Financial Services Cloud Developer Guide
Winter '27 (API version 68.0)
Summer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
Winter '25 (API version 62.0)
Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
Winter '24 (API version 59.0)
Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
Winter '23 (API version 56.0)
Summer '22 (API version 55.0)
Spring '22 (API version 54.0)
Winter '22 (API version 53.0)
Summer '21 (API version 52.0)
Spring '21 (API version 51.0)
Winter '21 (API version 50.0)
Summer '20 (API version 49.0)
Spring '20 (API version 48.0)
Winter '20 (API version 47.0)
Summer '19 (API version 46.0)
Spring '19 (API version 45.0)
Winter '19 (API version 44.0)
Summer '18 (API version 43.0)
Spring '18 (API version 42.0)
Winter '18 (API version 41.0)
Summer '17 (API version 40.0)
Spring '17 (API version 39.0)
Winter '17 (API version 38.0)
Get Started
AccountAccountRelation
AccountFinancialSummary
AccountParticipant
AccountPlanObjectiveCategory
AppFormProdtPrpsAttribute
AppFormProductCollateral
AppFormProductParticipant
Applicant
ApplicantApplicantRelation
ApplicationActionItem
ApplicationForm
ApplicationFormEvaluation
ApplicationFormParticipant
ApplicationFormProduct
ApplicationFormProductDev
ApplicationFormProductFee
ApplicationFormProductProposal
ApplicationFormSellerItem
ApplicationFormTerm
Appraisal
AppraisalAdjustment
AppraisalItem
AppraisalItemProviderVal
AuthFormRequestRecord
AuthorizedInsuranceLine
Award
Banker
BranchUnit
BranchUnitBusinessMember
BranchUnitCustomer
BranchUnitRelatedRecord
BrokerOfRecord
BusinessLicense
BusinessMilestone
BusinessProfile
CaseGatewayRequest
Claim
ClaimAttribute
Claim Case
ClaimCoverage
ClaimCoveragePaymentDetail
ClaimCoverageProdtProcDef
ClaimCovPaymentAdjustment
ClaimCovReserveAdjustment
ClaimFinancialSettings
ClaimItem
ClaimItemAttribute
ClaimItemRelatedObject
ClaimParticipant
ClaimPayoutPlan
ClaimPaymentSummary
ClaimRecovery
ClaimTeamMember
CommissionStatement
CommissionStatementLineItem
ContextMappingConfig
ContractGroupPlan
ContractGroupPlanAttribute
ContractGroupPlanGroupClass
ContractGrpPlanGrpClsAttr
CoverageType
CustomerProperty
CustomObjectParticipant
Deviation
Dispute
DisputeItem
DisputeItemArbitration
DisputeItemMerchantAlert
DisputeItemChargeback
DisputeReason
DisputeQueueJobRun
DisputeItemQueueResponse
DistributorAuthorization
DocChkItemValidatedTarget
DocumentCategory
DocumentCategoryDocumentType
DocumentChecklistItem
DocumentType
FinancialAccount
FinancialAccountAddress
FinancialAccountBalance
FinancialAccountFee
FinancialAccountParty
FinclAcctPtyFinclAsset
FinancialAccountStatement
FinancialAccountTransaction
FinancialDeal
FinancialDealAsset
FinancialDealBid
FinancialDealInteraction
FinancialDealParty
FinancialDealParticipant
FinancialDealProduct
FinancialGoal
FinancialGoalFunding
FinancialGoalParty
FinancialPlan
FinAssetPortfolioTgtAlloc
FinancialSecurity
FinclDealInteractionSummary
FlexibleHierarchy
FlexibleHierarchyNode
FlexibleHierarchyNodeRela
FlexHierNodeSummary
FlexHierVldJobRun
FlexHierVldJobRunItem
FlowOrchestrationInstRelaObj
FundTransferRequest
GroupCensus
GroupCensusMember
GroupCensusMemberPlan
GroupClass
GroupClassContribution
GrpCensusGrpClassSummary
IdentityDocument
IndexRate
InfoAuthorizationRequest
InfoAuthRequestForm
InformationVerification
InsBnftEligDefinition
InsContributionPlnGroupCls
InsContributionPlnLineItem
InsPlcyLimit
InsPlcyLimitTracking
InsPolicyAssetAttribute
InsPolicyAssetRelatedObj
InsPolicyBenefitEligibility
InsPolicyBillingInfo
InsPolicyCoverageAttribute
InsPolicyCoverageBenefit
InsPolicyCoverageNetwork
InsPolicyCvrBnftAttribute
InsPolicyCvrRelatedObj
InsPolicyParticipantAttr
InsPolicyPtcpRelatedObj
InsPolicyRelatedObject
InsPolicyTransactionDetail
InsuranceAsyncBulkRecordDetail
InsuranceClaimAsset
InsuranceContract
InsuranceContributionPlan
InsurancePolicy
InsurancePolicyAsset
InsurancePolicyAttribute
InsurancePolicyCoverage
InsurancePolicyMemberAsset
