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            InsQuoteService:createEndorsementQuote

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            InsQuoteService:createEndorsementQuote

            Use this service to create an endorsement quote with quote line items for single-root and multi-root policies.

            Class: InsQuoteService

            Method: createEndorsementQuote

            How It Works

            The service takes the policyId and effectiveDate as the input parameters to create an endorsement quote and quote line items.

            To create a single-root quote, the service:

            1. Creates only one root quote line item.

            2. Transforms the InsurancePolicyCoverages, InsurancePolicyAssets, and InsurancePolicyParticipants records to create quote line items and establishes relationships between them.

            3. Transforms the InsurancePolicySurcharge records to create QuotePricingAdjustment__c records

              .

            4. Returns a quoteId in the output JSON.

            To create a multi-root quote, the service:

            1. Creates multiple root quote line items corresponding to the number of child policies.

            2. Transforms the InsurancePolicyCoverages, InsurancePolicyAssets, and InsurancePolicyParticipants records to create quote line items and establishes relationships between them for each child policy.

            3. Transforms the InsurancePolicySurcharge records to create QuotePricingAdjustment__c records.

            4. Returns a quoteId in the output JSON.

            Inputs

            You must pass these inputs.

            INPUT

            Description

            policyId

            Required

            The ID of the latest parent policy version from which the endorsement quote is to be created.

            effectiveDate

            Required

            The effective date of the quote.

            name

            Optional

            The name of the quote to be created.

            options

            Optional

            A JSON structure that specifies options to execute rules.

            INPUT

            Description

            policyId

            Required

            The ID of the latest parent policy version from which the endorsement quote is to be created.

            effectiveDate

            Required

            The effective date of the quote.

            name

            Optional

            The name of the quote to be created.

            remoteOptions

            Optional

            A JSON structure that specifies options to execute rules.

            • unEligibilityRequiredDefaultSelectedRules—Specifies whether to execute the eligibility and default selected rules.

              Default is False.

            • runRelationshipRules—Specifies whether to execute relationship rules.

              Default is False.

            • runSelectedValidationRules —Specifies whether to execute selected validation rules.

              Default is False.

            Input JSON

            Here's a sample of the input JSON.

            {
   "policyId": "0YT5w000000Y8MNGA0",
   "effectiveDate":"2024-04-04",
   "Name":"Endorse-Quote",
   "remoteOptions": {
      "runEligibilityRequiredDefaultSelectedRules": false,
        "runRelationshipRules": false,
        "runSelectedValidationRules": false
    }
}

            Output

            Option

            Description

            Id

            		The ID of the endorsement quote created.

            Output JSON

            Here's the sample output JSON:

            {
  "Id":"0Q04x0000077hZFCAY"
}
             
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