Issue Multi-Root Policy

Creates a new multi-root insurance policy when quoting is managed outside Salesforce by a third-party system. This process uses the Rating API to generate a priced context and create a parent–child policy structure without persisting a quote record.

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

Inputs provided to the Issue Multi-Root Policy API in addition to the context ID. These inputs include policy-level details such as policy name, effective start and end dates.
The context is priced using the Rating API before calling the Issue Multi-Root Policy API.

(Optional) Run Qualification Rules—To determine eligibility before pricing, run qualification rules by making a POST request on the CreateUpdateQuote API with saveQuote=false.

Returns an updated context that contains eligibility results without saving a Quote record.
Generate Price-adjusted Context—Generate a price-adjusted context by using one of the following methods:
- Make a POST request to the Insurance Product Rating Connect API.
- Make a POST or PATCH request to the CreateUpdateQuote API with saveQuote=false.
Returns a price-adjusted context that includes calculated premiums required for policy issuance.
Issue Multi-Root Policy—Use the context details, specifically the context ID, along with user inputs to issue a multi-root policy by using one of the following methods:
- Making a POST request on the Multi-Root Policy Issuance Connect API.
- Use the Issue Multiroot Policy invocable action.

Returns an Async Request ID as a response to track the job status.
Creates a multi-root policy with the following structure:
- A parent policy that represents the policy lifecycle.
- One or more insured child policies are created for each root product bundle and linked to the parent policy.
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.