Criar Proposta

Criar proposta

POST {{url_ambiente}}/{{version}}/quotation/proposal

Cria uma proposta (atualiza informações adicionais)

Headers

Name	Type	Description
Ocp-Apim_Subscription-Key*	key	chave de acesso da api.

200: OK Retorno sucesso

Response

400: Bad Request Retorno com mensagem do local do erro

401: Unauthorized Caso não envie uma

500: Internal Server Error Erro de aplicação/servidor

Request

{
    "identifier": "4c6781df-b736-4158-8948-f91daa00e65a",
    "registerNumber": "100000",
    "operationCode": "DIRECTORS-OFFICERS-CIVIL-LIABILITY-PARTNER",
    "answers": [
        {
            "code": "PAYMENT-INSTALLMENT-IDENTIFIER",
            "answer": "d9048f5a-1899-404d-8b33-db9a625167f6"
        },
        {
            "code": "SELECTED-VARIANT-IDENTIFIER",
            "answer": "77b5b96a-f55f-4699-b00c-2d11adbf2ca9"
        },
        {
            "code": "DUE-DAY",
            "answer": 1
        },
        {
            "code": "PAYMENT-METHOD",
            "answer": "TICKET"
        }
    ]
}

Detalhamento request de proposta

Field: RegisterNumber

Tipo: text

❗ Campo Obrigatório.

Campo usado para definir qual o SusepNumber da corretora que está sendo cotada. Neste caso, o susep da corretora é "100000".

Code: PAYMENT-METHOD Type: text ❗ Obrigatório que esteja incluído no array.

Pergunta usada para definir o método de pagamento.

Para D&O so é possivel pagamento por boleto:

• TICKET

Code: DUE-DAY Type: integer ❗ Obrigatório que esteja incluído no array. (apenas quando o PAYMENT-METHOD for TICKET).

Pergunta usada para definir o dia de vencimento quando o PAYMENT-METHOD for TICKET (boleto). Só é possivel envio do dia 1 ao dia 20.

Code: PAYMENT-INSTALLMENT-IDENTIFIER Type: guid ❗ Obrigatório que esteja incluído no array.

O guid que será enviado nesse campo é retornado no array de installments, no retorno do endpoint de criar cotação.

Code: SELECTED-VARIANT-IDENTIFIER Type: guid ❗ Obrigatório que esteja incluído no array.

O guid que será enviado nesse campo é retornado no array de PRICING -> VARIANT-IDENTIFIER, no retorno do endpoint de criar cotação.

