Insurance Developer Guide
jNote: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Endorse Insurance Policy Action
This action is available in API version 63.0 and later.
Supported REST HTTP Methods
- URI
- /services/data/v68.0/actions/standard/endorseInsurancePolicy
- Formats
- JSON
- HTTP Methods
- POST
- Authentication
- Authorization: Bearer token
Inputs
| Input | Details |
|---|---|
| endorsePolicyIAInputRep |
Type Apex-defined Description An Apex ConnectApi.EndorsePolicyIAInputRep record that contains the details of the policy to be endorsed. To calculate billing, specify billingRecord details if Career Billing is enabled in your org. |
Outputs
| Output | Details |
|---|---|
| endorsedPolicyId |
Type String DescriptionID of the endorsed insurance policy. |
Example
Sample Request.
1{
2"inputs": [
3 {
4 "EndorsePolicyIAInputRep": {
5 "contextId": "5dbc40312f69b2d8cb4e7042a700d06f32fc5b9df7de3eabc94aa19a66ed77b3",
6 "policyId": "0YTxx00000001IfGAI",
7 "effectiveDate" : "2024-06-06",
8 "insurancePolicy": {
9 "policyName": "Endorsed Test Auto Ins policy",
10 "policyNumber": "PLC5678987"
11 },
12 "transactionRecord": {
13 "name": "Endorsed Policy Transaction"
14 },
15 "billingRecord":{
16 "billDayOfMonth": 15,
17 "billToContact": "003xx000000001aEAA"
18 },
19 "additionalInput": [
20 {
21 "instanceKey": "AutoBundle2",
22 "additionalFieldsList": [
23 {
24 "key":"AssetDescription__c",
25 "value": "Test_AssetDescription__c"
26 },
27 {
28 "key":"SourceSystem",
29 "value": "Test_SourceSystem"
30 }
31 ]
32 },
33 {
34 "instanceKey": "AutoDriver",
35 "additionalFieldsList":[
36 {
37 "key": "ParticipantName",
38 "value": "Test_ParticipantName"
39 },
40 {
41 "key":"Participant_Hometown__c",
42 "value": "Test_Participant_Hometown__c"
43 }
44 ]
45 },
46 {
47 "instanceKey": "AutoRoot",
48 "additionalFieldsList": [
49 {
50 "key": "Primary_Policy_Holder__c",
51 "value": "Test_Primary_Policy_Holder__c"
52 },
53 {
54 "key":"PolicyDescription",
55 "value": "Test_PolicyDescription"
56 }
57 ]
58 },
59 {
60 "instanceKey": "AutoBundle2_AutoComp1",
61 "additionalFieldsList": [
62 {
63 "key": "Coverage_Description__c",
64 "value": "Test_Coverage_Description__c"
65 },
66 {
67 "key": "Description",
68 "value": "Test_Description"
69 }
70 ]
71 }
72 ]
73 }
74
75 }
76 ]
77}Sample Response
1[
2 {
3 "actionName": "endorseInsurancePolicy",
4 "errors": null,
5 "invocationId": null,
6 "isSuccess": true,
7 "outcome": null,
8 "outputValues": {
9 "endorsedPolicyId": "0YTSG000000PgVV4A0"
10 },
11 "sortOrder": -1,
12 "version": 1
13 }
14]