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Endorse Multi-Root Policy

Perform a mid-term adjustment on an active multi-root policy when pricing is handled through the Rating API instead of a Salesforce Quote. This process bypasses the creation of a Quote record while ensuring accurate pricing and versioned updates to the parent and child policies.
Make sure you have these details before endorsing a multi-root policy:
  • The Policy ID of the active parent insurance policy to be endorsed.
  • Details of the modifications to apply to the policy.
  1. Get Policy Context—Retrieve the policy context by using the policy ID through one of the following methods:
    Returns the context required to evaluate and price the endorsement changes.
  2. Generate Price-Adjusted Context—Generate a priced context for the proposed changes by making a PATCH request to the Insurance Product Rating Connect API using the context ID.
    Returns a price-adjusted context that contains the premium impact of the proposed modifications.
  3. (Optional) Run Qualification Rules—Determine eligibility for the proposed changes by making a POST request to the CreateUpdateQuote Connect API with saveQuote=false.
    Returns an updated context containing eligibility results without saving a Quote record.
  4. Endorse Multi-Root Policy—Use the updated context to endorse the policy by using one of the following methods:
  • Returns an Async Request ID in the response to track the job status.
  • Creates new versions of the parent policy and all associated child policies with updated effective dates and premiums.
  • Creates a corresponding transaction record for each child policy. In addition, creates a parent policy transaction that represents the rolled-up premium from all associated child policy transactions.
  • Completes the operation asynchronously and notifies the user upon success or failure.