Endorse Insurance Policy Action

Endorse an insurance policy by using a set of user inputs that represent policy details.

This action is available in API version 63.0 and later.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/endorseInsurancePolicy

Where XX.X is the latest API version.

Formats: JSON

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input Details
endorsePolicyIAInputRep Type

Apex-defined

Description

An Apex ConnectApi.EndorsePolicyIAInputRep record that contains the details of the policy to be endorsed. To calculate billing, specify billingRecord details if Career Billing is enabled in your org.

Outputs

Output Details
endorsedPolicyId Type

String

Description

ID of the endorsed insurance policy.

Example

Sample Request.

{ 
"inputs": [
       {
           "EndorsePolicyIAInputRep": {
               "contextId": "5dbc40312f69b2d8cb4e7042a700d06f32fc5b9df7de3eabc94aa19a66ed77b3",
               "policyId": "0YTxx00000001IfGAI",
               "effectiveDate" : "2024-06-06",
               "insurancePolicy": {
                   "policyName": "Endorsed Test Auto Ins policy",
                   "policyNumber": "PLC5678987"
               },
               "transactionRecord": {
                   "name": "Endorsed Policy Transaction"
               },
               "billingRecord":{
                   "billDayOfMonth": 15,
                   "billToContact": "003xx000000001aEAA"
                 },
               "additionalInput": [
                   {
                       "instanceKey": "AutoBundle2",
                       "additionalFieldsList": [
                           {
                               "key":"AssetDescription__c",
                               "value": "Test_AssetDescription__c"
                           },
                           {
                               "key":"SourceSystem",
                               "value": "Test_SourceSystem"
                           }
                       ]
                   },
                   {
                       "instanceKey": "AutoDriver",
                       "additionalFieldsList":[
                           {
                               "key": "ParticipantName",
                               "value": "Test_ParticipantName"
                           },
                           {
                               "key":"Participant_Hometown__c",
                               "value": "Test_Participant_Hometown__c"
                           }
                       ]
                   },
                   {
                       "instanceKey": "AutoRoot",
                       "additionalFieldsList": [
                           {
                               "key": "Primary_Policy_Holder__c",
                               "value": "Test_Primary_Policy_Holder__c"
                           },
                           {
                               "key":"PolicyDescription",
                               "value": "Test_PolicyDescription"
                           }
                       ]
                   },
                   {
                       "instanceKey": "AutoBundle2_AutoComp1",
                       "additionalFieldsList": [
                           {
                               "key": "Coverage_Description__c",
                               "value": "Test_Coverage_Description__c"
                           },
                           {
                               "key": "Description",
                               "value": "Test_Description"
                           }
                       ]
                   }
               ]
           }
          
       }
   ]
}

Sample Response

[
  {
    "actionName": "endorseInsurancePolicy",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "endorsedPolicyId": "0YTSG000000PgVV4A0"
    },
    "sortOrder": -1,
    "version": 1
  }
]