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Calculate or Recalculate Adjustments (POST, PATCH)

Calculate adjustments for a new loss item (POST) or recalculate adjustments for an existing payment detail record (PATCH) under a claim coverage.

This API uses the default Expression Set Executable Template to perform the calculation and applies the standard policy rules, such as deductibles, co-pays, co-insurance, and limits to an initial claimed amount. You can either extend the executable template to create a custom Expression Set or create an Integration Procedure to include custom calculations.

The API uses the claimedAmount, claimId, and claimCoverageId as input, and returns the final adjustedAmount along with the generated data for Claim Coverage Payment Adjustments (CCPAs) and Insurance Policy Limit Tracking (IPLT) records. This API only returns the data; it doesn't save them in database.

Resource
1/connect/insurance/claims/claimId/coverages/coverageId/calculate-adjustments
Resource example
1https://yourInstance.salesforce.com/services/data/v66.0/connect/insurance/claims/0Zkxx000000001dEAA/coverages/0kPxx000000002fEAA/calculate-adjustments
Available version
65.0
PATCH is available in version 66.0 and later.
HTTP methods
POST, PATCH
Path parameter for POST and PATCH
Parameter Name Type Description Required or Optional Available Version
claimId String ID of the claim for which the payment adjustments must be calculated. Required 65.0
coverageId String ID of the claim coverage record. Required 65.0
Request body for POST
Calculate adjustments during the creation of a Loss item.
JSON example
1{
2  "benefitName": "Car Rental",
3  "claimedAmount": 1500
4}
Properties
Name Type Description Required or Optional Available Version
benefitName String Name of the specific benefit or sub-coverage that's associated with the coverage, as defined in the product attribute mapping. Optional 66.0
claimedAmount Double Amount requested by the claimant when submitting the loss. Required 65.0
Response body for POST
Calculate Adjustments
Request body for PATCH
Recalculate adjustments for an existing payment detail.
JSON example
1{
2  "claimedAmount": 1200.00,
3  "paymentDetailId": "0l2xx0000000001CAA"
4}
Properties
Name Type Description Required or Optional Available Version
claimedAmount Double Amount requested by the claimant when submitting the loss. Optional 66.0
paymentDetailId String ID of the claim coverage payment detail for recalculating adjustments. Optional 66.0
Response body for PATCH
Calculate Adjustments