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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 |
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 |
