InsurancePolicyTransaction

Represents a transaction related to a change that affects the premium of an insurance policy, such as an endorsement, renewal, or cancellation. This object is available in API version 60.0 and later.

This guide only lists certain information for each object. For more information, including descriptions of the fields, see InsurancePolicyTransaction in the Financial Services Cloud Developer Guide and Public Sector Solutions Developer Guide.

Fields

Field Name	Field Label	Type	Length	Precision	Scale
`CreatedById`	Created By ID	reference	18
`CreatedDate`	Created Date	datetime
`CurrencyIsoCode`	Currency ISO Code	picklist	3
`EffectiveFromDate`	Effective From Date	date
`Id`	Insurance Policy Transaction ID	id	18
`InsurancePolicyId`	Insurance Policy ID	reference	18
`InsurancePolicyVersionId`	Insurance Policy ID	reference	18
`IsDeleted`	Deleted	boolean
`LastModifiedById`	Last Modified By ID	reference	18
`LastModifiedDate`	Last Modified Date	datetime
`LastReferencedDate`	Last Referenced Date	datetime
`LastViewedDate`	Last Viewed Date	datetime
`Name`	Name	string	255
`ParentTransactionId`	Insurance Policy Transaction ID	reference	18
`PostedDate`	Posted Date	date
`Status`	Status	picklist	40
`SystemModstamp`	System Modstamp	datetime
`TotalTransactionAmount`	Total Transaction Amount	currency		18	2
`TransactionAmount`	Transaction Amount	currency		18	2
`TransactionEffectiveDate`	Transaction Effective Date	datetime
`TransactionFeeAmount`	Transaction Fee	currency		18	2
`TransactionNumber`	Transaction Number	string	255
`TransactionPostedDate`	Transaction Posted Date	datetime
`TransactionTaxAmount`	Transaction Tax	currency		18	2
`Type`	Type	picklist	40

Salesforce Field Reference Guide

InsurancePolicyTransaction

Fields