Financial Services Cloud Developer Guide
jInsPolicyBillingInfo
Stores information related to billing and supports billing workflows and
integration with downstream financial systems. This object is available in API version
66.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
BillDayOfMonth
- Type: int
- Properties: Create, Filter, Group, Sort, Update
- Description: The day of the month when invoice generation starts for installment billing if a customer chooses to pay in installments (1-31).
BillStartMonth
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: The month when billing begins for recurring billing schedules (1–12, where 1 = January).
-
Possible values:
- 1—January
- 10—October
- 11—November
- 12—December
- 2—February
- 3—March
- 4—April
- 5—May
- 6—June
- 7—July
- 8—August
- 9—September
BillToContactId
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
-
Description: The contact related to the insurance policy bill.
This field is a relationship field.
- Relationship Name: BillToContact
- Refers To: Contact
BillingTreatmentId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The rules that determine how an insurance policy is billed. For
example, advance or arrears.
This field is a relationship field.
- Relationship Name: BillingTreatment
- Refers To: BillingTreatment
InsurancePolicyId
- Type: reference
- Properties: Create, Filter, Group, Sort
-
Description: The insurance policy associated with the insurance policy billing
item.
This field is a relationship field.
- Relationship Name: InsurancePolicy
- Relationship Type: Master-detail
- Refers To: InsurancePolicy (the master object)
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 is not null, the user accessed this record or list view indirectly.
LegalEntityId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The legal entity associated with the insurance policy billing
information.
This field is a relationship field.
- Relationship Name: LegalEntity
- Refers To: LegalEntity
Name
- Type: string
- Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description: Name of Billing Item.
PaymentTermId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Specifies the timing and conditions for payments and bill
settlements for an insurance policy.
This field is a relationship field.
- Relationship Name: PaymentTerm
- Refers To: PaymentTerm
ProductSellingModelId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Indicates whether the insurance policy is sold as a one-time or an
installment-based sale.
This field is a relationship field.
- Relationship Name: ProductSellingModel
- Refers To: ProductSellingModel
ProrationPolicyId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Specifies how charges and refunds are adjusted during billing
events such as, mid-cycle changes, cancellations, and
upgrades.
This field is a relationship field.
- Relationship Name: ProrationPolicy
- Refers To: ProrationPolicy
TaxTreatmentId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Specifies how taxes are calculated, applied, and reported for
billing transactions.
This field is a relationship field.
- Relationship Name: TaxTreatment
- Refers To: TaxTreatment