--- schema_version: "1" id: f53c92d117b215e947f60a7c1ac07577b37b571a5556071bd79d7aac47837e4e title: InsurancePolicyParticipant 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_insurancepolicyparticipant.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_insurancepolicyparticipant.htm source_site: developer.salesforce.com content_type: documentation content_hash: f299851f20311f674b2182e10486f9b6cb5aade2d6a55308e2fc54ca552ee7fc description: A junction object that associates the InsurancePolicy object with the Account object. This object represents the participants of an insurance policy. Insurance policy participants include policy owners and beneficiaries. --- # InsurancePolicyParticipant A junction object that associates the InsurancePolicy object with the Account object. This object represents the participants of an insurance policy. Insurance policy participants include policy owners and beneficiaries. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### BeneficiarySharePercentage - **Type**: percent - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The percentage of the total benefits that goes to the nominee. ### BillingTreatmentId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies how the Subscription Management bills an insurance policy participant. This field is a relationship field. - **Relationship Name**: BillingTreatment - **Refers To**: BillingTreatment ### EffectiveDate - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The date from which the participant is active on the policy. ### EffectiveFromDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date from when the participant becomes active on the policy. ### EffectiveToDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date after when the participant becomes inactive on the policy. ### EmployeeContribution - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The employee contribution towards the insurance premium value for the participant. ### EmployerContribution - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The employer contribution towards the insurance premium value for the participant. ### ExpirationDate - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The date from which the participant is inactive on the policy. ### InsurancePolicyId - **Type**: reference - **Properties**: Create, Filter, Group, Sort, Update - **Description**: The ID of the insurance policy. ### IsActiveParticipant - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the participant is an active participant on the policy. - **Default value**: False ### IsMinorBeneficiary - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the nominee is a minor. - **Default value**: False ### IsPolicyholder - **Type**: boolean - **Properties**: Defaulted on create, Filter, Group, Sort - **Description**: Indicates whether this client owns the policy or is just a participant on the policy. This field is available from API version 51.0 and later. ### 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. ### LegalGuardianId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The legal guardian of the minor beneficiary. This can be a business account or a person account. ### Name - **Type**: string - **Properties**: Autonumber, Defaulted on create, Filter, Sort - **Description**: An auto-generated number assigned to this record. ### OriginalParticipantId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the first instance of a specific participant that's used to track it across policy versions created through lifecycle events. This field is a relationship field. - **Relationship Name**: OriginalParticipant - **Refers To**: InsurancePolicyParticipant ### ParticipantCode - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The unique code of the insurance policy participant across all the policy versions. ### ParticipantName - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The name of the participant of the insurance policy. ### PrimaryParticipantAccountId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the primary participant's account. ### PrimaryParticipantContactId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the primary participant's contact. ### PriorParticipantId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The reference participant form before the policy was endorsed or renewed. This field is a relationship field. - **Relationship Name**: PriorParticipant - **Refers To**: InsurancePolicyParticipant ### ProductId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The product associated with the participant. This field is a relationship field. ### ProductSellingModelId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Indicates whether the insurance policy coverage is sold as a one-time sale or an installment-based sale. This field is a relationship field. - **Relationship Name**: ProductSellingModel - **Refers To**: ProductSellingModel ### RelatedInsPolicyParticipantId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The related insurance policy participant. This field is a relationship field. ### RelatedParticipantAccountId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the related participant's account. ### RelatedParticipantContactId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the related participant's contact. ### RelationshipToInsured - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The relationship of the nominee with the insured. ### Role - **Type**: multipicklist - **Properties**: Create, Filter, Update - **Description**: The roles that the participant has in the policy. For example, owner, beneficiary, driver. ### SourceParticipantId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: References the last reinstated participant version used as the source for subsequent versions, or the original participant if not reinstated. This field is a relationship field. - **Relationship Name**: SourceParticipant - **Relationship Type**: Lookup - **Refers To**: InsurancePolicyParticipant ### 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 participant 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 participant, prorated based on the participant’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. [InsurancePolicyParticipantChangeEvent](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. [InsurancePolicyParticipantFeed](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. [InsurancePolicyParticipantHistory](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. [InsurancePolicyParticipantOwnerSharingRule](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. [InsurancePolicyParticipantShare](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.