InsurancePolicyParticipant
InsurancePolicySurcharge
InsurancePolicyTransaction
InsuranceProfile
InsuranceRatePlan
InsuranceRatePlanCommission
InsuranceRatePlanLineItem
IntegrationProviderAttr
IntegrationProviderDef
IntegrationProviderDcsnRqmt
IntegrationProviderExecution
Interaction
InteractionAttendee
InteractionParticipant
InteractionRelatedAccount
InteractionSumDiscussedAccount
InteractionSummary
InteractionSummaryParticipant
IssuedCard
LoanApplicant
LoanApplicantAddress
LoanApplicantAsset
LoanApplicantDeclaration
LoanApplicantEmployment
LoanApplicantIncome
LoanApplicantLiability
LoanApplicationAsset
LoanApplicationFinancial
LoanApplicationLiability
LoanApplicationProperty
LoanApplicationTitleHolder
MeetingPlaybook
MeetingPlaybookStage
MeetingPlaybookStageText
MeetingPlbkStageCapability
MeetingPlbkStageContentDoc
MultipartyInfoAuthRequest
OpportunityParticipant
PartyBusinessRegion
PartyCertifiedCapacity
PartyCreditProfile
PartyExpense
PartyFundSource
PartyFinancialAsset
PartyFinancialAssetLien
PartyFinancialAssetRela
PartyFinancialAssetTerm
PartyFinclAssetAddlOwner
PartyFinancialLiability
PartyFinclLiabAddlBrwr
PartyIncome
ParticipantRole
PartyIdentityVerification
PartyIdentityVerificationStep
PartyProfile
PartyProfileAddress
PartyProfileParticipant
PartyProfileRisk
PartyScreeningStep
PartyScreeningSummary
PartyWealthSource
PartyWealthSrcRelaRecord
PaymentMandate
PaymentRequest
PaymentRequestLine
PersonEducation
PersonEmployment
PersonLifeEvent
ProdtAttrMappedScope
ProdtAttrScope
Producer
ProducerCommission
ProducerPolicyAssignment
ProducerRelationship
ProducerSplitArngLineItem
ProducerSplitArrangement
ProducerSplitAssignment
ProducerSplitRoleAssignment
ProductCoverage
ProductFee
ProductListRate
ProductSurcharge
QuoteLineItem
QuoteLineItemGroupClass
QuoteLineItemRelatedObject
Referral
RelatedRecordAssocCriteria
ResidentialLoanApplication
RetrievalSummaryDefField
RetrievalSummaryDefinition
RetrievalSummaryDefObject
SecuritiesHolding
StageTransitionEntry
StgTrnsUndwrEvaluation
Surcharge
SvcCatalogItemAttribute
SvcCatalogItemDependency
TagCategory
Term
TermRelatedObject
UnderwritingRule
UnderwritingRuleGroup
UserFinancialAuthority
VendorProject
WealthAppConfig
WorkerCompCoverageClass
Custom Triggers
Custom Validation Rules
DPE and Monitor Workflow Services
API End-of-Life Policy
InsPolicyCvrRelatedObj
Represents the relationship between an Insurance Policy Coverage and a
related object. The values of the attributes from the related object are referenced by the
relevant product attributes on Insurance Policy Coverage. This object is available in
API version 63.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
InsurancePolicyCoverageId
- Type: reference
- Properties: Create, Filter, Group, Sort
-
Description: The insurance policy coverage associated with the related
object.
This field is a relationship field.
LastReferencedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
Name
- Type: string
- Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description: The name of the insurance policy coverage related object record.
RelatedRecordIdentifier
- Type: string
- Properties: Create, Filter, Group, Sort, Update
- Description: The identifier of the record that's used to get the details of the related insurance policy coverage object.
RelatedRecordObjectName
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort
- Description: The name of the object that's associated with the related record identifier.
UsageType
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
- Description: Specifies the usage of the related record object.
- Default value: ExtendedAttribute
-
Possible values:
- ExtendedAttribute—Extended Attribute
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.
- InsPolicyCvrRelatedObjFeed
- Feed tracking is available for the object.
- InsPolicyCvrRelatedObjHistory
- History is available for tracked fields of the object.