Endorse Policy (POST, PATCH)

Create an endorsement policy draft or complete endorsing a policy by using the insurance policy ID.
Resource
1/connect/insurance/brokerage/policies/policyId/endorse
Resource example
1https://yourInstance.salesforce.com/services/data/v67.0/connect/insurance/brokerage/policies/0YTxx0000000001GAA/endorse
Available version
67.0
HTTP methods
POST, PATCH
Request parameters for POST and PATCH
Parameter Name Type Description Required or Optional
policyId Id ID of the insurance policy to endorse or create an endorsement draft for. The key prefix is 0YT. Required
Request body for POST and PATCH
JSON example
1"fieldValueMap": {
2    "EffectiveFromDate": "2026-06-01"
3  }
Properties
Name Type Description Required or Optional Available Version
fieldValueMap Object JSON object that contains key-value pairs to store details of insurance policy. The key must be the API name and is case sensitive. Required 67.0
Response body for POST
Insurance Policy Draft Response
Response body for PATCH
Insurance Policy Issue Details