InsPolicyTransactionDetail

Commission

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The commission component of the transaction for the coverage, asset, or participant record.

Fee

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The fee component of the transaction for the coverage, asset, or participant record.

InsurancePolicyTransactionId

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: The insurance policy transaction associated with the insurance policy transaction detail.

  This is a relationship field.

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

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 insurance policy transaction detail record.

ParentTransactionDetailId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The parent transaction detail associated with the transaction detail.

  This field is a relationship field.

• Relationship Name: ParentTransactionDetail
• Refers To: InsPolicyTransactionDetail

Premium

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The premium component of the transaction for the coverage, asset, or participant record.

PriorTransactionDetailId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The reference transaction detail to which the current transaction detail is linked.

  This field is a relationship field.

• Relationship Name: PriorTransactionDetail
• Refers To: InsPolicyTransactionDetail

ReferenceObjectId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The coverage, insured item, or participant record associated with the insurance policy transaction detail.

  This is a polymorphic relationship field.

• Relationship Name: ReferenceObject
• Relationship Type: Lookup
• Refers To: InsurancePolicyAsset, InsurancePolicyCoverage, InsurancePolicyParticipant

ReferenceObjectSourceId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The reference record associated with the last reinstated insurance record (policy, coverage, asset, participant, or surcharge), or the original record if not reinstated.

  This is a polymorphic relationship field.

• Relationship Name: ReferenceObjectSource
• Relationship Type: Lookup
• Refers To: InsurancePolicy, InsurancePolicyAsset, InsurancePolicyCoverage, InsurancePolicyParticipant, InsurancePolicySurcharge

Tax

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The tax component of the transaction for the coverage, asset, or participant record.

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.

InsPolicyTransactionDetailChangeEvent

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

InsPolicyTransactionDetailFeed

Feed tracking is available for the object.

InsPolicyTransactionDetailHistory

History is available for tracked fields of the object.

InsPolicyTransactionDetailOwnerSharingRule

Sharing rules are available for the object.

InsPolicyTransactionDetailShare

Sharing is available for the object.