Benefit

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

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the benefit.

 

Custom Field Label & API Name

Type

Description

Accelerated Option

cloupra__Acceleration_Option__c

Lookup (Category)

Indicates whether the benefit has an accelerated option.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the benefit.

Benefit Amount

cloupra__Benefit_Amount__c

Currency (8,0)

The dollar amount of the benefit.

Benefit Excess

cloupra__Benefit_Excess__c

Currency (16,2)

The dollar amount of the benefit excess.

Benefit Name

cloupra__Benefit_Name__c

Text (80)

The benefit short name, often used for the product name of the benefit.

Benefit Payment Frequency

cloupra__Benefit_Payment_Frequency__c

Lookup (Category)

The frequency on which the benefit pays out, e.g. lump sum payment, monthly, etc.

Benefit Period

cloupra__Benefit_Period__c

Lookup (Category)

The period for which a benefit recipient would receive their benefit.

Benefit Premium

cloupra__Benefit_Premium__c

Lookup (Category)

Dollar amount of the benefit premium.

Benefit Premium Structure

cloupra__Benefit_Premium_Structure__c

Lookup (Category)

Allows to allocate a premium structure at the Benefit level under a policy with premium structure type"Hybrid". e.g.Stepped, Hybrid

Benefit Units

cloupra__Benefit_Units__c

Number (10,6)

Number of units for unitised cover.

Claim Wait Period

cloupra__Claim_Wait_Period__c

Lookup (Category)

The waiting period for a claim against the benefit.

Covered Occupation

cloupra__Covered_Occupation__c

Lookup (Category)

The category of occupations covered by the benefit, e.g. own occupation, any occupation.

Cover Option

cloupra__Cover_Option__c

Lookup (Cover Option)

The cover option related to the benefit.

Cover Type

cloupra__Cover_Type__c

Lookup (Category)

The type of cover related to the benefit.

End Date

cloupra__End_Date__c

Date

The date on which the benefit ended.

Exclusions

cloupra__Exclusions__c

Long Text Area (1000)

Details of any exclusions that apply to the benefit.

Exclusions Apply?

cloupra__Exclusions_Apply__c

Checkbox

Indicates whether exclusions apply to the benefit.

Future Insurability

cloupra__Future_Insurability__c

Lookup (Category)

Indicates guaranteed future insurability for the benefit.

Income Protection Type

cloupra__Income_Protection_Type__c

Lookup (Category)

The type of income protection provided by this benefit, e.g. agreed value, indemnity, etc.

Insured

cloupra__Insured__c

Lookup (Contact)

The person or party insured.

Life Cover Buy Back

cloupra__Life_Cover_Buy_Back__c

Lookup (Category)

The life cover buy back option for the benefit.

Life Cover Type

cloupra__Life_Cover_Type__c

Lookup (Category)

The life cover type of the benefit.

Loadings

cloupra__Loadings__c

Long Text Area (1000)

Details of any loadings that apply to the benefit.

Loadings Apply?

cloupra__Loadings_Apply__c

Checkbox

Indicates that loadings apply to the benefit.

Medical Cover

cloupra__Medical_Cover__c

Picklist (Multi-Select)

The medical cover type of the benefit.

Payment Frequency

cloupra__Payment_Frequency__c

Picklist

The frequency on which the benefit pays out, e.g. lump sum payment, monthly, etc.

Payment Term

cloupra__Payment_Term__c

Lookup (Category)

The period for which a benefit recipient would receive their benefit.

Policy

cloupra__Policy__c

Lookup (Policy)

The insurance policy to which the benefit relates.

Post Claim Indexation Rate

cloupra__Claim_Indexation_Rate__c

Lookup (Category)

The indexation rate if the benefit amount is indexed after a claim is made.

Pre Claim Indexation Rate

cloupra__Benefit_Indexation_Rate__c

Lookup (Category)

The indexation rate if the benefit amount is indexed prior to making a claim.

Service

cloupra__Service__c

Lookup (Service)

The service to which the benefit relates.

Specifics

cloupra__Specifics__c

Text Area (255)

A short description of the benefit’s specific details.

Stage

cloupra__Stage__c

Lookup (Category)

The current stage of the benefit, e.g. paid up, lapsed, declined, etc.

Start Date

Cloupra__Start_Date__c

Date

The date on which the benefit starts.

Taxable Benefit

cloupra__Taxable_Benefit__c

Lookup (Category)

Indicates that the agreed benefit amount is taxable.

Trauma Cover Buy Back

cloupra__Trauma_Cover_Buy_Back__c

Lookup (Category)

Indicates that a trauma cover buy back option is included with the benefit.

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