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Configure hierarchical limit processing for a root product so that a claim payment on a child coverage complies with and consumes parent and higher-level limits in the coverage hierarchy. To turn on hierarchical limit processing, create a record for the root product in the InsPlcyLimitConsumptionRule Tooling API object.
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| User Permissions Needed | |
|---|---|
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Before you start, make sure that the coverage hierarchy in the root product has parent-child relationships between coverages.
You configure hierarchical limit processing independently for each root product, and different root products can have different settings. For example, you can configure hierarchical limit processing for a Medical Insurance product by creating an InsPlcyLimitConsumptionRule record. However, if you don't create an InsPlcyLimitConsumptionRule record for an Auto Insurance product, the default limit processing applies to the product: a claim payment for a child coverage consumes limits for that coverage and the root coverage.
Use this URL for the resource:
https://domain.my.salesforce.com/services/data/vXX.X/tooling/sobjects/InsPlcyLimitConsumptionRule/
In the URL, domain is your org’s My Domain login URL and vXX.X is the API version number.
| Field | Description |
|---|---|
| DeveloperName | A unique identifier for this configuration record. For example, "Commercial_Property_Root_Rule." |
| MasterLabel | A descriptive label for the record. For example, "Commercial Property Root Consumption Rule." |
| PolicyProductId | The ID of the root product to configure hierarchical limit processing for. |
| IsConsumptionEnabled | Set to true to turn on hierarchical limit rollup. |
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