Financial Goal Input

Input for creating or updating a financial goal.

JSON example

In this example, carType is a custom field.

1{
2  "actualAmount": "$1000.00",
3  "completionDate": "2024-05-01",
4  "initialAmount": "$500.00",
5  "description": "Car for commuting",
6  "priority": "P1",
7  "startDate": "2023-05-01",
8  "status": "InProgress",
9  "targetAmount": "$50000.00",
10  "targetDate": "2024-05-01",
11  "name": "Goal1",
12  "type": "Auto",
13  "customFields": {
14    "carType": "New luxury car"
15  }
16}

Properties

Name	Type	Description	Required or Optional	Available Version
`actualAmount`	String	The amount currently in the account associated with this goal.	Required for create, optional for update	59.0
`category`	String	The category of the goal.	Optional	60.0
`completionDate`	String	The date at which this goal reaches the `targetAmount`.	Required for create, optional for update	59.0
`currencyIsoCode`	String	Currency ISO code for the currency fields.	Optional	60.0
`customFields`	Map<String, Object>	Any custom fields added for a particular banking institution.	Optional	59.0
`description`	String	A description of this goal.	Required for create, optional for update	59.0
`estimatedSuccessPercent`	String	The success percentage estimated for the financial goal.	Optional	60.0
`financialPlanId`	String	The ID of the associated financial plan.	Optional	60.0
`frequency`	String	The frequency at which the money is withdrawn. Values are: Monthly Weekly Annually	Optional	60.0
`initialAmount`	String	The starting amount in the account associated with this goal.	Required for create, not editable for update	59.0
`name`	String	A name for the goal.	Required for create, optional for update	59.0
`priority`	String	The priority of this goal.	Required for create, optional for update	59.0
`startDate`	String	The creation date of this goal.	Required for create, not editable for update	59.0
`status`	String	The status of this goal's progress.	Required for create, optional for update	59.0
`targetAmount`	String	The amount this goal is intended to raise.	Required for create, optional for update	59.0
`targetDate`	String	The date at which this goal is intended to reach the `targetAmount`.	Required for create, optional for update	59.0
`type`	String	The goal type, for example `Auto` or `Retirement`.	Required for create, optional for update	59.0

Financial Services Cloud Developer Guide

Financial Goal Input