Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Policy Business APIs
Insurance Policy Standard Invocable Actions
Insurance Policy Administration Metadata API Types
Insurance Policy Standard Objects
Insurance Policy Administration Apex Reference
Insurance Policy Developer Journey
Create and Manage Insurance Policies by Using Salesforce Quoting
Endorse Policy
Issue Policy
Renew Policy
Create Out of Sequence Policy Endorsement
Issue Multi-Root Policy
Endorse Multi-Root Policy
Renew Multi-Root Policy
Create and Manage Insurance Policies Without Using Salesforce Quoting
Cancel Policy
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
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Endorse Multi-Root Policy

Modifies an active multi-root insurance policy by creating new versions of the parent policy and all child policies, regardless of which child policy is changed. The resulting policy versions include recalculated standard and prorated premiums based on the endorsement effective date.

Make sure you have these details before endorsing a multi-root policy

  • The Policy ID of the active parent insurance policy to be endorsed.
  • The Pricebook ID required to generate the endorsement quote.
  • Details of the modifications to apply to the policy, such as coverages to add or remove and updated limit amounts.
  • For multi-root quotes configured through the Quote UI, click the Reprice All button on the Transaction Line Item Table (TLT) after all products are configured to ensure pricing and aggregate amounts are correctly reflected at the quote level.
  1. Get Policy Context—Retrieve the policy context by using the policy ID through one of the following methods:
  2. Create Endorsement Quote—Use the policy context to create the endorsement quote container by using one of the following methods:
    Specify the contextId and pricebookId during the API call.
    Creates an endorsement quote associated with the active policy. After the policyholder confirms the updated quote price, proceed with the next steps in the endorsement workflow.
  3. Create or Update Quote (PATCH)—Configure and price the endorsement changes by making a PATCH request to the CreateUpdateQuote API using the quoteId and user inputs.

    For multi-root policies, ensure pricing is recalculated across all root products to accurately compute aggregate totals and prorated term premiums.

    Note

  4. Endorse Multi-Root Policy—Use the updated context to endorse the policy by using one of the following methods:
  • Returns an Async Request ID in the response to track the job status.
  • Creates a new version of the parent policy and all associated child policies.
  • Recalculates standard and prorated premiums based on the endorsement effective date and rolls them up to the parent policy.
  • Creates a corresponding transaction record for each child policy. In addition, creates a parent policy transaction that represents the rolled-up premium from all associated child policy transactions.
  • Generates transaction records that document the financial impact of the endorsement.