Policy Holder

The policy holder object allows you to define and record details about an insurance policy holder. A policy holder is typically the contact that owns the policy that the insurance company manages.

Child Objects

Audit Trail.

Methods Called

The following table details the methods called by the Policy Holder service.

Table Methods Called by Policy Holder Service

Method	Name as Defined in Service
Delete	PolicyHolderDelete
Execute	PolicyHolderExecute
Insert	PolicyHolderInsert
QueryPage	PolicyHolderQueryPage
Update	PolicyHolderUpdate

Fields

The following table details the required and read-only fields for the policy holder object.

Table Required and Read-Only Fields on the Policy Holder Object

Field Name	Type
PolicyName	Required
Role	Required
PolicyHolderName	Required
CurrencyCode	Read-only
Owner	Read-only
OwnerId	Read-only
Audit Fields	Read-only

The following table details the pickmap fields for the policy holder object.

Table Pick Map Fields for the Policy Holder Object

Pick Map Field	Maps To
PolicyExternalSystemId	PolicyId
PolicyIntegrationId	PolicyId

The following table provides a list of the user key combinations for the policy holder object.

Table User Key Fields on the Policy Holder Object

User Key Field Combinations
PolicyHolderName
Id
ExternalSystemId

The following table details the picklists available for the policy holder object.

Table Picklists Available for the Policy Holder Object

Field Name
InsuredType
Role