InsurancePolicy

Name	Label	Type	Description
Id	Insurance Policy ID	ID
OwnerId	Owner ID	LOOKUP
IsDeleted	Deleted	CHECKBOX
Name	Policy Number	TEXT(255)
CreatedDate	Created Date	DATETIME
CreatedById	Created By ID	LOOKUP
LastModifiedDate	Last Modified Date	DATETIME
LastModifiedById	Last Modified By ID	LOOKUP
SystemModstamp	System Modstamp	DATETIME
LastViewedDate	Last Viewed Date	DATETIME
LastReferencedDate	Last Referenced Date	DATETIME
NameInsuredId	Account ID	MASTER-DETAIL
PolicyName	Policy Name	TEXT(255)
SourceSystem	Source System	TEXT(255)
EffectiveDate	Effective Date	DATETIME
ExpirationDate	Expiration Date	DATETIME
PremiumAmount	Premium Amount	CURRENCY(16,2)
PaymentDueDate	Payment Due Date	DATETIME
CancellationDate	Cancellation Date	DATETIME
CancellationReason	Cancellation Reason	TEXT AREA (LONG)(32000)
RenewalDate	Renewal Date	DATETIME
FinalRenewalDate	Final Renewal Date	DATETIME
PolicyDescription	Policy Description	TEXT AREA (LONG)(32000)
Status	Status	PICKLIST
ChangeType	Change Type	PICKLIST
Substatus	Substatus	PICKLIST
PremiumFrequency	Premium Frequency	PICKLIST
PlanTier	Plan Tier	PICKLIST
AuditTerm	Audit Term	PICKLIST
ChangeSubtype	Change Subtype	PICKLIST
PolicyType	Policy Type	PICKLIST
PlanType	Plan Type	PICKLIST
PriorPolicyId	Insurance Policy ID	LOOKUP
ProductId	Product ID	LOOKUP
ParentPolicyId	Insurance Policy ID	LOOKUP
PreviousRenewalDate	Previous Renewal Date	DATETIME
RenewalChannel	Renewal Channel	PICKLIST
ProducerId	Producer ID	LOOKUP
IsActive	Active	CHECKBOX
ServicingOfficeStreet	Servicing Office Street	TEXT AREA(255)
ServicingOfficeCity	Servicing Office City	TEXT(40)
ServicingOfficeState	Servicing Office State	TEXT(80)
ServicingOfficePostalCode	Servicing Office Postal Code	TEXT(20)
ServicingOfficeCountry	Servicing Office Country	TEXT(80)
ServicingOfficeStateCode	Servicing Office State Code	PICKLIST
ServicingOfficeCountryCode	Servicing Office Country Code	PICKLIST
ServicingOfficeLatitude	Servicing Office Latitude	NUMBER(3,15)
ServicingOfficeLongitude	Servicing Office Longitude	NUMBER(3,15)
ServicingOfficeGeocodeAccuracy	Servicing Office Geocode Accuracy	PICKLIST
ServicingOffice	Servicing Office	AUTO NUMBER
HasAnyAutoCoverage	Has Any Auto coverage	CHECKBOX
IsLoanEligibile	Eligible for loan	CHECKBOX
TaxesSurcharges	Taxes and Surcharges	CURRENCY(16,2)
CashSurrenderValue	Cash Surrender Value	CURRENCY(16,2)
IsRenewedPolicy	Renewed Policy	CHECKBOX
SourceOpportunityId	Opportunity ID	LOOKUP
GrossWrittenPremium	Gross Written Premium	CURRENCY(16,2)
CancellationReasonType	Cancellation Reason Type	PICKLIST
SaleDate	Sale Date	DATETIME
Discount	Discount	NUMBER(18,0)
PreviousPremium	Previous Premium	CURRENCY(16,2)
UniversalPolicyNumber	Universal Policy Number	TEXT(255)
DateRenewed	Date Renewed	DATETIME
SourceSystemIdentifier	Source System Identifier	TEXT(255)
UnderwritingEntityId	Legal Entity ID	LOOKUP
OriginalPolicyId	Insurance Policy ID	LOOKUP
OriginalEffectiveDate	Original Effective Date	DATETIME
OriginalExpirationDate	Original Expiration Date	DATETIME
PremiumCalculationMethod	Premium Calculation Method	PICKLIST
PremiumPaymentType	Premium Payment Type	PICKLIST
PolicyTerm	Policy Term	PICKLIST
PaidToDate	Paid To Date	DATE
TotalSumInsured	Sum Insured	CURRENCY(16,2)
TermPremiumAmount	Term Premium	CURRENCY(16,2)
TermFeeAmount	Term Fee	CURRENCY(16,2)
TermTaxAmount	Term Tax	CURRENCY(16,2)
StandardPremiumAmount	Standard Premium	CURRENCY(16,2)
StandardFeeAmount	Standard Fee	CURRENCY(16,2)
StandardTaxAmount	Standard Tax	CURRENCY(16,2)
TotalStandardAmount	Total Standard Amount	ROLL-UP SUMMARY
HealthcareProviderId	Healthcare Provider ID	LOOKUP
TotalCommissionAmount	Total Commission Amount	CURRENCY(16,2)
ReferencePolicyNumber	Reference Policy Number	TEXT(255)
ContractGroupPlanId	Contract Group Plan ID	LOOKUP
RenewedFromPolicyId	Insurance Policy ID	LOOKUP
WritingCarrierAccountId	Account ID	LOOKUP
IntermediaryAccountId	Account ID	LOOKUP
BillingCarrierAccountId	Account ID	LOOKUP
PastDueAmount	Past Due Amount	CURRENCY(16,2)
CurrentDueAmount	Current Due Amount	CURRENCY(16,2)
TotalTermPremiumAmount	Total Term Premium Amount	CURRENCY(16,2)
TotalTermTaxAmount	Total Term Tax Amount	CURRENCY(16,2)
TotalTermFeeAmount	Total Term Fee Amount	CURRENCY(16,2)
EmployerContribution	Employer Contribution	CURRENCY(16,2)
IsPolicyEditLocked	Policy Edit Locked	CHECKBOX
RatingDate	Rating Date	DATE
EmployeeContribution	Employee Contribution	CURRENCY(16,2)

