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Insurance View Census Data Permission Set
Give your agents access to just what they need to view census data.
Access Provided by the Insurance View 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 Assignment
-
Compiled Attribute Override
-
Contact
-
Contract
-
Contract Line Item
-
Group Census
-
Group Census Member
-
Group Census Member Plan
-
Group Class
-
Pricebook
-
Price List
-
Price List Entry
-
Producer Commission
-
Product
-
Product Child Item
-
Product Requirement
Additionally, this permission set grants read-only access to certain fields on some of the objects listed above.
Object |
Field |
|---|---|
Attribute Assignment |
Assigned to Object |
Attribute |
|
Attribute Category Name |
|
Attribute Code |
|
Attribute Display Name |
|
Attribute Filterable |
|
Attribute Name |
|
Rate Band Tier |
|
Rating |
|
Rating Attributes Use |
|
Rating Input Mapping |
|
Rating Output Mapping |
|
Valid Values Data |
|
Value |
|
Value Data Type |
|
Compiled Attribute Override |
Attribute Default Values |
Attribute Metadata |
|
Attribute Rules |
|
JSONAttribute |
|
Product |
|
Product Child Item |
|
Contact |
Account Name |
Asst. Phone |
|
Birthdate |
|
Gender |
|
Middle Name |
|
Party |
|
Social Security Number |
|
Tax ID |
|
Contract Line Item |
Parent Item Id |
Product |
|
Status |
|
Group Census |
Attribute Selected Values |
Effective Date |
|
End Date |
|
No. Cobra |
|
No. Declined |
|
No. Employee + Child |
|
No. Employee + Children |
|
No. Employee + Family |
|
No. Employee + Spouse |
|
No. Employee Only |
|
No. FTE |
|
No. Full Time |
|
No. Part Time |
|
Product |
|
Status |
|
Total Employees |
|
Total Employees + Dependents (CountOfEmployeesPlusDependents__c) |
|
Type |
|
Group Census Member |
Attribute Selected Values |
Birthdate |
|
Class Codes |
|
Contact |
|
First Name |
|
FTE |
|
Gender |
|
Group Class |
|
Hire Date |
|
Is Family |
|
Is Spouse |
|
Last Name |
|
Member Identifier |
|
No. Dependents |
|
Party |
|
Postal Code |
|
Primary |
|
Primary Census Member |
|
Primary Member Identifier |
|
Product |
|
Social Security Number |
|
Spouse |
|
Total Dependents |
|
Type |
|
Group Census Member Plan |
Plan |
Plan Product |
|
Product |
Approved By |
Approved On |
|
Attribute Default Values |
|
Attribute Metadata |
|
Attribute Rules |
|
Availability |
|
Carrier |
|
Class |
|
Configurable |
|
Custom Attributes Process |
|
Omnistudio Data Mapper Bundle Name |
|
Default Image |
|
Display URL |
|
Effective Date |
|
Eligibility Criteria |
|
End Date |
|
End of Life Date |
|
Enrollment Status |
|
External Data Source |
|
External ID |
|
Formulary |
|
Global Key |
|
Image |
|
Instance Key Formula |
|
JSONAttribute |
|
Last Publish Date |
|
Lifecycle Status |
|
Line of Business |
|
Market Segment |
|
Orderable |
|
Parent Class |
|
Parent Class Code |
|
Pricing Formula |
|
Pricing Source Mapping |
|
Product Code |
|
Product Description |
|
Product Family |
|
Product Spec |
|
Provider Network |
|
Rate Band |
|
Rating Procedure Name |
|
Rating Procedure Type |
|
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 |
|
Class Child Item |
|
Default Selected Criteria |
|
Eligibility Criteria Comments |
|
Is Optional |
|
Max Quantity |
|
Min, Max, Default |
|
Parent Product |
|
Pricing Formula |
|
Pricing Source |
|
Required Criteria |
|
Select Validation Criteria |
|
Select Validation Message |
|
SeqNumber |
|
Sub Parent Product |
