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Insurance Create/Update Enrollment Permission Set
Give your agents access to just what they need to create and update enrollment information.
Access Provided by the Insurance Create/Update Enrollment Permission Set
This permission set is delivered in the Insurance Industries Extension managed package and provides Read access to the following objects:
-
Attribute Assignment
-
Compiled Attribute Override
-
Pricebook
-
Price List
-
Price List Entry
-
Producer Commission
-
Product
-
Product Child Item
-
Product Requirement
This permission set provides Read, Edit, and Create access to the following objects:
-
Insurance Policy
-
Insurance Policy Coverage
-
Insurance Policy Participant
Additionally, this permission set grants access to certain fields on some of the objects listed above.
Object |
Field |
Access |
|---|---|---|
Attribute Assignment |
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 Override |
Attribute Default Values |
Read |
Attribute Metadata |
Read |
|
Attribute Rules |
Read |
|
JSONAttribute |
Read |
|
Product |
Read |
|
Product Child Item |
Read |
|
Insurance Policy |
Attribute Selected Values |
Read, Edit |
Effective Date |
Read, Edit |
|
Expiration Date |
Read, Edit |
|
Gross Written Premium |
Read, Edit |
|
Monthly Premium |
Read, Edit |
|
Plan (ContractLineItemId__c) |
Read, Edit |
|
Policy Term (PolicyTerm) |
Read, Edit |
|
Premium Amount |
Read, Edit |
|
Product |
Read, Edit |
|
Term Premium |
Read, Edit |
|
Universal Policy Number |
Read, Edit |
|
Insurance Policy Coverage |
Attribute Selected Values |
Read, Edit |
Coverage Name |
Read, Edit |
|
Effective Date |
Read, Edit |
|
Expiration Date |
Read, Edit |
|
Premium Amount |
Read, Edit |
|
Product |
Read, Edit |
|
Product Child Item |
Read, Edit |
|
Insurance Policy Participant |
Participant Name |
Read, Edit |
Primary Participant Contact |
Read, Edit |
|
Related Participant Contact |
Read, Edit |
|
Relationship to Insured |
Read, Edit |
|
Product |
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 |
|
Omnistudio Data Mapper 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 Item |
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 |
