---
schema_version: "1"
id: 964a0ab97274d276d0dc2d7e7873910631ea8f821e3b9d8de64160a84b78ebfa
title: Issue Multi-Root Policy
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/issue_multi_root_policy_without_using_quote.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/issue_multi_root_policy_without_using_quote.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 8695d1488397f1a15bef9b359ea9ae4d012a7546541365fdeb6806c8082a73d6
description: Creates a new multi-root insurance policy when quoting is managed outside Salesforce by a third-party system. This process uses the Rating API to generate a priced context and create a parent–child policy structure without persisting a quote record.
---
# Issue Multi-Root Policy

Creates a new multi-root insurance policy when quoting is managed outside Salesforce by a third-party system. This process uses the Rating API to generate a priced context and create a parent–child policy structure without persisting a quote record.

Make sure you have these details before issuing a multi-root policy:

- Inputs provided to the Issue Multi-Root Policy API in addition to the context ID. These inputs include policy-level details such as policy name, effective start and end dates.
- The context is priced using the Rating API before calling the Issue Multi-Root Policy API.

1. (Optional) Run Qualification Rules—To determine eligibility before pricing, run qualification rules by making a POST request on the [CreateUpdateQuote](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_quote.htm) API with saveQuote=false.
    
    Returns an updated context that contains eligibility results without saving a Quote record.
2. Generate Price-adjusted Context—Generate a price-adjusted context by using one of the following methods:
    
    - Make a POST request to the [Insurance Product Rating](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_product_rating.htm) Connect API.
    - Make a POST or PATCH request to the [CreateUpdateQuote](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_quote.htm) API with saveQuote=false.
    
    Returns a price-adjusted context that includes calculated premiums required for policy issuance.
3. Issue Multi-Root Policy—Use the context details, specifically the context ID, along with user inputs to issue a multi-root policy by using one of the following methods:
    - Making a POST request on the [Multi-Root Policy Issuance](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_multi_root_issue_policy.htm) Connect API.
    - Use the [Issue Multiroot Policy](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_issue_multi_root_insurance_policy.htm) invocable action.

- Returns an Async Request ID as a response to track the job status.
- Creates a multi-root policy with the following structure:
    - A parent policy that represents the policy lifecycle.
    - One or more insured child policies are created for each root product bundle and linked to the parent policy.
- 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.