Endorse Multi-Root Policy

Perform a mid-term adjustment on an active multi-root policy when pricing is handled through the Rating API instead of a Salesforce Quote. This process bypasses the creation of a Quote record while ensuring accurate pricing and versioned updates to the parent and child policies.

Make sure you have these details before endorsing a multi-root policy:

The Policy ID of the active parent insurance policy to be endorsed.
Details of the modifications to apply to the policy.

Get Policy Context—Retrieve the policy context by using the policy ID through one of the following methods:
- Make a GET request to the Insurance Policy Details Connect API.
- Use the Get Insurance Policy invocable action.
Returns the context required to evaluate and price the endorsement changes.
Generate Price-Adjusted Context—Generate a priced context for the proposed changes by making a PATCH request to the Insurance Product Rating Connect API using the context ID.

Returns a price-adjusted context that contains the premium impact of the proposed modifications.
(Optional) Run Qualification Rules—Determine eligibility for the proposed changes by making a POST request to the CreateUpdateQuote Connect API with saveQuote=false.

Returns an updated context containing eligibility results without saving a Quote record.
Endorse Multi-Root Policy—Use the updated context to endorse the policy by using one of the following methods:
- Make a POST request to the Multi-Root Policy Endorsement Connect API.
- Use the Endorse Multi-Root Policy invocable action.

Returns an Async Request ID in the response to track the job status.
Creates new versions of the parent policy and all associated child policies with updated effective dates and premiums.
Creates a corresponding transaction record for each child policy. In addition, creates a parent policy transaction that represents the rolled-up premium from all associated child policy transactions.
Completes the operation asynchronously and notifies the user upon success or failure.