ProducerPolicyAssignment

A junction object that associates the Insurance Policy object with the Producer object. This object represents the producers who are managing the same insurance policy. This object is available in API version 47.0 and later. You see this object only if you have enabled the Let Multiple Producers Work on the Same Policy org pref.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

InsurancePolicyId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The insurance policy that the producer is managing.

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.

LineOfBusiness

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The producer's line of business.
Possible values:
- Business Liability
- Commercial Auto
- Commercial Property

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.

ProducerId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The ID of one of the producers who are working on the insurance policy.

Associated Objects

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

ProducerPolicyAssignmentChangeEvent: Change events are available for the object in API version 62.0 and later.
ProducerPolicyAssignmentFeed: Feed tracking is available for the object.
ProducerPolicyAssignmentHistory: History is available for tracked fields of the object.
ProducerPolicyAssignmentOwnerSharingRule: Sharing rules are available for the object.
ProducerPolicyAssignmentShare: Sharing is available for the object.

Financial Services Cloud Developer Guide