GiftActuarialEntry

Represents the foundational data for calculating the future value of a planned gift, including life expectancy and discount rates. This object is available in API version 65.0 and later.

Supported Calls

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

Special Access Rules

Fields

ActuarialMethod

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the actuarial method of the actuarial entry.
Possible values:
- Commutation Factors
- Discounted Rates
- Expectancy
- Not Applicable
- Present Value

AdjustmentFactor

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The factor used to adjust annuities based on the payment frequency of the actuarial entry.

AgeInYears

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The age in years of the person related to the actuarial entry.

AnnuityFactor

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The factor used to calculate the annuities of the actuarial entry.

CommutationFactor

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The commutation factor used to calculate the annuities and current values of the actuarial entry.

DiscountFactor

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The factor used to calculate the applicable discount for the actuarial entry.

DurationInYears

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The time in years for which the actuarial entry applies.

EndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date after which the actuarial entry isn’t in effect.

Expectancy

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The life expectancy based on the actuarial model of the actuarial entry.

IncomeInterest

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The interest gained on the income of the person related to the actuarial entry.

InterestRate

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The interest rate percentage of the actuarial entry.

IsActive

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the actuarial entry is active (true) or not (false).
Default value: false

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 isn’t null, the user accessed this record or list view.

MonthsToAnnualPayout

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The number of months before the annual payout of the actuarial entry.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the actuarial entry.

OlderAgeInYears

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The older age in years among two individuals.

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
Refers To: Group, User

PaymentFrequency

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The payment frequency of the actuarial entry.

PayoutRate

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The payout rate of the actuarial entry.

RemainderFactor

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The factor used to calculate the remainder of the actuarial entry.

Source

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The source of the actuarial entry.

StartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date from which the actuarial entry takes effect.

Title

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The title of the actuarial entry.

ValuationFactor

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the valuation factor for the actuarial entry.

Version

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The version of the actuarial entry.

YoungerAgeInYears

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The younger age in years among two individuals.

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.

GiftActuarialEntryChangeEvent: Change events are available for the object.
GiftActuarialEntryFeed: Feed tracking is available for the object.
GiftActuarialEntryHistory: History is available for tracked fields of the object.
GiftActuarialEntryOwnerSharingRule: Sharing rules are available for the object.
GiftActuarialEntryShare: Sharing is available for the object.