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          Handle Custom Fields During an Out-of-Sequence Endorsement

          Handle Custom Fields During an Out-of-Sequence Endorsement

          Use the enhanced InsPolicyService:createOutOfSequencePolicyVersion service to configure and copy custom fields from canceled policy versions to new policy versions. This update makes sure that there's data consistency across policy versions for the out-of-sequence endorsement transaction.

          Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package and the Insurance Industries Extension managed package.

          How: Configure the OutOfSequenceEndorsementCustomFields field set to include custom fields that need to be copied from the canceled policy to the new policy versions during an out-of-sequence endorsement.

          SEE ALSO

          InsPolicyService:createOutOfSequencePolicyVersion

           
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          Salesforce Help | Article