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InsurancePolicyProductClause

Represents all clauses associated with the products that are applicable to a specific insurance policy. The object contains one record for each clause associated with a product that is applicable to a policy. This object is available in API version 65.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

ApplicableObjectType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description:

    Specifies the type of object the insurance policy product clause applies to.

  • Possible values:
    • InsurancePolicyAsset—Insurance Policy Asset
    • InsurancePolicyCoverage—Insurance Policy Coverage
    • InsurancePolicyParticipant—Insurance Policy Participant

ClauseText

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The generated clause text based on rule evaluation.

ConstraintModelDeveloperName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The developer name of the constraint model.

CreationMethod

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description:

    Indicates how the insurance policy product clause is added.

  • Possible values:
    • AutoAdded
    • Manual

Description

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The description of the insurance policy product clause.

EffectiveDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the insurance policy product clause becomes active.

ExpirationDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the insurance policy product clause becomes inactive.

InsurancePolicyAssetId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The ID of the policy asset associated with the insurance policy product clause. This field is a relationship field.
  • Relationship Name: InsurancePolicyAsset
  • Refers To: InsurancePolicyAsset

InsurancePolicyCoverageId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The ID of the policy coverage associated with the insurance policy product clause. This field is a relationship field.
  • Relationship Name: InsurancePolicyCoverage
  • Refers To: InsurancePolicyCoverage

InsurancePolicyId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The ID of the policy associated with the insurance policy product clause. This field is a relationship field.
  • Relationship Name: InsurancePolicy
  • Relationship Type: Master-detail
  • Refers To: InsurancePolicy (the master object)

InsurancePolicyParticipantId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The ID of the participant associated with the insurance policy product clause. This field is a relationship field.
  • Relationship Name: InsurancePolicyParticipant
  • Refers To: InsurancePolicyParticipant

InsuranceProductClauseId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The ID of the insurance product clause associated with the insurance policy product clause. This field is a relationship field.
  • Relationship Name: InsuranceProductClause
  • Refers To: InsuranceProductClause

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last viewed this record or list view. If this value is null, the user might have only accessed this record or list view (LastReferencedDate), but not viewed it.

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort
  • Description: The name of the insurance policy product clause.

SourceSystem

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The name of the system from where the insurance policy product clause originated.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The unique identifier of the insurance policy product clause record in the source system.