@salesforce/afv-skills 1.59.0 → 1.60.0

package/skills/insurance-brokerage-agency-billing-configure/references/billing-rules-config.md

@@ -0,0 +1,237 @@
+# Phase 3: Billing Rules Configuration
+
+For every record: query broadly first using `dispatch GET /query?q=<SOQL>`, then create only what is missing. Proceed autonomously without asking.
+
+All creates: `dispatch POST /sobjects/<Object>` with a JSON body.
+All updates: `dispatch PATCH /sobjects/<Object>/<recordId>` with a JSON body.
+
+---
+
+## 1. Legal Entity
+
+**Object:** `LegalEntity`
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,CompanyName,Description,Status+FROM+LegalEntity+WHERE+Status='Active'
+```
+
+If any active entities exist, use the first one found. Do not add CurrencyIsoCode to this query — LegalEntity has no such field on orgfarm orgs, and including it fails the query with 400 INVALID_FIELD.
+
+**Create (if none found):**
+```text
+dispatch POST /sobjects/LegalEntity
+{"Name": "US Legal Entity", "CompanyName": "Agency Sync Brokerages", "Description": "Primary US legal entity for Agency Billing", "Status": "Active"}
+```
+
+---
+
+## 2. Billing Treatments (3 types)
+
+**Object:** `BillingTreatment` + child `BillingTreatmentItem`
+
+**Search all:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,Status,ExcludeFromBilling,IsMilestoneBilling,(SELECT+Id,Name,Status,ProcessingOrder,Type,Percentage,BillingType,MilestoneType,MilestoneStartDate,MilestoneStartDateOffset,MilestoneStartDateOffsetUnit+FROM+BillingTreatmentItems)+FROM+BillingTreatment+WHERE+Status='Active'
+```
+
+**Match criteria:**
+- Advance: `IsMilestoneBilling=false`, Name contains "Advance", child BTI with `BillingType='Advance'`
+- Arrears: `IsMilestoneBilling=false`, Name contains "Arrear", child BTI with `BillingType='Arrears'`
+- Milestone 60-20-20: `IsMilestoneBilling=true`, 3 child BTIs with percentages 60/20/20
+
+**Creation sequence (MUST follow this order):**
+1. Create BillingTreatment in `Status='Draft'`
+2. Create all BillingTreatmentItems in `Status='Active'`
+3. Update BillingTreatment to `Status='Active'`
+
+### Advance
+
+Parent:
+```text
+dispatch POST /sobjects/BillingTreatment
+{"Name": "Advance Billing Treatment", "ExcludeFromBilling": "No", "IsMilestoneBilling": false, "Status": "Draft"}
+```
+
+Item (Percentage is required even for Advance/Arrears types; CurrencyIsoCode is NOT a field on this object):
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "Advance Billing Treatment Item", "Status": "Active", "Type": "Percentage", "Percentage": 100, "BillingType": "Advance", "BillingTreatmentId": "<BT_ID>"}
+```
+
+Activate:
+```text
+dispatch PATCH /sobjects/BillingTreatment/<BT_ID>
+{"Status": "Active"}
+```
+
+### Arrears
+
+Parent:
+```text
+dispatch POST /sobjects/BillingTreatment
+{"Name": "Arrear Billing Treatment", "ExcludeFromBilling": "No", "IsMilestoneBilling": false, "Status": "Draft"}
+```
+
+Item:
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "Arrear Billing Treatment Item", "Status": "Active", "Type": "Percentage", "Percentage": 100, "BillingType": "Arrears", "BillingTreatmentId": "<BT_ID>"}
+```
+
+Activate:
+```text
+dispatch PATCH /sobjects/BillingTreatment/<BT_ID>
+{"Status": "Active"}
+```
+
+### Milestone 60-20-20
+
+Parent:
+```text
+dispatch POST /sobjects/BillingTreatment
+{"Name": "Hybrid 60-20-20", "ExcludeFromBilling": "No", "IsMilestoneBilling": true, "Status": "Draft"}
+```
+
+Items (3) — no CurrencyIsoCode on this object:
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "60% Milestone", "Status": "Active", "ProcessingOrder": 1, "Type": "Percentage", "Percentage": 60, "BillingType": "None", "MilestoneType": "Date", "MilestoneStartDate": "OrderProductActivation", "MilestoneStartDateOffset": 10, "MilestoneStartDateOffsetUnit": "Days", "BillingTreatmentId": "<BT_ID>"}
+```
+
