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.
Build a Self-service Quote and Policy Creation Functionality for Community Portal Users
This user journey applies when a user, such as a policyholder or partner, logs into a
customer community portal to select a product, view its price, and configure its attributes. The
user then creates a quote, and proceeds to issue a policy.
Assumption
It’s assumed that the user logs into the community portal, selects a product to generate a quote, and then gets the policy issued.
Use these steps to build the user journey.
-
Generate Priced Context—Make a POST request on the Insurance
Product Rating Connect API with the required inputs to generate the price
adjusted context.
This request returns the context ID in the response.
-
Create Quote—Use the context ID to create a quote either
by:
- Making a POST request on the Insurance Quote Connect API, or
- Using the Create Insurance Quote invocable action.
This request returns a quote ID in the response. -
Get Quote Context—Use the quote ID to retrieve the quote
details either by:
- Making a GET request on the Insurance Quote Details Connect API, or
- Using the Get Insurance Quote Details invocable action.
This request returns the context ID in the response that contains the context of the quote. -
Issue Policy—Use the retrieved quote context to create a
policy record either by:
- Making a POST request on the Issue Insurance Policy Connect API, or
- Using the Issue Insurance Policy invocable action.