Insurance Product Surcharge (PATCH)

Update or fetch a product surcharge for a root product.

Resource 

{productSurchargeId} is a placeholder.

1/connect/insurance/product-surcharges/{productSurchargeId}

Resource Example 

Replace {yourInstance} with the My Domain name of your Salesforce org. {productSurchargeId} is a placeholder.

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/product-surcharges/{productSurchargeId}

Available Version 

63.0

HTTP Methods 

PATCH

Request Body for PATCH 

JSON Example 

1{
2       "name": "AutoVehicleTax",
3       "effectiveFromDate": "2024-05-30T10:30:00",
4       "effectiveToDate": "2024-11-01T10:30:00",
5       "isProrationEligible": true,
6       "isRefundEligible": true,
7       "isActive": true,
8       "productPath": "01tDR000000EMslYAG/11BDR00000000T72AI", // "Auto Gold/Auto Vehicle"
9       "ruleDefinition": [ // ruleDefinition will be replaced as a whole. Updating only one condition is not supported
10       {
11       "conditions": [
12       {
13       "contextTagName": "SalesTransactionItemAttribute",
14       "operator": "LessThan",
15       "conditionIndex": 1,
16       "attributeName": "Annual Milage",
17       "attributePicklistValueId": null,
18       "type": "Attribute",
19       "attributeId": "0tjDR00000000VGYAY",
20       "dataType": "Number",
21       "values": [
22       "50000"
23       ]
24       }
25       ],
26       "rootObjectId": "01tDR000000EMslYAG", // Auto Gold.
27       "productRelatedComponent" : "",
28       "criteriaIndex": 1,
29       "sourceContextTagName": "ProductBasedOn",
30       "sourceOperator": "Equals",
31       "sourceDataType": "String",
32       "sourceValues": [
33       "11BDR00000000T72AI" // Auto Vehicle.
34       ]
35       },
36       {
37       "conditions": [
38       {
39       "contextTagName": "SalesTransactionItemAttribute",
40       "operator": "LessThan",
41       "conditionIndex": 1,
42       "attributeName": "Comprehensive Deductible",
43       "type": "Attribute",
44       "attributePicklistValueId": null,
45       "attributeId": "0tjDR00000000UaYAI",
46       "dataType": "Number",
47       "values": [
48       "$5000"
49       ]
50       }
51       ],
52       "rootObjectId": "01tDR000000EMslYAG", // Auto Bundle
53       "productRelatedComponent" : "",
54       "criteriaIndex": 2,
55       "sourceContextTagName": "Product",
56       "sourceOperator": "Equals",
57       "sourceDataType": "String",
58       "sourceValues": [
59       "01tDR000000EMsoYAG" // Comprehensive Product.
60       ]
61       }
62       ],
63       "sequenceNumber": 0
64       }

Properties 

NameTypeDescriptionRequired or OptionalAvailable Version
effectiveFromDateStringEffective from date of the product surcharge.Optional63.0
effectiveToDateStringEffective to date of the product surcharge.Optional63.0
isActiveBooleanIndicates whether the product surcharge is active (true) or not ( false). Currently, only active product surcharges are supported.Optional63.0
isProrationAllowedBooleanIndicates whether the product surcharge is allowed for proration (true) or not (false).Optional63.0
isRefundAllowedBooleanIndicates whether the product surcharge is allowed for refund (true) or not (false).Optional63.0
nameStringName of the product surcharge.Optional63.0
productPathStringA path containing the product IDs that roll up to the parent product.Optional63.0
productRelatedComponentIdStringProduct related component associated with the product surcharge.Optional63.0
ruleApiNameStringRule API name associated with product surcharge. You can set the ruleApiName with the POST or PATCH method. Once set, this parameter can’t be changed. If you set the ruleApiName in the request body, you must also set the ruleCriteria.Optional63.0
ruleCriteriaInsurance Rule Criteria Input[] Rule criteria for the dynamic rule.Optional63.0
sequenceNumberIntegerOrder in which surcharges are calculated when multiple surcharges are applied to a product.Optional67.0

Response Body for PATCH 

Product Surcharge Patch