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Insurance
Add Picklist Values for Insurance Releases Spring '21 Through Winter '25

Add Picklist Values for Insurance Releases Spring '21 Through Winter '25

Add values to picklist fields on several objects used with Insurance.

  1. From Setup, click the Object Manager tab.
  2. Click an object from the list below.
  3. Click Fields & Relationships.
  4. Click the field listed for that object.
  5. In the Values section, click New.
  6. On the Add Picklist Values page, enter the picklist value in the text field.

    If you're adding multiple values, enter each value on a new line.

  7. Click Save.

    Use these steps to add all of the picklist values listed here.

    Object

    Field

    Picklist Value(s)

    Release Added
    Application Type

    Individual Provider

    Spring '21

    Organizational Provider

    Spring '21

    Asset

    Billing Frequency

    Semi-Monthly

    Spring '21

    Status

    Active

    Lapsed

    Pending Lapse

    Spring '21

    Term

    Custom

    Daily

    Monthly

    Semi-Annual

    Spring '21

    Asset Transaction

    Type

    Initiate Grace Period

    Spring '21

    Billing Account

    Billing Frequency

    Semi-Monthly

    Spring '21

    Claim Line Item

    Status

    Authority Denied

    Cancelled

    Closed W/O Pay

    New

    Open

    Paid

    Payment Pending

    Pending Authority

    Stopped

    Voided

    Spring '21

    Commission Schedule

    Calculation Type

    Expression Set

    Spring '22

    Insurance Code

    Category

    NUCC Taxonomy Code

    Spring '21

    Opportunity

    Type

    Endorsement

    Spring '21

    Product

    Rating Procedure Type

    Expression Set

    Spring '22

    Product Requirement

    Applicable Object

    Claim Coverage

    Spring '21

    Quote

    Status

    Issued

    Spring '21

    Type

    Renewal

    Summer '22

    Vlocity Attribute

    Attribute Class

    Coinsurance

    Copay

    Limit - Claim Line Item Unit Count

    Limit - Scope Count

    Out Of Pocket Max

    Spring '21

    Duration Type

    Lifetime

    Spring '22

    Rolling 12 Month

    Spring '22

    Vlocity OmniScript Element

    Type

    Assert Action

    Spring '21

    Vlocity State Model

    Field API Name

    Coverage Status

    Spring '21
    Claim Status Summer '21
    Status Summer '21

    Object API Name

    Claim Coverage Spring '21
    Application Summer '21
    Insurance Claim Summer '21
 
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