Prerequisites for Out-of-Sequence Endorsement

Review these prerequisites and considerations to set up and create an out-of-sequence endorsement.

• Enable the field-level security for Reference Policy Number.

• Enable the field-level security for Policy Edit Locked.

• Permission sets must be updated to include access to these custom objects:

  • InsuranceAsyncBulkRequest

  • InsuranceAsyncBulkRequestDetail

    Also, enable the field-level security for these objects.

• To support out-of-sequence endorsement for multiple policy terms, the Reference Policy Number must be the same for all versions of a policy across terms. You must populate the Reference Policy Number for all existing policies.

  

  Note

  For new policies, InsPolicyService:createPolicyVersion generates the Reference Policy Reference, and InsPolicyService:createReinstatementPolicy and InsPolicyService:createOutOfSequencePolicyVersion copies it over from version to version. Customers can override the generated number and use their own policy numbering pattern for the Reference Policy Number.