Name	Id
Label	Insurance Policy ID
Type	ID
Required	Yes

Name	OwnerId
Label	Owner ID
Type	LOOKUP
Foreign key	Yes
Required	Yes

Name	IsDeleted
Label	Deleted
Type	CHECKBOX
Required	Yes
Default value	false

Name	Name
Label	Policy Number
Type	TEXT(255)
Required	Yes

Name	CreatedDate
Label	Created Date
Type	DATETIME
Required	Yes

Name	CreatedById
Label	Created By ID
Type	LOOKUP
Foreign key	Yes
Required	Yes

Name	LastModifiedDate
Label	Last Modified Date
Type	DATETIME
Required	Yes

Name	LastModifiedById
Label	Last Modified By ID
Type	LOOKUP
Foreign key	Yes
Required	Yes

Name	SystemModstamp
Label	System Modstamp
Type	DATETIME
Required	Yes

Name	LastViewedDate
Label	Last Viewed Date
Type	DATETIME

Name	LastReferencedDate
Label	Last Referenced Date
Type	DATETIME

Name	NameInsuredId
Label	Account ID
Type	MASTER-DETAIL
Foreign key	Yes
Required	Yes

Name	PolicyName
Label	Policy Name
Type	TEXT(255)

Name	SourceSystem
Label	Source System
Type	TEXT(255)

Name	EffectiveDate
Label	Effective Date
Type	DATETIME

Name	ExpirationDate
Label	Expiration Date
Type	DATETIME

Name	PremiumAmount
Label	Premium Amount
Type	CURRENCY(16,2)

Name	PaymentDueDate
Label	Payment Due Date
Type	DATETIME

Name	CancellationDate
Label	Cancellation Date
Type	DATETIME

Name	CancellationReason
Label	Cancellation Reason
Type	TEXT AREA (LONG)(32000)

Name	RenewalDate
Label	Renewal Date
Type	DATETIME

Name	FinalRenewalDate
Label	Final Renewal Date
Type	DATETIME

Name	PolicyDescription
Label	Policy Description
Type	TEXT AREA (LONG)(32000)

