Financial Services Cloud Developer Guide
jSummer '26 (API version 67.0)
Spring '26 (API version 66.0)
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Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
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Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
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Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
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Summer '22 (API version 55.0)
Spring '22 (API version 54.0)
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Summer '21 (API version 52.0)
Spring '21 (API version 51.0)
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Summer '20 (API version 49.0)
Spring '20 (API version 48.0)
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Summer '19 (API version 46.0)
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Summer '18 (API version 43.0)
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Summer '17 (API version 40.0)
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Financial Services Cloud Developer Guide
Application Mapper
Mortgage Application
Mortgage Applications
Record Alerts (Financial Accounts)
Record Alerts (Person Accounts)
Bulk Record Alerts (Financial Accounts)
Bulk Record Alerts (Person Accounts)
Data Processing Engine and Monitor Workflow Services
Newer Version Available
Resources
Here’s a list of Financial Services Cloud Business API resources.
-
Application Mapper
Create financial accounts and related records from a residential loan application. -
Mortgage Application
Use a single API call to get and update mortgage application information like borrowers, declarations, incomes, addresses, financial transactions, liabilities, assets, properties, and title holders. You can use both the loanApplicationId and the externalID of an external system to get a mortgage application. -
Mortgage Applications
Create mortgage applications using the POST method. -
Record Alerts (Financial Accounts)
Retrieve a list of active record alerts on financial accounts. -
Record Alerts (Person Accounts)
Retrieve a list of active record alerts on person accounts. -
Bulk Record Alerts (Financial Accounts)
Retrieve bulk record alerts. Use to fetch bulk record alerts associated with financial accounts. -
Bulk Record Alerts (Person Accounts)
Retrieve bulk record alerts. Use to fetch bulk record alerts associated with person accounts.