Create an endorsement or renewal quote from an existing group benefits contract,
including the quote structure and line items, without re-entering contract details
manually.
Resource
{contractId} is a placeholder.
/connect/insurance/contracts/{contractId}/actions/generate-quote
Resource Example
Replace {yourInstance} with the My Domain name of your Salesforce org.
https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/contracts/800xx0000004C92AAE/actions/generate-quote
Available Version
68.0
HTTP Methods
POST
Path Parameter for POST
| Parameter Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| contractId | String | ID of the insurance contract. | Required | 68.0 |
Request Body for POST
JSON Example
{
"quoteName": "QuoteFromContract1",
"eventEffectiveFromDate": "2027-03-20",
"groupCensusId": "0rfxx000000000BAAQ",
"transactionType": "GroupInsuranceTransactionType",
"insuranceQuoteType": "GroupEndorsement",
"configOptions": {
"executeConfigurationRules": false,
"executeQualificationRules": false
},
"additionalFields": {
"insuranceQuoteItemList": [
{
"entity": "Quote",
"fields": {
"data": [
{
"key": "StandardAmount",
"value": 80
}
]
}
},
{
"entity": "QuoteLineItem",
"productPath": "medBasic",
"fields": {
"data": [
{
"key": "UnitPrice",
"value": 900
}
]
}
},
{
"entity": "QuoteLineItem2",
"productPath": "medBasic/pcw1",
"fields": {
"data": [
{
"key": "PlanAllocationType__std",
"value": "STANDARD"
}
]
}
}
]
}
}
Properties
| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| additionalFields | Insurance Quote Item Input[] | List of additional entity field values to apply when creating the quote. | Optional | 68.0 |
| censusRatingType | String | Rating type to use for the census when calculating the quote, such as Summary or Member. | Optional | 68.0 |
| configOptions | Insurance Quote Configuration Options Input | Configuration options that control whether configuration and qualification rules run during quote creation. | Optional | 68.0 |
| eventEffectiveFromDate | String | Date that the quote is effective from. | Required | 68.0 |
| eventEffectiveToDate | String | Expiration date of the quote. | Required | 68.0 |
| groupCensusId | String | ID of the group census that the quote is created for. | Required | 68.0 |
| insuranceQuoteType | String | Type of insurance quote to be created from the contract. | Required | 68.0 |
| quoteName | String | Name of the quote. | Optional | 68.0 |
| ratingDate | String | Date on which the rating of the quote is calculated. | Optional | 68.0 |
| transactionType | String | Type of insurance transaction, such as endorsement or renewal. | Required | 68.0 |