Name	Status
Label	Status
Type	PICKLIST
Picklist values	Initial Applied Canceled Customer Rejected Draft Final Full Life Ending Hypothetical In Force In Force-change pending In Force with temporary coverage Agreement Premature endings Insurer Rejected Lapsed Negotiation End Not Taken Up Offered Quote Abandoned Quoted Replaced by customer application Replaced by insurer counter offer Suspended Terminated Under negotiation

Name	ChangeType
Label	Change Type
Type	PICKLIST
Picklist values	Life-Event House Renovation

Name	Substatus
Label	Substatus
Type	PICKLIST
Picklist values	Draft Final Negotiation End Not Taken Up Quote Abandoned

Name	PremiumFrequency
Label	Premium Frequency
Type	PICKLIST
Picklist values	Monthly Semi-Monthly(twice a month) Quarterly Semi Annual(twice a year) Annually

Name	PlanTier
Label	Plan Tier
Type	PICKLIST
Picklist values	Silver Gold Platinum

Name	AuditTerm
Label	Audit Term
Type	PICKLIST
Picklist values	Monthly Semi-Monthly(twice a month) Quarterly Semi Annual(twice a year) Annually

Name	ChangeSubtype
Label	Change Subtype
Type	PICKLIST
Picklist values	Child Birth Marriage

Name	PolicyType
Label	Policy Type
Type	PICKLIST
Picklist values	Medical Malpractice

Name	PlanType
Label	Plan Type
Type	PICKLIST
Picklist values	Single Life Joint Last-to-Die Joint First-to-Die

Name	PriorPolicyId
Label	Insurance Policy ID
Type	LOOKUP
Foreign key	Yes

Name	ProductId
Label	Product ID
Type	LOOKUP
Foreign key	Yes

Name	ParentPolicyId
Label	Insurance Policy ID
Type	LOOKUP
Foreign key	Yes

Name	PreviousRenewalDate
Label	Previous Renewal Date
Type	DATETIME

Name	RenewalChannel
Label	Renewal Channel
Type	PICKLIST
Picklist values	Web Phone Mobile Chatbot Téléphone Agent conversationnel

Name	ProducerId
Label	Producer ID
Type	LOOKUP
Foreign key	Yes

Name	IsActive
Label	Active
Type	CHECKBOX
Required	Yes
Default value	false

Name	ServicingOfficeStreet
Label	Servicing Office Street
Type	TEXT AREA(255)

Name	ServicingOfficeCity
Label	Servicing Office City
Type	TEXT(40)

Name	ServicingOfficeState
Label	Servicing Office State
Type	TEXT(80)

Name	ServicingOfficePostalCode
Label	Servicing Office Postal Code
Type	TEXT(20)

Name	ServicingOfficeCountry
Label	Servicing Office Country
Type	TEXT(80)

Name	ServicingOfficeStateCode
Label	Servicing Office State Code
Type	PICKLIST
Picklist values	AC AG AG 05 02 AL AL AK AB AL AP AM AN AN AP 34 23 AO AR AZ AR AR AP AS AT ACT AV BA BC BS BA BT 11 BL BN BG BI BR BO BZ BS BR BC CA CA CL CM CB CI CW CE CT CZ CN CE CH CT CS 12 CH CH 50 CE CO CL CO CO CT CO CS CR KR CN DN DD DE DL DC DF DL D DG 38 EN ES DF FM FE FI FL FG FC FR 35 18 40 07 G 62 GE GA 21 GA GO GO GR GT 44 45 GR 52 GJ 10 46 HR HI 13 23 41 HG HP 34 01 91 42 43 28 08 ID IL IM IN IA IS 17 03 JA JK JH 32 36 22 37 46 14 KS KA KY KL KY KE KK 39 43 26 AQ LD LS SP LT LE LC LM 21 LK LI LO LD LA LH LU 92 MC MP MH ME MN MB MN MA MD MS MA MT MT MS MO MH VS ML ME ME MI MI 24 MI MG MN MS MO 04 45 MZ MO MN MT MB MO NL 20 42 NA 29 NA NE 15 NV NB NL NH NJ NM NSW NY 15 64 NC ND NT NT NO NS NL NU NU OA OR OY OG OH 44 33 47 OK OT ON OR OR 27 PD PA PA PB PR PR PV PA PE PG PU PE PC PI PI PT PN PZ PO PE PY PB PB 63 QC QLD QE QR RG RJ RA RC RE RI RI RN RJ RN RS RM RO RR RN RO 41 11 SA SL SC SP SK SS SV SE 61 37 31 14 25 32 22 51 SI SK SI SO SO SO SA SC SD SR TB 71 TM TN TA TAS TG TN TE TR TX 12 TA TL TO 09 36 13 31 16 TP TN TV TS TR TO UD UT UT UP VA VE VE VB VC VT VR VV VI VIC VA VT 30 WA WD WB WA WH WV WX WW WI WY 65 54 06 35 19 YU YT 53 ZA 33

