Insurance Create/Update Policy Permission Set

Give your agents access to just what they need to create and update insurance policies.

Access Provided by the Insurance Create/Update Policy Permission Set

This permission set is delivered in the Insurance Industries Extension managed package and provides Read access to the following objects:

Accounts
Attribute Assignments
Compiled Attribute Overrides
Contacts
Opportunities
Price Books
Producer Commissions
Producers
Product Child Items
Production Codes
Product Requirements
Products
Production Taxes and Fees
Quotes
Taxes and Fees
Vlocity Actions
Vlocity Attribute Categories
Vlocity Attributes
Vlocity State Models
Vlocity State Model Versions
Vlocity States
Vlocity State Transitions
Vlocity State Transition Rules

This permission set provides Read and Create access to the following object:

Customer Properties

This permission set provides Read, Edit, and Create access to the following objects:

Insurance Policies
Insurance Policy Assets
Insurance Policy Coverages
Insurance Policy Member Assets
Insurance Policy Participants
Insurance Policy Surcharges
Insurance Policy Terms
Insurance Policy Transactions

The Insurance Create/Update Policy permission set also provide Read, Edit, Create, and Delete access to these objects:

Insurance Policy Payment Schedule
Insurance Policy Revenue Schedule

Additionally, this permission set grants access to certain fields on some of the objects listed above.

