Generate Insurance Contract Transaction Action

Asynchronously generate insurance contract transactions (InsuranceContractTrxn and InsuranceContractTrxnDtl records) for the specified contract ID over a given date range.

This action is available in API version 68.0 and later.

Supported REST HTTP Methods

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

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
contractId	string	Required. The ID of the insurance contract to generate transactions for
insuranceContractGenerateTxnInputRep	Apex-defined	Required. An Apex `ConnectApi.InsuranceContractGenerateTrxnInputRepresentation` record that contains the date range and an optional name for transaction rollup.

Outputs

Output	Type	Description
insuranceContractGenerateTxnRep	Apex-defined	An Apex `ConnectApi.InsuranceContractGenerateTrxnRepresentation` record that contains details about the asynchronous job ID and success status.

Example

POST

This sample request is for the Generate Insurance Contract Transaction action.

{
  "inputs": [
    {
      "contractId": "800xx0000004C92AAE",
      "insuranceContractGenerateTxnInputRep": {
        "name": "Q1-2026-Transactions",
        "fromDate": "2026-01-01",
        "toDate": "2026-03-31"
      }
    }
  ]
}

This sample response is for the Generate Insurance Contract Transaction action.

[
  {
    "actionName": "generateInsuranceContractTrxn",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "isSuccess": true,
      "message": "Transaction generation started successfully",
      "jobIdentifier": "08Pxx0000000001EAA",
      "errors": null
    },
    "sortOrder": -1,
    "version": 1
  }
]