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Insurance
Support for Additional Fields

Support for Additional Fields

Use the additional fields option to include custom fields or override Quote fields in both parent and child multiroot policies.

  • You can include additional fields as an option in the InsPolicyService.createMultiRootPolicy and InsPolicyService.createMultiRootPolicyVersion services.

  • You can use ‌the additionalFields option to add fields that aren’t part of the Quote object, including custom fields or Quote fields that you want to override.

  • Additional fields are supported for both parent and child policies at the root policy level.

  • The additionalFields option updates fields only at the Insurance Policy object level.

  • The parent multiroot policy uses the MULTI_ROOT_PARENT_POLICY as an identifier in the additionalFields JSON structure.

  • The child policy uses the product code as an identifier for the product in the additionalFields JSON structure.

 
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Salesforce Help | Article