--- schema_version: "1" id: f5cbb62f7aea6f6f0f370d005ba640e4afc496fdab7c4daa0b33d27cfdd79d59 title: New and Changed Objects in Insurance collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_insurance_new_changed_objects.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_new_changed_objects.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: deff288918b48a44e5eee63af4a67d91d3e19a47ea60bd0c0950495098c324ad description: Do more with the new and updated Insurance objects. products: - Cross Cloud release: "264" --- # New and Changed Objects in Insurance Do more with the new and updated Insurance objects. ## Group Benefits View the attributes selected for each contract group plan Use the new GrpCensusMemberPlanAttr object. Calculate the charges, including taxes and fees, for a group census member plan Use the new GrpCensusMbrPlanSurcharge object. Track a financial transaction generated for an insurance contract, including the amounts processed for premium, tax, and fees Use the new InsuranceContractTrxn object. Break down a contract transaction into premium, tax, and fees by group plan and class Use the new InsuranceContractTrxnDtl object. Capture the confirmed date a new renewal term officially takes effect Use the new ActualRenewalDate field on the existing InsuranceContract object. Indicate whether an insurance contract is locked for editing and deleting Use the new IsContractLocked field on the existing InsuranceContract object. Identify the root contract that a chain of mid-term endorsements traces back to Use the new OriginalContract field on the existing InsuranceContract object. Capture the initially intended term expiration date before any shortening Use the new OriginalEndDate field on the existing InsuranceContract object. Capture the initially intended term start date before any mid-term adjustments Use the new OriginalStartDate field on the existing InsuranceContract object. Capture the expected date for the next term renewal of a contract Use the new PlannedRenewalDate field on the existing InsuranceContract object. Link a contract version to its immediately preceding version Use the new PriorContract field on the existing InsuranceContract object. Connect a new renewal term back to the original contract Use the new RenewedFromContract field on the existing InsuranceContract object. Specify whether plans are assigned to members automatically based on configured mapping rules for a contract Use the new ShouldAutoAssignPlan field on the existing InsuranceContract object. Specify the granularity, such as plan, coverage, or charge level, at which transaction details are generated for a contract Use the new TransactionDetailLevel field on the existing InsuranceContract object. Specify the action to take for a census member during an event, such as Add, Remove, or Update Use the new EventAction field on the existing GroupCensusMember object. Specify the effective date of an event for a census member within the contract term Use the new EventEffectiveDate field on the existing GroupCensusMember object. Specify the type of event for a census member within the contract term Use the new EventType field on the existing GroupCensusMember object. Specify the level of override allowed for a census member Use the new OverrideTypeConfiguration field on the existing GroupCensusMember object. Specify the action to take for a census member plan during an event, such as Add, Remove, or Update Use the new EventAction field on the existing GroupCensusMemberPlan object. Indicate whether a census member plan is optional or mandatory Use the new IsOptional field on the existing GroupCensusMemberPlan object. Specify the override status applied to a census member plan Use the new OverrideTypeStatus field on the existing GroupCensusMemberPlan object. Associate a product category with a census member plan Use the new ProductCategory field on the existing GroupCensusMemberPlan object. Associate a quote line item with a census member plan Use the new QuoteLineItem field on the existing GroupCensusMemberPlan object. Store the expected standard fee for a census member plan Use the new StandardFeeAmount field on the existing GroupCensusMemberPlan object. Store the expected standard premium for a census member plan Use the new StandardPremiumAmount field on the existing GroupCensusMemberPlan object. Store the expected standard tax for a census member plan Use the new StandardTaxAmount field on the existing GroupCensusMemberPlan object. Specify how a benefit is offered to group members on a contract group plan Use the new PlanAllocationType field on the existing ContractGroupPlan object. Specify how a benefit is offered to group members on a contract group plan group class Use the new PlanAllocationType field on the existing ContractGroupPlanGroupClass object. Specify how a benefit is offered to group members on a quote line item Use the new PlanAllocationType field on the existing QuoteLineItem object. Associate a group class with an insurance policy participant Use the new GroupClass field on the existing InsurancePolicyParticipant object. Associate a group class with an insurance policy transaction detail Use the new GroupClass field on the existing InsPolicyTransactionDetail object. Associate a contract group plan with an insurance policy transaction detail Use the new ContractGroupPlan field on the existing InsPolicyTransactionDetail object. Link an insurance policy transaction to the insurance contract transaction it rolls up to Use the new InsuranceContractTrxn field on the existing InsurancePolicyTransaction object. Specify the business process that created an insurance policy transaction Use the new OriginatingProcess field on the existing InsurancePolicyTransaction object. Specify how a bulk request item is processed, either independently or as part of an aggregation Use the new ItemType field on the existing InsuranceAsyncBulkRequestItem object. ## Claims Management Track an adjustment to the loss or expense reserve amount for a claim Use the new ClaimReserveAdjustment object. Cap the aggregate claim payment for loss items across claim coverages Use the new LossReserveAmount field on the existing Claim object. Cap the aggregate claim payment for expense items across claim coverages Use the new ExpenseReserveAmount field on the existing Claim object. Identify the user who submitted a claim coverage payment detail for payment Use the new PaymentInitiatedBy field on the existing ClaimCoveragePaymentDetail object. ## Product Rating Capture the relationships between an insurance product and its related products for rating and configuration Use the new ProductRelationshipGraph object. Specify the rule engine used to evaluate a product surcharge Use the new RuleEngineType field on the existing ProductSurcharge object. Specify the constraint model used to evaluate surcharge rules Use the new ConstraintModelDeveloperName field on the existing InsurancePolicySurcharge object. Specify the constraint model used to evaluate surcharge rules for a tax Use the new ConstraintModelDeveloperName field on the existing QuoteItemTaxItem object. Specify the constraint model used to evaluate surcharge rules for a fee Use the new ConstraintModelDeveloperName field on the existing QuoteLinePriceAdjustment object.