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "20% Milestone - Second", "Status": "Active", "ProcessingOrder": 2, "Type": "Percentage", "Percentage": 20, "BillingType": "None", "MilestoneType": "Date", "MilestoneStartDate": "OrderProductActivation", "MilestoneStartDateOffset": 2, "MilestoneStartDateOffsetUnit": "Months", "BillingTreatmentId": "<BT_ID>"}
+```
+
+```text
+dispatch POST /sobjects/BillingTreatmentItem
+{"Name": "20% Milestone - Third", "Status": "Active", "ProcessingOrder": 3, "Type": "Percentage", "Percentage": 20, "BillingType": "None", "MilestoneType": "Date", "MilestoneStartDate": "OrderProductActivation", "MilestoneStartDateOffset": 3, "MilestoneStartDateOffsetUnit": "Months", "BillingTreatmentId": "<BT_ID>"}
+```
+
+Activate:
+```text
+dispatch PATCH /sobjects/BillingTreatment/<BT_ID>
+{"Status": "Active"}
+```
+
+---
+
+## 3. Tax Engine
+
+**Object:** `TaxEngine` (name field is `TaxEngineName`, NOT `Name`)
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,TaxEngineName,Type,Status+FROM+TaxEngine+WHERE+Type='InsuranceTaxProration'+AND+Status='Active'
+```
+
+**Create:**
+```text
+dispatch POST /sobjects/TaxEngine
+{"TaxEngineName": "Insurance Tax Proration Engine", "Type": "InsuranceTaxProration", "Status": "Active"}
+```
+
+---
+
+## 4. Tax Treatment
+
+**Object:** `TaxTreatment`
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,Status,IsTaxable,TaxEngineId+FROM+TaxTreatment+WHERE+IsTaxable=true+AND+Status='Active'
+```
+
+**Create:**
+```text
+dispatch POST /sobjects/TaxTreatment
+{"Name": "Passthrough Tax", "Status": "Active", "IsTaxable": true, "TaxEngineId": "<TAX_ENGINE_ID>"}
+```
+
+---
+
+## 5. Payment Term + Item
+
+**Object:** `PaymentTerm` + child `PaymentTermItem`
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,IsDefault,Status,(SELECT+Id,Name,Type,PaymentTimeframe,Period,PeriodUnit+FROM+PaymentTermItems)+FROM+PaymentTerm+WHERE+Status='Active'
+```
+
+**Create parent (Status and IsDefault must be set AFTER child item exists):**
+```text
+dispatch POST /sobjects/PaymentTerm
+{"Name": "Net 10"}
+```
+
+**Create item** (Type is `Period-Based`, PeriodUnit is singular):
+```text
+dispatch POST /sobjects/PaymentTermItem
+{"Type": "Period-Based", "PaymentTimeframe": "Standard", "Period": 10, "PeriodUnit": "Days", "PaymentTermId": "<PT_ID>"}
+```
+
+**Activate parent after item exists:**
+```text
+dispatch PATCH /sobjects/PaymentTerm/<PT_ID>
+{"Status": "Active", "IsDefault": true}
+```
+
+> Platform enforces: cannot save PaymentTerm with Status=Active until a child PaymentTermItem exists. Create parent without Status, add child, then PATCH to Active+IsDefault.
+
+> **Org prerequisite:** PaymentTerm is only writable when billing features are enabled (Phase 1 Step 3). On orgs without billing, the sObject describe returns `createable: false` — this is expected and does not indicate a gap in the skill.
+
+---
+
+## 6. Product Selling Models (5 records)
+
+**Object:** `ProductSellingModel`
+
+**Search all:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,SellingModelType,PricingTerm,PricingTermUnit,Status+FROM+ProductSellingModel+ORDER+BY+Name
+```
+
+**Match by SellingModelType + PricingTermUnit (fuzzy on Name):**
+
+| SellingModelType | PricingTermUnit | Default Name |
+|-----------------|-----------------|--------------|
+| OneTime | Months | One time |
+| TermDefined | Months | Term Defined - Monthly |
+| TermDefined | Quarterly | Term Defined - Quarterly |
+| TermDefined | Semi-Annual | Term Defined - Semi Annual |
+| TermDefined | Annual | Term Defined - Annual |
+
+**Create pattern (TermDefined types):**
+```text
+dispatch POST /sobjects/ProductSellingModel
+{"Name": "<NAME>", "SellingModelType": "<TYPE>", "PricingTerm": 1, "PricingTermUnit": "<UNIT>", "Status": "Active"}
+```
+
+**Create pattern (OneTime — no PricingTerm or PricingTermUnit):**
+```text
+dispatch POST /sobjects/ProductSellingModel
+{"Name": "One time", "SellingModelType": "OneTime", "Status": "Active"}
+```
+
+> Platform enforces: OneTime selling models cannot have PricingTerm or PricingTermUnit set. Omit both fields.