Response

{
    "item": {
        "quotationIdentifier": "1698b961-f72d-4e34-80a6-4133291889b9",
        "status": "Draft",
        "proposal": {
            "number": "77475047170001",
            "date": "0001-01-01T00:00:00Z",
            "documentUrl":""
        },
        "pricing": [
            {
                "variantIdentifier": "5d410b7f-3620-4894-8083-2114ca1f9dae",
                "underwriting": {
                    "approved": true,
                    "evaluations": []
                },
                "price": {
                    "commission": 218.95,
                    "grievanceDiscount": 0.0,
                    "netValue": 1094.75,
                    "interestValue": 0.0,
                    "taxValue": 80.79,
                    "totalValue": 1175.54,
                    "policyLimit": 1000000.0,
                    "rates": [
                        {
                            "code": "COMPANY-ACTIVITY",
                            "description": "Atividade",
                            "limit": 1000000.0,
                            "netValue": 52.25,
                            "deductible": {
                                "code": "NO-DEDUCTIBLE",
                                "text": "Sem franquia"
                            }
                        },
                        {
                            "code": "TOTAL-ASSETS",
                            "description": "Ativos",
                            "limit": 1000000.0,
                            "netValue": 23.05,
                            "deductible": {
                                "code": "NO-DEDUCTIBLE",
                                "text": "Sem franquia"
                            }
                        },
                        {
                            "code": "REVENUES",
                            "description": "Faturamento",
                            "limit": 1000000.0,
                            "netValue": 13.06,
                            "deductible": {
                                "code": "NO-DEDUCTIBLE",
                                "text": "Sem franquia"
                            }
                        },
                        {
                            "code": "LIMIT",
                            "description": "Limite",
                            "limit": 1000000.0,
                            "netValue": 1006.39,
                            "deductible": {
                                "code": "NO-DEDUCTIBLE",
                                "text": "Sem franquia"
                            }
                        }
                    ]
                },
                "payment": {
                    "financialType": "Charge",
                    "paymentOptions": [
                        {
                            "paymentMethod": "Ticket",
                            "paymentType": "Ticket",
                            "installments": [
                                {
                                    "identifier": "96cbe205-5e41-43c3-a5c4-e334cb9cde1c",
                                    "number": 1,
                                    "commissionValue": 218.95,
                                    "netValue": 1094.75,
                                    "interestValue": 0.0,
                                    "taxValue": 80.79,
                                    "totalValue": 1175.54,
                                    "installmentValue": 1175.54,
                                    "installmentInterest": 0.0,
                                    "installmentTax": 80.79,
                                    "dueDates": [
                                        "2022-11-20T00:00:00Z"
                                    ]
                                },
                                {
                                    "identifier": "668d3655-c255-4a25-a2a7-e16c44dba15c",
                                    "number": 2,
                                    "commissionValue": 218.95,
                                    "netValue": 1094.75,
                                    "interestValue": 0.0,
                                    "taxValue": 80.79,
                                    "totalValue": 1175.54,
                                    "installmentValue": 587.77,
                                    "installmentInterest": 0.0,
                                    "installmentTax": 40.4,
                                    "dueDates": [
                                        "2022-11-20T00:00:00Z",
                                        "2022-12-01T12:00:00Z"
                                    ]
                                },
                                {
                                    "identifier": "c71dac18-5c9e-4f66-a795-1583c4310aa9",
                                    "number": 3,
                                    "commissionValue": 218.95,
                                    "netValue": 1094.75,
                                    "interestValue": 0.0,
                                    "taxValue": 80.79,
                                    "totalValue": 1175.54,
                                    "installmentValue": 391.85,
                                    "installmentInterest": 0.0,
                                    "installmentTax": 26.93,
                                    "dueDates": [
                                        "2022-11-20T00:00:00Z",
                                        "2022-12-01T12:00:00Z",
                                        "2023-01-01T12:00:00Z"
                                    ]
                                },
                                {
                                    "identifier": "b1dda90a-18c3-40e7-bc88-68f18d3d6439",
                                    "number": 4,
                                    "commissionValue": 218.95,
                                    "netValue": 1094.75,
                                    "interestValue": 0.0,
                                    "taxValue": 80.79,
                                    "totalValue": 1175.54,
                                    "installmentValue": 293.88,
                                    "installmentInterest": 0.0,
                                    "installmentTax": 20.2,
                                    "dueDates": [
                                        "2022-11-20T00:00:00Z",
                                        "2022-12-01T12:00:00Z",
                                        "2023-01-01T12:00:00Z",
                                        "2023-02-01T12:00:00Z"
                                    ]
                                },
                                {
                                    "identifier": "ea56d214-2f4e-48a9-8ce4-e3c9d1ab8fe5",
                                    "number": 5,
                                    "commissionValue": 218.95,
                                    "netValue": 1094.75,
                                    "interestValue": 0.0,
                                    "taxValue": 80.79,
                                    "totalValue": 1175.54,
                                    "installmentValue": 235.11,
                                    "installmentInterest": 0.0,
                                    "installmentTax": 16.16,
                                    "dueDates": [
                                        "2022-11-20T00:00:00Z",
                                        "2022-12-01T12:00:00Z",
                                        "2023-01-01T12:00:00Z",
                                        "2023-02-01T12:00:00Z",
                                        "2023-03-01T12:00:00Z"
                                    ]
                                },
                                {
                                    "identifier": "1010e97a-5b3e-44ef-8c3d-0f84156a410f",
                                    "number": 6,
                                    "commissionValue": 218.95,
                                    "netValue": 1094.75,
                                    "interestValue": 0.0,
                                    "taxValue": 80.79,
                                    "totalValue": 1175.54,
                                    "installmentValue": 195.92,
                                    "installmentInterest": 0.0,
                                    "installmentTax": 13.46,
                                    "dueDates": [
                                        "2022-11-20T00:00:00Z",
                                        "2022-12-01T12:00:00Z",
                                        "2023-01-01T12:00:00Z",
                                        "2023-02-01T12:00:00Z",
                                        "2023-03-01T12:00:00Z",
                                        "2023-04-01T12:00:00Z"
                                    ]
                                }
                            ]
                        }
                    ]
                }
            }
        ]
    },
    "success": true,
    "executed": "2022-11-23T17:29:37.5394123Z"
}

Explicando campos de retorno

Diferente do Response de Cotação, o de proposta possui um campo a mais logo após o "Status", que seria o proposal:

"proposal": {
            "number": "34990940670001",
            "date": "2023-05-23T19:09:27.6820058Z",
            "documentUrl": ""
        }

Field: number Type: text

Número da proposta.

---

Field: date Type: date

Data que a proposta foi criada.

---

Field: documentUrl Type: text

Link do documento da proposta.