Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Brokerage Business APIs
Resources
Cancel Policy (PATCH)
Commission Processing (POST)
Cost Calculation (PATCH)
Endorse Policy (POST, PATCH)
Expected Revenue (PATCH)
Insurance Policy Prorate (PATCH)
Insurance Policy Rollup (PATCH)
Insurance Billing Schedules (POST)
Issue Policy (PATCH)
Plan Benefits (GET, POST, PATCH, DELETE)
Plan Benefits Product Model (GET)
Reinstate Policy (POST)
Renew Policy (POST)
Requests
Responses
Insurance Brokerage Standard Invocable Actions
Insurance Brokerage Metadata API Types
Insurance Brokerage Apex Reference
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

Insurance Policy Rollup (PATCH)

Calculate and rollup financial amounts, such as premiums, taxes, and fees for an insurance policy.

Use this API to aggregate premiums, taxes, and fees from child policy components, such as coverages or insured items, to the root policy level, ensuring that the totals accurately reflect the sum of all components.

Resource
1/connect/insurance/policies/policyId/rollup
Resource example
1https://yourInstance.salesforce.com/services/data/v67.0/connect/insurance/policies/0YTxx0000000001AAA/rollup
Path parameter for PATCH
Parameter Name Type Description Required or Optional
policyId String ID of the insurance policy for which financial amounts are rolled up. Required
Available version
67.0
HTTP methods
PATCH
Response body for PATCH
Insurance Policy Response