+
+---
+
+## 7. Proration Policy
+
+**Object:** `ProrationPolicy` (has NO Status field)
+
+**Search:**
+```text
+dispatch GET /query?q=SELECT+Id,Name,RemainderStrategy,ArePartialPeriodsAllowed,ProrationPolicyType+FROM+ProrationPolicy
+```
+
+**Match:** `RemainderStrategy='AddToLast'` AND `ArePartialPeriodsAllowed=false`
+
+**Create:**
+```text
+dispatch POST /sobjects/ProrationPolicy
+{"Name": "No Partial Proration Add to Last", "RemainderStrategy": "AddToLast", "ArePartialPeriodsAllowed": false, "ProrationPolicyType": "StandardTimePeriods"}
+```

package/skills/insurance-brokerage-agency-billing-configure/references/billing-settings.md

@@ -0,0 +1,271 @@
+# Phase 2: Billing Settings
+
+## Read Current State
+
+```text
+dispatch GET /headless/invoke/platform/billing-settings/get-billing-general-setting-states
+```
+
+Returns a map of all current billing setting states. Compare each key against the desired values below and write only settings that differ.
+
+---
+
+## Billing Settings
+
+### Transaction Journal Creation
+
+**Key in read response:** `TxnJournalCreationEnabled`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-txn-journal-creation-enabled
+{"TxnJournalCreationEnabled": true}
+```
+
+---
+
+### Payment Schedules and Items Creation
+
+**Key in read response:** `PaymentScheduleAutomationEnabled`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-payment-schedule-automation-enabled
+{"paymentScheduleAutomation": true}
+```
+
+---
+
+### Convert Negative Invoice Lines to Credit Memo Lines
+
+**Key in read response:** `ApplyConvertedNegIL`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-apply-converted-neg-il
+{"applyConvertedNegIL": true}
+```
+
+---
+
+### Credit Memo Application to Posted Invoices
+
+**Key in read response:** `PaymentApplicationToInvEnabled`
+**Desired:** `true`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-payment-application-to-inv-enabled
+{"PaymentApplicationToInvEnabled": true}
+```
+
+---
+
+### Invoice PDF Generation + Invoice Email Delivery (Tooling API)
+
+These two fields live on the `BillingSettings` Metadata type. No headless route exists — use the Tooling API read/mutate/write-back pattern (same approach as `InsuranceBrokerageSettings`).
+
+**Read current state (captures the full blob — required for the PATCH):**
+```text
+dispatch GET /tooling/query?q=SELECT+Id,Metadata+FROM+BillingSettings
+```
+
+Returns one record with `Id` and a `Metadata` object containing all billing settings fields.
+
+**Write (must send the full Metadata blob — partial writes wipe omitted fields):**
+
+Take the `Metadata` object from the read response, set the two invoice fields to `true`, then PATCH the entire blob back:
+
+```text
+dispatch PATCH /tooling/sobjects/BillingSettings/<id>
+{
+  "Metadata": {
+    "<all other fields from read, unchanged>": "...",
+    "enableInvoicePdfGeneration": true,
+    "enableInvoiceEmailDelivery": true
+  }
+}
+```
+
+**Verify:** re-read `SELECT Metadata FROM BillingSettings` and confirm both fields are `true`.
