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Custom Fields on Quote or InsurancePolicy Not Populated After Calling InsQuoteService:createUpdateQuote or InsPolicyService:createUpdatePolicy

公開日: Jun 15, 2026
説明

After creating a quote via InsQuoteService:createUpdateQuote or issuing a policy via InsPolicyService:createPolicyVersion , custom fields added to the Quote or InsurancePolicy objects remain blank even though values were passed in the service input JSON. The managed services only populate fields that are explicitly included in their configured Field Sets or the additionalFields parameter.

Vlocity Insurance services populate fields based on:

1. Standard mapped fields: Built-in fields the service always maps (Name, Status, Dates, etc.)
2. Field Set fields: Fields listed in configured Field Sets (e.g., Ins_CreateQuote, Ins_IssuePolicy, Ins_GetPolicyDetails)
3. additionalFields parameter: Fields explicitly passed in the additionalFields node of the service input

解決策

1. Add custom fields to the appropriate Field Set:
   - For Quote creation: Setup → Object Manager → Quote → Field Sets → Ins_CreateQuote → add your custom field
   - For Policy issuance: Setup → Object Manager → InsurancePolicy → Field Sets → Ins_IssuePolicy → add your field
   - For Policy updates: Ins_GetPolicyDetails Field Set

2. Use the additionalFields parameter:

{
  "quoteId": "<id>",
  "additionalFields": {
    "CustomField__c": "value",
    "AnotherField__c": "value2"
  }
}

ナレッジ記事番号

005387152

 
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Salesforce Help | Article