Name	ServicingOfficeCountryCode
Label	Servicing Office Country Code
Type	PICKLIST
Picklist values	AF AX AL DZ AD AO AI AQ AG AR AM AW AU AT AZ BS BH BD BB BY BE BZ BJ BM BT BO BQ BA BW BV BR IO BN BG BF BI KH CM CA CV KY CF TD CL CN CX CC CO KM CG CD CK CR CI HR CW CY CZ DK DJ DM DO EC EG SV GQ ER EE SZ ET FK FO FJ FI FR GF PF TF GA GM GE DE GH GI GR GL GD GP GT GG GN GW GY HT HM VA HN HU IS IN ID IQ IE IM IL IT JM JP JE JO KZ KE KI KR XK KW KG LA LV LB LS LR LY LI LT LU MO MG MW MY MV ML MT MQ MR MU YT MX MD MC MN ME MS MA MZ MM NA NR NP NL NC NZ NI NE NG NU NF MK NO OM PK PS PA PG PY PE PH PN PL PT QA RE RO RU RW BL SH KN LC MF PM VC WS SM ST SA SN RS SC SL SG SX SK SI SB SO ZA GS SS ES LK SR SJ SE CH TW TJ TZ TH TL TG TK TO TT TN TR TM TC TV UG UA AE GB US UY UZ VU VE VN VG WF EH YE ZM ZW

Name	ServicingOfficeLatitude
Label	Servicing Office Latitude
Type	NUMBER(3,15)

Name	ServicingOfficeLongitude
Label	Servicing Office Longitude
Type	NUMBER(3,15)

Name	ServicingOfficeGeocodeAccuracy
Label	Servicing Office Geocode Accuracy
Type	PICKLIST
Picklist values	Address NearAddress Block Street ExtendedZip Zip Neighborhood City County State Unknown

Name	ServicingOffice
Label	Servicing Office
Type	AUTO NUMBER

Name	HasAnyAutoCoverage
Label	Has Any Auto coverage
Type	CHECKBOX
Required	Yes
Default value	false

Name	IsLoanEligibile
Label	Eligible for loan
Type	CHECKBOX
Required	Yes
Default value	false

Name	TaxesSurcharges
Label	Taxes and Surcharges
Type	CURRENCY(16,2)

Name	CashSurrenderValue
Label	Cash Surrender Value
Type	CURRENCY(16,2)

Name	IsRenewedPolicy
Label	Renewed Policy
Type	CHECKBOX
Required	Yes
Default value	false

Name	SourceOpportunityId
Label	Opportunity ID
Type	LOOKUP
Foreign key	Yes

Name	GrossWrittenPremium
Label	Gross Written Premium
Type	CURRENCY(16,2)

Name	CancellationReasonType
Label	Cancellation Reason Type
Type	PICKLIST
Picklist values	Canceled at Request of the Finance Company Canceled by Underwriter or Plan Administrator Corporate Officer NonElection Court Release Coverage Placed Elsewhere Duplicate Coverage Failure to Comply with Terms and Conditions (ex. Audit Failure) Failure to Pay Deductible Insured's Request Misrepresentation of Information on Application Non-Payment Not Taken Other Revocation of Voluntary Market Acceptance Rewritten Substantial Change in Risk Underwriting Reasons