+
+---
+
+### Billing Context Definition
+
+**Desired:** `BillingContext__stdctx`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-billing-ctx-def-org-value-and-get-mapping
+{"selectedContextDefinition": "BillingContext__stdctx"}
+```
+
+---
+
+### Billing Context Source Mapping
+
+**Desired:** `OrderEntitiesMapping`
+
+**First, get available mapping options** (returned by the context definition setter):
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-billing-ctx-def-org-value-and-get-mapping
+{"selectedContextDefinition": "BillingContext__stdctx"}
+```
+
+This returns the available mappings. Then set the source mapping:
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-tax-configurations/set-billing-cxt-def-mapping-org-value
+{"selectedMapping": "OrderEntitiesMapping"}
+```
+
+---
+
+### Intra Context Custom Mapping
+
+**Desired:** `BSGEntitiesMapping`
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-billing-intra-cxt-def-mapping-org-value
+{"selectedIntraContextCustomMapping": "BSGEntitiesMapping"}
+```
+
+---
+
+### Rule-Based Credit and Payment Application Order
+
+**Desired:** `{"first":"Payments","rules":["EM","EA","OI","HI"]}`
+- `first: Payments` — apply payments before credit memos
+- `EM` = Exact Match, `EA` = Exact Account, `OI` = Oldest Invoice, `HI` = Highest Invoice
+
+```text
+dispatch PATCH /headless/invoke/platform/billing-settings/set-rules-based-application-order-org-value
+{"rulesBasedApplicationOrder": "{\"first\":\"Payments\",\"rules\":[\"EM\",\"EA\",\"OI\",\"HI\"]}"}
+```
+
+---
+
+## InsuranceBrokerage Settings
+
+> **Must run after Billing is enabled (Phase 1 Step 3).** The `InsuranceSettingsPageController` returns `NOT_IMPLEMENTED` until billing setup is on.
+
+### Generate Insurance Policy Transaction Details (iptdEnabledForBrokerage)
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/I_P_T_D_ENABLED_FOR_BROKERAGE
+```
+Returns `{ booleanValue: boolean }`.
+
+**Enable (must run BEFORE InsuranceBilling):**
+```text
+dispatch PATCH /setup/org/values/I_P_T_D_ENABLED_FOR_BROKERAGE
+{"orgValue": true}
+```
+
+**Verify:** re-read, confirm `booleanValue = true`.
+
+> NOT via `handle-pref-enable` — that route's write guard checks `InsuranceBrokerageSettings` Metadata type which may not be present. Use `setup/org/values` instead (the same path the UI calls via `SetupApiFamilyController.updateOrgValue`).
+
+---
+
+### Generate Insurance Policy Transactions (iptEnabledForBrokerage)
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/I_P_T_ENABLED_FOR_BROKERAGE
+```
+Returns `{ booleanValue: boolean }`.
+
+**Enable (requires I_P_T_D_ENABLED_FOR_BROKERAGE to be on first):**
+```text
+dispatch PATCH /setup/org/values/I_P_T_ENABLED_FOR_BROKERAGE
+{"orgValue": true}
+```
+
+**Verify:** re-read, confirm `booleanValue = true`.
+
+---
+
+### Context Mapping Fields
+
+These three context mapping fields use the same `/setup/org/values/*` pattern as IPTD and IPT above (backed by `SetupApiFamilyController.updateOrgValue`).
+
+#### insBrkBillingCtxDef
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/INS_BRK_BILLING_CTX_DEF
+```
+Returns `{ booleanValue, dateValue, numberValue, stringValue }`.
+
+**Set (if not already correct):**
+```text
+dispatch PATCH /setup/org/values/INS_BRK_BILLING_CTX_DEF
+{"orgValue": "InsBillingTransactionContext__stdctx"}
+```
+
+**Verify:** re-read, confirm `stringValue = "InsBillingTransactionContext__stdctx"`.
+
+---
+
+#### insBrkBillingCtxSchedGrpMap
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/INS_BRK_BILLING_CTX_SCHED_GRP_MAP
+```
+
+**Set (if not already correct):**
+```text
+dispatch PATCH /setup/org/values/INS_BRK_BILLING_CTX_SCHED_GRP_MAP
+{"orgValue": "BSGEntitiesMapping"}
+```
+
+**Verify:** re-read, confirm `stringValue = "BSGEntitiesMapping"`.
+
+---
+
+#### insBrkBillingCtxTnxMapping
+
+**Read current state:**
+```text
+dispatch GET /setup/org/values/INS_BRK_BILLING_CTX_TNX_MAPPING
+```
+
+**Set (if not already correct):**
+```text
+dispatch PATCH /setup/org/values/INS_BRK_BILLING_CTX_TNX_MAPPING
+{"orgValue": "InsBillingTransactionMapping"}
+```
+
+**Verify:** re-read, confirm `stringValue = "InsBillingTransactionMapping"`.
