Issue Insurance Brokerage Policy Action

Issue an insurance brokerage policy by specifying the policy ID.

This action is available in API version 67.0 and later.

Special Access Rules

The Issue 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/issueInsBrokeragePolicy

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__IssueBrokeragePolicyIAInputRep record that contains the ID of the insurance brokerage policy to issue.

Outputs

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

Example

POST

This sample request is for the Issue 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 issuing a brokerage policy
2Invocable.Action action = Invocable.Action.createStandardAction('issueInsBrokeragePolicy');
3
4// Instantiate the input object
5ConnectApi.IssueBrokeragePolicyIAInputRep input = new ConnectApi.IssueBrokeragePolicyIAInputRep();
6
7// Required: Set the Policy ID of the brokerage policy to be issued
8input.policyId = '0YjXX0000000001';
9
10// Set the invocation parameter and invoke
11action.setInvocationParameter('issueBrokeragePolicyIAInputRep', input);
12List<Invocable.Action.Result> results = action.invoke();
13
14System.debug('Issue Brokerage Policy Invocable Action result = ' + results);

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

1[
2  {
3    "actionName": "issueInsBrokeragePolicy",
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]