InsurancePolicyAsset

AssetCode

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The unique code of the insurance policy asset across all the policy versions.

AssetName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The insured customer property. This field is available from API version 51.0 and later.

BillingTreatmentId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The rules that determine how an insurance policy participant is billed. For example, advance or arrears.

  This field is a relationship field.

• Relationship Name: BillingTreatment
• Refers To: BillingTreatment

CustomerPropertyId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the insured customer property.

EffectiveFromDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date from when the asset becomes active on the policy.

EffectiveToDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date after when the asset becomes inactive on the policy.

InsurancePolicyId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The ID of the insurance policy that covers this customer property.

IsActive

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the insurance policy asset is active.
• Default value: false

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, Sort
• Description: An auto-generated number assigned to this record.

OriginalAssetId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the first instance of a specific asset that's used to track it across policy versions created through lifecycle events.

  This field is a relationship field.

• Relationship Name: OriginalAsset
• Refers To: InsurancePolicyAsset

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: ID of the record owner.

PrimaryPolicyParticipantId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the primary participant on the insurance policy. This field is available from API version 51.0 and later.

PriorAssetId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The reference asset from before the policy was endorsed or renewed.

  This field is a relationship field.

• Relationship Name: PriorAsset
• Refers To: InsurancePolicyAsset

ProductId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The product associated with the asset.

  This field is a relationship field.

ProductSellingModelId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Indicates whether the insurance policy asset is billed as a one-time or an installment-based sale.

  This field is a relationship field.

• Relationship Name: ProductSellingModel
• Refers To: ProductSellingModel

RelatedInsurancePolicyAssetId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The related insurance policy asset id associated with the insurance policy asset. This field is available from API version 54.0 and later.

  This is a relationship field.

• Relationship Name: RelatedInsurancePolicyAsset
• Relationship Type: Lookup
• Refers To: InsurancePolicyAsset

SourceAssetId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: References the last reinstated asset version used as the source for subsequent versions, or the original asset if not reinstated.

  This field is a relationship field.

• Relationship Name: SourceAsset
• Relationship Type: Lookup
• Refers To: InsurancePolicyAsset

SourceSystem

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The name of the source system this record was obtained from.

SourceSystemIdentifier

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of this record in the source system.

StandardCommissionAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total commission expected for the policy asset across the full policy term.

StandardFeeAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The expected fee for the policy over the policy period. This field is available from API version 51.0 and later.

StandardPremiumAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The expected premium for the policy over the policy period. This field is available from API version 51.0 and later.

StandardTaxAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The expected tax on the policy over the policy period. This field is available from API version 51.0 and later.

TermCommissionAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The commission amount for the policy asset, prorated based on the asset’s effective dates within the policy.

TermFeeAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The expected fee for the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later.

TermPremiumAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The expected premium for the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later.

TermTaxAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The expected tax on the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later.

TotalStandardAmount

• Type: currency
• Properties: Filter, Nillable, Sort
• Description: The sum of the expected premium, fee, and tax for the policy over the policy period. This field is available from API version 51.0 and later.

  This is a calculated field.

TotalTermAmount

• Type: currency
• Properties: Filter, Nillable, Sort
• Description: The sum of the expected premium, tax, and fee for the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later.

  This is a calculated field.

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

InsurancePolicyAssetChangeEvent

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

InsurancePolicyAssetFeed

Feed tracking is available for the object.

InsurancePolicyAssetHistory

History is available for tracked fields of the object.

InsurancePolicyAssetOwnerSharingRule

Sharing rules are available for the object.

InsurancePolicyAssetShare

Sharing is available for the object.