BusinessLicense

Represents the licenses of a party role like healthcare provider or producer.

Supported Calls

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

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the organization holding the license.

ContactId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the person who holds the license and is listed as a contact.

Identifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: Issuer's ID for the licensee.

IsActive

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the license is active.

Issuer

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: License issuer's name.

JurisdictionCountry

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Country where license is valid.

JurisdictionOther

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Name of other jurisdiction.

JurisdictionState

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: State where license is valid.

JurisdictionType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Jurisdiction for the license. Example values:
    • State
    • County
    • Province
    • Country

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user viewed this record.

LicenseClass

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The class that the distributor’s license belongs to. This field is available from API version 48.0 and later.
  • Possible values:
    • Insurance Producer
    • Managing General Agent
    • Public Adjuster

LineOfAuthority

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The line of authority that the distributor is licensed for. This field is available from API version 48.0 and later.
  • Possible values:
    • Accident & Health or Sickness
    • Casualty
    • Property

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Name of the business or professional license.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the user who owns this record.

PeriodEnd

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: License's expiration date.

PeriodStart

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: License's effective start date.

ResidenceStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Residence status of the producer. This field is available from API version 48.0 and later.
  • Possible values:
    • Non-resident
    • Resident

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Current status of the license. Example values:
    • Inactive
    • Revoked
    • Draft
    • Verified

UserId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Person who holds the license and is listed as a user.

VerificationStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Current status for the license. Example values:
    • Authorized
    • Pending
    • Unverified

VerifiedDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: License was validated on this date.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

BusinessLicenseChangeEvent
Change event tracking is available for the object.
BusinessLicenseFeed
Feed tracking is available for the object.
BusinessLicenseHistory
History is available for tracked fields of the object.
BusinessLicenseOwnerSharingRule
Sharing rules are available for the object.
BusinessLicenseShare
Sharing is available for the object.