Endorse Policy (POST, PATCH)

Create an endorsement policy draft or complete endorsing a policy by using the insurance policy ID.

Resource

/connect/insurance/brokerage/policies/policyId/endorse

Resource Example

https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/brokerage/policies/0YTxx0000000001GAA/endorse

Available Version

67.0

HTTP Methods

POST, PATCH

Request Parameters for POST and PATCH

Parameter Name Type Description Required or Optional
policyId Id ID of the insurance policy to endorse or create an endorsement draft for. The key prefix is 0YT. Required

Request Body for POST and PATCH

JSON Example

"fieldValueMap": {
    "EffectiveFromDate": "2026-06-01"
  }

Properties

Name Type Description Required or Optional Available Version
fieldValueMap Object JSON object that contains key-value pairs to store details of insurance policy. The key must be the API name and is case sensitive. Required 67.0

Response Body for POST

Response Body for PATCH