Object	Field	Access
Attribute Assignments	Assigned to Object Id	Read
	Attribute	Read
	Attribute Category Name	Read
	Attribute Code	Read
	Attribute Display Name	Read
	Attribute Filterable	Read
	Attribute Name	Read
	Rate Band Tier	Read
	Rating	Read
	Rating Attributes Use	Read
	Rating Input Mapping	Read
	Rating Output Mapping	Read
	Valid Values Data	Read
	Value	Read
	Value Data Type	Read
Compiled Attribute Overrides	Attribute Default Values	Read
	Attribute Metadata	Read
	Attribute Rules	Read
	JSONAttribute	Read
	Product	Read
	Product Child Item	Read
Insurance Policies	Attribute Selected Values	Read, Edit
	Effective Date	Read, Edit
	Expiration Date	Read, Edit
	Gross Written Premium	Read, Edit
	Monthly Premium	Read, Edit
	Original Effective Date	Read, Edit
	Original Expiration Date	Read, Edit
	Original Policy	Read, Edit
	Paid To Date	Read, Edit
	Parent Policy	Read, Edit
	Policy Description	Read, Edit
	Policy Name	Read, Edit
	Policy Term	Read, Edit
	Premium Amount	Read, Edit
	Premium Calculation Method (PremiumCalculationMethod)	Read, Edit
	Premium Frequency	Read, Edit
	Premium Payment Type (PremiumPaymentType)	Read, Edit
	Previous Premium	Read, Edit
	Prior Policy	Read, Edit
	Product	Read, Edit
	Product Code	Read
	Source Quote	Read, Edit
	Standard Fee	Read, Edit
	Standard Premium	Read, Edit
	Standard Tax	Read, Edit
	Status	Read, Edit
	Sum Insured	Read, Edit
	Taxes and Surcharges	Read, Edit
	Term Fee	Read, Edit
	Term Premium	Read, Edit
	Term Tax	Read, Edit
	Total Commission Amount	Read
	Total Fee Amount	Read
	Total Standard Amount	Read
	Total Tax Amount	Read
	Universal Policy Number	Read, Edit
Insurance Policy Assets	Asset Name	Read, Edit
	Attribute Selected Values	Read, Edit
	Customer Property	Read, Edit
	Parent Product Id	Read
	Primary Policy Participant	Read, Edit
	Product	Read, Edit
	Product Child Item	Read, Edit
	Product Code	Read
	Product Record Type Name	Read
	Standard Fee	Read, Edit
	Standard Premium	Read, Edit
	Standard Tax	Read, Edit
	Term Fee	Read, Edit
	Term Premium	Read, Edit
	Term Tax	Read, Edit
	Total Standard Amount	Read
	Total Tax and Fee Amount	Read
	Total Term Amount	Read
Insurance Policy Coverages	Attribute Selected Values	Read, Edit
	Coverage Name	Read, Edit
	Deductible Amount	Read, Edit
	Description	Read, Edit
	Discount	Read, Edit
	Effective Date	Read, Edit
	Expiration Date	Read, Edit
	Fee Amount	Read, Edit
	Insurance Policy Asset	Read, Edit
	Insured Party	Read, Edit
	Limit Amount	Read, Edit
	Limit Percentage	Read, Edit
	Limit Range	Read, Edit
	Premium Amount	Read, Edit
	Product	Read, Edit
	Product Child Item	Read, Edit
	Product Code	Read
	Prorated Fee Amount	Read, Edit
	Prorated Premium Amount	Read, Edit
	Prorated Tax Amount	Read, Edit
	Standard Fee	Read, Edit
	Standard Premium	Read, Edit
	Standard Tax	Read, Edit
	Tax Amount	Read, Edit
	Term Fee	Read, Edit
	Term Premium	Read, Edit
	Term Tax	Read, Edit
	Total Amount	Read
	Total Prorated Amount	Read
	Total Standard Amount	Read
	Total Tax and Fee Amount	Read
Insurance Policy Member Assets	Attribute Selected Values	Read, Edit
Insurance Policy Member Assets	Insurance Policy	Read, Edit
Insurance Policy Participants	Active Participant	Read, Edit
	Attribute Selected Values	Read, Edit
	Beneficiary Share Percentage	Read, Edit
	Effective Date	Read, Edit
	Expiration Date	Read, Edit
	Lookup Key	Read
	Parent Product Id	Read
	Participant Name	Read, Edit
	Policy Holder	Read, Edit
	Primary Participant Contact	Read, Edit
	Product	Read, Edit
	Product Child Item	Read, Edit
	Product Code	Read
	Product Record Type Name	Read
	Relationship to Insured	Read, Edit
	Standard Fee	Read, Edit
	Standard Premium	Read, Edit
	Standard Tax	Read, Edit
	Term Fee	Read, Edit
	Term Premium	Read, Edit
	Term Tax	Read, Edit
	Total Standard Amount	Read
	Total Tax and Fee Amount	Read
	Total Term Amount	Read
Insurance Policy Payment Schedule	Fee Amount	Read, Edit
	Insurance Policy Transaction	Read, Edit
	Is Paid	Read, Edit
	Premium Amount	Read, Edit
	Tax Amount	Read, Edit
	Total Amount	Read
Insurance Policy Revenue Schedule	Insurance Policy Transaction	Read, Edit
	Revenue Earned in Period	Read, Edit
	Total Earned Revenue	Read, Edit
	Total Unearned Revenue	Read, Edit
Insurance Policy Surcharges	Adjustment Type	Read, Edit
	Insurance Policy Asset	Read, Edit
	Insurance Policy Coverage	Read, Edit
	Insurance Policy Participant	Read, Edit
	Insurance Policy Transaction	Read, Edit
	Refundable	Read
	Surcharge Amount	Read, Edit
	Surcharge Item	Read, Edit
	Tax/Fee Id	Read, Edit
	Tax/Fee Name	Read
Insurance Policy Terms	Applicable Item	Read
	Attribute	Read, Edit
	Attribute Class	Read
	Attribute Code	Read
	Attribute Scope	Read
	Benefit Type	Read
	Claim Line Item Claimed Amount	Read
	Duration Type	Read
	Effective Year	Read, Edit
	Initial Amount	Read, Edit
	Initial Value	Read, Edit
	Insurance Policy Coverage	Read, Edit
	Insured Party	Read, Edit
	Insured Policy Asset	Read, Edit
	Is Active	Read, Edit
	Original Policy	Read, Edit
	Payment Attempted	Read
	Reference Policy Number	Read
	Reserve Adjustment Attempted	Read
Insurance Policy Transactions	Insurance Policy Version	Read, Edit
	Parent Transaction	Read, Edit
	Total Transaction Amount	Read
	Transaction Amount	Read, Edit
	Transaction Effective Date	Read, Edit
	Transaction Fee	Read, Edit
	Transaction Number	Read, Edit
	Transaction Posted Date	Read, Edit
	Transaction Tax	Read, Edit
	Type	Read, Edit
Products	Approved By	Read
	Approved On	Read
	Attribute Default Values	Read
	Attribute Metadata	Read
	Attribute Rules	Read
	Availability	Read
	Carrier	Read
	Class	Read
	Configurable	Read
	Custom Attribute Process	Read
	Data Raptor Bundle Name	Read
	Default Image	Read
	Display URL	Read
	Effective Date	Read
	Eligibility Criteria	Read
	End Date	Read
	End of Life Date	Read
	Enrollment Status	Read
	External Data Source	Read
	External Id	Read
	Formulary	Read
	Global Key	Read
	Image	Read
	Instance Key Formula	Read
	JSONAttribute	Read
	Last Publish Date	Read
	Lifecycle Status	Read
	Line of Business	Read
	Market Segment	Read
	Orderable	Read
	Parent Class	Read
	Parent Class Code	Read
	Pricing Formula	Read
	Pricing Source Mapping	Read
	Product Code	Read
	Product Description	Read
	Product Family	Read
	Product Spec	Read
	Provider Network	Read
	Rate Band	Read
	Rating Procedure Name	Read
	Rating Procedure Type	Read
	Recommended	Read
	Record Type Name	Read
	Replacement Product	Read
	Reserve Processing Mode	Read
	Selling End Date	Read
	Selling Start Date	Read
	Specification Sub Type	Read
	Specification Type	Read
	Standard Premium	Read
	Status	Read
	Sub Type	Read
	Term	Read
	Tier	Read
	Total Insured Formula	Read
	Track As Agreement	Read
	Type	Read
Product Child Items	Child Product	Read
	Child Record Type	Read
	Class Child Item	Read
	Default Selected Criteria	Read
	Eligibility Criteria Comments	Read
	Is Optional	Read
	Max Quantity	Read
	Min, Max, Default	Read
	Parent Product	Read
	Pricing Formula	Read
	Pricing Source	Read
	Required Criteria	Read
	Select Validation Criteria	Read
	Select Validation Message	Read
	SeqNumber	Read
	Sub Parent Product	Read
Vlocity States	DTP State Model Name	Read
	No Delete	Read
	No Update	Read
	State Record Type	Read
Vlocity State Models	Field API Name	Read
	Object API Name	Read
	Type Field Name	Read
	Type Field Value	Read
Vlocity State Transitions	Alternate	Read
	Default Transition	Read
	Description	Read
	From	Read
	State Transition Completion Criteria	Read
	To	Read
Vlocity State Transition Rules	Active	Read
	Conditions	Read
	Execution Sequence	Read
	Failure Message	Read
	False Action	Read
	Success Message	Read
	True Action	Read

Next Steps

Ready to get started? Learn how to assign this permission set here.

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Insurance Create/Update Policy Permission Set

Access Provided by the Insurance Create/Update Policy Permission Set

Next Steps

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Insurance Create/Update Policy Permission Set

Access Provided by the Insurance Create/Update Policy Permission Set

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