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Issue Insurance Policy Action

Issue 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/issueInsurancePolicy

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
issuePolicyIAInputRep Type

Apex-defined

Description

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

Outputs

Output Details
issuedPolicyId Type

String

Description

ID of the issued policy.

Example

Sample Request

{
"inputs": [
       {
           "IssuePolicyIAInputRep": {
               "contextId": "c98a08a0a9725b7a7d42c35d02e49d80c77a5aae4ea687b0bf09a7997d2af3d3",
               "insurancePolicy": {
                   "policyName": "Test Auto Ins policy Via REST",
                   "policyNumber": "PLC5678987",
                   "effectiveFromDate" : "2024-01-01",
                   "effectiveToDate" : "2024-12-31",
                   "standardFee": "1011"
               },
               "transactionRecord": {
                   "name": "Sold 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": "issueInsurancePolicy",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "issuedPolicyId": "0YTSG000000PgSH4A0"
    },
    "sortOrder": -1,
    "version": 1
  }
]