InsurancePolicyTransaction

Name	Label	Type	Description
Id	Insurance Policy Transaction ID	ID
IsDeleted	Deleted	CHECKBOX
Name	Name	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
InsurancePolicyId	Insurance Policy ID	MASTER-DETAIL
ParentTransactionId	Insurance Policy Transaction ID	LOOKUP
InsurancePolicyVersionId	Insurance Policy ID	LOOKUP
TransactionAmount	Transaction Amount	CURRENCY(16,2)
TransactionFeeAmount	Transaction Fee	CURRENCY(16,2)
TransactionPostedDate	Transaction Posted Date	DATETIME
TransactionTaxAmount	Transaction Tax	CURRENCY(16,2)
TotalTransactionAmount	Total Transaction Amount	ROLL-UP SUMMARY
TransactionEffectiveDate	Transaction Effective Date	DATETIME
TransactionNumber	Transaction Number	TEXT(255)
Type	Type	PICKLIST
Status	Status	PICKLIST

Name	Id
Label	Insurance Policy Transaction ID
Type	ID
Required	Yes

Name	IsDeleted
Label	Deleted
Type	CHECKBOX
Required	Yes
Default value	false

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

Name	ParentTransactionId
Label	Insurance Policy Transaction ID
Type	LOOKUP
Foreign key	Yes

Name	InsurancePolicyVersionId
Label	Insurance Policy ID
Type	LOOKUP
Foreign key	Yes

Name	TransactionAmount
Label	Transaction Amount
Type	CURRENCY(16,2)

Name	TransactionFeeAmount
Label	Transaction Fee
Type	CURRENCY(16,2)

Name	TransactionPostedDate
Label	Transaction Posted Date
Type	DATETIME

Name	TransactionTaxAmount
Label	Transaction Tax
Type	CURRENCY(16,2)

Name	TotalTransactionAmount
Label	Total Transaction Amount
Type	ROLL-UP SUMMARY

Name	TransactionEffectiveDate
Label	Transaction Effective Date
Type	DATETIME

Name	TransactionNumber
Label	Transaction Number
Type	TEXT(255)

Name	Type
Label	Type
Type	PICKLIST
Picklist values	Renewal Premium Payment Withdrawal Surrender Loan Cancellation Endorsement Credit Surcharge Deposit

Name	Status
Label	Status
Type	PICKLIST
Picklist values	Pending Approved Reversed Rejected

Name	Parent object	Child object	Parent object field	Child object field
ForecastContext	InsurancePolicyTransaction	AdvAcctForecastSetUse	Id	ForecastContextId
ContentContext	InsurancePolicyTransaction	AssessmentTaskContentDocument	Id	ContentContextId
FirstPublishLocation	InsurancePolicyTransaction	ContentVersion	Id	FirstPublishLocationId
ReferenceObject	InsurancePolicyTransaction	DocumentEnvelope	Id	ReferenceObjectId
RelatedTo	InsurancePolicyTransaction	EmailMessage	Id	RelatedToId
What	InsurancePolicyTransaction	Event	Id	WhatId
RelatedRecord	InsurancePolicyTransaction	FlowOrchestrationWorkItem	Id	RelatedRecordId
ReferenceObject	InsurancePolicyTransaction	GeneratedDocument	Id	ReferenceObjectId
Context	InsurancePolicyTransaction	GenericVisitTaskContext	Id	ContextId
InsurancePolicyTransaction	InsurancePolicyTransaction	InsPolicyTransactionDetail	Id	InsurancePolicyTransactionId
InsurancePolicyTransaction	InsurancePolicyTransaction	InsurancePolicySurcharge	Id	InsurancePolicyTransactionId
ParentTransaction	InsurancePolicyTransaction	InsurancePolicyTransaction	Id	ParentTransactionId
InsurancePolicyTransaction	InsurancePolicyTransaction	ProducerCommission	Id	InsurancePolicyTransactionId
What	InsurancePolicyTransaction	Task	Id	WhatId
Relation	InsurancePolicyTransaction	TaskRelation	Id	RelationId

Name	Parent object	Child object	Parent object field	Child object field
CreatedBy	User	InsurancePolicyTransaction	Id	CreatedById
LastModifiedBy	User	InsurancePolicyTransaction	Id	LastModifiedById
InsurancePolicy	InsurancePolicy	InsurancePolicyTransaction	Id	InsurancePolicyId
ParentTransaction	InsurancePolicyTransaction	InsurancePolicyTransaction	Id	ParentTransactionId
InsurancePolicyVersion	InsurancePolicy	InsurancePolicyTransaction	Id	InsurancePolicyVersionId

Label	Value