Record Alerts (Financial Accounts)

Retrieve a list of active record alerts on financial accounts.

The following is a list of alerts retrieved for a financial account:

Alerts for the specified financial account.
Alerts on financial transactions that are related to the financial account.

Resource

1/financialservices/recordalerts/financialaccount/${financialAccountId}

Resource Examples

1https://yourInstance.salesforce.com/services/data/vXX.X/financialservices
2/recordalerts/financialaccount/a0URO000000Ccbz2AC

Available version

54.0

Requires Chatter

HTTP methods

GET

Response body for GET

Record Alert Collection

JSON example of response body

1{
2   "recordAlerts" : [ {
3      "actions" : {
4        "actionInfoCollection" : [ {
5          "actionName" : "dismiss",
6          "parameters" : [ ]
7        }, {
8          "actionName" : "snooze",
9          "parameters" : [ "effectiveDate" ]
10        } ]
11      },
12      "description" : "Alert description from external source system",
13      "severity" : "Test",
14      "source" : "External",
15      "sourceSystemId" : "sourceSystemId",
16      "subject" : "Test external subject",
17      "whatId" : "a0URO000000Ccbz2AC"
18   }, {
19      "actions" : {
20        "actionInfoCollection" : [ {
21          "actionName" : "dismiss",
22          "parameters" : [ ]
23        }, {
24          "actionName" : "snooze",
25          "parameters" : [ "effectiveDate" ]
26        } ]
27      },
28      "active" : true,
29      "description" : "abc",
30      "effectiveDate" : "2021-11-11T20:40:06.000Z",
31      "id" : "0qZRO000000000Q",
32      "parentId" : "a0URO000000Ccbz",
33      "recordAlertCategoryName" : "Fraud",
34      "severity" : "Error",
35      "source" : "Internal",
36      "subject" : "Alert on FAT1",
37      "validUntilDate" : "2022-03-10T20:00:00.000Z",
38      "whatId" : "a0TRO000000DrWJ"
39   }, {
40      "actions" : {
41        "actionInfoCollection" : [ {
42          "actionName" : "dismiss",
43          "parameters" : [ ]
44        }, {
45          "actionName" : "snooze",
46          "parameters" : [ "effectiveDate" ]
47        } ]
48      },
49      "active" : true,
50      "description" : "Unauthorized transaction on card ending with -XXXX on Nov. 11, 2021 in Norfolk, VA",
51      "effectiveDate" : "2021-11-03T19:00:00.000Z",
52      "id" : "0qZRO000000003e",
53      "recordAlertCategoryName" : "Fraud",
54      "severity" : "Error",
55      "source" : "Internal",
56      "subject" : "Fraudulent Transaction",
57      "validUntilDate" : "2022-11-10T20:00:00.000Z",
58      "whatId" : "a0URO000000Ccbz"
59   }, {
60      "actions" : {
61        "actionInfoCollection" : [ {
62          "actionName" : "dismiss",
63          "parameters" : [ ]
64        }, {
65          "actionName" : "snooze",
66          "parameters" : [ "effectiveDate" ]
67        } ]
68      },
69      "active" : true,
70      "description" : "Transaction has an issue",
71      "effectiveDate" : "2021-11-10T21:02:48.000Z",
72      "id" : "0qZRO000000000u",
73      "parentId" : "a0URO000000Ccbz",
74      "recordAlertCategoryName" : "Fraud",
75      "severity" : "Error",
76      "source" : "Internal",
77      "subject" : "Transaction has an issue",
78      "validUntilDate" : "2021-12-17T20:00:00.000Z",
79      "whatId" : "a0TRO000000DrWO"
80   } ]
81}

Financial Services Cloud Developer Guide

Record Alerts (Financial Accounts)