Create Smart Tag

Creates a new smart tag for the company.

Required fields:

• tagName - Tag identifier (must match pattern /^AII[A-Za-z0-9]+$/)
• tagDisplayName - Display name for the tag
• tagCategories - Array of categories (e.g., [‘quote’, ‘policy’])

Optional fields:

• tagDescription - Description of what the tag does
• tagData - Custom smart tag configuration (see below)

Custom Smart Tag Types:

When creating a custom smart tag, specify the type field in tagData. Available types include:

Coverage & Premium Types:

• coveragePremium - Coverage premium amount
• coveragePremiumTax - Coverage premium tax
• coveragePremiumPlusTax - Coverage premium plus tax
• specificCoverageProperty - Specific coverage property
• specificCoverageLimit - Specific coverage limit

Policy Types:

• policy - Policy-level data
• policyLevelRatingOutput - Policy-level rating outputs
• policyList - List of policies
• policyTable - Policy data table
• firstPolicyCoverage - First policy coverage
• firstPolicyLimit - First policy limit

Insured Types:

• insuredsSchedule - Schedule of insureds
• selectedInsured - Selected insured data
• primaryInsured - Primary insured information
• primaryInsuredCoverageRatingOutput - Primary insured coverage rating output
• primaryInsuredCoverageRatingOutputTable - Primary insured coverage rating output table
• insuredCoverageRatingOutputsTable - Insured coverage ratings outputs table
• summedInsuredCoverageRatings - Summed insured coverage ratings
• insuredClaimsTable - Insured claims table

Other Types:

• dynamic - Dynamic field lookup (most flexible for custom fields)
• staticTable - Static table data
• stateSpecificDisclosures - State-specific disclosure text
• eventFinancialAmount - Event financial amount

Allowed tagData fields:

• type - Smart tag type (required if using custom smart tags)
• fieldId - Field identifier
• fieldKey - Field key
• fieldLabel - Field label
• fieldSection - Field section
• entityType - Entity type
• outputLabel - Output label
• coverageKey - Coverage key
• filters - Filter conditions (array)
• columns - Column definitions (array)

Required permission: company:update