Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Brokerage Business APIs
Resources
Bulk Cancel Policy (POST)
Bulk Renew Policy (POST)
Commission Processing (POST)
Cost Calculation (PATCH)
Expected Revenue (PATCH)
Insurance Policy Prorate (PATCH)
Insurance Policy Rollup (PATCH)
Insurance Billing Schedules (POST)
Plan Benefits (GET, POST, PATCH, DELETE)
Plan Benefits Product Model (GET)
Renew Policy (POST)
Requests
Responses
Insurance Brokerage Standard Invocable Actions
Insurance Brokerage Metadata API Types
Insurance Brokerage Apex Reference
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

Insurance Policy Prorate (PATCH)

Calculate and update prorated amounts, such as premiums, taxes, and fees, for an insurance policy.

Use this API during mid-term policy lifecycle events, such as cancellations or endorsements, to adjust premiums, taxes, and fees based on the effective date of the change.

Resource
1/connect/insurance/policies/policyId/prorate
Resource example
1https://yourInstance.salesforce.com/services/data/v67.0/connect/insurance/policies/0YTxx0000000001AAA/prorate
Path parameter for PATCH
Parameter Name Type Description Required or Optional
policyId String ID of the insurance policy to be prorated. Required
Available version
67.0
HTTP methods
PATCH
Response body for PATCH
Insurance Policy Response