Newer Version Available
Party Profile Input
Input representation of the details of the party profile.
- Properties
-
Name Type Description Required or Optional Available Version accountId String Account ID associated with the party profile. Optional 61.0 contactId String Contact ID associated with the party profile. Optional 61.0 countryOfBirth String Country of birth in the party profile. Optional 61.0 countryOfDomicile String Country of domicile in the party profile. Optional 61.0 creditScore Double Credit score of the party. Optional 61.0 creditScoreProvider String Name of the agency that provides the credit score of the party. Optional 61.0 customFields Custom Fields Input[] Custom fields related to the party profile. Optional 61.0 dateOfBirth String Date of birth of the party profile. Optional 61.0 employmentIndustry String Employment industry of the party specified in the profile. Optional 61.0 employmentType String Type of employment held by the party. Optional 61.0 firstName String First name of the party in the profile. Optional 61.0 fullName String Full name of the party profile. Optional 61.0 fundSource String Source of funds for a party in the profile. Optional 61.0 gender String Gender of the party in the profile. Optional 61.0 householdAccountId String Household account that's associated with the party profile. Optional 61.0 isNetWorthHigh Boolean Indicates whether the customer has a high net worth (true) or not (false). Optional 61.0 isOffBoarded Boolean Indicates whether the party profile was off-boarded (true) or not (false). Optional 61.0 lastName String Last name of the party in the profile. Optional 61.0 lastProfileReviewDate String Date when the party profile was last reviewed. Optional 61.0 leadId String Lead that's associated with the party profile. Optional 61.0 middleName String Middle name of the party in the profile. Optional 61.0 name String Name of the party profile record. Required 61.0 nationality String Nationalities held by the party profile. Optional 61.0 nextProfileReviewDate String Date of the next party profile review. Optional 61.0 offBoardingComments String Date of the next party profile review. Optional 61.0 offBoardingReason String Reason the party profile was off-boarded. Optional 61.0 orchestrationErrorMessage String Message that's generated when an error occurs during the orchestration. Optional 61.0 orchestrationId String ID of the run-time orchestration. Optional 61.0 orchestrationStatus String Status of the orchestration. Optional 61.0 partyIdentityVerification Party Identity Verification Input[] Party identity verification associated with the party profile. Optional 61.0 partyProfileAddress Party Profile Address Input[] Party profile address associated with the party profile. Optional 61.0 partyProfileRisk Party Profile Risk Input[] Party profile risk associated with the party profile. Optional 61.0 prefix String Prefix used by the party. Optional 61.0 primaryEmail String Primary email address of the party that's specified in the profile. Optional 61.0 primaryIdentificationName String Name of the primary identification document specified in the profile. Optional 61.0 primaryIdentifier String Unique identifier for the party. Optional 61.0 primaryIdentifierType String Type of primary identification document defined in the profile. Optional 61.0 primaryPhone String Primary phone number of the party that's specified in the profile. Optional 61.0 recordTypeId String ID of the record type assigned to this object. Optional 61.0 relatedPartyProfileId String Party profile record associated with this record. Optional 61.0 residentType String Type of party residency in the profile. Optional 61.0 reviewDecision String Decision taken after the party profile review is complete. Optional 61.0 stage String Current stage of the party profile. Optional 61.0 suffix String Suffix used by the party. Optional 61.0 surnameAtBirth String Party surname at birth specified in the profile. Optional 61.0 taxPayerIdentificationNumber String Taxpayer identifier that's used for tax purposes. Optional 61.0 taxPayerIdentificationType String Type of taxpayer identification used for tax purposes. Optional 61.0