Insurance Developer Guide
jIssue Insurance Policy Action
Issue an insurance policy by using a set of user inputs that represent policy
details.
This action is available in API version 63.0 and later.
Supported REST HTTP Methods
- URI
- /services/data/v67.0/actions/standard/issueInsurancePolicy
- Formats
- JSON
- HTTP Methods
- POST
- Authentication
- Authorization: Bearer token
Inputs
| Input | Details |
|---|---|
| issuePolicyIAInputRep |
Type Apex-defined Description An Apex ConnectApi.IssuePolicyIAInputRep record that contains the details of the policy to be issued. To calculate billing, provide billingRecord details if Career Billing is enabled in your org. |
Example
Sample Request
1{
2"inputs": [
3 {
4 "IssuePolicyIAInputRep": {
5 "contextId": "c98a08a0a9725b7a7d42c35d02e49d80c77a5aae4ea687b0bf09a7997d2af3d3",
6 "insurancePolicy": {
7 "policyName": "Test Auto Ins policy Via REST",
8 "policyNumber": "PLC5678987",
9 "effectiveFromDate" : "2024-01-01",
10 "effectiveToDate" : "2024-12-31",
11 "standardFee": "1011"
12 },
13 "transactionRecord": {
14 "name": "Sold Policy Transaction"
15 },
16 "billingRecord": {
17 "billDayOfMonth": 15,
18 "billToContact": "003xx000000001aEAA"
19 },
20 "additionalInput": [
21 {
22 "instanceKey": "AutoBundle2",
23 "additionalFieldsList": [
24 {
25 "key":"AssetDescription__c",
26 "value": "Test_AssetDescription__c"
27 },
28 {
29 "key":"SourceSystem",
30 "value": "Test_SourceSystem"
31 }
32 ]
33 },
34 {
35 "instanceKey": "AutoDriver",
36 "additionalFieldsList":[
37 {
38 "key": "ParticipantName",
39 "value": "Test_ParticipantName"
40 },
41 {
42 "key":"Participant_Hometown__c",
43 "value": "Test_Participant_Hometown__c"
44 }
45 ]
46 },
47 {
48 "instanceKey": "AutoRoot",
49 "additionalFieldsList": [
50 {
51 "key": "Primary_Policy_Holder__c",
52 "value": "Test_Primary_Policy_Holder__c"
53 },
54 {
55 "key":"PolicyDescription",
56 "value": "Test_PolicyDescription"
57 }
58 ]
59 },
60 {
61 "instanceKey": "AutoBundle2_AutoComp1",
62 "additionalFieldsList": [
63 {
64 "key": "Coverage_Description__c",
65 "value": "Test_Coverage_Description__c"
66 },
67 {
68 "key": "Description",
69 "value": "Test_Description"
70 }
71 ]
72 }
73 ]
74 }
75 }
76 ]
77}Sample Response
1[
2 {
3 "actionName": "issueInsurancePolicy",
4 "errors": null,
5 "invocationId": null,
6 "isSuccess": true,
7 "outcome": null,
8 "outputValues": {
9 "issuedPolicyId": "0YTSG000000PgSH4A0"
10 },
11 "sortOrder": -1,
12 "version": 1
13 }
14]