The Most Important Objects

The Property & Casualty Application includes a broad range of Salesforce standard objects and custom objects.

For property and casualty insurance, the most important of these objects are:

• Product

  This object is where admins create product models to rate and sell. All the child specs, child spec attribute configurations and rules, product-level attributes, workflow rules, surcharges, and product details are configured and stored.

• Quote

  This object has a LWC-based UI that lets Insurance and Administration users generate and administrate quotes.

  The Quote object connects to sub-objects, such as Quote Line Item. To learn more about the Quote object, see Vlocity Insurance Quote Object Model.

• Policies

  The Policies object is actually the Salesforce standard Asset object that we've renamed. It contains policy record data.

• Claim

  This object has an LWC-based UI that lets Vlocity Administrator, Vlocity Insurance, and Vlocity Adjuster Dashboard work with claims.

  This object stores all claim data. It includes subobjects such as Claim Line Items.