CreateReferralDto

agentIdstringrequired

insurerProductIdstringrequired

Insurer product ID — required. Referrals cannot select a bare product category.

productPlanIdstring

clientFirstNamestringrequired

Possible values: non-empty and <= 100 characters

clientLastNamestringrequired

Possible values: non-empty and <= 100 characters

clientEmailstring

clientPhonestringrequired

Possible values: >= 6 characters and <= 30 characters

clientNationalIdstring

clientDobstring

clientAddressstring

requestedCoveragenumber

Possible values: >= 0

currencystring

duplicateOverrideReasonstring

Ops override reason when the referral duplicates a recent one for the same client + product. Required + audited when ReferralOverrideDuplicate is used to bypass the block.

Possible values: >= 10 characters and <= 500 characters

consentEvidenceIdstring

DataTransferConsent id proving fresh consent from a client whose prior consent was withdrawn. Required only when the client's phone hash matches a withdrawn-consent Client row.

CreateReferralDto

{
  "agentId": "string",
  "insurerProductId": "string",
  "productPlanId": "string",
  "clientFirstName": "string",
  "clientLastName": "string",
  "clientEmail": "string",
  "clientPhone": "string",
  "clientNationalId": "string",
  "clientDob": "string",
  "clientAddress": "string",
  "requestedCoverage": 0,
  "currency": "string",
  "duplicateOverrideReason": "string",
  "consentEvidenceId": "string"
}