InsurancePolicy

Represents a type of insurance policy. This object is available in API version 59.0 and later.

This guide only lists certain information for each object. For more information, including descriptions of the fields, see InsurancePolicy in the Financial Services Cloud Developer Guide, Public Sector Solutions Developer Guide, and Salesforce Health Cloud Developer Guide.

Fields

Field Name Field Label Type Digits Length Precision Scale
ActualRenewalDate Actual Renewal Date date
AuditTerm Audit Term picklist 40
BillingCarrierAccountId Account ID reference 18
CancellationDate Cancellation Date datetime
CancellationReason Cancellation Reason textarea 32000
CancellationReasonType Cancellation Reason Type picklist 40
CashSurrenderValue Cash Surrender Value currency 18 2
ChangeSubtype Change Subtype picklist 40
ChangeType Change Type picklist 40
ContractGroupPlanId Contract Group Plan ID reference 18
CreatedById Created By ID reference 18
CreatedDate Created Date datetime
CurrencyIsoCode Currency ISO Code picklist 3
CurrentDueAmount Current Due Amount currency 18 2
DateRenewed Date Renewed datetime
Discount Discount double 18 0
EffectiveDate Effective Date datetime
EffectiveFromDate Effective From Date date
EffectiveToDate Effective To Date date
EmployeeContribution Employee Contribution currency 18 2
EmployerContribution Employer Contribution currency 18 2
ExpirationDate Expiration Date datetime
FinalRenewalDate Final Renewal Date datetime
GrossWrittenPremium Gross Written Premium currency 18 2
HasAnyAutoCoverage Has Any Auto coverage boolean
Id Insurance Policy ID id 18
IntermediaryAccountId Account ID reference 18
IsActive Active boolean
IsDeleted Deleted boolean
IsLoanEligibile Eligible for loan boolean
IsPolicyEditLocked Policy Edit Locked boolean
IsRenewedPolicy Renewed Policy boolean
LastModifiedById Last Modified By ID reference 18
LastModifiedDate Last Modified Date datetime
LastReferencedDate Last Referenced Date datetime
LastViewedDate Last Viewed Date datetime
Name Policy Number string 255
NameInsuredId Account ID reference 18
OriginalEffectiveDate Original Effective Date datetime
OriginalEffectiveFromDate Original Effective From Date date
OriginalEffectiveToDate Original Effective To Date date
OriginalExpirationDate Original Expiration Date datetime
OriginalPolicyId Insurance Policy ID reference 18
OwnerId Owner ID reference 18
PaidToDate Paid To Date date
ParentPolicyId Insurance Policy ID reference 18
PastDueAmount Past Due Amount currency 18 2
PaymentDueDate Payment Due Date datetime
PlanTier Plan Tier picklist 40
PlanType Plan Type picklist 40
PlannedRenewalDate Planned Renewal Date date
PolicyDescription Policy Description textarea 32000
PolicyName Policy Name string 255
PolicyTerm Policy Term picklist 40
PolicyType Policy Type picklist 40
PremiumAmount Premium Amount currency 18 2
PremiumCalculationMethod Premium Calculation Method picklist 40
PremiumFrequency Premium Frequency picklist 40
PremiumPaymentType Premium Payment Type picklist 40
PreviousPremium Previous Premium currency 18 2
PreviousRenewalDate Previous Renewal Date datetime
PriorPolicyId Insurance Policy ID reference 18
ProducerId Producer ID reference 18
ProductId Product ID reference 18
RatingDate Rating Date date
ReferencePolicyNumber Reference Policy Number string 255
RenewalChannel Renewal Channel picklist 40
RenewalDate Renewal Date datetime
RenewedFromPolicyId Insurance Policy ID reference 18
SaleDate Sale Date datetime
ServicingOffice Servicing Office address
ServicingOfficeCity Servicing Office City string 40
ServicingOfficeCountry Servicing Office Country string 80
ServicingOfficeGeocodeAccuracy Servicing Office Geocode Accuracy picklist 40
ServicingOfficeLatitude Servicing Office Latitude double 18 15
ServicingOfficeLongitude Servicing Office Longitude double 18 15
ServicingOfficePostalCode Servicing Office Postal Code string 20
ServicingOfficeState Servicing Office State string 80
ServicingOfficeStreet Servicing Office Street textarea 255
SourceOpportunityId Opportunity ID reference 18
SourceSystem Source System string 255
SourceSystemIdentifier Source System Identifier string 255
StandardFeeAmount Standard Fee currency 18 2
StandardPremiumAmount Standard Premium currency 18 2
StandardTaxAmount Standard Tax currency 18 2
Status Status picklist 40
Substatus Substatus picklist 40
SystemModstamp System Modstamp datetime
TaxesSurcharges Taxes and Surcharges currency 18 2
TermFeeAmount Term Fee currency 18 2
TermPremiumAmount Term Premium currency 18 2
TermTaxAmount Term Tax currency 18 2
TotalCommissionAmount Total Commission Amount currency 18 2
TotalStandardAmount Total Standard Amount currency 18 2
TotalSumInsured Sum Insured currency 18 2
TotalTermFeeAmount Total Term Fee Amount currency 18 2
TotalTermPremiumAmount Total Term Premium Amount currency 18 2
TotalTermTaxAmount Total Term Tax Amount currency 18 2
UnderwritingEntityId Legal Entity ID reference 18
UniversalPolicyNumber Universal Policy Number string 255
WritingCarrierAccountId Account ID reference 18