--- schema_version: "1" id: 4afd1a40257e8eb59665bd863f9db745f40993d657c4f4a96355ec670b8d8ab3 title: InsurancePolicyAsset 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_insurancepolicyasset.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_insurancepolicyasset.htm source_site: developer.salesforce.com content_type: documentation content_hash: 237bd5d6ea43223b9e9646f9e023c5557d704565c65eda315c83a6e4e2f26e8e description: Represents the customer property insured through the insurance policy. --- # InsurancePolicyAsset Represents the customer property insured through the insurance policy. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### AssetCode - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The unique code of the insurance policy asset across all the policy versions. ### AssetName - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The insured customer property. This field is available from API version 51.0 and later. ### BillingTreatmentId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The rules that determine how an insurance policy participant is billed. For example, advance or arrears. This field is a relationship field. - **Relationship Name**: BillingTreatment - **Refers To**: BillingTreatment ### CustomerPropertyId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the insured customer property. ### EffectiveFromDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date from when the asset becomes active on the policy. ### EffectiveToDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date after when the asset becomes inactive on the policy. ### InsurancePolicyId - **Type**: reference - **Properties**: Create, Filter, Group, Sort, Update - **Description**: The ID of the insurance policy that covers this customer property. ### IsActive - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the insurance policy asset is active. - **Default value**: false ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed a record related to this record. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed. ### Name - **Type**: string - **Properties**: Autonumber, Defaulted on create, Filter, Sort - **Description**: An auto-generated number assigned to this record. ### OriginalAssetId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the first instance of a specific asset that's used to track it across policy versions created through lifecycle events. This field is a relationship field. - **Relationship Name**: OriginalAsset - **Refers To**: InsurancePolicyAsset ### OwnerId - **Type**: reference - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: ID of the record owner. ### PrimaryPolicyParticipantId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the primary participant on the insurance policy. This field is available from API version 51.0 and later. ### PriorAssetId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The reference asset from before the policy was endorsed or renewed. This field is a relationship field. - **Relationship Name**: PriorAsset - **Refers To**: InsurancePolicyAsset ### ProductId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The product associated with the asset. This field is a relationship field. ### ProductSellingModelId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Indicates whether the insurance policy asset is billed as a one-time or an installment-based sale. This field is a relationship field. - **Relationship Name**: ProductSellingModel - **Refers To**: ProductSellingModel ### RelatedInsurancePolicyAssetId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The related insurance policy asset id associated with the insurance policy asset. This field is available from API version 54.0 and later. This is a relationship field. - **Relationship Name**: RelatedInsurancePolicyAsset - **Relationship Type**: Lookup - **Refers To**: InsurancePolicyAsset ### SourceAssetId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: References the last reinstated asset version used as the source for subsequent versions, or the original asset if not reinstated. This field is a relationship field. - **Relationship Name**: SourceAsset - **Relationship Type**: Lookup - **Refers To**: InsurancePolicyAsset ### SourceSystem - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The name of the source system this record was obtained from. ### SourceSystemIdentifier - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of this record in the source system. ### StandardCommissionAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The total commission expected for the policy asset across the full policy term. ### StandardFeeAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The expected fee for the policy over the policy period. This field is available from API version 51.0 and later. ### StandardPremiumAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The expected premium for the policy over the policy period. This field is available from API version 51.0 and later. ### StandardTaxAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The expected tax on the policy over the policy period. This field is available from API version 51.0 and later. ### TermCommissionAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The commission amount for the policy asset, prorated based on the asset’s effective dates within the policy. ### TermFeeAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The expected fee for the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later. ### TermPremiumAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The expected premium for the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later. ### TermTaxAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The expected tax on the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later. ### TotalStandardAmount - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: The sum of the expected premium, fee, and tax for the policy over the policy period. This field is available from API version 51.0 and later. This is a calculated field. ### TotalTermAmount - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: The sum of the expected premium, tax, and fee for the policy over the policy period, prorated based on the policy's effective dates. This field is available from API version 51.0 and later. This is a calculated field. ## Associated Objects This object has the following associated objects. Unless noted, they’re available in the same API version as this object. [InsurancePolicyAssetChangeEvent](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. [InsurancePolicyAssetFeed](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. [InsurancePolicyAssetHistory](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. [InsurancePolicyAssetOwnerSharingRule](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. [InsurancePolicyAssetShare](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.