--- schema_version: "1" id: 3c462c86c78ce252e61a501a52f292b2c027b8cbccf4577bde8f64eafb7206d7 title: InsurancePolicyTransaction 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_insurancepolicytransaction.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_insurancepolicytransaction.htm source_site: developer.salesforce.com content_type: documentation content_hash: 3d744965e8bcaf9f255e80298c7f894e3f0431abf556c9faad9a5c4de62155f9 description: Represents a transaction related to a change that affects the premium of an insurance policy, such as an endorsement, renewal, or cancellation. This object is available in API version 51.0 and later. --- # InsurancePolicyTransaction Represents a transaction related to a change that affects the premium of an insurance policy, such as an endorsement, renewal, or cancellation. This object is available in API version 51.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### BillingStatus - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: The status of the billing transaction. - **Possible values**: - BillingError—Billing Error - SentToBilling—Sent To Billing - Unbilled ### Category - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Specifies the transaction category for the insurance policy. - **Possible values**: - Cancellation - Endorsement - Issuance - Reinstatement - Renewal ### CommissionAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The commission amount associated with this policy transaction. ### EffectiveFromDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date from when the transaction becomes effective. ### InsurancePolicyId - **Type**: reference - **Properties**: Create, Filter, Group, Sort, Update - **Description**: The insurance policy this transaction is related to. ### InsurancePolicyVersionId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The current version of the insurance policy. ### 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**: Create, Filter, Group, idLookup, Sort, Update - **Description**: The name of the transaction. ### ParentTransactionId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The transaction this insurance policy transaction is related to. For example, a charge transaction is the parent transaction for a payment made against that charge. ### PostedDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date when the customer was charged for the insurance policy. ### PriorTransactionId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The reference transaction to which the current transaction is linked. This field is a relationship field. - **Relationship Name**: PriorTransaction - **Refers To**: InsurancePolicyTransaction ### Status - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The current status of a policy transaction. - **Possible values**: - Approved - Pending - Reversed ### TotalTransactionAmount - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: The total amount of transaction, including transaction fee and tax. This is a calculated field. ### TransactionAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The transaction amount. ### TransactionEffectiveDate - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The date of the transaction. ### TransactionFeeAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The prorated fee for the transaction. ### TransactionNumber - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: An identifier for the transaction from an external system. ### TransactionPostedDate - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The date on which the amount was charged to the customer. ### TransactionTaxAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The prorated tax on the transaction amount. ### Type - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the type of transaction. - **Possible values**: - Cancellation - Credit - Deposit - Endorsement - Loan - Premium Payment - Renewal - Surcharge - Surrender - Withdrawal ## 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. [InsurancePolicyTransactionChangeEvent](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. [InsurancePolicyTransactionFeed](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. [InsurancePolicyTransactionHistory](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. [InsurancePolicyTransactionOwnerSharingRule](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. [InsurancePolicyTransactionShare](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.