Endorse Policy (POST, PATCH)

Create an endorsement policy draft or complete endorsing a policy by using the insurance policy ID.

Resource 

{policyId} is a placeholder.

1/connect/insurance/brokerage/policies/{policyId}/endorse

Resource Example 

Replace {yourInstance} with the My Domain name of your Salesforce org.

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/brokerage/policies/0YTxx0000000001GAA/endorse

Available Version 

67.0

HTTP Methods 

POST, PATCH

Request Parameters for POST and PATCH 

Parameter NameTypeDescriptionRequired or Optional
policyIdIdID of the insurance policy to endorse or create an endorsement draft for. The key prefix is 0YT.Required

Request Body for POST and PATCH 

JSON Example 

1"fieldValueMap": {
2    "EffectiveFromDate": "2026-06-01"
3  }

Properties 

NameTypeDescriptionRequired or OptionalAvailable Version
fieldValueMapObjectJSON object that contains key-value pairs to store details of insurance policy. The key must be the API name and is case sensitive.Required67.0

Response Body for POST 

Insurance Policy Draft Response

Response Body for PATCH 

Insurance Policy Issue Details