Field-Level Security Permission Set for Insurance Industries Extension Objects and Fields in Installations

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Field-Level Security Permission Set for Insurance Industries Extension Objects and Fields in Installations

Provide your users with access to Insurance Industries Extension objects and fields by creating a permission set.

This task is optional and should only be completed if you use the Insurance Industries Extension managed package.

Important

This step is for new Insurance Industries Extension users only. If you already use the Insurance Industries Extension, see Field-Level Security Permission Set for Insurance Industries Extension Objects and Fields in Upgrades.

You must add Insurance Industries Extension specific objects and fields to a permission set, then assign that permission set to users. Use these steps to add access to all of the objects and fields listed in the table below to a permission set.

From Setup, enter Permission Sets into the Quick Find box, then select Permission Sets.
Click New.
Enter a Name and API Name for your permission set.
Click Save.
Ins the Apps section, click Object Settings.

Click the object.

Object	Fields
Insurance Payment Schedule Entry Details	Currency Entry Name Entry Number Fee Amount Insurance Payment Schedule Entry Insurance Policy Insurance Policy Asset Insurance Policy Coverage Insurance Policy Participant Premium Amount Tax Amount
Insurance Policies	Active Audit Term Billing Carrier Account Cancellation Date Cancellation Reason Cancellation Reason Type Cash Surrender Value Change Subtype Change Type Contract Group Plan Currency ISO Code Current Due Amount Date Renewed Discount Effective Date Eligible for Loan Employer Contribution Expiration Date Final Renewal Date Gross Written Premium Has Any Auto Coverage Intermediary Account Monthly Premium Name Insured Original Effective Date Original Expiration Date Original Policy Owner Name Paid To Date Parent Policy Past Due Amount Payment Due Date Plan Plan Tier Plan Type Policy Description Policy Edit Locked Policy Name Policy Number Policy Paid To Date Policy Term Policy Type Premium Amount Premium Calculation Method Premium Frequency Premium Payment Type Previous Premium Previous Renewal Date Prior Policy Producer Product Rating Date Reference Policy Number Renewal Channel Renewal Date Renewed From Policy Renewed Policy Sale Date Servicing Officer Source Opportunity Source System Source System Identifier Standard Fee Standard Premium Standard Tax Status Substatus Sum Insured Taxes and Surcharges Term Fee Term Premium Term Tax Total Amount Total Amount for Term Total Commission Total Commission Amount Total Fee Amount Total Fee for Term Total Premium for Term Total Standard Amount Total Sum Insured Total Tax Amount Total Tax and Fee Amount Total Tax for Term Total Term Fee Amount Total Term Premium Amount Total Term Tax Amount Underwriting Entity Universal Policy Number Writing Carrier Account
Insurance Policy Assets	Active Asset Code Asset Name Customer Property Insurance Policy Name Owner Name Primary Policy Participant Related Insurance Policy Asset Source System Source System Identifier Standard Fee Standard Premium Standard Tax Term Fee Term Premium Term Tax Total Standard Amount Total Term Amount
Insurance Policy Coverages	Benefit Payment Frequency Category Category Code Category Group Category Group Type Contract Group Plan Coverage Code Coverage Name Currency ISO Code Death Benefit Option Type Deductible Amount Description Discount Effective Date Expiration Date Fee Amount Income Option Type Insurance Policy Insurance Policy Asset Insurance Policy Participant Limit Amount Limit Date Limit Percentage Limit Range Name Premium Amount Source system Source System Identifier Standard Fee Standard Premium Standard Tax Term Fee Term Premium Term Tax Total Standard Amount
Insurance Policy Member Assets	Insurance Policy Insurance Policy Asset Insurance Policy Id Insurance Policy Participant Name Source System Source System Identifier
Insurance Policy Participants	Active Participant Beneficiary Share Percentage Effective Date Expiration Date Insurance Policy Legal Guardian Minor Beneficiary Name Participant Code Policyholder Primary Participant Account Primary Participant Contact Related Participant Account Related Participant Contact Relationship to Insured Role Source System Source System ID Standard Fee Standard Premium Standard Tax Term Fee Term Premium Term Tax Total Standard Amount Total Term Amount
Insurance Policy Payment Schedule	Currency Entry Number Fee Amount Insurance Policy Insurance Policy Transaction Is Paid Premium Amount Schedule Date Status Tax Amount Total Amount
Insurance Policy Surcharges	Insurance Policy Insurance Policy Asset Insurance Policy Coverage Insurance Policy Participant Insurance Policy Transaction Name Refundable Source System Source System Identifier Surcharge Amount Surcharged Item
Insurance Policy Transactions	Insurance Policy Insurance Policy Version Name Parent Transaction Status Total Transaction Amount Transaction Amount Transaction Effective Date Transaction Fee Transaction Number Transaction Posted Date Transaction Tax Type
Insurance Policy Transaction Details	Commission Fee Insurance Policy Transaction Name Premium Reference Object Tax
Producer Commissions	Commission Amount Commission Schedule Commissionable Amount Insurance Policy Insurance Policy Asset Insurance Policy Coverage Insurance Policy Transaction Max Commission Amount Min Commission Amount Name Owner Name Parent Producer Commission Payee Producer Payment Date Processing Producer Producer Production Code Source System Source System Identifier Status Type

Click Edit.
In Object Permissions enable Read, Create, and Edit.
In Field Permissions, enable Read Access and Edit Access for the appropriate fields.
Click Save.

You can now assign this permission set to your users.

Decide which users need access to these objects and fields, then assign the permission set to a single user, or multiple users.

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Field-Level Security Permission Set for Insurance Industries Extension Objects and Fields in Installations

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Field-Level Security Permission Set for Insurance Industries Extension Objects and Fields in Installations