--- schema_version: "1" id: acc6b9463450815c4bc9550de5d5dc5e2feef38df0139f64f282e2c00466a3f4 title: New and Changed Connect REST APIs in Insurance collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_insurance_connect_api_resources.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_connect_api_resources.htm&release=260&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 88d047ed3f02b817f2ec08852d40d7f7a6db6edbaf043e063c1888693cd11ee9 description: Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events. Modify claim coverage payment details, recalculate loss item adjustments, and process ex gratia payments to accelerate claims resolution and maintain financial accuracy. Evaluate plan eligibility for group census members to support accurate enrollment decisions. Use the multi-root policy APIs to create and manage multiple root and child policies under a single parent policy, improving flexibility in policy administration. With the insurance quoting API, generate rating input details to streamline product rating processes, improving operational efficiency. products: - Cross Cloud Packages Solutions release: "260" --- # New and Changed Connect REST APIs in Insurance Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events. Modify claim coverage payment details, recalculate loss item adjustments, and process ex gratia payments to accelerate claims resolution and maintain financial accuracy. Evaluate plan eligibility for group census members to support accurate enrollment decisions. Use the multi-root policy APIs to create and manage multiple root and child policies under a single parent policy, improving flexibility in policy administration. With the insurance quoting API, generate rating input details to streamline product rating processes, improving operational efficiency. ## Insurance Brokerage Create billing schedules from insurance policy transactions Make a POST request to the `/connect/insurance/billing/billing-schedules` resource. New request body: Insurance Billing Schedules Input New response body: Insurance Billing Schedules Response ## Insurance Claims Management Pay ex gratia amount for a claim coverage payment detail record Make a PATCH request to the `/connect/insurance/claims/claimId/coverages/coverageId/payment-details/paymentDetailId/pay-ex-gratia` resource. New request body: Pay Ex Gratia Claim Coverage Payment Detail Input New response body: Pay Ex Gratia Claim Coverage Payment Detail Modify an existing claim coverage payment detail record for both loss and expense types Make a PATCH request to the `/connect/insurance/claims/claimId/coverages/coverageId/payment-details/paymentDetailId` resource. New request body: Edit Claim Coverage Payment Detail Input New response body: Edit Claim Coverage Payment Detail Response Recalculate adjustments for an existing payment detail record Make a PATCH request to the existing `/connect/insurance/claims/claimId/coverages/coverageId/calculate-adjustments` resource. New request body: Recalculate Adjustments Input ## Insurance Group Benefits Evaluate eligibility of insurance plans for a group census member during initial enrollment (POST) or enrollment updates (PATCH) Make a POST or PATCH request to the `/connect/insurance/census-management/group-census-members/memberId/enrollment-rules/actions/invoke` resource. New request body (POST): Insurance Plans Eligibility Create Context Input New request body (PATCH): Insurance Plans Eligibility Update Context Input New response body: Insurance Plans Eligibility Details ## Insurance Policy Administration Create a multi-root insurance policy asynchronously Make a POST request to the `/connect/insurance/policies/multi-root` resource. New response body: Multi-Root Policy Asynchronous Response Endorse a multi-root insurance policy asynchronously Make a POST request to the `/connect/insurance/policies/policyId/multi-root/endorse` resource. New response body: Multi-Root Policy Asynchronous Response Renew a multi-root insurance policy asynchronously Make a POST request to the `/connect/insurance/policies/policyId/multi-root/renew` resource. New response body: Multi-Root Policy Asynchronous Response ## Insurance Quoting Generate rating inputs to use it as the request body to evaluate product rating Make a POST request to the `/connect/insurance/product-rating/get-rating-input` resource. New request body: Product Rating Request Input New response body: Product Rating Details Response ## Changed Connect REST API Resource Include product clauses of the sales transaction items in the response body Make a GET request to the existing `/connect/insurance/quotes/quoteId` resource. New request parameter value: `includeClause` is added to the existing `connectDynamicParameters` request parameter. #### See Also - [_Insurance Brokerage Business API_: Insurance Billing Schedules (POST)](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_billing.htm) - [_Insurance Developer Guide_: Insurance Claims Business APIs](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_claim_business_apis_resources.htm) - [_Insurance Developer Guide_: Insurance Policy Business APIs](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_business_apis_resources.htm) - [_Insurance Group Benefits Business API_: Insurance Plans Eligibility Check (POST, PATCH)](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_invoke_enrollment_rules.htm) - [_Insurance Quoting Business API_: Insurance Product Rating Details (POST)](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_product_rating_get_rating_details.htm)