Endorse Insurance Policy Action

Endorse 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/vXX.X/actions/standard/endorseInsurancePolicy

Where XX.X is the latest API version.

Formats: JSON

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs 

InputDetails
endorsePolicyIAInputRepType
Apex-defined
Description
An Apex ConnectApi.EndorsePolicyIAInputRep record that contains the details of the policy to be endorsed. To calculate billing, specify billingRecord details if Career Billing is enabled in your org.

Outputs 

OutputDetails
endorsedPolicyIdType
String
Description
ID of the endorsed insurance policy.

Example 

Sample Request.

1{ 
2"inputs": [
3       {
4           "EndorsePolicyIAInputRep": {
5               "contextId": "5dbc40312f69b2d8cb4e7042a700d06f32fc5b9df7de3eabc94aa19a66ed77b3",
6               "policyId": "0YTxx00000001IfGAI",
7               "effectiveDate" : "2024-06-06",
8               "insurancePolicy": {
9                   "policyName": "Endorsed Test Auto Ins policy",
10                   "policyNumber": "PLC5678987"
11               },
12               "transactionRecord": {
13                   "name": "Endorsed Policy Transaction"
14               },
15               "billingRecord":{
16                   "billDayOfMonth": 15,
17                   "billToContact": "003xx000000001aEAA"
18                 },
19               "additionalInput": [
20                   {
21                       "instanceKey": "AutoBundle2",
22                       "additionalFieldsList": [
23                           {
24                               "key":"AssetDescription__c",
25                               "value": "Test_AssetDescription__c"
26                           },
27                           {
28                               "key":"SourceSystem",
29                               "value": "Test_SourceSystem"
30                           }
31                       ]
32                   },
33                   {
34                       "instanceKey": "AutoDriver",
35                       "additionalFieldsList":[
36                           {
37                               "key": "ParticipantName",
38                               "value": "Test_ParticipantName"
39                           },
40                           {
41                               "key":"Participant_Hometown__c",
42                               "value": "Test_Participant_Hometown__c"
43                           }
44                       ]
45                   },
46                   {
47                       "instanceKey": "AutoRoot",
48                       "additionalFieldsList": [
49                           {
50                               "key": "Primary_Policy_Holder__c",
51                               "value": "Test_Primary_Policy_Holder__c"
52                           },
53                           {
54                               "key":"PolicyDescription",
55                               "value": "Test_PolicyDescription"
56                           }
57                       ]
58                   },
59                   {
60                       "instanceKey": "AutoBundle2_AutoComp1",
61                       "additionalFieldsList": [
62                           {
63                               "key": "Coverage_Description__c",
64                               "value": "Test_Coverage_Description__c"
65                           },
66                           {
67                               "key": "Description",
68                               "value": "Test_Description"
69                           }
70                       ]
71                   }
72               ]
73           }
74          
75       }
76   ]
77}

Sample Response

1[
2  {
3    "actionName": "endorseInsurancePolicy",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "endorsedPolicyId": "0YTSG000000PgVV4A0"
10    },
11    "sortOrder": -1,
12    "version": 1
13  }
14]