+
+> **Note:** The Tooling API path (`SELECT Metadata FROM InsuranceBrokerageSettings`) returns `INVALID_TYPE` on standard orgfarm orgs. These `/setup/org/values/*` routes are the correct headless path and work universally.
+
+---
+
+## Design Document Templates
+
+**Must run after billing is enabled (Phase 1, Step 3).** The `BillingGettingStartedController` is only available once billing setup is on.
+
+**Read current state:**
+```text
+dispatch GET /headless/invoke/platform/document-generation-setting/get-init-data
+```
+Returns `{ canUserAccessDocGenSettingsUI, nameSpacePrefix }`.
+
+**Check if already enabled:**
+```text
+dispatch GET /headless/invoke/platform/document-generation-setting/fetch-doc-gen-setting-records
+```
+Returns count of existing DocGen setting records. If `0`, the feature is not yet enabled.
+
+**Enable via billing setup route** (after billing is on):
+```text
+dispatch PATCH /headless/invoke/platform/accounting-guided-setup/setup-billing-doc-gen-and-fetch-invoice-template-data
+{"BillingDocGenEnabled": true}
+```
+
+> This route was validated in the route corpus. On the probe org it returned `NOT_IMPLEMENTED` because billing was not yet enabled — this is expected. Run this step after Phase 1 Step 3 (billing enablement) completes.
+
+**Verify:** re-call `GET /headless/invoke/platform/document-generation-setting/fetch-doc-gen-setting-records` and confirm count > 0.

package/skills/insurance-brokerage-agency-billing-configure/references/demo-policy-config.md

@@ -0,0 +1,138 @@
+# Phase 7: Demo Policy Configuration
+
+All creates use `dispatch POST /sobjects/<Object>` with a JSON body.
+All queries use `dispatch GET /query?q=<SOQL>`.
+
+---
+
+## Duplicate Check
+
+Before creating any records, query for an existing Account with the same name:
+
+```text
+dispatch GET /query?q=SELECT+Id,Name+FROM+Account+WHERE+Name='Pinnacle+Ridge+Insurance+Group'
+```
+
+If found, reuse the existing Account instead of creating a duplicate.
+
+---
+
+## Record Creation Chain
+
+Create in this exact order (each depends on the previous):
+
+1. Account
+2. Contact (linked to Account)
+3. Insurance Policy (linked to Account via NameInsuredId)
+4. Coverages (linked to Policy)
+5. Surcharges (linked to Policy AND Coverage)
+6. Insurance Policy Billing Information (linked to Policy, Contact, and all Phase 3 records)
+
+---
+
+## Default Demo Data
+
+### Account
+
+```text
+dispatch POST /sobjects/Account
+{"Name": "Pinnacle Ridge Insurance Group", "BillingStreet": "100 Main Street", "BillingCity": "San Francisco", "BillingState": "CA", "BillingPostalCode": "94105", "BillingCountry": "US", "ShippingStreet": "100 Main Street", "ShippingCity": "San Francisco", "ShippingState": "CA", "ShippingPostalCode": "94105", "ShippingCountry": "US"}
+```
+
+---
+
+### Contact
+
+```text
+dispatch POST /sobjects/Contact
+{"FirstName": "Sarah", "LastName": "Mitchell", "Title": "VP of Risk Management", "Email": "sarah.mitchell@pinnacleridge.example.com", "Phone": "415-555-0142", "AccountId": "<ACCOUNT_ID>"}
+```
+
+---
+
+### Insurance Policy
+
+Compute dates at runtime:
+- `EffectiveFromDate`: January 1 of current year
+- `EffectiveToDate`: December 31 of current year
+
+```text
+dispatch POST /sobjects/InsurancePolicy
+{"Name": "PRI-CGL-2026-001", "PolicyName": "Commercial General Liability", "PolicyType": "General Liability", "Status": "In Force", "EffectiveFromDate": "<CURRENT_YEAR>-01-01", "EffectiveToDate": "<CURRENT_YEAR>-12-31", "NameInsuredId": "<ACCOUNT_ID>"}
