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Insurance Create/Update Quote Permission Set
Give your agents access to just what they need to create and update quotes with the Insurance Create/Update Quote permission set.
Access Provided by the Insurance Create/Update Quote Permission Set
This permission set is delivered in the Insurance managed package and provides Read access to the following objects:
-
Attribute Assignment
-
Compiled Attribute Override
-
Contact
-
Contract
-
Jurisdiction
-
Pricebook
-
Price List
-
Price List Entry
-
Producer Commission
-
Product
-
Product Child Item
-
Product Requirement
-
Vlocity Action
-
Vlocity State
-
Vlocity State Model
-
Vlocity State Model Version
-
Vlocity State Transition
-
Vlocity State Transition Rule
This permission set provides Read and Create access to the following object:
-
Trailing Document Placeholder
This permission set provides Read, Edit, and Create access to the following objects:
-
Account
-
Opportunity
-
Quote
-
Quote Item Relationship
The Insurance Create/Update Quote permission set also provide Read, Edit, Create, and Delete access to these objects:
-
Quote Line Item
-
Quote Line Item Group Class
-
Quote Pricing Adjustment
Additionally, this permission set grants access to certain fields on some of the objects listed above.
Object |
Field |
Access |
|---|---|---|
Account |
Billing Address |
Read, Edit |
Calculated Address |
Read |
|
Contact |
Read, Edit |
|
Industry |
Read, Edit |
|
Phone |
Read, Edit |
|
Type |
Read, Edit |
|
Website |
Read, Edit |
|
Attribute Assignment |
Assigned to Object |
Read |
Attribute |
Read |
|
Attribute Category Name |
Read |
|
Attribute Code |
Read |
|
Attribute Display Name |
Read |
|
Attribute Filterable |
Read |
|
Attribute Name |
Read |
|
Rate Band Tier |
Read |
|
Rating |
Read |
|
Rating Attributes Use |
Read |
|
Rating Input Mapping |
Read |
|
Rating Output Mapping |
Read |
|
Valid Values Data |
Read |
|
Value |
Read |
|
Value Data Type |
Read |
|
Compiled Attribute Override |
Attribute Default Values |
Read |
Attribute Metadata |
Read |
|
Attribute Rules |
Read |
|
JSONAttribute |
Read |
|
Product |
Read |
|
Product Child Item |
Read |
|
Opportunity |
Account Name |
Read, Edit |
Type |
Read, Edit |
|
Product |
Approved By |
Read |
Approved On |
Read |
|
Attribute Default Values |
Read |
|
Attribute Metadata |
Read |
|
Attribute Rules |
Read |
|
Availability |
Read |
|
Carrier |
Read |
|
Class |
Read |
|
Configurable |
Read |
|
Custom Attribute Process |
Read |
|
Data Mapper Bundle Name |
Read |
|
Default Image |
Read |
|
Display URL |
Read |
|
Effective Date |
Read |
|
Eligibility Criteria |
Read |
|
End Date |
Read |
|
End of Life Date |
Read |
|
Enrollment Status |
Read |
|
External Data Source |
Read |
|
External ID |
Read |
|
Formulary |
Read |
|
Global Key |
Read |
|
Image |
Read |
|
Instance Key Formula |
Read |
|
JSONAttribute |
Read |
|
Last Publish Date |
Read |
|
Lifecycle Status |
Read |
|
Line of Business |
Read |
|
Market Segment |
Read |
|
Orderable |
Read |
|
Parent Class |
Read |
|
Parent Class Code |
Read |
|
Pricing Formula |
Read |
|
Pricing Source Mapping |
Read |
|
Product Code |
Read |
|
Product Description |
Read |
|
Product Family |
Read |
|
Product Spec |
Read |
|
Provider Network |
Read |
|
Rate Band |
Read |
|
Rating Procedure Name |
Read |
|
Rating Procedure Type |
Read |
|
Recommended |
Read |
|
Record Type Name |
Read |
|
Replacement Product |
Read |
|
Reserve Processing Mode |
Read |
|
Selling End Date |
Read |
|
Selling Start Date |
Read |
|
Specification Sub Type |
Read |
|
Specification Type |
Read |
|
Standard Premium |
Read |
|
Status |
Read |
|
Sub Type |
Read |
|
Term |
Read |
|
Tier |
Read |
|
Total Insured Formula |
Read |
|
Track as Agreement |
