InsurancePolicy

Represents a type of insurance policy. Available with the Provider Network Management permission set license.

For more information, see InsurancePolicy in the Financial Services Cloud Developer Guide and Salesforce Health Cloud Developer Guide.

Fields

Field Name	Field Label	Type	Length	Precision	Scale
`AuditTerm`	Audit Term	picklist	40
`BillingCarrierAccountId`	Account ID	reference	18
`CancellationDate`	Cancellation Date	datetime
`CancellationReason`	Cancellation Reason	textarea	32000
`CancellationReasonType`	Cancellation Reason Type	picklist	40
`CashSurrenderValue`	Cash Surrender Value	currency		18	2
`ChangeSubtype`	Change Subtype	picklist	40
`ChangeType`	Change Type	picklist	40
`CreatedById`	Created By ID	reference	18
`CreatedDate`	Created Date	datetime
`CurrentDueAmount`	Current Due Amount	currency		18	2
`DateRenewed`	Date Renewed	datetime
`Discount`	Discount	double		18	0
`EffectiveDate`	Effective Date	datetime
`ExpirationDate`	Expiration Date	datetime
`FinalRenewalDate`	Final Renewal Date	datetime
`GrossWrittenPremium`	Gross Written Premium	currency		18	2
`HasAnyAutoCoverage`	Has Any Auto coverage	boolean
`HealthcareProviderId`	Healthcare Provider ID	reference	18
`Id`	Insurance Policy ID	id	18
`IntermediaryAccountId`	Account ID	reference	18
`IsActive`	Active	boolean
`IsDeleted`	Deleted	boolean
`IsLoanEligibile`	Eligible for loan	boolean
`IsPolicyEditLocked`	Policy Edit Locked	boolean
`IsRenewedPolicy`	Renewed Policy	boolean
`LastModifiedById`	Last Modified By ID	reference	18
`LastModifiedDate`	Last Modified Date	datetime
`LastReferencedDate`	Last Referenced Date	datetime
`LastViewedDate`	Last Viewed Date	datetime
`Name`	Policy Number	string	255
`NameInsuredId`	Account ID	reference	18
`OriginalEffectiveDate`	Original Effective Date	datetime
`OriginalExpirationDate`	Original Expiration Date	datetime
`OriginalPolicyId`	Insurance Policy ID	reference	18
`OwnerId`	Owner ID	reference	18
`PaidToDate`	Paid To Date	date
`ParentPolicyId`	Insurance Policy ID	reference	18
`PastDueAmount`	Past Due Amount	currency		18	2
`PaymentDueDate`	Payment Due Date	datetime
`PlanTier`	Plan Tier	picklist	40
`PlanType`	Plan Type	picklist	40
`PolicyDescription`	Policy Description	textarea	32000
`PolicyName`	Policy Name	string	255
`PolicyTerm`	Policy Term	picklist	40
`PolicyType`	Policy Type	picklist	40
`PremiumAmount`	Premium Amount	currency		18	2
`PremiumCalculationMethod`	Premium Calculation Method	picklist	40
`PremiumFrequency`	Premium Frequency	picklist	40
`PremiumPaymentType`	Premium Payment Type	picklist	40
`PreviousPremium`	Previous Premium	currency		18	2
`PreviousRenewalDate`	Previous Renewal Date	datetime
`PriorPolicyId`	Insurance Policy ID	reference	18
`ProductId`	Product ID	reference	18
`RatingDate`	Rating Date	date
`ReferencePolicyNumber`	Reference Policy Number	string	255
`RenewalChannel`	Renewal Channel	picklist	40
`RenewalDate`	Renewal Date	datetime
`RenewedFromPolicyId`	Insurance Policy ID	reference	18
`SaleDate`	Sale Date	datetime
`ServicingOffice`	Servicing Office	address
`ServicingOfficeCity`	Servicing Office City	string	40
`ServicingOfficeCountry`	Servicing Office Country	string	80
`ServicingOfficeGeocodeAccuracy`	Servicing Office Geocode Accuracy	picklist	255
`ServicingOfficeLatitude`	Servicing Office Latitude	double		18	15
`ServicingOfficeLongitude`	Servicing Office Longitude	double		18	15
`ServicingOfficePostalCode`	Servicing Office Postal Code	string	20
`ServicingOfficeState`	Servicing Office State	string	80
`ServicingOfficeStreet`	Servicing Office Street	textarea	255
`SourceOpportunityId`	Opportunity ID	reference	18
`SourceSystem`	Source System	string	255
`SourceSystemIdentifier`	Source System Identifier	string	255
`StandardFeeAmount`	Standard Fee	currency		18	2
`StandardPremiumAmount`	Standard Premium	currency		18	2
`StandardTaxAmount`	Standard Tax	currency		18	2
`Status`	Status	picklist	40
`Substatus`	Substatus	picklist	40
`SystemModstamp`	System Modstamp	datetime
`TaxesSurcharges`	Taxes and Surcharges	currency		18	2
`TermFeeAmount`	Term Fee	currency		18	2
`TermPremiumAmount`	Term Premium	currency		18	2
`TermTaxAmount`	Term Tax	currency		18	2
`TotalCommissionAmount`	Total Commission Amount	currency		18	2
`TotalStandardAmount`	Total Standard Amount	currency		18	2
`TotalSumInsured`	Sum Insured	currency		18	2
`TotalTermFeeAmount`	Total Term Fee Amount	currency		18	2
`TotalTermPremiumAmount`	Total Term Premium Amount	currency		18	2
`TotalTermTaxAmount`	Total Term Tax Amount	currency		18	2
`UniversalPolicyNumber`	Universal Policy Number	string	255
`WritingCarrierAccountId`	Account ID	reference	18

Salesforce Field Reference Guide

InsurancePolicy

Fields