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Policy Fields

Use the Policy Edit page to add a policy or update the details of an existing policy. The Policy Edit page shows the complete set of fields for a policy.

You can also edit a policy record on the Policy List page and the Policy Detail page. For more information on updating records, see Updating Record Details.

TIP: You can indicate policy hierarchies, in which a policy is a child of another policy, by selecting a parent policy within a policy record. For information on tracking parent policies, see Tracking Parent Policies.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some of the policy fields.



Policy Profile

Policy #

The policy number that is usually generated by the policy system.

Policy Type

The type of the policy, such as auto, property, general liability, workers compensation, or life.


The policy status, such as new business, in force, pending, terminated, renewal, or quote.

Sub Status

The policy substatus, such as not submitted, broker review, cancelled, or expired.


The currency for the policy.

Effective Date

The date from which the policy is effective.

Expiration Date

The date when the policy expired.

Cancelled Date

The date when the policy was cancelled.

Rate State

The rate that can be applied to a policy in a particular state.

Rate Plan

The rate plan for this policy. Each insurance company might have different rate tiers for a policy. Some example values are: 01, 02, 03, and so on.


The owner of the policy record.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Policy Integration

External System ID

Tracks the external source ID of the external information about the policy. This field has a limit of 50 characters.

External Source

The source of the external information about the policy, for example, an application name, database name, integration name, and so on.

Integration ID

Tracks the integration ID of the external information about the policy. This field has a limit of 50 characters.

External Last Updated

The date and time at which the data for this policy was last updated from the external source.

Policy Agent

Primary Agency

The primary agency that initiated the policy.

Primary Agent

The primary agent who handles this policy.

Referral Source

The referral source, such as the Internet, direct mail, magazine ad, and client referral.

Producer Code

The code for the producer who brought this policy to the insurer.

Face Amount

The amount stated on the insurance policy to be paid upon death or maturity.

Total Premium

The total premium for this policy.

Billing Status

The status of the policy billing, such as billed, lapsed, or paid.

Invoice Due Date

The date the policy invoice is due.


The term of the policy, for example, 1 year, 2 year, and so on.

Policy Pay Method

The method that the customer uses to pay for the policy, such as cash, charged, check, or electronic fund transfer.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.