Insurance Policy DMO

Object API Name: std__InsurancePolicyDmo__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

• FinancialAccountID has a FOREIGNKEY relationship with the Financial Account DMO Id field.

• CancellationDateTime
• cdp_sys_record_currency
• Currency
• CurrentDueAmount
• DataSourceId
• DataSourceObjectId
• Description
• EffectiveDateTime
• EmployerContributionAmount
• ExpirationDateTime
• FinancialAccountId
• FinancialPolicyTerm
• GrossWrittenPremiumAmount
• HasAnyAutoCoverage
• Id
• InsurancePolicyChangeSubType
• InsurancePolicyChangeType
• InsurancePolicyNumber
• InsurancePolicyStatus
• InsurancePolicySubStatus
• InsurancePolicyType
• InsuredAmount
• InternalOrganizationId
• IsActive
• IsLoanEligibile
• IsRenewedPolicy
• NameInterfaceField
• NextRenewalDateTime
• OriginalEffectiveDateTime
• OriginalInsurancePolicyId
• PolicyCancellationReasonType
• PolicyPlanTier
• PolicyPlanType
• PolicyRenewalChannelType
• PremiumAmount
• PremiumFrequency
• PremiumPaymentType
• PreviousPremiumAmount
• PreviousRenewalDateTime
• PrimaryInsuredId
• PrimaryProducerId
• PriorInsurancePolicy
• ProductId
• RenewalDate
• RenewalDateTime
• RenewalDeadlineDateTime
• SaleDateTime
• ServingOfficeAddress
• SourceOpportunityId
• StandardFeeAmount
• StandardTaxAmount
• TaxesSurchargesAmount
• TermFeeAmount
• TermPremiumAmount
• TotalCommissionAmount
• TotalStandardAmount
• TotalTermFeeAmount
• TotalTermPremiumAmount
• TotalTermTaxAmount
• UniversalPolicyIdentifier
• WritingCarrierAccountId

• Field API Name: std__CancellationDateTime__c
• Data Type: DATETIME
• Description: The date and time when insurance policy was canceled.

• Field API Name: std__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: std__Currency__c
• Data Type: TEXT
• Description: ISO 4217 currency code associated with the record.

• Field API Name: std__CurrentDueAmount__c
• Data Type: DOUBLE
• Description: The current due amount for the policy.

• Field API Name: std__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__Description__c
• Data Type: TEXT
• Description: Description of the Insurance Policy.

• Field API Name: std__EffectiveDateTime__c
• Data Type: DATETIME
• Description: The date and time from which policy is in effect.

• Field API Name: std__EmployerContributionAmount__c
• Data Type: DOUBLE
• Description: The employer's contribution towards the insurance premium value.

• Field API Name: std__ExpirationDateTime__c
• Data Type: DATETIME
• Description: The date and time on which the policy expires.

• Field API Name: std__FinancialAccountId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__FinancialPolicyTerm__c
• Data Type: TEXT
• Description: Reference to the Financial Policy Term.

• Field API Name: std__GrossWrittenPremiumAmount__c
• Data Type: DOUBLE
• Description: The total expected premium amount for the insurance policy over the policy period.

• Field API Name: std__HasAnyAutoCoverage__c
• Data Type: BOOLEAN
• Description: Whether the insurance policy has an Any Auto coverage, which extends the coverage to hired and other non-owned vehicles. The default value is False.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this InsurancePolicy record. Maximum size is 15 characters.

• Field API Name: std__InsurancePolicyChangeSubType__c
• Data Type: TEXT
• Description: The Insurance policy change sub type. For example, childbirth, marriage.

• Field API Name: std__InsurancePolicyChangeType__c
• Data Type: TEXT
• Description: The Insurance policy change type. For example, life event, house renovation.

• Field API Name: std__InsurancePolicyNumber__c
• Data Type: TEXT
• Description: Insurance Policy Number.

• Field API Name: std__InsurancePolicyStatus__c
• Data Type: TEXT
• Description: The Insurance policy status. For example, Draft, Cancelled, Applied, Final.

• Field API Name: std__InsurancePolicySubStatus__c
• Data Type: TEXT
• Description: The Insurance policy sub status. For example, Draft, Cancelled, Applied, Final.

• Field API Name: std__InsurancePolicyType__c
• Data Type: TEXT
• Description: The insurance policy type. For example, home, auto, annuity, or life.

• Field API Name: std__InsuredAmount__c
• Data Type: DOUBLE
• Description: The insured value that an insurance policy covers.

• Field API Name: std__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__IsActive__c
• Data Type: BOOLEAN
• Description: Whether the policy is active. The default value is False.Creating or updating an InsurancePolicy sets IsActive automatically based on the Status field value. For example, you can set IsActive to False by setting Status to Inactive.

• Field API Name: std__IsLoanEligibile__c
• Data Type: BOOLEAN
• Description: Whether a loan can be requested against the insurance policy. The default value is False.

• Field API Name: std__IsRenewedPolicy__c
• Data Type: BOOLEAN
• Description: Whether the policy is a renewed policy. The default value is False.