Read |
|
Type |
Read |
|
Product Child Item |
Child Product |
Read |
Child Record Type |
Read |
|
Class Child Item |
Read |
|
Default Selected Criteria |
Read |
|
Eligibility Criteria Comments |
Read |
|
Is Optional |
Read |
|
Max Quantity |
Read |
|
Min, Max, Default |
Read |
|
Parent Product |
Read |
|
Pricing Formula |
Read |
|
Pricing Source |
Read |
|
Required Criteria |
Read |
|
Select Validation Criteria |
Read |
|
Select Validation Message |
Read |
|
SeqNumber |
Read |
|
Sub Parent Product |
Read |
|
Quote |
Account Name |
Read |
Census |
Read, Edit |
|
Commission Amount |
Read |
|
Contact Name |
Read, Edit |
|
Days Remaining |
Read |
|
Effective Date |
Read, Edit |
|
End Date |
Read, Edit |
|
Jurisdiction |
Read, Edit |
|
Market Segment |
Read, Edit |
|
Monthly Premium |
Read, Edit |
|
Primary Quoted Product |
Read |
|
Primary Root Item |
Read, Edit |
|
Rating Type |
Read, Edit |
|
Record Type Name |
Read |
|
Source Asset |
Read, Edit |
|
Standard Premium |
Read, Edit |
|
Status |
Read, Edit |
|
Term |
Read, Edit |
|
Total Amount |
Read |
|
Total Amount for Term Difference |
Read |
|
Total Fee Amount |
Read |
|
Total Fee for Term |
Read, Edit |
|
Total Fee for Term Difference |
Read |
|
Total Premium for Term |
Read, Edit |
|
Total Premium for Term Difference |
Read |
|
Total Price (RootItemTotal__c) |
Read |
|
Total Price (TotalPrice) |
Read |
|
Total Sum Insured |
Read |
|
Total Tax Amount |
Read |
|
Total Tax for Term |
Read, Edit |
|
Total Tax for Term Difference |
Read |
|
Type |
Read, Edit |
|
Quote Item Relationship |
Attribute Selected Values |
Read, Edit |
Child Quote Line Item |
Read, Edit |
|
Parent Quote Line Item |
Read, Edit |
|
Quote Line Item |
Attribute Metadata Changes |
Read, Edit |
Attribute Selected Values |
Read, Edit |
|
CalculatedPriceJSON |
Read, Edit |
|
Census |
Read, Edit |
|
Fee Amount |
Read, Edit |
|
Image & Icon |
Read |
|
Jurisdiction |
Read, Edit |
|
Name (ItemName__c) |
Read, Edit |
|
Name (ProductName__c) |
Read |
|
Need Reprice |
Read, Edit |
|
Parent Item ID (ParentItemId2__c) |
Read, Edit |
|
Parent Item ID (ParentItemId__c) |
Read, Edit |
|
Pricing Log |
Read, Edit |
|
Pricing Source |
Read |
|
Primary Child Line Item |
Read, Edit |
|
Product Child Item |
Read, Edit |
|
Product Child Item Sequence |
Read |
|
Product Record Type Name |
Read |
|
Product Type |
Read |
|
Rating Type |
Read, Edit |
|
Relationship Type |
Read, Edit |
|
Renew Source Plan |
Read, Edit |
|
RootItemID |
Read, Edit |
|
Sub Parent Item Id |
Read, Edit |
|
Tax Amount |
Read, Edit |
|
Total Amount |
Read |
|
Total Price |
Read |
|
Total Sum Insured |
Read, Edit |
|
Quote Pricing Adjustment |
Adjustment Type |
Read, Edit |
Amount |
Read, Edit |
|
Quote Item |
Read, Edit |
|
Tax/Fee Id |
Read, Edit |
|
Trailing Document Placeholder |
Account |
Read |
Application |
Read |
|
Asset |
Read |
|
Case |
Read |
|
Claim |
Read |
|
Claim Line Item |
Read |
|
Contact |
Read |
|
Contract |
Read |
|
Due Date |
Read |
|
Involved Injury |
Read |
|
Involved Property |
Read |
|
Lead |
Read |
|
Quote |
Read |
|
Required |
Read |
|
Status |
Read |
|
Trailing Document Category |
Read |
|
Vlocity State |
DTP State Model Name |
Read |
No Delete |
Read |
|
No Update |
Read |
|
State Record Type |
Read |
|
Vlocity State Model |
Field Name API |
Read |
Object API Name |
Read |
|
Type Field Name |
Read |
|
Type Field Value |
Read |
|
Vlocity State Transition |
Alternate |
Read |
Default Transition |
Read |
|
Description |
Read |
|
From |
Read |
|
State Transition Completion Criteria |
Read |
|
To |
Read |
|
Vlocity State Transition Rule |
Active |
Read |
Conditions |
Read |
|
Execution Sequence |
Read |
|
Failure Message |
Read |
|
False Action |
Read |
|
Success Message |
Read |
|
True Action |
Read |
