CLIENT_VALIDATION

This event is fired when a customer's identity is being checked for compliance issues.

When and what fires this event?

If this event is defined on a product, and it has actions that are enabled:

IOI Copilot: fires this event before requesting quotes in the Account Builder;
Portal: fires this event before requesting quotes;
Fired externally via API on-demand.

Request payload

POST: https://api.dais.com/ioi/v1/event/fire

{    "lineId": "262e67be-c08c-43c0-bb51-06fe4408b4e9",    "type": "CLIENT_VALIDATION",    "payload": {        "referrer": "referrer",        "intake": {            "qid": "answer1",            "qid2": "answer2"        },        "clientId": "3107a2fc-9a63-4e14-9a83-e4c325f4242b"    }}

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Event fields:

Property	Required	Description
`lineId`	`true`	UUID for the line to validate this client against
`type`	`true`	Must be set to `CLIENT_VALIDATION`
`payload`	`true`	Explained below

Payload fields

Property	Required	Description
`referrer`	`false`	Optional String value to track a referral
`intake`	`true`	Map of QID to answer
`clientId`	`true`	UUID for the client you wish to validate

Response payload

{    "triggerRequestId": "3282bbc7-8113-419c-b53d-9c84c150f3c4",    "executedActionCount": 3,    "expectedResponseCount": 0,    "metadata": {        "OFAC": {            "OFACCheckPassed": true        },        "OFAC_BRIDGER": {            "OFACCheckPassed": true        },        "MVR": {            "MVRCheckPassed": true,            "totalViolationCount": 0        }    }}

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