Renew Insurance Policy Action

Renew 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/renewInsurancePolicy

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
renewPolicyIAInputRep Type

Apex-defined

Description

An Apex ConnectApi.RenewPolicyIAInputRep record that contains the details of the policy to be renewed.

Outputs

Output Details
renewedPolicyId Type

String

Description

ID of the renewed policy.

Example

Sample Request

{
  "inputs": [
    {
      "RenewPolicyIAInputRep": {
        "contextId": "d767b27ec095f9f95c5a34299e3bd6f507df23e8d0692dfed17f98dcb5b661b6",
        "policyId": "0YTxx00000001ovGAA",
        "insurancePolicy": {
          "policyName": "Renewed_Auto_Policy_00002",
          "policyNumber": "Renewed Auto Policy 00002",
          "effectiveFromDate": "2025-01-01",
          "effectiveToDate": "2025-12-31"
        },
        "transactionRecord": {
          "name": "Renew 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": "renewInsurancePolicy",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "renewedPolicyId": "0YTSG000000PgX74AK"
    },
    "sortOrder": -1,
    "version": 1
  }
]