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 Policy (POST, PATCH)
Create an endorsement policy draft or complete endorsing a policy by using the
insurance policy ID.
- Resource
-
1/connect/insurance/brokerage/policies/policyId/endorse - Resource example
-
1https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/brokerage/policies/0YTxx0000000001GAA/endorse - Available version
- 67.0
- HTTP methods
- POST, PATCH
- Request parameters for POST and PATCH
-
Parameter Name Type Description Required or Optional policyId Id ID of the insurance policy to endorse or create an endorsement draft for. The key prefix is 0YT. Required - Request body for POST and PATCH
-
- JSON example
-
1"fieldValueMap": { 2 "EffectiveFromDate": "2026-06-01" 3 } - Properties
-
Name Type Description Required or Optional Available Version fieldValueMap Object JSON object that contains key-value pairs to store details of insurance policy. The key must be the API name and is case sensitive. Required 67.0
- Response body for POST
- Insurance Policy Draft Response
- Response body for PATCH
- Insurance Policy Issue Details