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@pasar6987/sf-financial-services-insurance
The backbone of insurance operations — from policy lifecycle and coverage tracking to rate plans, surcharges, and benefit eligibility. These objects power the full spectrum of P&C, life, and group insurance management.
Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 35 datasets / 98 measures in the latest preview · Updated Mar 11, 2026
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@pasar6987/sf-financial-services-insurance
The backbone of insurance operations — from policy lifecycle and coverage tracking to rate plans, surcharges, and benefit eligibility. These objects power the full spectrum of P&C, life, and group insurance management.
Overview
| Count | |
|---|---|
| Objects (Datasets) | 35 |
| Dimensions | 480 |
| Measures | 98 |
| Relationships | 9 |
Objects
- AuthorizedInsuranceLine — Represents the insurance lines that an insurance company is authorized to sell.
- InsBnftEligDefinition — Salesforce standard object
- InsContributionPlnGroupCls — Salesforce standard object
- InsContributionPlnLineItem — Salesforce standard object
- InsPlcyLimit — Represents the data that's used as a base to track the insurance policy consumption.
- InsPlcyLimitTracking — Represents the calculated values based on the consumption of the policy and coverage attributes during claims processing.
- InsPolicyAssetAttribute — Represents attributes for insurance policy asset.
- InsPolicyAssetRelatedObj — Represents the relationship between an Insurance Policy Asset and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Asset.
- InsPolicyBenefitEligibility — Salesforce standard object
- InsPolicyCoverageAttribute — Represents attributes for insurance policy coverage.
- InsPolicyCoverageBenefit — Salesforce standard object
- InsPolicyCoverageNetwork — Salesforce standard object
- InsPolicyCvrBnftAttribute — Salesforce standard object
- InsPolicyCvrRelatedObj — Represents the relationship between an Insurance Policy Coverage and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Coverage.
- InsPolicyParticipantAttr — Represents attributes for insurance policy participant.
- InsPolicyPtcpRelatedObj — Represents the relationship between an Insurance Policy Participant and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Participant.
- InsPolicyRelatedObject — Represents the relationship between an Insurance Policy and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy.
- InsPolicyTransactionDetail — Represents the details of an insurance policy transaction.
- InsuranceAsyncBulkRecordDetail — Salesforce standard object
- InsuranceClaimAsset — A junction object that associates the Claim object with the InsurancePolicyAsset object. You see this object only if you have enabled the Use Many-to-Many Relationships org pref.
- InsuranceContract — Represents insurance-specific contract information. Extension of Contract object, specifically for the insurance industry.
- InsuranceContributionPlan — Salesforce standard object
- InsurancePolicy — Represents a type of insurance policy. Available with the Provider Network Management permission set license.
- InsurancePolicyAsset — Represents the customer property insured through the insurance policy.
- InsurancePolicyAttribute — Represents attributes for insurance policy.
- InsurancePolicyCoverage — A junction object that associates the InsurancePolicy object with the ProductCoverage object.
- InsurancePolicyMemberAsset — A junction object that associates the InsurancePolicyAsset object with the InsurancePolicyParticipant object. You see this object only if you’ve enabled the Use Many-to-Many Relationships org pref.
- InsurancePolicyParticipant — A junction object that associates the InsurancePolicy object with the Account object. This object represents the participants of an insurance policy. Insurance policy participants include policy owners and beneficiaries.
- InsurancePolicySurcharge — Represents the charges calculated for an insurance policy and its related assets, coverages, and participants in a region.
- InsurancePolicyTransaction — Represents a transaction related to a change that affects the premium of an insurance policy, such as an endorsement, renewal, or cancellation.
- InsuranceProfile — Represents the insurance-related attributes for the insured member.
- InsuranceRatePlan — Salesforce standard object
- InsuranceRatePlanCommission — Salesforce standard object
- InsuranceRatePlanLineItem — Salesforce standard object
- WorkerCompCoverageClass — Represents the compensation coverage class that a worker belongs to.
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Semantic Graph
Datasets 0 / Measures 0 / Dimensions 0 / Relationships 0
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