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Insurance View Group Census Data Permission Set
Give your agents access to just what they need to view group census data.
Access Provided by the Insurance View Group Census Data Permission Set
This permission set is delivered in the Insurance Industries Extension managed package and provides read-only access to the following objects:
-
Account
-
Attribute
-
Attribute Assignment
-
Attribute Category
-
Compiled Attribute Override
-
Contact
-
Contract
-
Contract Group Plan
-
Group Census
-
Group Census Member
-
Group Class
-
Group Class Contribution
-
Insurance Contract
-
Pricebook
-
Price List
-
Price List Entry
-
Product
-
Product Child Item
Additionally, this permission set grants read-only access to certain fields on some of the objects listed above.
Object |
Field |
|---|---|
Attribute Assignment |
Object |
Attribute |
|
Category Name |
|
Attribute Unique Code |
|
Attribute Display Name |
|
Attribute Filterable |
|
Attribute Name |
|
Rate Band Tier |
|
Rating Type |
|
Is Rating Attribute |
|
Rating Input |
|
Rating Output |
|
Valid Values Data |
|
Value |
|
Value Data Type |
|
Compiled Attribute Override |
Attribute Default Values |
Attribute Metadata |
|
Attribute Rules |
|
JSON Attribute |
|
Product |
|
Product Child Item |
|
Contact |
Account Name |
Birthdate |
|
Gender |
|
Party |
|
Contract Group Plan |
Contract Group Parent Plan |
Product (Product2Id__c) |
|
Status |
|
Group Census |
Attribute Selected Values |
| Effective Start Date | |
Effective End Date |
|
Member Opt Out Count |
|
Member Without Dependent Count |
|
Member With One Child Count |
|
Member With More Than One Child Count |
|
Member With More Than Two Children Count |
|
Member With Dependent Count |
|
Member With Spouse Count |
|
Total Member Plus Dependent |
|
Total Dependents |
|
Total Members |
|
Full Time Member Count |
|
Part Time Member Count |
|
Type |
|
Group Census Member |
Attribute Selected Values |
Birthdate |
|
Contact |
|
| Dependent Count | |
Full Time Equivalent |
|
Gender |
|
Group Class |
|
Join Date |
|
Is Opt Out All Plans |
|
Is Portal User |
|
Member Type |
|
| Opt Out Plan Types | |
Primary Group Census Member |
|
Primary Member Category |
|
| Primary Member Source | |
| Relationship To Primary Member | |
Source System Identifier |
|
| SpecProduct2Id__c | |
Product |
Approved By |
Approved On |
|
Attribute Default Values |
|
Attribute Metadata |
|
Attribute Rules |
|
Availability |
|
Carrier |
|
Class |
|
Is Configurable |
|
Has Custom Attributes Process |
|
Data Mapper Bundle Name |
|
| Default Image | |
Description |
|
Display URL |
|
Effective Date |
|
Eligibility Criteria |
|
End Date |
|
End of Life Date |
|
Enrollment Status |
|
External Data Source |
|
External ID |
|
| Family | |
Formulary |
|
Global Key |
|
Image |
|
Instance Key Formula |
|
JSON Attribute |
|
Last Publish Date |
|
Lifecycle Status |
|
Line of Business |
|
Market Segment |
|
Is Orderable |
|
Parent Class |
|
Parent Class Code |
|
Pricing Formula |
|
Pricing Source |
|
Product Code |
|
Product Spec |
|
Product Family |
|
Product Spec |
|
Provider Network |
|
Rate Band |
|
Rating Calculation Procedure Name |
|
Rating Procedure Type |
|
Is Recommended |
|
Record Type Name |
|
Replacement Product |
|
Reserve Processing Mode |
|
Selling End Date |
|
Selling Start Date |
|
Specification Sub Type |
|
Specification Type |
|
Standard Premium |
|
Status |
|
Sub Type |
|
Term |
|
Tier |
|
Total Insured Formula |
|
Track as Agreement |
|
Type |
|
Product Child Item |
Child Product |
Child Record Type |
|
Parent Product Child Item |
|
Default Selected Criteria |
|
Eligibility Criteria |
|
Is Optional |
|
Maximum Quantity |
|
Minimum Quantity |
|
Parent Product |
|
Pricing Formula |
|
Pricing Source |
|
Required Criteria |
|
Select Validation Criteria |
|
Select Validation Message |
|
Sequence Number |
|
Sub Parent Specification |
Next Steps
Ready to get started? Learn how to assign this permission set here.
