Claim

AccountId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the account related to the claim.

  This field is a relationship field.

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

ActualAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The actual amount that was billed for the repair of damages.

ApprovedAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The amount that was approved for the repair of damages based on an agent's inspection.

AssessmentDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date on which the claim was officially assessed.

CaseId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the case that created the claim.

  This field is a relationship field.

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

ClaimReason

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The reason for initiating the claim.

ClaimReasonType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The category that the claim reason belongs to. For example, natural disaster, accident.

  Picklist values aren't predefined for this field. Before you create a record, ensure that your Salesforce admin has defined picklist values based on your organization’s requirement.

ClaimType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of the claim.

  Picklist values aren't predefined for this field. Before you create a record, ensure that your Salesforce admin has defined picklist values based on your organization’s requirement.

EstimatedAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The estimated cost of damages given by the owner or the repair shop.

FinalizedDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date on which the claim was marked resolved, with claim status as approved or rejected.

FnolChannel

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The channel through which the loss was reported.

IncidentSite

• Type: address
• Properties: Filter, Nillable
• Description: The place where the accident took place.

  This is a compound field of type Address and combines these fields: IncidentSiteCity, IncidentSiteCountry, IncidentSiteGeocodeAccuracy, IncidentSiteLatitude, IncidentSiteLongitude, IncidentSitePostalCode, IncidentSiteState, and IncidentSiteStreet. For more information, see Address Compound Fields.

InitiationDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date on which the claim was initiated.

IsAuthoritiesNotified

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the authorities have been informed about the accident.
• Default value: false

IsClosed

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Description: Indicates whether the claim has been closed.
• 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.

LossDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date on which the accident took place.

LossType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of the loss for which the claim was initiated.

  Picklist values aren't predefined for this field. Before you create a record, ensure that your Salesforce admin has defined picklist values based on your organization’s requirement.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: Required. The claim number in the claims management system.

OwnerId

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

  This field is a polymorphic relationship field.

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

PaymentInstructionStatus

• Type: picklist
• Properties: Filter, Group, Nillable, Restricted picklist, Sort
• Description: Payment status from the associated PaymentInstruction. This field is auto-populated.

  Available in API version 67.0 and later.

• Possible values:
  • NotPaid
  • Overpaid
  • Paid
  • Partial

PaymentInstrumentId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The payment instrument used for claim payments.

  Available in API version 67.0 and later.

  This field is a relationship field.

• Relationship Name: PaymentInstrument
• Refers To: PaymentInstrument

RenewalChannel

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The channel through which the insurance policy associated with this claim was renewed.

ReportDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The timestamp for when the accident report was filled out.

ReportNumber

• Type: string
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: The number of the accident report.

ReportingAuthority

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The name of the authority who filled out the accident report.

Severity

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The severity of the claim.

  Picklist values aren't predefined for this field. Before you create a record, ensure that your Salesforce admin has defined picklist values based on your organization’s requirement.

SourceSystem

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

SourceSystemIdentifier

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

Status

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The status of the claim.

Summary

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The description of the claim.

UsageType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The usage type of the record.
• Possible values:
  • Automotive
  • Manufacturing

VisitDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The timestamp for when the agent visited the site of the accident or the place where the vehicle was moved after the accident.

VisitSite

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The site that the agent visited.

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.

ClaimFeed

Feed tracking is available for the object.

ClaimHistory

History is available for tracked fields of the object.

ClaimShare

Sharing is available for the object.