,000,000 records

"veryHigh" -> 5,000,001-10,000,000 records

"max" -> 10,000,001+ records

"uncertain" -> Use if you do not have an answer to this question

Response fields

Select only the fields you need in the selection set.

Update Quote Request response fields
Name Type Description
id ID

Quote request id you can use in future requests

Date validations

The top-level coverageEffectiveAt and coverageEndAt arguments are checked before the update is saved. A failed check returns one of these plain-text errors and nothing is changed:

  • coverageEffectiveAt can be no more than 7 days in the past. The error is coverage_effective_at cannot be older than 7 days ago.
  • coverageEndAt must be today or later. The error is coverage_end_at cannot be backdated.

Dates before the year 1900 are rejected with a validation error. If coverageEndAt is not provided, it defaults to one year after coverageEffectiveAt. Dates are evaluated in UTC.

Closing a quote request

Use the top-level status argument to close a quote request you no longer need, for example because the client bound elsewhere. Include declineLossReason to tell us why.

Closing a quote request arguments
Name Type Required Description
status QuoteRequestStatus Optional

API partners can set INCOMPLETE, SUBMITTED, or CLOSED. Any other value returns Broker cannot update status to <status>.

A quote request with status BIND_REQUESTED or COMPLETED cannot be closed. The request fails with a validation error on status: Invalid transition - Cannot change from <status> to closed. (see Errors).

declineLossReason DeclineLossReason Optional

Only these values are accepted from API partners:

BOUND_ELSEWHERE_PREMIUM_UNCOMPETITIVE

BOUND_ELSEWHERE_COVERAGE_DIFFERENCE

BOUND_ELSEWHERE_ALTERNATE_MARKET_PRIOR_RELATIONSHIP

DECIDED_NOT_PURCHASE

INCUMBENT_RENEWED

UNCOMFORTABLE_BINDING_NEW_MARKET

OTHER

Any other value is ignored without an error, and declineLossNotes is ignored with it.

declineLossNotes String Optional

Free-text explanation, up to 10,000 characters, for example the name of the carrier the client bound with.

Copied
mutation CloseQuoteRequest($id: ID!, $status: QuoteRequestStatus, $declineLossReason: DeclineLossReason, $declineLossNotes: String) {  updateQuoteRequest(    id: $id    status: $status    declineLossReason: $declineLossReason    declineLossNotes: $declineLossNotes  ) {    id    status    declineLossReason  }}