• Field API Name: std__NameInterfaceField__c
• Data Type: TEXT
• Description: Name of this record.

• Field API Name: std__NextRenewalDateTime__c
• Data Type: DATETIME
• Description: Next renewal date and time of the policy.

• Field API Name: std__OriginalEffectiveDateTime__c
• Data Type: DATETIME
• Description: The date and time on which the original policy went into effect.

• Field API Name: std__OriginalInsurancePolicyId__c
• Data Type: TEXT
• Description: Reference to the original insurance policy.

• Field API Name: std__PolicyCancellationReasonType__c
• Data Type: TEXT
• Description: The Insurance policy cancellation reason type. For example, Non Payment, Deceptive Claim, Criminal Record.

• Field API Name: std__PolicyPlanTier__c
• Data Type: TEXT
• Description: The insurance policy plan tier. For example, silver, gold, or platinum.

• Field API Name: std__PolicyPlanType__c
• Data Type: TEXT
• Description: The insurance policy plan type. For example, single life, joint last-to-die, or joint first-to-die (primarily applicable for term insurance).

• Field API Name: std__PolicyRenewalChannelType__c
• Data Type: TEXT
• Description: The channel used to renew the policy. For example, Chatbot, Mobile, Phone, Web.

• Field API Name: std__PremiumAmount__c
• Data Type: DOUBLE
• Description: Amount paid to the insurer for insurance policy coverage.

• Field API Name: std__PremiumFrequency__c
• Data Type: TEXT
• Description: The Insurance policy premium frequncy. For example, monthly, semi-monthly, quarterly, semi-annually, or annually.

• Field API Name: std__PremiumPaymentType__c
• Data Type: TEXT
• Description: The Insurance policy premium payment type. For example, advance, arrears.

• Field API Name: std__PreviousPremiumAmount__c
• Data Type: DOUBLE
• Description: The premium of the policy before it was renewed.

• Field API Name: std__PreviousRenewalDateTime__c
• Data Type: DATETIME
• Description: Previous renewal date and time of the policy.

• Field API Name: std__PrimaryInsuredId__c
• Data Type: TEXT
• Description: Reference to the primary insured account.

• Field API Name: std__PrimaryProducerId__c
• Data Type: TEXT
• Description: Reference to the primary prodcuer.

• Field API Name: std__PriorInsurancePolicy__c
• Data Type: TEXT
• Description: Reference to the prior insurance policy.

• Field API Name: std__ProductId__c
• Data Type: TEXT
• Description: Reference to the product from which the policy was created.

• Field API Name: std__RenewalDate__c
• Data Type: DATEONLY
• Description: Calendar date representing the renewal date in the YYYY-MM-DD format.

• Field API Name: std__RenewalDateTime__c
• Data Type: DATETIME
• Description: The date and time when the policy was renewed.

• Field API Name: std__RenewalDeadlineDateTime__c
• Data Type: DATETIME
• Description: The final date and time when the policyholder can renew the insurance policy.

• Field API Name: std__SaleDateTime__c
• Data Type: DATETIME
• Description: The date and time when the policy was sold.

• Field API Name: std__ServingOfficeAddress__c
• Data Type: TEXT
• Description: The address of the office that's sued the policy and that services the policy.

• Field API Name: std__SourceOpportunityId__c
• Data Type: TEXT
• Description: Reference to the opportunity from which the policy was created.

• Field API Name: std__StandardFeeAmount__c
• Data Type: DOUBLE
• Description: The expected fee for the policy over the policy period.

• Field API Name: std__StandardTaxAmount__c
• Data Type: DOUBLE
• Description: The expected tax on the policy over the policy period.

• Field API Name: std__TaxesSurchargesAmount__c
• Data Type: DOUBLE
• Description: The taxes and surcharges levied on the premium for the insurance policy.

• Field API Name: std__TermFeeAmount__c
• Data Type: DOUBLE
• Description: The expected fee for the policy over the policy period, prorated based on the policy's effective dates.

• Field API Name: std__TermPremiumAmount__c
• Data Type: DOUBLE
• Description: The expected premium for the policy over the policy period, prorated based on the policy's effective dates.

• Field API Name: std__TotalCommissionAmount__c
• Data Type: DOUBLE
• Description: The total commission amount for the policy.

• Field API Name: std__TotalStandardAmount__c
• Data Type: DOUBLE
• Description: The sum of the expected premium, fee, and tax for the policy over the policy period.

• Field API Name: std__TotalTermFeeAmount__c
• Data Type: DOUBLE
• Description: The current total term fees of all policy versions.

• Field API Name: std__TotalTermPremiumAmount__c
• Data Type: DOUBLE
• Description: The current total term premium of all policy versions.

• Field API Name: std__TotalTermTaxAmount__c
• Data Type: DOUBLE
• Description: The current total term taxes of all policy versions.

• Field API Name: std__UniversalPolicyIdentifier__c
• Data Type: TEXT
• Description: An identifier that uniquely identifies the policy across different source systems.

• Field API Name: std__WritingCarrierAccountId__c
• Data Type: TEXT
• Description: Reference to the Writing Carrier Account associated with the Insurance Policy.