ProducerSplitArrangement

Represents a Producer Split Arrangement definition associated with an account, service, or an item. This object is available in API version 61 and later.

Supported Calls

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

Fields

AssignableEndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date until which the producer split arrangement can be assigned.

CurrencyIsoCode

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: If multiple currencies are enabled, this field contains the currency ISO code associated with the record.
  • Default value: USD
  • Possible values:
    • EUR—Euro
    • GBP—British Pound
    • USD—U.S. Dollar

EffectiveDate

  • Type: date
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The date from which the brokerage split is effective.

EndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The end date of the brokerage split.

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, Restricted picklist, Sort, Update
  • Description: The line of business associated with the producer split arrangement.
  • Possible values:
    • Employee Benefits
    • Property & Casualty

LineOfCoverage

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The line of coverage associated with the producer split arrangement.

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the producer split arrangement record.

OwnerId

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

    This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Refers To: Group, User

SplitArrangementType

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The type of split arrangement.

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.

ProducerSplitArrangementChangeEvent
Change events are available for the object in API version 62.0 and later.
ProducerSplitArrangementHistory
History is available for tracked fields of the object.
ProducerSplitArrangementOwnerSharingRule
Sharing rules are available for the object.
ProducerSplitArrangementShare
Sharing is available for the object.