Endorse Insurance Brokerage Policy Action

Complete an in-progress endorsement of an insurance brokerage policy.

This action is available in API version 67.0 and later.

Special Access Rules

The Endorse Insurance Brokerage Policy action is available in Enterprise, Unlimited, and Developer Editions where Financial Service Cloud and Insurance Brokerage are enabled. To use this action, you need the Insurance Brokerage User permission set.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/endorseInsBrokeragePolicy

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
`inputRep`	Apex-defined	Required. An Apex ConnectApi__EndorseBrokeragePolicyIAInputRep record that contains the ID of the insurance brokerage policy to endorse.

Outputs

Output	Type	Description
`transactionId`	string	Transaction ID that’s generated during the policy endorsement process.

Example

POST

This sample request is for the Endorse Insurance Brokerage Policy action.

1{
2  "inputs": [
3    {
4      "inputRep": {
5        "policyId": "0YjXX0000000001"
6      }
7    }
8  ]
9}

This is a sample request to call this invocable action from Apex code.

1// Create the standard Invocable Action for endorsing a brokerage policy
2Invocable.Action action = Invocable.Action.createStandardAction('endorseInsBrokeragePolicy');
3
4// Instantiate the input object
5ConnectApi.EndorseBrokeragePolicyIAInputRep input = new ConnectApi.EndorseBrokeragePolicyIAInputRep();
6
7// Required: Set the Policy ID of the brokerage policy to be endorsed
8input.policyId = '0YjXX0000000001';
9
10// Set the invocation parameter and invoke
11action.setInvocationParameter('endorseBrokeragePolicyIAInputRep', input);
12List<Invocable.Action.Result> results = action.invoke();
13
14System.debug('Endorse Brokerage Policy Invocable Action result = ' + results);

This is the sample response for the Endorse Insurance Brokerage Policy action.

1[
2  {
3    "actionName": "endorseInsBrokeragePolicy",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "transactionId": "txn_abc123def456"
10    },
11    "sortOrder": -1,
12    "version": 1
13  }
14]