You are here:
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 |
|
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 |
