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/v/actions/standard/issueInsurancePolicy
Formats
JSON
HTTP Methods
POST
Authentication
Authorization: Bearer token
Inputs
| Input | Details |
|---|---|
| issuePolicyIAInputRep |
Type Apex class Description An Apex ConnectApi.IssuePolicyIAInputRep record that contains the details of the policy to be issued. |
Usage
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 "additionalInput": [
17 {
18 "instanceKey": "AutoBundle2",
19 "additionalFieldsList": [
20 {
21 "key":"AssetDescription__c",
22 "value": "Test_AssetDescription__c"
23 },
24 {
25 "key":"SourceSystem",
26 "value": "Test_SourceSystem"
27 }
28 ]
29 },
30 {
31 "instanceKey": "AutoDriver",
32 "additionalFieldsList":[
33 {
34 "key": "ParticipantName",
35 "value": "Test_ParticipantName"
36 },
37 {
38 "key":"Participant_Hometown__c",
39 "value": "Test_Participant_Hometown__c"
40 }
41 ]
42 },
43 {
44 "instanceKey": "AutoRoot",
45 "additionalFieldsList": [
46 {
47 "key": "Primary_Policy_Holder__c",
48 "value": "Test_Primary_Policy_Holder__c"
49 },
50 {
51 "key":"PolicyDescription",
52 "value": "Test_PolicyDescription"
53 }
54 ]
55 },
56 {
57 "instanceKey": "AutoBundle2_AutoComp1",
58 "additionalFieldsList": [
59 {
60 "key": "Coverage_Description__c",
61 "value": "Test_Coverage_Description__c"
62 },
63 {
64 "key": "Description",
65 "value": "Test_Description"
66 }
67 ]
68 }
69 ]
70 }
71 }
72 ]
73}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]