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
Create and Manage Insurance Policies Without 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
Cancel Policy
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 Multi-Root Policy

Creates a new multi-root insurance policy when quoting is managed outside Salesforce by a third-party system. This process uses the Rating API to generate a priced context and create a parent–child policy structure without persisting a quote record.

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

  • Inputs provided to the Issue Multi-Root Policy API in addition to the context ID. These inputs include policy-level details such as policy name, effective start and end dates.
  • The context is priced using the Rating API before calling the Issue Multi-Root Policy API.
  1. (Optional) Run Qualification Rules—To determine eligibility before pricing, run qualification rules by making a POST request on the CreateUpdateQuote API with saveQuote=false.
    Returns an updated context that contains eligibility results without saving a Quote record.
  2. Generate Price-adjusted Context—Generate a price-adjusted context by using one of the following methods:
    Returns a price-adjusted context that includes calculated premiums required for policy issuance.
  3. Issue Multi-Root Policy—Use the context details, specifically the context ID, along with user inputs to issue a multi-root policy by using one of the following methods:
  • Returns an Async Request ID as a response to track the job status.
  • Creates a multi-root policy with the following structure:
    • A parent policy that represents the policy lifecycle.
    • One or more insured child policies are created for each root product bundle and linked 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.