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.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

To access this object on your Public Sector Solutions org, Benefit Disbursement must be enabled and you must have the Benefit Disbursement Access permission set or the Benefit Disbursement permission set license.

Fields

Field	Details
InsurancePolicyId	Type reference Properties Create, Filter, Group, Sort, Update Description Required. The insurance policy this transaction is related to. This field is a relationship field. Relationship Name InsurancePolicy Relationship Type Lookup Refers To InsurancePolicy
InsurancePolicyVersionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The current version of the insurance policy. This field is a relationship field. Relationship Name InsurancePolicyVersion Relationship Type Lookup Refers To InsurancePolicy
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed a record related to this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Required. The name of the transaction.
ParentTransactionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The transaction this insurance policy transaction is related to. For example, a charge transaction is the parent transaction for a payment made against that charge. This field is a relationship field. Relationship Name ParentTransaction Relationship Type Lookup Refers To InsurancePolicyTransaction
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The current status of a policy transaction. Possible values are: `Approved` `Pending` `Rejected` `Reversed`
TotalTransactionAmount	Type currency Properties Filter, Nillable, Sort Description The total amount of transaction, including transaction fee and tax. This field is a calculated field.
TransactionAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The transaction amount.
TransactionEffectiveDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date of the transaction.
TransactionFeeAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The prorated fee for the transaction.
TransactionNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description An identifier for the transaction from an external system.
TransactionPostedDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date on which the amount was charged to the customer.
TransactionTaxAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The prorated tax on the transaction amount.
Type	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of transaction. Possible values are: `Cancellation` `Credit` `Deposit` `Endorsement` `Loan` `Premium Payment` `Renewal` `Surcharge` `Surrender` `Withdrawal`

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

InsurancePolicyTransactionFeed: Feed tracking is available for the object.
InsurancePolicyTransactionHistory: History is available for tracked fields of the object.

Public Sector Solutions Developer Guide

InsurancePolicyTransaction

Supported Calls

Special Access Rules

Fields

Associated Objects