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Support Out-of-Sequence Endorsement Across Policy Terms
Perform a backdated change on a policy when one or more future policy versions with an effective date later than the endorsement date exists and automatically apply the change on all future policy versions. External customers can use InsPolicyService:createOutOfSequencePolicyVersion to perform an out-of-sequence endorsement and InsPolicyService:getOutOfSequenceEndorsementStatus to retrieve the endorsement status.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.
How: Before you begin an out-of-sequence endorsement, complete these prerequisites:
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Set the EnableOutOfSequenceEndorsement custom setting to true.
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Populate the same Reference Policy Number on all the policy versions for a given insurance policy.
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When performing an out-of-sequence endorsement using the
InsPolicyService:createOutOfSequencePolicyVersionservice, set createTransaction and includePaymentSchedule options to true. Setting these options to true enables payment schedules and transactions for the current policy term.
