InsurancePolicyParticipant

Name	Label	Type	Description
Id	Insurance Policy Participant ID	ID
IsDeleted	Deleted	CHECKBOX
Name	Name	AUTO NUMBER
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
InsurancePolicyId	Insurance Policy ID	MASTER-DETAIL
SourceSystemIdentifier	Source System ID	TEXT(255)
Role	Role	PICKLIST (MULTI-SELECT)
PrimaryParticipantAccountId	Account ID	LOOKUP
PrimaryParticipantContactId	Contact ID	LOOKUP
RelatedParticipantAccountId	Account ID	LOOKUP
RelatedParticipantContactId	Contact ID	LOOKUP
BeneficiarySharePercentage	Beneficiary Share Percentage	PERCENT(3,0)
RelationshipToInsured	Relationship to Insured	PICKLIST
IsMinorBeneficiary	Minor Beneficiary	CHECKBOX
LegalGuardianId	Account ID	LOOKUP
EffectiveDate	Effective Date	DATETIME
ExpirationDate	Expiration Date	DATETIME
IsActiveParticipant	Active Participant	CHECKBOX
SourceSystem	Source System	TEXT(255)
StandardPremiumAmount	Standard Premium	CURRENCY(16,2)
StandardTaxAmount	Standard Tax	CURRENCY(16,2)
StandardFeeAmount	Standard Fee	CURRENCY(16,2)
TermFeeAmount	Term Fee	CURRENCY(16,2)
TermPremiumAmount	Term Premium	CURRENCY(16,2)
TermTaxAmount	Term Tax	CURRENCY(16,2)
ParticipantCode	Participant Code	TEXT(255)
TotalStandardAmount	Total Standard Amount	ROLL-UP SUMMARY
TotalTermAmount	Total Term Amount	ROLL-UP SUMMARY
IsPolicyholder	Policy holder	CHECKBOX

Name	Id
Label	Insurance Policy Participant ID
Type	ID
Required	Yes

Name	IsDeleted
Label	Deleted
Type	CHECKBOX
Required	Yes
Default value	false

Name	Name
Label	Name
Type	AUTO NUMBER
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	InsurancePolicyId
Label	Insurance Policy ID
Type	MASTER-DETAIL
Foreign key	Yes
Required	Yes

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

Name	Role
Label	Role
Type	PICKLIST (MULTI-SELECT)
Required	Yes
Picklist values	Driver Owner Member Household Member Beneficiary Subscriber HealthPlan Member LifePlan Member Agreement Payer Insured Other

Name	PrimaryParticipantAccountId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	PrimaryParticipantContactId
Label	Contact ID
Type	LOOKUP
Foreign key	Yes

Name	RelatedParticipantAccountId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	RelatedParticipantContactId
Label	Contact ID
Type	LOOKUP
Foreign key	Yes

Name	BeneficiarySharePercentage
Label	Beneficiary Share Percentage
Type	PERCENT(3,0)

Name	RelationshipToInsured
Label	Relationship to Insured
Type	PICKLIST
Picklist values	Aunt Brother Brother-in-law Cousin Daughter Daughter-in-law Ex-husband Ex-wife Father Father-in-law Granddaughter Grandfather Grandmother Grandson Half Sister Have one parent in common Husband Mother Mother-in-law Nephew Niece Sister Sister-in-law Son Son-in-law Step Brother Step Daughter Step Father Step Mother Step Sister Step Son Uncle Wife

Name	IsMinorBeneficiary
Label	Minor Beneficiary
Type	CHECKBOX
Required	Yes
Default value	false

Name	LegalGuardianId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	EffectiveDate
Label	Effective Date
Type	DATETIME

Name	ExpirationDate
Label	Expiration Date
Type	DATETIME

Name	IsActiveParticipant
Label	Active Participant
Type	CHECKBOX
Required	Yes
Default value	false

Name	SourceSystem
Label	Source System
Type	TEXT(255)

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

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

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

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

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

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

Name	ParticipantCode
Label	Participant Code
Type	TEXT(255)

Name	TotalStandardAmount
Label	Total Standard Amount
Type	ROLL-UP SUMMARY

Name	TotalTermAmount
Label	Total Term Amount
Type	ROLL-UP SUMMARY

Name	IsPolicyholder
Label	Policy holder
Type	CHECKBOX
Required	Yes
Default value	false

Name	Parent object	Child object	Parent object field	Child object field
ForecastContext	InsurancePolicyParticipant	AdvAcctForecastSetUse	Id	ForecastContextId
ContentContext	InsurancePolicyParticipant	AssessmentTaskContentDocument	Id	ContentContextId
InsurancePolicyParticipant	InsurancePolicyParticipant	ClaimCoverage	Id	InsurancePolicyParticipantId
InsurancePolicyParticipant	InsurancePolicyParticipant	ClaimParticipant	Id	InsurancePolicyParticipantId
FirstPublishLocation	InsurancePolicyParticipant	ContentVersion	Id	FirstPublishLocationId
ReferenceObject	InsurancePolicyParticipant	DocumentEnvelope	Id	ReferenceObjectId
RelatedTo	InsurancePolicyParticipant	EmailMessage	Id	RelatedToId
What	InsurancePolicyParticipant	Event	Id	WhatId
RelatedRecord	InsurancePolicyParticipant	FlowOrchestrationWorkItem	Id	RelatedRecordId
ReferenceObject	InsurancePolicyParticipant	GeneratedDocument	Id	ReferenceObjectId
Context	InsurancePolicyParticipant	GenericVisitTaskContext	Id	ContextId
ReferenceObject	InsurancePolicyParticipant	InsPolicyTransactionDetail	Id	ReferenceObjectId
PrimaryPolicyParticipant	InsurancePolicyParticipant	InsurancePolicyAsset	Id	PrimaryPolicyParticipantId
InsurancePolicyParticipant	InsurancePolicyParticipant	InsurancePolicyCoverage	Id	InsurancePolicyParticipantId
InsurancePolicyParticipant	InsurancePolicyParticipant	InsurancePolicySurcharge	Id	InsurancePolicyParticipantId
Subject	InsurancePolicyParticipant	SurveySubject	Id	SubjectId
What	InsurancePolicyParticipant	Task	Id	WhatId
Relation	InsurancePolicyParticipant	TaskRelation	Id	RelationId

Name	Parent object	Child object	Parent object field	Child object field
CreatedBy	User	InsurancePolicyParticipant	Id	CreatedById
LastModifiedBy	User	InsurancePolicyParticipant	Id	LastModifiedById
InsurancePolicy	InsurancePolicy	InsurancePolicyParticipant	Id	InsurancePolicyId
PrimaryParticipantAccount	Account	InsurancePolicyParticipant	Id	PrimaryParticipantAccountId
PrimaryParticipantContact	Contact	InsurancePolicyParticipant	Id	PrimaryParticipantContactId
RelatedParticipantAccount	Account	InsurancePolicyParticipant	Id	RelatedParticipantAccountId
RelatedParticipantContact	Contact	InsurancePolicyParticipant	Id	RelatedParticipantContactId
LegalGuardian	Account	InsurancePolicyParticipant	Id	LegalGuardianId

Label	Value