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Insurance View Enrollment Permission Set
Give your agents access to just what they need to view enrollment information.
Access Provided by the Insurance View Enrollment Permission Set
This permission set is delivered in the Insurance Industries Extension managed package and provides read-only access to the following objects:
-
Attribute Assignment
-
Compile Attribute Override
-
Insurance Policy
-
Insurance Policy Coverage
-
Insurance Policy Participant
-
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 ID |
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 |
|
Insurance Policy |
Attribute Selected Values |
Effective Date |
|
Expiration Date |
|
Plan (ContractLineItemId__c) |
|
Policy Term (PolicyTerm) |
|
Premium Amount |
|
Product |
|
Universal Policy Number |
|
Insurance Policy Coverage |
Attribute Selected Values |
Product Child Item |
|
Insurance Policy Participant |
Primary Participant Contact |
Related Participant Contact |
|
Relationship to Insured |
|
Product |
Approved By |
Approved On |
|
Attribute Default Values |
|
Attribute Metadata |
|
Attribute Rules |
|
Availability |
|
Carrier |
|
Class |
|
Configurable |
|
Custom Attribute 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 |
|
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 |
