Data Model Updates for Insurance FSC Spring '21

Insurance Policy Surcharge

This object represents the charges calculated for an insurance policy and its related assets, coverages, and participants in a region.

This object includes the following fields:

• Adjustment Type: Type of associated product tax and fee.

• Refundable: Indicates if tax or fee is refundable.

• Tax/Fee Id: Product tax and fee used to calculate the amount.

• Tax/Fee Name: Name of product tax and fee used to calculate the amount.

Insurance Policy Payment Schedule Entry

This object represents scheduled payments including premiums, taxes, and fees for a policy record across the term of the policy.

This object includes the following field:

• Insurance Policy Transaction: Insurance policy transaction associated with the payment schedule entry.

Insurance Policy Revenue Schedule Entry

This object represents calculated earned revenue from insurance premiums or other revenue sources.

This object includes the following field:

• Insurance Policy Transaction: Insurance policy transaction associated with the revenue schedule entry.

Insurance Policy

This object includes the following field:

• Plan: Identifies the plan in which the employee is enrolled.