Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Brokerage Business APIs
Resources
Bulk Renew Policy (POST)
Cancel Policy (PATCH)
Commission Processing (POST)
Cost Calculation (PATCH)
Endorse Policy (POST, PATCH)
Expected Revenue (PATCH)
Insurance Billing Schedules (POST)
Issue Policy (PATCH)
Plan Benefits (GET, POST, PATCH, DELETE)
Plan Benefits Product Model (GET)
Reinstate Policy (POST)
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

Note: 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.

Issue Policy (PATCH)

Issue a policy using the policy ID.
Resource
1/connect/insurance/brokerage/policies/policyId/issue
Resource example
1https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/brokerage/policies/0YTxx0000000001GAA/issue
Available version
67.0
HTTP methods
PATCH
Request parameters for POST
Parameter Name Type Description Required or Optional
policyId Id ID of the insurance policy to issue. The key prefix is 0YT. Required
Response body for PATCH
Insurance Policy Issue Details