ContractGroupPlan

AccountId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The group account associated with the contract group plan.

  This is a relationship field.

• Relationship Name: Account
• Relationship Type: Lookup
• Refers To: Account

ContractGroupParentPlanId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The contract group parent plan associated with the contract group plan.

  This is a relationship field.

• Relationship Name: ContractGroupParentPlan
• Relationship Type: Lookup
• Refers To: ContractGroupPlan

ContractId

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: The contract associated with the contract group plan.

  This is a relationship field.

• Relationship Name: Contract
• Relationship Type: Lookup
• Refers To: Contract

EffectiveEndDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The effective end date of the plan line item.

EffectiveStartDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The effective start date of the plan line item.

EligibilityCriteria

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The eligibility criteria for the contract group plan.

EnrollmentEndDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when enrollment ends for the plans in the contract.

EnrollmentRatingType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the enrollment rating type.
• Possible values:
  • Composite
  • Rate

EnrollmentStartDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when enrollment starts for the plans in the insurance contract.

EnrollmentWaitingPeriod

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The waiting period in days after joining date before enrollment can begin.

GroupNumber

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The group number associated with the group account. Required for the enrollment process.

IsOptional

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the coverage product plan is optional (true) or mandatory (false).
• Default value: false

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp when the current user last accessed this record, a record related to this record, or a list view.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp when the current user last viewed this record or list view.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: The name of the contract group plan.

OriginalContractPlanId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The original contract plan associated with the contract group plan.

  This is a relationship field.

• Relationship Name: OriginalContractPlan
• Relationship Type: Lookup
• Refers To: ContractGroupPlan

PlanType

• Type: string
• Properties: Filter, Group, Nillable, Sort
• Description: Specifies the category for each contract plan.

PricingStructure

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The structure of pricing based on the rate band tiers.

ProductNumber

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The product number associated with a contract group plan.

QuoteLineItemId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The quote line item associated with the contract group plan.

  This is a relationship field.

• Relationship Name: QuoteLineItem
• Relationship Type: Lookup
• Refers To: QuoteLineItem

Status

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The status of the group contract plan.
• Possible values:
  • Active
  • Inactive

UnitPrice

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The price of the contract group plan.

UsageType

• Type: picklist
• Properties: Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
• Description: Internal field. Specifies the application using the group census to populate data. For example, Insurance or Loyalty.
• Default value: Insurance
• Possible values:
  • Insurance

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.

ContractGroupPlanChangeEvent

Change events are available for the object in API version 62.0 and later.

ContractGroupPlanFeed

Feed tracking is available for the object.

ContractGroupPlanHistory

History is available for tracked fields of the object.