Policy

The policy object allows you to define and record details about an insurance policy.

Child Objects

Activity, Audit Trail, Book, Claim, Coverage, Insurance Property, Lead, Policy, Policy Holder, Service Request.

Methods Called

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

Table Methods Called by Policy Service

Method	Name as Defined in Service
Delete	PolicyDelete
Execute	PolicyExecute
Insert	PolicyInsert
QueryPage	PolicyQueryPage
Update	PolicyUpdate

Fields

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

Table Required and Read-Only Fields on the Policy Object

Field Name	Type
PolicyNumber	Required
PolicyType	Required
CurrencyCode	Read-only
Owner	Read-only
OwnerId	Read-only
Audit Fields	Read-only

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

Table Pick Map Fields for the Policy Object

Pick Map Field	Maps To
ClaimExternalSystemId	ClaimId
ClaimIntegrationId	ClaimId

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

Table User Key Fields on the Policy Object

User Key Field Combinations
PolicyNumber
Id
ExternalSystemId

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

Table Picklists Available for the Policy Object

Field Name
PolicyType
Status
SubStatus
BillingStatus
RateState
RatePlan
ReferralSource
PolicyPayMethod