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
ActuarialMethod
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the actuarial method of the actuarial entry.
-
Possible values:
- 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).
- Default value: 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.