BenefitAssignment

Represents the enrollment information of an individual or business that is captured in an application. For example, an individual who is unemployed can raise an application requesting help from the government. If it is approved, the individual is enrolled into the unemployment insurance benefit. This object is available in API version 52.0 and later.

Supported Calls

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

Fields

ApprovalRejectionReason

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The reason for rejecting the benefit amount requested by the enrollee.

ApprovalStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Indicates whether the benefit assignment has been approved or not.
  • Possible values:
    • Approved
    • Pending
    • Rejected

AssignmentDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the benefit is assigned to the enrollee.

    Available in API version 66.0 and later.

BenefitAssignmentKeywords

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The keywords that are associated with the benefit assignment.

    Available in API version 66.0 and later.

BenefitAssignmentSummary

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: A summary of the benefit assignment.

    Available in API version 66.0 and later.

BenefitFrequency

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the frequency at which the benefit is applied.
  • Possible values:
    • Monthly
    • Weekly

BenefitId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Required. Name of the benefit that is associated with the assignment.

    This field is a relationship field.

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

EarningThresholdAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The maximum amount the enrollee can earn for a given period to be eligible for a benefit.

EligibilityDeterminationmethod

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the method used to determine the eligibility of the enrollee for the benefit.

    Available in API version 66.0 and later.

EndDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The end date up to when the assignment is valid.

EnrolleeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Name of the individual being enrolled for the benefit.

    This field is a polymorphic relationship field.

  • Relationship Name: Enrollee
  • Relationship Type: Lookup
  • Refers To: Account, Contact

EnrollmentCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The number of times the benefit is applicable to an individual.

EntitlementAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The benefit amount that an enrollee is eligible for.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate is not null, the user accessed this record or list view indirectly.

MaximumBenefitAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The maximum amount that can be disbursed during an enrollment period.

MinimumBenefitAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The minimum amount that can be disbursed during an enrollment period.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Name of the benefit assignment.

NextPayoutDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The due date for the next scheduled benefit payment.

OwnerId

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

    This field is a polymorphic relationship field.

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

ParentRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Required. The parent record associated with the benefit assignment.

    This field is a polymorphic relationship field.

  • Relationship Name: ParentRecord
  • Relationship Type: Lookup
  • Refers To: ApplicationForm, BusinessLicenseApplication, CarePlan, Claim, GoalAssignment, IndividualApplication, ProgramEnrollment

PayoutFrequency

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the frequency of the benefit payment.
  • Possible values:
    • Annual
    • BiWeekly
    • Monthly
    • OnDemand
    • Quaterly
    • Weekly

Priority

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the priority of the benefit assignment.
  • Possible values:
    • High
    • Low
    • Medium

ProgramEnrollmentId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The identifier of the program enrollment record that's associated with the benefit assignment.

    This field is a relationship field.

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

Quantity

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The benefit quantity allocated to the enrollee.

RecertificationDueDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date by when the enrolee must recertify eligibility to continue receiving the benefit.

    Available in API version 58.0 and later.

RecertificationStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the recertification status of the enrollee's eligibility for the benefit assignment.

    Available in API version 60.0 and later.

  • Possible values:
    • InProgress—Available in API version 61.0 and later.
    • Lapsed—Available in API version 61.0 and later.
    • Pending
    • Recertified

ReferenceNumber

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The reference number used to indicate the enrollee's benefit request.

RemainingAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The remainder benefit amount that is to be paid to the enrollee.

StartDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The start date from when the assignment begins.

Status

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the status of the benefit assignment.
  • Default value: Enrolled
  • Possible values:
    • Active
    • Completed
    • Enrolled
    • Waitlisted
    • Withdrawn

TaskJobStatus

  • Type: picklist
  • Properties: Filter, Group, Nillable, Restricted picklist, Sort
  • Description: Specifies the status of the task in the task queue.
  • Possible values:
    • Completed
    • Failed
    • InProgress
    • Submitted

TaskJobStatusMessage

  • Type: textarea
  • Properties: Nillable
  • Description: The message that describes the status of the task in the queue.

TerminationNotificationDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date the benefit termination notice was delivered.

    Available in API version 66.0 and later.

TerminationReason

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the reason for terminating the benefit assignment.

    Available in API version 66.0 and later.

TotalApprovedAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total benefit amount approved for an enrollee.

TotalPaidAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total benefit amount that has already been paid to the enrollee.

UnitOfMeasureId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the unit of measurement of the benefit allocated to the enrollee.

    This field is a relationship field.

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

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.

BenefitAssignmentFeed
Feed tracking is available for the object.
BenefitAssignmentHistory
History is available for tracked fields of the object.
BenefitAssignmentOwnerSharingRule
Sharing rules are available for the object.
BenefitAssignmentShare
Sharing is available for the object.