What are Custom Plugins?
Custom Plugins enable users of the Platform to create custom integrations, transform data, and automate workflows without requiring Platform-specific coding by Dais engineering teams. By leveraging tools like JavaScript and API integrations, custom plugins allow users to tailor to unique business needs.
Key Features of Custom Plugins
- Custom Data Logic: Use JavaScript to process and transform data.
- API Integration: Seamlessly integrate with external systems to fetch or send data through configurable API integrations. NOTE: The Dais Platform currently supports only RESTful JSON-based third-party API integrations.
- Workflow Automation: Chain multiple steps for powerful data manipulation.
- Pull starting data from product sources such as intake forms, quotes, policies, or events and manipulate or combine with third party data.
How do I set up Custom Plugins?
1. From the product configuration section, navigate to the "custom plugins" tab
2. Click on 'create new plugin.'
2. Give your plugin a name (this will be displayed in the plugins list during mapping) and define the plugin type:
Pre-Quote: Actions before generating a quote.
Quote: Actions triggered by quote generation.
Policy: Policy-level custom logic.
Endorsement/Cancellation: Actions tied to specific events (e.g., endorsements).
3. Save your plugin.
4. Add your integration and JavaScript steps - you can have a number of different steps contained within a plugin. You can choose from API (similar to setting up a conversational API) and Javascript (used to gather and manipulate data already present in the system to set up forms for dynamic forms mapping ). The Final Step ties the various steps together. Please note that every custom plugin must include a Final Step.
5. Save and test your plugin. You will need to use an existing clientId, quoteId, or policyId to test, depending on what type of plugin you are configuring.
5. Save your plugin
6. You can now use the plugin in any relevant workflows, such as rating spreadsheets, API calls, or document generation. For example, you can map values from a "prequote" custom plugin to a rating worksheet.
Example Use Cases
Tax Calculations
- Fetch tax rates via an external API and calculate total tax for transactions.
Risk Assessment
- Use intake data (e.g., location, income, driving history) to calculate a risk score.
EX: Add a risk score to quotes and policies for underwriter evaluation.
OFAC Compliance Checks
- Validate customer names against compliance databases before proceeding with quotes or policies.
Customized API Integrations
- Fetch and combine data from multiple external systems to streamline workflows.
EX: Retrieve IDs from CRMs for specific actions.
What's Next?
To get started with Custom Plugins, follow the above instructions to try creating your first custom plugin. To schedule a demo of this feature specific to your use case, please contact support@dais.com