Public Sector Solutions Developer Guide

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Public Sector Solutions Data Models
Public Sector Solutions Standard Objects
Accreditation
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PDF

InsurancePolicyTransaction

Represents a transaction related to a change that affects the premium of an insurance policy, such as an endorsement, renewal, or cancellation. This object is available in API version 60.0 and later.

Supported Calls

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

Special Access Rules

To access this object on your Public Sector Solutions org, Benefit Disbursement must be enabled and you must have the Benefit Disbursement Access permission set or the Benefit Disbursement permission set license.

Fields

Field Details
InsurancePolicyId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
Required. The insurance policy this transaction is related to.
This field is a relationship field.
Relationship Name
InsurancePolicy
Relationship Type
Lookup
Refers To
InsurancePolicy
InsurancePolicyVersionId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The current version of the insurance policy.
This field is a relationship field.
Relationship Name
InsurancePolicyVersion
Relationship Type
Lookup
Refers To
InsurancePolicy
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.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Required. The name of the transaction.
ParentTransactionId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The transaction this insurance policy transaction is related to. For example, a charge transaction is the parent transaction for a payment made against that charge.
This field is a relationship field.
Relationship Name
ParentTransaction
Relationship Type
Lookup
Refers To
InsurancePolicyTransaction
Status
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The current status of a policy transaction.
Possible values are:
  • Approved
  • Pending
  • Rejected
  • Reversed
TotalTransactionAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The total amount of transaction, including transaction fee and tax.
This field is a calculated field.
TransactionAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The transaction amount.
TransactionEffectiveDate
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date of the transaction.
TransactionFeeAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The prorated fee for the transaction.
TransactionNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
An identifier for the transaction from an external system.
TransactionPostedDate
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date on which the amount was charged to the customer.
TransactionTaxAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The prorated tax on the transaction amount.
Type
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Specifies the type of transaction.
Possible values are:
  • Cancellation
  • Credit
  • Deposit
  • Endorsement
  • Loan
  • Premium Payment
  • Renewal
  • Surcharge
  • Surrender
  • Withdrawal

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.

InsurancePolicyTransactionFeed
Feed tracking is available for the object.
InsurancePolicyTransactionHistory
History is available for tracked fields of the object.