--- schema_version: "1" id: 20439e433bd1208f9160c6d3acbdc4b809b4b331f2f52ff7f1e0286fa568c301 title: InsPolicyTransactionDetail collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_inspolicytransactiondetail.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_inspolicytransactiondetail.htm source_site: developer.salesforce.com content_type: documentation content_hash: 6a27f17b2129904f4fc749221662d921dca89c409de0f5da9f618040370f8e07 description: Represents the details of an insurance policy transaction. This object is available in API version 55.0 and later. --- # InsPolicyTransactionDetail Represents the details of an insurance policy transaction. This object is available in API version 55.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert() ## Fields ### Commission - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The commission component of the transaction for the coverage, asset, or participant record. ### Fee - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The fee component of the transaction for the coverage, asset, or participant record. ### InsurancePolicyTransactionId - **Type**: reference - **Properties**: Create, Filter, Group, Sort - **Description**: The insurance policy transaction associated with the insurance policy transaction detail. This is a relationship field. - **Relationship Name**: InsurancePolicyTransaction - **Relationship Type**: Lookup - **Refers To**: InsurancePolicyTransaction ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp when the current user last accessed this record, a record related to this record, or a list view. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp when the current user last viewed this record or list view. ### Name - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Sort, Update - **Description**: The name of the insurance policy transaction detail record. ### ParentTransactionDetailId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The parent transaction detail associated with the transaction detail. This field is a relationship field. - **Relationship Name**: ParentTransactionDetail - **Refers To**: InsPolicyTransactionDetail ### Premium - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The premium component of the transaction for the coverage, asset, or participant record. ### PriorTransactionDetailId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The reference transaction detail to which the current transaction detail is linked. This field is a relationship field. - **Relationship Name**: PriorTransactionDetail - **Refers To**: InsPolicyTransactionDetail ### ReferenceObjectId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The coverage, insured item, or participant record associated with the insurance policy transaction detail. This is a polymorphic relationship field. - **Relationship Name**: ReferenceObject - **Relationship Type**: Lookup - **Refers To**: InsurancePolicyAsset, InsurancePolicyCoverage, InsurancePolicyParticipant ### ReferenceObjectSourceId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The reference record associated with the last reinstated insurance record (policy, coverage, asset, participant, or surcharge), or the original record if not reinstated. This is a polymorphic relationship field. - **Relationship Name**: ReferenceObjectSource - **Relationship Type**: Lookup - **Refers To**: InsurancePolicy, InsurancePolicyAsset, InsurancePolicyCoverage, InsurancePolicyParticipant, InsurancePolicySurcharge ### Tax - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The tax component of the transaction for the coverage, asset, or participant record. ## Associated Objects This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later. [InsPolicyTransactionDetailChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.") Change events are available for the object in API version 62.0 and later. [InsPolicyTransactionDetailFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") Feed tracking is available for the object. [InsPolicyTransactionDetailHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.") History is available for tracked fields of the object. [InsPolicyTransactionDetailOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.") Sharing rules are available for the object. [InsPolicyTransactionDetailShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.") Sharing is available for the object.