Financial Services Cloud Developer Guide
jFinServ_PolicyPaymentMethod__c
Represents the premium payment method for a policy, such as credit card, debit
card, or internet banking. This object is available in API version 47.0 and
later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()
Fields
Name
- Type: string
- Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description: An auto-generated number assigned to this record.
OwnerId
- Type: reference
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: The ID of the record owner.
EndDate__c
- Type: dateTime
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The date on which the financial account was removed as the active payment method.
FinancialAccount__c
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
- Description: The financial account that is used to make any payments for the policy. For example, debit card, credit card, bank account.
InsurancePolicy__c
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
- Description: The policy for which this payment setup is done.
IsActive__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether this financial account and its billing configuration are active.
IsPrimaryAccount__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the financial account is the primary billing account for the policy.
PaymentPercentage__c
- Type: percent
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The percentage of the total bill amount that is charged to this financial account.
StartDate__c
- Type: dateTime
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The date on which the financial account was added as an active payment method.