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InsPolicyService:createMultiRootPolicy
Use this service to issue a multi-root policy from a quote.
How It Works
The service:
-
Uses the
quoteIdandeffectiveDateoptions to issue a multi-root policy. -
Generates child policies for each root product.
-
Consolidates premiums, taxes, and fees from the child policies into the parent policy.
-
Creates the necessary transactions if
createTransactionis set to true. -
Consolidates these transactions into the parent multi-root policy.
Additional Fields
-
Users can override the policy field values by using the
additionalFieldsoption. -
Additional fields are supported for both parent and child policies at the root-policy level.
-
The
additionalFieldsoption updates fields only at the Insurance Policy object level. -
The child policy uses the product code as an identifier for the product in the
additionalFieldsJSON structure. -
The parent multi-root policy uses the MULTI_ROOT_PARENT_POLICY as an identifier in the
additionalFieldsJSON structure.
Remote Options
Option |
Description |
|---|---|
|
Required The ID of the quote from which the policy is to be created. |
|
Required The effective date of the policy. |
|
Optional The end date of the policy. |
|
Optional A Boolean flag to indicate if parent and child transactions must be created for the policy. Default is False. |
|
Optional Transaction name and type, applicable only when Default is Sold Policy. |
|
Optional A Boolean flag to determine if contact records must be created for the participant. Default is True. |
|
Optional Term of the insurance policy. Default is Annual. |
|
Optional The rating date that was used to price the input JSON. |
|
Optional A JSON structure that maps policy product codes to policy fields and their respective values. |
|
Optional A Boolean flag to indicate if the reference policy number must be
generated. This option is required when a reference policy number field is added
to the Default is True. |
Input JSON
This service doesn't take an input JSON.
Here’s a sample of the additionalFields JSON.
"additionalFields": {
"MULTI_ROOT_PARENT_POLICY": {
"name": "parent policy",
"term": "Annual"
},
"AUTOROOT": {
"name": "test",
"year": "2024"
},
"COMMERCIAL": {
"name": "Commercial",
"type": "Comprehensive"
}
} 