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Insurance > Policy Holders > Policy Holder Fields
Policy Holder Fields
Use the Policy Holder Edit page to add a policy holder, or to update details of an existing policy holder. The Policy Holder Edit page shows the complete set of fields for a policy holder.
TIP: You can also edit policy holder information on the Policy Holder List page and the Policy Holder Detail page. For more information on updating records, see Updating Record Details.
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 fields.
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Field
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Description
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Policy Holder Profile
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Policy
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The policy linked to this policy holder.
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Contact Holder
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The contact name for the policy.
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Policy Holder Name
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The unique name of the policy holder.
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Role
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The role of the contact in this policy. Some example roles are: insured, primary driver, and beneficiary.
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Currency
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The currency of the policy holder.
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Insured Type
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The insured type for each contact in the policy, such as primary, or secondary.
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Percentage
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The percentage of the policy that the holder owns. For example, for a life policy, customers can receive the proceeds of the policy, based on this percentage.
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Policy Holder Integration
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External System ID
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The external source ID of the external information about the policy holder. This field has a limit of 50 characters.
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External Source
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The source of the external information about the policy holder, for example, an application name, database name, integration name, and so on. This field has a limit of 50 characters.
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Integration ID
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The integration ID of the external information about the policy holder. This field has a limit of 50 characters.
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External Last Updated
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The date and time when the data for this policy holder was last updated (from the external source).
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Related Topics
See the following topic for related information:
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