Policy — data reference
All 25 fields BSuit stores for Policy (Insurance), with the record types they refer to.
On this page
#About Policy
Policy is a record type in the Insurance area of BSuit. This page lists everything BSuit stores for each policy — 25 fields. No dedicated page for it was found in the menu; records may be created by other screens, imports or automatic processes.
#Fields
Every field stored for a policy. “Stored as” is the technical field name, useful when talking to support or building reports. 3 fields are references to other record types.
| Field | Stored as | Type | Required | Max length | Refers to |
|---|---|---|---|---|---|
| Policy Number | PolicyNumber | Text | No | — | — |
| Policyholder Id | PolicyholderId | Text | No | — | Policyholder |
| Policyholder Name | PolicyholderName | Text | No | — | — |
| Policyholder Phone | PolicyholderPhone | Text | No | — | — |
| Policyholder Email | PolicyholderEmail | Text | No | — | — |
| Product Type | ProductType | Text | No | — | — |
| Product Id | ProductId | Text | No | — | Product |
| Coverage Start Date | CoverageStartDate | Date | No | — | — |
| Coverage End Date | CoverageEndDate | Date | No | — | — |
| Premium Amount | PremiumAmount | Number (decimal) | No | — | — |
| Premium Frequency | PremiumFrequency | Text | No | — | — |
| Sum Insured | SumInsured | Number (decimal) | No | — | — |
| Status | Status | Text | No | — | — |
| Issued At | IssuedAt | Date and time | No | — | — |
| Earned Through Date | EarnedThroughDate | Date | No | — | — |
| Earned Amount | EarnedAmount | Number (decimal) | No | — | — |
| Renewed From Policy Id | RenewedFromPolicyId | Text | No | — | — |
| Termination Date | TerminationDate | Date | No | — | — |
| Termination Reason | TerminationReason | Text | No | — | — |
| Notes | Notes | Text | No | — | — |
| Company Id | CompanyId | Text | No | — | Company |
| Id | Id | Text | No | — | — |
| Created At | CreatedAt | Date and time | No | — | — |
| Updated At | UpdatedAt | Date and time | No | — | — |
| Is Deleted | IsDeleted | Yes / No | No | — | — |
#Who can do this
Super Admin and other superuser accounts can always see and do everything, regardless of this list. For everyone else, these are the standard roles that have been granted a permission here in this system’s current setup — an organisation can add, remove or customise roles and their permissions, so treat this as an example, not a guarantee.
| Role | Create | Edit | View | cancel | lapse |
|---|---|---|---|---|---|
| Insurance Manager | Yes | Yes | Yes | Yes | Yes |
#Where Policy is referenced
Other record types point to this one, so changing or removing a record here can affect them:
| Record type | Field |
|---|---|
| PolicyAcknowledgment | Policy Id |
| InsuranceClaim | Policy Id |
| PreAuthorization | Policy Id |
| Claim | Policy Id |
| PremiumInstallment | Policy Id |
| ReinsuranceTreaty | Policy Id |
#About this guide
Generated from BSuit’s data model on the date shown under “Seen on a running system”. Field names, types and lengths come from the model itself. References are inferred from field names (a field called “Ledger Id” is treated as pointing to Ledger); the model does not declare relationships, so an inferred link can occasionally be wrong or missing.
About this guide
- Status
- Partially reviewed
- Application
- BSuit ERP
- Audience
- Administrators, analysts and support staff
- Owner
- BSuit documentation team
- Reviewer
- Not yet reviewed
- Last verified
- Never
- Checked against
- Generated from source revision a36c7a086 on 2026-10-02
- Seen on a running system
- Not yet
- Help version
- 2026.0.0-preview
- Guide ID
erp:data/insurance.policy