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            InsPolicyService:createTransaction

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            InsPolicyService:createTransaction

            Use this service to create a transaction on a target policy.

            Class: InsPolicyService

            Method: createTransaction

            This service lets you maintain policy values and track policy activity.

            Note
            Note

            This service works with the Salesforce Financial Services Cloud.

            How It Works

            1. The service takes the assetId or policyId from the input JSON and sets it as the AssetId__c field on the transaction.

            2. Takes the transactionType from the input JSON and sets it as the Type__c field on the transaction.

            3. Takes the effectiveDate from the input JSON and sets it as the PostDate__c and TransactionDate__c fields on the transaction.

            4. (Optional) Takes the amount from the input JSON and sets it as the Amount__c field on the transaction.

            5. (FSC only) Takes a postDataDRBundleName or a postDataCustomClassName Omnistudio Data Mapper as an input.

            6. (Optional) Takes the transactionName from the input JSON and sets it as the Name field on the transaction.

            7. (Optional) Takes the additionalFields map from the input JSON and sets any transaction fields that are specified in the map.

            8. (Non-FSC) Creates a new AssetTransaction_c record and returns the record Id in the transactionId field.

              Or

              (FSC) Creates a new InsurancePolicyTransaction or InsurancePolicyTransaction_c record and returns the record Id in the transactionId field.

            9. (FSC only) Outputs data in the postDataDRBundleName you specify.

            10. If calculateCommission is true, the service calls InsurancePolicyService.calculateAndSaveCommission, which prepares the input for the InsCommissionService.calculate and InsCommissionService.saveCommissions services. After the calculate service processes the input, the save service stores the calculated value in TotalCommissionAmount.

            Remote Options

            Remote Option

            Description

            calculateCommission

            true or false

            When set to true, the service calculates commissions for the root items and saves the total amount to TotalCommissionAmount.

            When set to false (the default), the service doesn't calculate commissions.

            Note
            Note

            If you set this option to true, you also need to input at least one of the producer or production code values: producerId , productionCodeId, or productionCodeName.

            commissionType

            Optional.

            Type of commission (for example, Bonus or Standard).

            commissionStatus

            Optional.

            Status of the commission (for example, Pending, Paid, or Waived).

            producerId

            Optional.

            The processing producer ID, that is, the producer used to retrieve the commissionScheduleId and calculate the commission amount.

            Assigned to InsurancePolicy.ProducerId.

            productionCodeId

            Optional.

            The production code ID.

            Assigned to InsurancePolicy.ProductionCodeId__c.

            productionCodeName

            Optional.

            The production code name passed to the InsCommissionService.calculate service.

            If you do not input productionCodeId, the service uses productionCodeName to look up the productionCodeId. If you input both values but they don't match, productionCodeId takes precedence.

            Input JSON

            This service looks for the following key/value pairs:

            • assetId or policyId

              Id of policy on which the transaction will be created

            • transactionType

              Type of transaction

            • effectiveDate

              Post date and transaction date of transaction

            • amount

              (Optional) Transaction amount

            • transactionName

              (Optional) Name of transaction. If not provided, the name is defaulted to the transaction type.

            • additionalFields

              (Optional) Map of additional transaction fields to be set

            For example:

            {
	"assetId": "02i5A000005iF1MQAU",
	"transactionType": "Premium Paid",
	"effectiveDate": "2018-10-04",
	"amount": "100",
	"transactionName": "My Transaction",
	"additionalFields": {
		"StatementId__c": "a4f5A000001QFE0QAO"
	}
}

            Output JSON

            The service returns the following keys and their values:

            • transactionId

              Id of transaction record created

            For example:

            {
    "transactionId": "a3g5A000000YRPpQAO"
}

            Additional Information

            Use the additionalFields map to set any extra fields on the transaction that are not specified in the input parameters. For example, to set the StatementId__c field, the additionalFields map looks like this:

            {
    “additionalFields”: {
    “StatementId__c” : “02i1I000001jaEhQAI”
    }
}
             
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