Insurance View Policy Permission Set

Give your agents access to just what they need to view insurance policies.

Access Provided by the Insurance View Policy 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
Customer Property
Insurance Policy
Insurance Policy Asset
Insurance Policy Coverage
Insurance Policy Member Asset
Insurance Policy Participant
Insurance Policy Payment Schedule Entry
Insurance Policy Revenue Schedule
Insurance Policy Surcharge
Insurance Policy Term
Insurance Policy Transaction
Pricebook
Price List
Price List Entry
Producer
Producer Commission
Product
Product Child Item
Product Requirement
Production Code
Quote

Additionally, this permission set grants read-only access to certain fields on some of the objects listed above.

Object	Field
Attribute Assigned	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
	Gross Written Premium
	Monthly Premium
	Original Effective Date
	Original Expiration Date
	Original Policy
	Paid To Date
	Parent Policy
	Policy Description
	Policy Name
	Policy Term
	Premium Amount
	Premium Calculation Method (PremiumCalculationMethod)
	Premium Frequency
	Premium Payment Type (PremiumPaymentType)
	Previous Premium
	Prior Policy
	Product
	Product Code
	Source Quote
	Standard Fee
	Standard Premium
	Standard Tax
	Status
	Sum Insured
	Taxes and Surcharges
	Term Fee
	Term Premium
	Term Tax
	Total Commission Amount
	Total Standard Amount
	Total Tax Amount
	Universal Policy Number
Insurance Policy Asset	Asset Name
	Attribute Selected Values
	Customer Property
	Parent Product Id
	Primary Policy Participant
	Product
	Product Child Item
	Product Code
	Product Record Type Name
	Standard Fee
	Standard Premium
	Standard Tax
	Term Fee
	Term Premium
	Term Tax
	Total Standard Amount
	Total Tax and Fee Amount
	Total Term Amount
Insurance Policy Coverage	Attribute Selected Values
	Coverage Name
	Deductible Amount
	Description
	Discount
	Effective Date
	Expiration Date
	Fee Amount
	Insurance Policy Asset
	Insured Party
	Limit Amount
	Limit Percentage
	Limit Range
	Premium Amount
	Product
	Product Child Item
	Product Code
	Prorated Fee Amount
	Prorated Premium Amount
	Prorated Tax Amount
	Standard Fee
	Standard Premium
	Standard Tax
	Tax Amount
	Term Fee
	Term Premium
	Term Tax
	Total Amount
	Total Prorated Amount
	Total Standard Amount
	Total Tax and Fee Amount
Insurance Policy Member Asset	Attribute Selected Values
Insurance Policy Member Asset	Insurance Policy
Insurance Policy Participant	Active Participant
	Attribute Selected Values
	Beneficiary Share Percentage
	Effective Date
	Expiration Date
	Lookup Key
	Parent Product Id
	Participant Name
	Policy Holder
	Primary Participant Contact
	Product
	Product Child Item
	Product Code
	Product Record Type Name
	Relationship to Insured
	Standard Fee
	Standard Premium
	Standard Tax
	Term Fee
	Term Premium
	Term Tax
	Total Standard Amount
	Total Tax and Fee Amount
	Total Term Amount
Insurance Policy Payment Schedule Entry	Fee Amount
	Insurance Policy Transaction
	Premium Amount
	Tax Amount
	Total Amount
Insurance Policy Revenue Schedule Entry	Insurance Policy Transaction
	Revenue Earned in Period
	Total Earned Revenue
	Total Unearned Revenue
Insurance Policy Surcharge	Adjustment Type
	Insurance Policy Asset
	Insurance Policy Coverage
	Insurance Policy Participant
	Insurance Policy Transaction
	Surcharge Amount
	Surcharge Item
	Tax/Fee Id
	Tax/Fee Name
Insurance Policy Term	Applicable Item
	Attribute
	Attribute Class
	Attribute Code
	Attribute Scope
	Benefit Type
	Claim Line Item Claimed Amount
	Duration Type
	Effective Year
	Initial Amount
	Initial Value
	Insurance Policy Coverage
	Insured Party
	Insured Policy Asset
	Is Active
	Original Policy
	Payment Attempted
	Reference Policy Number
	Reserve Adjustment Attempted
Insurance Policy Transaction	Insurance Policy Version
	Parent Transaction
	Total Transaction Amount
	Transaction Amount
	Transaction Effective Date
	Transaction Fee
	Transaction Number
	Transaction Posted Date
	Transaction Tax
	Type
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
	Recommend
	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
	Selected Validation Criteria
	Select Validation Message
	SeqNumber
	Sub Parent Product

Next Steps

Ready to get started? Learn how to assign this permission set here.

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Insurance View Policy Permission Set

Access Provided by the Insurance View Policy Permission Set

Next Steps

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Insurance View Policy Permission Set

Access Provided by the Insurance View Policy Permission Set

Next Steps