Name	SaleDate
Label	Sale Date
Type	DATETIME

Name	Discount
Label	Discount
Type	NUMBER(18,0)

Name	PreviousPremium
Label	Previous Premium
Type	CURRENCY(16,2)

Name	UniversalPolicyNumber
Label	Universal Policy Number
Type	TEXT(255)
Unique	Yes

Name	DateRenewed
Label	Date Renewed
Type	DATETIME

Name	SourceSystemIdentifier
Label	Source System Identifier
Type	TEXT(255)
Unique	Yes

Name	UnderwritingEntityId
Label	Legal Entity ID
Type	LOOKUP
Foreign key	Yes

Name	OriginalPolicyId
Label	Insurance Policy ID
Type	LOOKUP
Foreign key	Yes

Name	OriginalEffectiveDate
Label	Original Effective Date
Type	DATETIME

Name	OriginalExpirationDate
Label	Original Expiration Date
Type	DATETIME

Name	PremiumCalculationMethod
Label	Premium Calculation Method
Type	PICKLIST
Picklist values	Daily Modal

Name	PremiumPaymentType
Label	Premium Payment Type
Type	PICKLIST
Picklist values	Advance Arrears

Name	PolicyTerm
Label	Policy Term
Type	PICKLIST
Picklist values	Annual Semi-Annual Monthly Daily Custom

Name	PaidToDate
Label	Paid To Date
Type	DATE

Name	TotalSumInsured
Label	Sum Insured
Type	CURRENCY(16,2)

Name	TermPremiumAmount
Label	Term Premium
Type	CURRENCY(16,2)

Name	TermFeeAmount
Label	Term Fee
Type	CURRENCY(16,2)

Name	TermTaxAmount
Label	Term Tax
Type	CURRENCY(16,2)

Name	StandardPremiumAmount
Label	Standard Premium
Type	CURRENCY(16,2)

Name	StandardFeeAmount
Label	Standard Fee
Type	CURRENCY(16,2)

Name	StandardTaxAmount
Label	Standard Tax
Type	CURRENCY(16,2)

Name	TotalStandardAmount
Label	Total Standard Amount
Type	ROLL-UP SUMMARY

Name	HealthcareProviderId
Label	Healthcare Provider ID
Type	LOOKUP
Foreign key	Yes

Name	TotalCommissionAmount
Label	Total Commission Amount
Type	CURRENCY(16,2)

Name	ReferencePolicyNumber
Label	Reference Policy Number
Type	TEXT(255)

Name	ContractGroupPlanId
Label	Contract Group Plan ID
Type	LOOKUP
Foreign key	Yes

Name	RenewedFromPolicyId
Label	Insurance Policy ID
Type	LOOKUP
Foreign key	Yes

Name	WritingCarrierAccountId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	IntermediaryAccountId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	BillingCarrierAccountId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	PastDueAmount
Label	Past Due Amount
Type	CURRENCY(16,2)

Name	CurrentDueAmount
Label	Current Due Amount
Type	CURRENCY(16,2)

Name	TotalTermPremiumAmount
Label	Total Term Premium Amount
Type	CURRENCY(16,2)

Name	TotalTermTaxAmount
Label	Total Term Tax Amount
Type	CURRENCY(16,2)

Name	TotalTermFeeAmount
Label	Total Term Fee Amount
Type	CURRENCY(16,2)

Name	EmployerContribution
Label	Employer Contribution
Type	CURRENCY(16,2)

Name	IsPolicyEditLocked
Label	Policy Edit Locked
Type	CHECKBOX
Required	Yes
Default value	false

Name	RatingDate
Label	Rating Date
Type	DATE

Name	EmployeeContribution
Label	Employee Contribution
Type	CURRENCY(16,2)

