Client Data

All client information is stored under the tenant of the API_KEY owner. Furthermore, all changes to client information are tracked and archived, so that client data can be retrieved at any particular point in time.

This is done to enable input comparisons between times different quotes are generated, and even for Errors and Omission (E&O) tracking purposes.

{  "clientId": "220c4020-7f20-4a16-ba51-d0945804dd83",  "clientName": "Business Name",  "clientType": "COMMERCIAL",  "locationCode": "HQ",  "clientData": [    {      "qid": "client.name.first",      "answer": "Bob",      "answeredDate": "2020-12-14T20:28:00.369Z"    },    {      "qid": "client.name.last",      "answer": "Smith",      "answeredDate": "2020-12-14T20:28:00.369Z"    },    {      "qid": "location.office.count",      "answer": "2",      "answeredDate": "2020-12-14T20:27:51.959Z"    },    {      "qid": "city",      "loopQIDPath": "location.office[0]",      "answer": "New York",      "answeredDate": "2020-12-14T20:27:56.812Z"    },    {      "qid": "city",      "loopQIDPath": "location.office[1]",      "answer": "Chicago",      "answeredDate": "2020-12-14T20:27:56.812Z"    }  ]}

• clientId: Each client is assigned a unique clientId. If clientId is specified, then it is expected that you are attempting to update an existing client. If a specified client is not found using this clientId a 404:Not Found error is returned.
• clientType: Specify if client is COMMERCIAL or PERSONAL
• locationCode: If your organization uses locationCodes, this is where you can specify it for a client
• clientData: Array of answer data
  • qid: Question identifier (qid) as per question API
  • answer: Answer for the question
  • answerDate: ISO-8601 formatted timestamp of when the answer was saved
  • loopQIDPath: If this answer is for a question inside a loop, then this field will show the qid(s) and index in the array where it was answered.

Save client data

PUT: https://api.dais.com/ioi/v1/client

Post all client data to this endpoint to save it. If clientId is not specified, it is assumed you are creating a new client. If it is specified, and a client with that id exists, then data provided will clobber any existing data for that client.

Retrieve the latest client data

GET: https://api.dais.com/ioi/v1/client/{client_id}

Get client data by specifying a clientId. If client is not found, HTTP 404 is returned.

Retrieve data from a specific point in time

GET: https://api.dais.com/ioi/v1/client/{client_id}/datetime/{date}

To get the state of client data at a specific point in time, specify date in ISO-8601 format (i.e. 2020-12-14T20:27:56.812Z)