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Insurance
InsClaimItemService:cancelPayments

InsClaimItemService:cancelPayments

Use this service to cancel claim loss and expense payments.

This service:

  • Updates the status of claim payment records to Cancelled.

  • Creates offsetting tracking entries that effectively remove the payment from claim financials and policy term standings.

Class: InsClaimItemService

Method: cancelPayments

How It Works

  1. When a user clicks Cancel for one or more payment details on a claim’s Financials tab, an internal service called InsClaimItemService: invokeInitiateCancelPaymentIP initiates the cancellation process.

  2. The InsClaimItemService: invokeInitiateCancelPaymentIP internal service, which relies on a ClaimInitiateCancelPaymentIP custom setting and integration procedure that you configure, invokes InsClaimItemService: cancelPayments.

    To learn how to configure the ClaimInitiateCancelPaymentIP custom setting and integration procedure, see Configure the Cancel Payment Action.

  3. The InsClaimItemService: cancelPayments service parses the itemIds or paymentIds provided, fetches corresponding data, and queries the corresponding ClaimCoveragePaymentDetail or ClaimPaymentSummary records.

    The service generates an error if:

    • Any lineItemIds are missing for ClaimCoveragePaymentDetail records that are part of a linked payment.

    • Any of the ClaimCoveragePaymentDetail records aren't paid.

  4. The service updates the status of ClaimCoveragePaymentDetail records to Cancelled unless you enter a different value for the status remote option.

  5. The service creates ClaimCoveragePaymentDetail records that are equal and opposite versions of the original ones. The new records have:

    • Status set to Reverted.

    • Negative Amount values.

  6. The service reverts applicable Deductible, Copay, Coinsurance, or Out of Pocket Maximum power attribute amounts, and creates corresponding term tracking entries.

  7. The service updates ClaimPaymentSummary records based on the groupPayments input. It:

    • Sets Payment Status to Cancelled unless you enter a different value for the status remote option.

    • Sets Cancellation Date to the date and time of the cancellation.

  8. The service reverts applicable Rolling, Lifetime, and Calendar Limit power attribute amounts, and creates corresponding term tracking entries.

Remote Options

Remote Option

Description

itemIds or paymentIds

Required.

A list of payment details or payment summaries to cancel. Specify either itemIds or paymentIds, not both.

For itemIds, specify a list of ClaimCoveragePaymentDetail IDs.

For paymentIds, specify a list of ClaimPaymentSummary IDs.

groupPayments

Required.

Whether to group payments by recipient when processing multiple loss or expense line items.

  • If true (the default), the service creates a single ClaimPaymentSummary record per recipient for multiple line item payments.

  • If false, the service creates a single ClaimPaymentSummary record per line item.

status

Optional.

The status value to set for each canceled ClaimCoveragePaymentDetail or ClaimPaymentSummary. The default value is Cancelled.

Input JSON

Here's the format of the input JSON if you use itemIds:

{
    "groupPayments": <Boolean>,
    "itemIds": [
        {
            "Id" : <Id>
        },
        {
            "Id" : <Id>
        }
    ]
}

Here's an example of the input JSON with itemIds:

{
    "groupPayments": true,
    "itemIds": [
        {
            "Id" : "01t000000000000003"
        },
        {
            "Id" : "01t000000000000004"
        }
    ]
}

Here's the format of the input JSON if you use paymentIds:

{
    "groupPayments": <Boolean>,
    "paymentIds": [
        {
            "Id" : <Id>
        },
        {
            "Id" : <Id>
        }
    ]
}

Here's an example of the input JSON with paymentIds:

{
    "groupPayments": false,
    "paymentIds": [
        {
            "Id" : "0l8RN0000000000005"
        },
        {
            "Id" : "0l8RN0000000000006"
        }
    ]
}

Output JSON

There's no output JSON associated with this service.

 
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