Page Comparison

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Questionnaire Scheme
qasCustProfile	object	optional	A root object that holds information on questionnaire items. Check Questionnaire Scheme bellow.
source	string	required	Enumeration value that defines to source of the data provided for questionnaire: crm - the partner system’s CRM tool
categories	array	required	An array of objects containing clusters of questions merged into categories. Each object is defined by Questionnaire Category Scheme bellow.
Questionnaire Category Scheme
id	string	required	An A numeric identifier for the questionnaire category “object”category or “default” for non-object categories on Thinksurance Platform.
questions	array	required	An array of objects containing concrete combinations of questions and answers. Each object is defined by Questionnaire Question Scheme bellow.
Questionnaire Question Scheme
id	string	required	An identifier for the questionnaire question on Thinksurance Platform. It can be question ID or Tag.
answers	array	required	It is an array of strings. Each value can point either to a concrete textual answer to an open question or to an identifier for the questionnaire answer on Thinksurance Platform.

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HTTP Request with only broker details

Code Block

language	json

# HTTP POST
# /api/broker/fwd/{:token}
# 'Content-Type': 'application/json'
# 'Accept': 'application/json'
{
  "type": 1,
  "bToken": "someBroketAPIToken",
  "bExternalId": "someExternalId"
}
# Expected:
# 1. Redirect URL points to dashboard on Advisory Suite or 
#    landing page of Consult Direct.

HTTP Request with update for broker data

Code Block

language	json

# HTTP POST
# /api/broker/fwd/{:token}
# 'Content-Type': 'application/json'
# 'Accept': 'application/json'
{
  "type": 1,
  "bToken": "someBroketAPIToken",
  "bExternalId": "someExternalId",
  "bFirstName": "Max",
  "bLastName": "Mustermann",
  "bEmail": "max.mustermann@awesome.company.de",
  "bCompany": "Awesome Company"
}
# Expected:
# 1. Redirect URL points to dashboard on Advisory Suite or 
#    landing page of Consult Direct.
# 2. Broker data is updated

HTTP Request with created or updated customer

Code Block

language	json

# HTTP POST
# /api/broker/fwd/{:token}
# 'Content-Type': 'application/json'
# 'Accept': 'application/json'
{
  "type": 1,
  "bToken": "someBroketAPIToken",
  "bExternalId": "someExternalId",
  "cFirstName": "Max",
  "cLastName": "Mustermann",
  "cExternalId": "someCustomerId",
  "cEmail": "customer@gmail.com",
  "cExternalReferences": [
    {
      "origin": "crm",
      "paramKey": "AccountNumber",
      "paramValue": "1233436547564erf5434"
    }
  ],
  "crmIdent": "openVIVAv1"
}
# Expected:
# 1. Redirect URL points to Customer dashboardinformation page on Advisory Suite or 
#    landing page of Consult Direct.
# 2. Customer is either created or updated if the customer with
#    the same external id exists.

HTTP Request with created or updated customer and created inquiry

Code Block

language	json

# HTTP POST
# /api/broker/fwd/{:token}
# 'Content-Type': 'application/json'
# 'Accept': 'application/json'
{
  "type": 1,
  "bToken": "someBroketAPIToken",
  "bExternalId": "someExternalId",
  "cFirstName": "Max",
  "cLastName": "Mustermann",
  "cExternalId": "someCustomerId",
  "cEmail": "customer@gmail.com",
  "cExternalReferences": [
    {
      "origin": "crm",
      "paramKey": "AccountNumber",
      "paramValue": "1233436547564erf5434"
    }
  ],
  "crmIdent": "openVIVAv1",
  "professionId": 253,
  "productId": 95,
  "instantInquiryCreation": "True"true
}
# Expected:
# 1. Redirect URL points to the consultation overview on Advisory Suite 
#    or questionnaire page of Consult Direct.
# 2. Consultation is created for the provided profession.
# 3. Customer is created or updated.
# 4. Customer is attached for the consultation.
# 5. Inquiry is created for the provided product and created consultation.

HTTP Request with created or updated customer, created inquiry and questionnaire pre-populated

Code Block

language	json

# HTTP POST
# /api/broker/fwd/{:token}
# 'Content-Type': 'application/json'
# 'Accept': 'application/json'
{
  "type": 1,
  "bToken": "someBroketAPIToken",
  "bExternalId": "someExternalId",
  "cFirstName": "Max",
  "cLastName": "Mustermann",
  "cExternalId": "someCustomerId",
  "cEmail": "customer@gmail.com",
  "cExternalReferences": [
    {
      "origin": "crm",
      "paramKey": "AccountNumber",
      "paramValue": "1233436547564erf5434"
    }
  ],
  "crmIdent": "openVIVAv1",
  "professionId": 253,
  "productId": 95,
  "instantInquiryCreation": "True"true,
  "qasCustProfile": { 
    "categories": [
      { 
        "id": "1default", 
        "questions": [ 
          { 
            "id": "100"
            "answers": [ "10001" ]
          },
          { 
            "id": "101"
            "answers": [ "10011" ]
          },
          { 
            "id": "100customer.fullname"
            "answers": [ "Max Mustermann" ]
          }
        ]
      },
      { 
        "id": "2", 
        "questions": [ 
          { 
            "id": "200"
            "answers": [ "20001", "20007" ]
          },
          { 
            "id": "201"
            "answers": [ "10000 eur" ]
          }
        ]
      }
    ]
  }
}
# Expected:
# 1. Redirect URL points to the consultation overview on Advisory Suite 
#    or questionnaire page of Consult Direct.
# 2. Consultation is created for the provided profession.
# 3. Customer is created or updated.
# 4. Customer is attached for the consultation.
# 5. Inquiry is created for the provided product and created consultation.
# 6. Some questions from questionnaire are pre-populated.

Successful HTTP Response without created inquiry

Code Block

language	json

# HTTP 200 status code
# 'Content-Type': 'application/json'
{
  "url": "https://app.thinksurance.de/api/broker/switch/abcdef1234567890"
}

Successful HTTP Response with created inquiry

Code Block

language	json

# HTTP 200 status code
# 'Content-Type': 'application/json'
{
  "url": "https://app.thinksurance.de/api/broker/switch/abcdef1234567890",
  "inquiryId": 12345,
  "inquiryHash": "a1b2c3d4e5f6"
}

Failed HTTP Response

Code Block

language	json

# HTTP 200 status code
# 'Content-Type': 'application/json'
{
  "error": "BrokerAPI: Invalid parameters"
}

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Versions Compared

Old Version 29

New Version 30

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