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InsPolicyService Methods
These are the available InsPolicyService methods.
- InsPolicyService:calculateTaxesAndFees
Use this service to calculate and save taxes and fees on a target asset (policy). - InsPolicyService:cancelPolicy
Use this service to cancel an existing insurance policy. - InsPolicyService:cancelPoliciesInBulk
Use this service to cancel policy records (InsurancePolicy) in bulk. The service uses InsPolicyService:cancelPolicy service and Vlocity batch Framework to process the cancellation of multiple policies asynchronously. - InsPolicyService:createMultiRootPolicy
Use this service to issue a multi-root policy from a quote. - InsPolicyService:createMultiRootPolicyVersion
Use this service to endorse a multi-root policy from an endorsed quote. - InsPolicyService:createOutOfSequencePolicyVersion
Use this service to initiate an out-of-sequence endorsement for a given policy. - InsPolicyService:createPaymentSchedule
The InsPolicyService:createPaymentSchedule service creates a payment schedule (and optionally an initial payment transaction) for the target policy. This applies to Insurance Policy object only. The Policy (Asset) object is not supported. - InsPolicyService:createPolicyTerms
Create policy terms in the AssetTerm__c or InsurancePolicyTerm__c (for Salesforce FSC) object for all the power attributes at the Policy and PolicyCoverage level. A power attribute is an attribute that has an attribute class, attribute scope, applicable item, and applicable actions. - InsPolicyService:createPolicyVersion
Use this service to create a new version of an existing policy, while maintaining the existing policy record as-is. - InsPolicyService:createReinstatementPolicy
Use this service to reinstate a canceled policy. - InsPolicyService:createRenewalPolicy
Use this service to create a renewal policy from an existing policy. - InsPolicyService:createRenewalQuote
Use this service to create a renewal quote for an existing policy. - InsPolicyService:createTransaction
Use this service to create a transaction on a target policy. - InsPolicyService:createUpdatePolicy
Use this service to create a new insurance policy or to update an existing policy with new information. - InsPolicyService:getInsuredItems
Use this service to find and return insured items and insured parties from a policy (asset). - InsPolicyService:getModifiedPolicy
Use this service when a user makes changes to the insured items or insured parties in an existing policy. The service takes the changes the user makes and returns modified policy data, including the recalculated price. - InsPolicyService:getOutOfSequenceEndorsementStatus
Use this service to retrieve the current status of the OutOfSequenceEndorsement async job. The service accepts jobId, policyId, or referencePolicyNumber as an input to fetch the out-of-sequence endorsement operation status. - InsPolicyService:getPaymentSchedule
The InsPolicyService:getPaymentSchedule service returns the payment schedule of the InsurancePolicy. The Policy (Asset) object is not supported. - InsPolicyService:getPolicyAsyncJobStatus
Use this service to fetch the status of the asynchronous batch job. - InsPolicyService:getPolicyDetails
Use this service to get the coverages, insured items, pricing, and other information for an existing insurance policy, including optional coverages that weren't selected. - InsPolicyService:getPolicyVersions
Use this service to retrieve the different versions of a policy. The service returns a list of policies with high level fields determined by the Policy field set PolicyCompareHeader. - InsPolicyService:getRuleLogs
This service retrieves rule logs for a target policy, sorted by execution date in ascending order. - InsPolicyService:initiateLapseGracePeriod
This service initiates a grace period on a policy, lapses a policy, or does nothing to a policy, depending on factors of the policy. - InsPolicyService:invokeProductRules
Use this service with a policy to invoke underwriting rules you've added to a product. - InsPolicyService:invokeRules
Use this service to invoke state transition rules associated with a target state transaction on a target policy. If the rules satisfy the transition criteria, this service executes actions associated with the transition, optionally logs the results of the rule executions, and transitions the target policy to the new state. - InsPolicyService:modifyPaymentSchedule
Use this service to modify an existing payment schedule based on a new Premium Frequency. - InsPolicyService:prepareToCancelPolicy
Use this service to calculate the premium price difference before canceling a policy. The service prorates the premium, fee, and tax amounts, and calculates the premium, fee, and tax refund. - InsPolicyService:prepareToRenewPolicy
Use this service to calculate the amount required for renewing an existing policy. This service returns renewal premium, taxes, and fees, or the renewal policy JSON without creating a policy. - InsPolicyService:removeInsuredItem
Use this service to remove an insured item from an existing policy. - InsPolicyService:renewPoliciesInBatch
Use this service to control the number of Apex jobs to initiate, and the number of batches to run per Apex job, for a large number of policy renewals. - InsPolicyService:verifyCoverage
Use this service to verify valid insurance coverage for a policyholder who is filing a claim.
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