GiftActuarialEntry

Represents the foundational data for calculating the future value of a planned gift, including life expectancy and discount rates. This object is available in API version 65.0 and later.

Supported Calls

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

Special Access Rules

Fields

Field	Details
ActuarialMethod	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the actuarial method of the actuarial entry. Possible values are: `Commutation Factors` `Discounted Rates` `Expectancy` `Not Applicable` `Present Value`
AdjustmentFactor	Type double Properties Create, Filter, Nillable, Sort, Update Description The factor used to adjust annuities based on the payment frequency of the actuarial entry.
AgeInYears	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The age in years of the person related to the actuarial entry.
AnnuityFactor	Type double Properties Create, Filter, Nillable, Sort, Update Description The factor used to calculate the annuities of the actuarial entry.
CommutationFactor	Type double Properties Create, Filter, Nillable, Sort, Update Description The commutation factor used to calculate the annuities and current values of the actuarial entry.
DiscountFactor	Type double Properties Create, Filter, Nillable, Sort, Update Description The factor used to calculate the applicable discount for the actuarial entry.
DurationInYears	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The time in years for which the actuarial entry applies.
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date after which the actuarial entry isn't in effect.
Expectancy	Type double Properties Create, Filter, Nillable, Sort, Update Description The life expectancy based on the actuarial model of the actuarial entry.
IncomeInterest	Type double Properties Create, Filter, Nillable, Sort, Update Description The interest gained on the income of the person related to the actuarial entry.
InterestRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The interest rate percentage of the actuarial entry.
IsActive	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the actuarial entry is active (true) or not (false). The default value is `false`.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate isn’t null, the user accessed this record or list view.
MonthsToAnnualPayout	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The number of months before the annual payout of the actuarial entry.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name of the actuarial entry.
OlderAgeInYears	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The older age in years among two individuals.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the owner of this object. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
PaymentFrequency	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The payment frequency of the actuarial entry.
PayoutRate	Type double Properties Create, Filter, Nillable, Sort, Update Description The payout rate of the actuarial entry.
RemainderFactor	Type double Properties Create, Filter, Nillable, Sort, Update Description The factor used to calculate the remainder of the actuarial entry.
Source	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The source of the actuarial entry.
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date from which the actuarial entry takes effect.
Title	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The title of the actuarial entry.
ValuationFactor	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the valuation factor for the actuarial entry.
Version	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The version of the actuarial entry.
YoungerAgeInYears	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The younger age in years among two individuals.

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.

GiftActuarialEntryChangeEvent: Change events are available for the object.
GiftActuarialEntryFeed: Feed tracking is available for the object.
GiftActuarialEntryHistory: History is available for tracked fields of the object.
GiftActuarialEntryOwnerSharingRule: Sharing rules are available for the object.
GiftActuarialEntryShare: Sharing is available for the object.

Nonprofit Cloud Developer Guide

GiftActuarialEntry

Supported Calls

Special Access Rules

Fields

Associated Objects