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Insurance
Considerations and Limitations

Considerations and Limitations

Here are some things to keep in mind about multiroot policies.

  • Ensure that each product within a multiroot parent policy is ‌unique with a unique product code.

  • To calculate rollup term amounts for a multiroot quote, make sure that the product Term field is configured with a value. Alternatively, you can also input the value by using the Term__c field in the input JSON of the InsQuoteService:createUpdateQuote service.
  • Enter the effective date in the specified date format.

  • Enter the values for the additionalFields option in JSON format.

  • You can’t configure the payment schedule for multiroot policies.

  • Multiroot services don’t provide transaction breakdown data.

  • Multiroot policies don’t support cancellation, reinstatement, renewal, and out-of-service-endorsement transactions.

 
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Salesforce Help | Article