Create a Member (Policy Holder) from a Proposal

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Overview

Creates a new member (policyholder) record from the proposal's data and assigns it to the proposal. Proposals cannot be bound without an association to a MemberID. This endpoint creates the member record and then automatically associates it with the proposal.

If the proposal already has a MemberID assigned, this endpoint returns an error. If member creation fails due to a validation error, the response is still 200 OK with IsSuccessful: false and the error detail in the Message field.

Preconditions

  • The proposal must not already have a MemberID assigned.

Notes

  • The member record is created entirely from the proposal's applicant data. There is no way to override or supplement the member fields through this endpoint.
  • This endpoint must be called before POST /api/Quotes/Proposals/{proposalId}/BindQuote if the proposal does not already have a member assigned.

Examples

Scenario 1: Successfully create and assign a member:

POST /api/Quotes/Proposals/12345/CreateMember
200 OK
{
  "IsSuccessful": true,
  "RecordID": 555,
  "Message": null
}

Scenario 2: MemberID is already assigned:

POST /api/Quotes/Proposals/12345/CreateMember
500 Internal Server Error
"MemberID already assigned to Proposal record."
Path Params
integer
required

The ID of the Proposal for which you are creating a member record.

Response

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