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Create insight maps
post
https://IDD_URL/idd/api/{version}
/{tenantId}/insights/insightmaps
Creates and updates insight maps in the IDD Insight maps table using user-provided details. The table contains the unique "tenant", "recordType", and "instanceurl" record types.
tenantId
stringTenant name
Example:
congasfdc
instanceurl
stringInstance URL
Example:
https://www.conga.com
recordtype
stringRecord type
Example:
MSA
userid
stringUser ID
Example:
a56392269d970c
username
stringUser name
Example:
dummyuser
Request to create, delete, or update an insight map
insights
array[object]insightName
string<string>Insight display name
Example:
Liquidated Damage Cap > $20 mil
insightRatingIcon
string<string>Icon for risk
Example:
https://maxstaticcontentsengg.blob.core.windows.net/max-static-content/database/globalContent/Icons/AgreementDetailsIcon.png
insightRating
string<string>Insights rating
Example:
15
insightRatingLevel
string<string>Rating level
Example:
Very High
summary
string<string>Summary of the criteria plan
Example:
Liquidated Damages Cap > 20 Mil AND contains act of god OR start date < 2021-09-02
type
string<string>Type of insight (risk, warning, etc.)
Example:
Risk
guidance
string<string>Insight guidance
Example:
Needs VP of Finance approval
relatedProvisions
array[object]alternateClause
array[object]criteriaPlan
object:
:
:::::
curl --request POST \--url https://idd_url/idd/api/v2/tenantId/insights/insightmaps \--header 'Accept: application/json' \--header 'Content-Type: application/json' \--header 'X-API-Key: 123' \--data '{"insights": [{"insightName": "Liquidated Damage Cap > $20 mil","insightRatingIcon": "https://maxstaticcontentsengg.blob.core.windows.net/max-static-content/database/globalContent/Icons/AgreementDetailsIcon.png","insightRating": "15","insightRatingLevel": "Very High","summary": "Liquidated Damages Cap > 20 Mil AND contains act of god OR start date < 2021-09-02","type": "Risk","guidance": "Needs VP of Finance approval","relatedProvisions": [{"fieldNumber": "2","fieldName": "Start Date","provider": "Kira","fieldType": "ExtractedField"}],"alternateClause": [{"clauseId": "1234","caluseName": "Start Date"}],"criteriaPlan": {"expressionType": "custom","expression": "(1 AND (2 OR 3 OR 4) AND 5)","criteriaDetails": [{"objectLabel": "Agreement","objectValue": "Apttus__APTS_Agreement__c","objectType": "salesforceObject","fieldLabel": "Start Date","field": "Apttus__Contract_Start_Date__c","fieldType": "Apttus__Contract_Start_Date__c","operator": "<","value": "2021-09-02T00:00:00.000Z","display": "Start Date < 2021-09-02"}]}}]}'
1{2"tenant": "congasfdc",3"record_type": "NDA"4}
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