Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Group Benefits Business APIs
Resources
Create Quote From Insurance Contract (POST)
Deep Clone Group Census (POST)
Endorse Contract (POST)
Map Group Census Fields (POST)
Member Overrides (POST, DELETE)
Group Renewal (POST)
Group Census Price Comparisons (POST)
Group Census Members With Plans (POST, PATCH)
Generate Insurance Contract Transactions (POST)
Generate Group Census From Insurance Contract (POST)
Update Group Census (PATCH)
Generate or Update Group Census Members (POST)
Group Enrollment (POST)
Individual Enrollment (POST)
Insurance Person Accounts and Users (POST)
Insurance Contacts and Users (POST)
Insurance Member Rating (POST)
Insurance Bulk Census Management (POST)
Insurance Group Census Members (POST, PATCH, DELETE)
Insurance Group Census Members Delete (POST)
Insurance Group Rating (POST)
Insurance Census Summary Sync (POST)
Insurance Member Plans (POST, PATCH)
Insurance Member Plans Delete (POST)
Insurance Member Eligible Plans (GET)
Insurance Plans Eligibility Check (POST, PATCH)
Issue Contract From Quote Asynchronous (POST)
Issue Contract From Quote (POST)
Member Policies Adjustment (POST)
Member Plans Adjustment (POST)
Renew Contract (POST)
Requests
Responses
Insurance Group Benefits Apex Reference
Insurance Group Benefits Standard Invocable Actions
Insurance Group Benefits Metadata API Types
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

Generate Insurance Contract Transactions (POST)

Generate contract-level transaction details for a group benefits contract over a specified date range. The API groups existing policy transactions into InsuranceContractTrxn (header) and InsuranceContractTrxnDetail (line item) records. This API runs asynchronously and returns a job ID to track the job status.
Resource
1/connect/insurance/contracts/contractId/actions/generate-transactions
Resource example
1https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/contracts/800xx0000004C92AAE/actions/generate-transactions
Available version
68.0
HTTP methods
POST
Path parameter for POST
Parameter Name Type Description Required or Optional Available Version
contractId String ID of the insurance contract. Required 68.0
Request body for POST
JSON example
1{
2  "name": "Q1-2026-Transactions",
3  "fromDate": "2026-01-01",
4  "toDate": "2026-03-31"
5}
Properties
Name Type Description Required or Optional Available Version
fromDate String Start date of the time period for which you want to generate contract transactions, in YYYY-MM-DD format. Required 68.0
name String Name of the transaction generation job. Use a descriptive name so that you can identify the job later. Optional 68.0
toDate String End date of the time period for which to generate contract transactions, in YYYY-MM-DD format. Must be on or after the fromDate. Required 68.0
Response body for POST
Insurance Contract Transactions Generation Response