Insurance Policy Limit Current Standings (POST)

Get the calculated current standings (consumption status) for all applicable insurance policy limits. This API retrieves standings based on the policy, claim, claim coverage as well as policy coverage, insurance policy participant, and insurance policy asset.

This API accepts only one ID per request, either policyId or claimId.

Resource

1/connect/insurance/policy-limit/calculate-standings

Resource Example

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

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/policy-limit/calculate-standings

Available Version

65.0

HTTP Methods

POST

Request Body for POST

JSON Example

This example queries for standings at the entire policy level, using the viewOption parameter to get a summary, including pending amounts.

1{
2  "policyId": "01t000000000000001",
3  "claimId": null,
4  "claimCoverageId": null,
5  "policyParticipantId": null,
6  "policyAssetId": null,
7  "policyCoverageId": null,
8  "trackingDate": "2025-10-19",
9  "options": {
10    "viewOption": "showAllPolicyCoverages",
11    "shouldIncludePendingAmount": true
12  }
13}

This example gets the specific limits that are impacted by a single claim, excluding pending amounts.

1{
2  "policyId": null,
3  "claimId": "01t000000000000001",
4  "claimCoverageId": null,
5  "policyParticipantId": null,
6  "policyAssetId": null,
7  "policyCoverageId": null,
8  "trackingDate": "2025-10-19",
9  "options": {
10    "viewOption": "showOpenClaimPolicyCoverages",
11    "shouldIncludePendingAmount": false
12  }
13}

Properties

Name	Type	Description	Required or Optional	Available Version
`claimCoverageId`	String	ID of the claim coverage record.	Optional	65.0
`claimId`	String	ID of the claim.	Required to get the standings for a claim	65.0
`options`	Limit Standing Option Input	Options for the calculation.	Optional	65.0
`policyAssetId`	String	ID of the policy asset.	Optional	65.0
`policyCoverageId`	String	ID of the policy coverage record.	Optional	65.0
`policyId`	String	ID of the insurance policy.	Required to get the standings for a policy	65.0
`policyParticipantId`	String	ID of the policy participant.	Optional	65.0
`trackingDate`	Date	Date on which the standing is calculated. The default value is the current system date.	Optional	66.0

Response Body for POST

Insurance Policy Limit Current Standings Response