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New and Changed Objects in Insurance

Do more with the new and updated Insurance objects.

Link a policy transaction to a prior transaction
Use the new PriorTransaction field on the InsurancePolicyTransaction object.
Store the billing transaction status
Use the new BillingStatus field on the InsurancePolicyTransaction object.
Specify tax treatment for a surcharge
Use the new TaxTreatment field on the InsurancePolicySurcharge object.
Identify the surcharge's selling model
Use the new ProductSellingModel field on the InsurancePolicySurcharge object.
Determine how a surcharge is billed
Use the new BillingTreatment field on the InsurancePolicySurcharge object.
Store the prior version of a surcharge
Use the new PriorSurcharge field on the InsurancePolicySurcharge object.
Identify the selling model of a policy participant
Use the new ProductSellingModel field on the InsurancePolicyParticipant object.
Specify how participant billing is processed
Use the new BillingTreatment field on the InsurancePolicyParticipant object.
Track the prior version of a participant
Use the new PriorParticipant field on the InsurancePolicyParticipant object.
Identify the selling model of an insurance policy coverage
Use the new ProductSellingModel field on the InsurancePolicyCoverage object.
Specify how Subscription Management bills an insurance policy coverage.
Use the new BillingTreatment field on the InsurancePolicyCoverage object.
Track the reference surcharge record before the policy was endorsed or renewed.
Use the new PriorCoverage field on the InsurancePolicyCoverage object.
Identify the selling model of a policy asset
Use the new ProductSellingModel field on the InsurancePolicyAsset object.
Specify rules that determine how an asset is billed
Use the new BillingTreatment field on the InsurancePolicyAsset object.
Track the prior version of a policy asset
Use the new PriorAsset field on the InsurancePolicyAsset object.
Store the parent transaction detail
Use the new ParentTransactionDetail field on the InsPolicyTransactionDetail object.
Link a transaction detail to its prior version
Use the new PriorTransactionDetail field on the InsPolicyTransactionDetail object.
Store the end date for a billing period
Use the new BillingEndDate field on the InsPolicyBillingInfo object.
Store the day of month for installment billing
Use the new BillDayOfMonth field on the InsPolicyBillingInfo object.
Store the month when recurring billing begins
Use the new BillStartMonth field on the InsPolicyBillingInfo object.

Claim Management

Specify the amount paid over the remaining limit amount
Use the new ExGratiaAmount field on the ClaimCoveragePaymentDetail object.
Specify the count over the remaining limit count approved for a claim
Use the new ExGratiaLimitCount field on the ClaimCoveragePaymentDetail object.
Capture the reason for an ex gratia payment
Use the new ExGratiaReason field on the ClaimCoveragePaymentDetail object.
Store the operation number that's assigned to the claim coverage payment detail record
Use the new OperationNumber field on the ClaimCoveragePaymentDetail object.
Specify an override date for policy limit tracking
Use the new Custom Override value in the existing DurationType field on the ProdtAttrScope object.
Specify the calendar day of the month when the yearly override or limit refresh becomes effective
Use the new OverrideDate field on the ProdtAttrScope object.
Specify the calendar month when the yearly override or limit refresh becomes effective
Use the new OverrideMonth field on the ProdtAttrScope object.
Store the sequential number that's assigned to an insurance policy limit tracking record corresponding to the claim coverage payment detail operation
Use the new PymtDtlOperationNbr field on the InsPlcyLimitTracking object.
Capture the status of an insurance policy limit tracking record
Use the new Status field on the InsPlcyLimitTracking object.
Capture the date on which the incident took place
Use the new ClaimLossDate field on the Claim object.

Insurance Coexistence

Store the source application context for a claim
Use the new RecordSource field on the Claim object.
Store the source application context for an insurance contract
Use the new RecordSource field on the InsuranceContract object.
Store the source application context for an insurance policy
Use the new RecordSource field on the InsurancePolicy object.
Store the source application context for a quote
Use the new RecordSource field on the Quote object.