Name
Provider Network Contract Management

Name	Parent object	Child object	Parent object field	Child object field
ForecastContext	InsurancePolicy	AdvAcctForecastSetUse	Id	ForecastContextId
ContentContext	InsurancePolicy	AssessmentTaskContentDocument	Id	ContentContextId
PolicyNumber	InsurancePolicy	Claim	Id	PolicyNumberId
FirstPublishLocation	InsurancePolicy	ContentVersion	Id	FirstPublishLocationId
ParentRecord	InsurancePolicy	DocumentChecklistItem	Id	ParentRecordId
ReferenceObject	InsurancePolicy	DocumentEnvelope	Id	ReferenceObjectId
RelatedTo	InsurancePolicy	EmailMessage	Id	RelatedToId
What	InsurancePolicy	Event	Id	WhatId
RelatedRecord	InsurancePolicy	FlowOrchestrationWorkItem	Id	RelatedRecordId
ReferenceObject	InsurancePolicy	GeneratedDocument	Id	ReferenceObjectId
Context	InsurancePolicy	GenericVisitTaskContext	Id	ContextId
PriorPolicy	InsurancePolicy	InsurancePolicy	Id	PriorPolicyId
ParentPolicy	InsurancePolicy	InsurancePolicy	Id	ParentPolicyId
OriginalPolicy	InsurancePolicy	InsurancePolicy	Id	OriginalPolicyId
RenewedFromPolicy	InsurancePolicy	InsurancePolicy	Id	RenewedFromPolicyId
InsurancePolicy	InsurancePolicy	InsurancePolicyAsset	Id	InsurancePolicyId
InsurancePolicy	InsurancePolicy	InsurancePolicyCoverage	Id	InsurancePolicyId
InsurancePolicy	InsurancePolicy	InsurancePolicyParticipant	Id	InsurancePolicyId
InsurancePolicy	InsurancePolicy	InsurancePolicySurcharge	Id	InsurancePolicyId
InsurancePolicy	InsurancePolicy	InsurancePolicyTransaction	Id	InsurancePolicyId
InsurancePolicyVersion	InsurancePolicy	InsurancePolicyTransaction	Id	InsurancePolicyVersionId
InsurancePolicy	InsurancePolicy	ProducerCommission	Id	InsurancePolicyId
Parent	InsurancePolicy	RecordAlert	Id	ParentId
What	InsurancePolicy	RecordAlert	Id	WhatId
InsurancePolicy	InsurancePolicy	SecuritiesHolding	Id	InsurancePolicyId
Subject	InsurancePolicy	SurveySubject	Id	SubjectId
What	InsurancePolicy	Task	Id	WhatId
Relation	InsurancePolicy	TaskRelation	Id	RelationId
InsurancePolicy	InsurancePolicy	WorkerCompCoverageClass	Id	InsurancePolicyId

Name	Parent object	Child object	Parent object field	Child object field
Owner	User	InsurancePolicy	Id	OwnerId
CreatedBy	User	InsurancePolicy	Id	CreatedById
LastModifiedBy	User	InsurancePolicy	Id	LastModifiedById
NameInsured	Account	InsurancePolicy	Id	NameInsuredId
PriorPolicy	InsurancePolicy	InsurancePolicy	Id	PriorPolicyId
Product	Product2	InsurancePolicy	Id	ProductId
ParentPolicy	InsurancePolicy	InsurancePolicy	Id	ParentPolicyId
Producer	Producer	InsurancePolicy	Id	ProducerId
SourceOpportunity	Opportunity	InsurancePolicy	Id	SourceOpportunityId
UnderwritingEntity	LegalEntity	InsurancePolicy	Id	UnderwritingEntityId
OriginalPolicy	InsurancePolicy	InsurancePolicy	Id	OriginalPolicyId
HealthcareProvider	HealthcareProvider	InsurancePolicy	Id	HealthcareProviderId
ContractGroupPlan	ContractGroupPlan	InsurancePolicy	Id	ContractGroupPlanId
RenewedFromPolicy	InsurancePolicy	InsurancePolicy	Id	RenewedFromPolicyId
WritingCarrierAccount	Account	InsurancePolicy	Id	WritingCarrierAccountId
IntermediaryAccount	Account	InsurancePolicy	Id	IntermediaryAccountId
BillingCarrierAccount	Account	InsurancePolicy	Id	BillingCarrierAccountId

Label	Value