An insurance benefit related to a client's insurance policy.

Field Label API Name Type Notes
Accelerated Option cloupra__Acceleration_Option__c Lookup (Cloupra__Category__C) Is the benefit standalone or accelerated?
Asset/Liability cloupra__Asset_Liability__c Lookup (Cloupra__Portfolio_Holding__C)  
Batch cloupra__Batch__c Lookup (Cloupra__Batch__C)  
Benefit Amount cloupra__Benefit_Amount__c Currency (10, 6) The benefit amount payable, either as a single lump sum (e.g. for life, TPD/disability, trauma) or monthly instalments (e.g. for income protection, business expense).
Benefit Amount Currency cloupra__Benefit_Amount_Currency__c Lookup (Cloupra__Currency__C)  
Benefit Excess cloupra__Benefit_Excess__c Currency (16, 2)  
Benefit Name cloupra__Benefit_Name__c Text (80) The benefit's descriptive name (often the name of the specific insurance product).
Benefit Number Name Text (80) Required
Benefit Payment Frequency cloupra__Benefit_Payment_Frequency__c Lookup (Cloupra__Category__C) The frequency upon which the benefit pays out, e.g. lump sum payment, monthly payment, etc.
Benefit Period cloupra__Benefit_Period__c Lookup (Cloupra__Category__C)  
Benefit Premium cloupra__Benefit_Premium__c Currency (16, 2)  
Benefit Premium Structure cloupra__Benefit_Premium_Structure__c Lookup (Cloupra__Category__C)  
Benefit Type cloupra__Benefit_Type__c Picklist (Term Life; TPD/Disability; Trauma; Whole of LIfe; Income protection; Redundancy; Mortgage Protection; Household Expenses; Business expense; Key Person; Startup Income Protection; Business Debt Protection; Ownership Buyout; Waiver of Premium; Other)  
Benefit Units cloupra__Benefit_Units__c Number (14, 4)  
Claim Wait Period cloupra__Claim_Wait_Period__c Lookup (Cloupra__Category__C) The claim waiting period for income protection benefits.
Covered Occupation cloupra__Covered_Occupation__c Lookup (Cloupra__Category__C) Is the insured covered for any occupation or just their own?
Cover Option cloupra__Cover_Option__c Lookup (Cloupra__Cover_Option__C)  
Cover Type cloupra__Cover_Type__c Lookup (Cloupra__Category__C)  
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Data Feed cloupra__Data_Feed__c Lookup (Cloupra__Data_Feed__C)  
Deleted IsDeleted Checkbox Required
End Date cloupra__End_Date__c Date  
Exclusions cloupra__Exclusions__c Textarea (1000) Details of the exclusions that apply to this benefit.
Exclusions Apply? cloupra__Exclusions_Apply__c Checkbox Help text: Do exclusions apply to this benefit?
Attribute: Required
External Id cloupra__External_Id__c Text (255) External ID
Future Insurability cloupra__Future_Insurability__c Lookup (Cloupra__Category__C) Does the policy include guaranteed future insurability for this benefit?
Income Protection Type cloupra__Income_Protection_Type__c Lookup (Cloupra__Category__C) The type of income protection provided by this benefit, e.g. agreed value, indemnity, loss of earnings, etc.
Inside Super? cloupra__Inside_Super__c Checkbox Required
Insured cloupra__Insured__c Lookup (Contact)  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Last Referenced Date LastReferencedDate Datetime  
Last Viewed Date LastViewedDate Datetime  
Life Cover Buy Back cloupra__Life_Cover_Buy_Back__c Lookup (Cloupra__Category__C) Is a life cover buy back option included with this benefit?
Life Cover Type cloupra__Life_Cover_Type__c Lookup (Cloupra__Category__C) The specific type of life cover provided by this benefit.
Loadings cloupra__Loadings__c Textarea (1000) Details of the loadings that apply to this benefit.
Loadings Apply? cloupra__Loadings_Apply__c Checkbox Help text: Do loadings apply to this benefit?
Attribute: Required
Medical Cover cloupra__Medical_Cover__c Multipicklist (Hospital; Specialists and Tests; GP; Optical; Dental)  
Owner ID OwnerId Lookup (Group, User) Required
Payment Term cloupra__Payment_Term__c Lookup (Cloupra__Category__C)  
Policy cloupra__Policy__c Lookup (Cloupra__Policy__C) The policy to which this benefit relates.
Post Claim Indexation Rate cloupra__Claim_Indexation_Rate__c Lookup (Cloupra__Category__C) If benefits are indexed while on claim, this specifies the indexation rate.
Pre Claim Indexation Rate cloupra__Benefit_Indexation_Rate__c Lookup (Cloupra__Category__C) If the benefit amount is indexed prior to making a claim, this specifies the indexation rate.
Primary Division cloupra__Primary_Division__c Lookup (Account)  
Record ID Id Id (18) Required
Service cloupra__Service__c Lookup (Cloupra__Service__C)  
Specifics cloupra__Specifics__c Textarea (255) Any conditions or specifics associated with the benefit, such as waiting periods, exclusions, loadings, continuation options, etc.
Stage cloupra__Stage__c Lookup (Cloupra__Category__C)  
Stage Entry Date cloupra__Stage_Entry_Date__c Date The date on which the benefit entered its current stage.
Start Date cloupra__Start_Date__c Date  
System Modstamp SystemModstamp Datetime Required
Taxable Benefit cloupra__Taxable_Benefit__c Lookup (Cloupra__Category__C) Is the agreed benefit amount taxable?
Trauma Cover Buy Back cloupra__Trauma_Cover_Buy_Back__c Lookup (Cloupra__Category__C) Is a trauma cover buy back option included with this benefit?


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