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The parameters below define the data requisite for creating a consultation and inquiry. Combinations for one or both of these entities, as well as the specific time of creation, may vary, and further details are expounded upon in the document, particularly within the context of the redirect URL outcome.

instantInquiryCreation

string

optional1

Enumeration value that defines if a new inquiry should be created on Thinksurance Platform during Broker Forward. In case both productId and professionId are present, inquiry will be created during later, Switch action.

  • True - new inquiry will be created if further validation rules are met (see bellow).

  • False - skip creation.

productId

int

optional2

An identifier for the product on Thinksurance Platform.

professionId

int

optional2

An identifier for the profession on Thinksurance Platform.

iExternalReferences

array

optional

An array of objects, containing custom values requested to properly identify the entity on the partners system related to the inquiry.

Anchor
inquiry
inquiry
Explanations:

1 available only if type is set to 1
2 required if instantInquiryCreation is set to True

External References definition

This section contains the structure of the ExternalReferences object. This object serves the purpose of storing supplementary identifiers from the partner system for both the customer and inquiry. The structural design of these objects facilitates the creation of new references, updating existing ones, or deleting those deemed necessary.

origin

string

required

Enumeration value that defines to source of the external reference attached to either customer or inquiry:

  • crm - general CRM tool

  • broker_crm - CRM tool from the broker side

  • insurer - a tool provided by the insurer

paramKey

string

required

An unique name of the attribute that holds a value from the CRM tool.

paramValue

string

optional1

A concrete value of the attribute from the CRM tool.

Anchor
references
references
Explanations:

1 if set to empty string, the record with same origin and paramKey will be deleted on Thinksurance side

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