+```
+
+---
+
+### Coverages (2)
+
+Coverage 1 — Bodily Injury (no CurrencyIsoCode on InsurancePolicyCoverage):
+```text
+dispatch POST /sobjects/InsurancePolicyCoverage
+{"CoverageName": "Bodily Injury Liability", "StandardPremiumAmount": 45000, "InsurancePolicyId": "<POLICY_ID>"}
+```
+
+Coverage 2 — Property Damage:
+```text
+dispatch POST /sobjects/InsurancePolicyCoverage
+{"CoverageName": "Property Damage Liability", "StandardPremiumAmount": 30000, "InsurancePolicyId": "<POLICY_ID>"}
+```
+
+---
+
+### Surcharges (3 — on coverages, NOT directly on policy)
+
+On Bodily Injury:
+```text
+dispatch POST /sobjects/InsurancePolicySurcharge
+{"Name": "State Premium Tax - BI", "SurchargeAmount": 2250, "Type": "Tax", "ApplicableObjectType": "InsurancePolicyCoverage", "InsurancePolicyId": "<POLICY_ID>", "InsurancePolicyCoverageId": "<BI_COVERAGE_ID>"}
+```
+
+```text
+dispatch POST /sobjects/InsurancePolicySurcharge
+{"Name": "Municipal Assessment - BI", "SurchargeAmount": 450, "Type": "Tax", "ApplicableObjectType": "InsurancePolicyCoverage", "InsurancePolicyId": "<POLICY_ID>", "InsurancePolicyCoverageId": "<BI_COVERAGE_ID>"}
+```
+
+On Property Damage:
+```text
+dispatch POST /sobjects/InsurancePolicySurcharge
+{"Name": "State Premium Tax - PD", "SurchargeAmount": 1500, "Type": "Tax", "ApplicableObjectType": "InsurancePolicyCoverage", "InsurancePolicyId": "<POLICY_ID>", "InsurancePolicyCoverageId": "<PD_COVERAGE_ID>"}
+```
+
+---
+
+### Insurance Policy Billing Information
+
+> **Phase 2 must complete before this step.** The billing lookup fields (`BillingTreatmentId`, `TaxTreatmentId`, `ProrationPolicyId`, `PaymentTermId`, `ProductSellingModelId`, `LegalEntityId`) are hidden from describe and SOQL until the billing permission sets are assigned. If the POST returns INVALID_FIELD on any of these, go back and complete Phase 2 first.
+
+Resolve all lookups from Phase 3 record IDs:
+```text
+dispatch POST /sobjects/InsPolicyBillingInfo
+{"BillDayOfMonth": 15, "InsurancePolicyId": "<POLICY_ID>", "BillToContactId": "<CONTACT_ID>", "BillingTreatmentId": "<ADVANCE_BT_ID>", "TaxTreatmentId": "<TAX_TREATMENT_ID>", "ProrationPolicyId": "<PRORATION_POLICY_ID>", "PaymentTermId": "<PAYMENT_TERM_ID>", "ProductSellingModelId": "<MONTHLY_PSM_ID>", "LegalEntityId": "<LEGAL_ENTITY_ID>"}
+```
+
+---
+
+## Verification
+
+After all records are created:
+
+```text
+dispatch GET /query?q=SELECT+Id,Name,PolicyName,PolicyType,Status,EffectiveFromDate,EffectiveToDate,(SELECT+Id,CoverageName,StandardPremiumAmount+FROM+InsurancePolicyCoverages),(SELECT+Id,Name,SurchargeAmount,Type+FROM+InsurancePolicySurcharges)+FROM+InsurancePolicy+WHERE+Id='<POLICY_ID>'
+```
+
+```text
+dispatch GET /query?q=SELECT+Id,BillDayOfMonth,BillingTreatmentId,TaxTreatmentId,ProrationPolicyId,PaymentTermId,ProductSellingModelId,LegalEntityId+FROM+InsPolicyBillingInfo+WHERE+InsurancePolicyId='<POLICY_ID>'
+```
+
+## Expected Totals
+
+- Total premium: $75,000 (45,000 + 30,000)
+- Total tax/surcharges: $4,200 (2,250 + 450 + 1,500)
+- Grand total: $79,200
+
+## Next Steps (manual, tell the user)
+
+1. Navigate to the policy and click "Issue"
+2. After issuance, go to Insurance Policy Transaction and click "Send to Billing"
+3. Generate invoices from Account page or Billing Schedule Group
+4. Process payments and review journal entries