get
https://{environment}.origamirisk.com/OrigamiApi/api/MetaData/ProposalFieldsEx
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Overview
Returns field metadata for building insurance proposal forms without requiring an existing Proposal record. This is the "extended" version of /api/MetaData/ProposalFields that lets you simulate a hypothetical proposal by providing key parameters instead of a ProposalID
Key Difference from api/MetaData/ProposalFields:
- ProposalFields: Requires existing
proposalId- loads real proposal context from database - ProposalFieldsEx: No database record needed - creates in-memory proposal from parameters you provide
Important: This endpoint creates an in-memory proposal only - no database record is created or modified. It's purely for metadata retrieval.
Use Case
This endpoint is useful when you need to know "What fields would appear IF a user selected these options?" before committing to creating a proposal record. Common scenarios:
- Preview forms during insurance program/carrier selection
- Template-based form generation
- "Configure before create" workflows
- Dynamic form previews based on user selections
Use ProposalFieldsEx when:
- ✅ Building a multi-step wizard where proposal isn't created until the final step
- ✅ You need to preview fields BEFORE creating a proposal record
- ✅ Showing "what fields will I need to fill?" based on carrier/program/state selection
- ✅ Template or form builder applications
- ✅ You don't have a ProposalID yet
Use ProposalFields instead when:
- ❌ You already have an existing Proposal record (use proposalId)
- ❌ Editing an in-progress quote
- ❌ You need access to proposal-specific calculated fields or history