Loading
Insurance
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          InsPolicyRevenueScheduleService:cancelRevenueSchedule

          InsPolicyRevenueScheduleService:cancelRevenueSchedule

          When a policy is canceled, this service adjusts the revenue schedule to calculate revenue until the cancellation date.

          Class: InsPolicyRevenueScheduleService

          Method: cancelRevenueSchedule

          How it works

          1. This service looks for the policy (asset) ID, the transaction ID, and the effective date for the cancellation of the policy.

          2. Uses modificationType to query the transaction table Type field to get a list of modifications to the policy. If no modificationType is specified, the service usesChanged/Endorsed by default.

          3. Modifies the revenue schedule, removing future unearned revenue from the policy (asset) object.

          4. Returns the policy ID in the output JSON.

          Remote Options

          Option

          Description

          assetId

          Required.

          The policy ID of the canceled policy.

          transactionId

          Required.

          The transaction ID that's created when the policy is canceled.

          effectiveDate

          Required.

          The policy cancellation date.

          getDataDRBundleName

          The name of the Omnistudio Data Mapper this service uses to retrieve policy (asset) information.

          If you're using Salesforce FSC, you must specify either this option or getDataCustomClassName.

          getDataCustomClassName

          The name of the custom class this service uses to retrieve policy (asset) information.

          If you're using Salesforce FSC, you must specify either this option or getDataDRBundleName.

          modificationType

          Required.

          The type of modifications made to a policy over its term.

          If no value is specified, the services uses Changed/Endorsed as the default.

          Input JSON

          This service takes an input JSON.

          "CancelPolicy": {
          	"startDate": "2017-10-31T07:00:00.000Z",
          	"endDate": "2018-10-30T07:00:00.000Z",
          	"originalPremium": 0,
          	"modifyDate": "2018-06-22T07:00:00.000Z",
          	"CancelDateValidation": true
          },
          "PolicyId": "02if200000YfCDEAA3",
          }

          Output JSON

          The service returns the policy ID in the output JSON.

          {
              "PolicyId": "02if200000YfCDEAA3"
          }
           
          Loading
          Salesforce Help | Article