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Objects Copied by Policy Lifecycle Actions

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Objects Copied by Policy Lifecycle Actions

When you trigger a policy lifecycle action such as Renew, Endorse, or Repurpose, the system creates a new policy-related record set by copying specific entities from the source policy. The set of copied entities depends on the action you choose.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

Object	Renew	Endorse	Repurpose
InsurancePolicy
InsurancePolicyParticipant
InsurancePolicyAsset
InsurancePolicyCoverage
InsurancePolicyCoverageBenefit
InsPolicyCvrBnftAttribute
InsPolicyCoverageNetwork
InsuranceRatePlan
RatePlanLineItem
InsuranceRatePlanCommission
InsuranceContributionPlan
InsContributionPlnLineItem
ProducerSplitAssignment
ProducerSplitRoleAssignment
InsurancePolicyTeamMember
InsPolicyBillingInfo
InsurancePolicyMemberAsset
InsurancePolicySurcharge
InsContributionPlnGroupCls
InsPolicyBenefitEligibility