Financial Services Cloud Developer Guide

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Financial Services Cloud Developer Guide
Financial Services Cloud Standard Objects
Financial Services Cloud Custom Objects
FinServ Account Custom Fields
FinServ_AccountAccountRelation__c
FinServ AccountContactRelation Custom Fields
FinServ_Alert__c
FinServ_AssetsAndLiabilities__c
FinServ AuthorizationForm Custom Fields
FinServ AuthorizationFormConsent Custom Fields
FinServ AuthorizationFormText Custom Fields
FinServ_BillingStatement__c
FinServ_Card__c
FinServ_ChargesAndFees__c
FinServ Contact Custom Fields
FinServ_ContactContactRelation__c
FinServ_Education__c
FinServ_Employment__c
Event Custom Fields
FinServ_FinancialAccountRole__c
FinServ_FinancialAccount__c
FinServ_FinancialAccountTransaction__c
FinServ_FinancialGoal__c
FinServ_FinancialHolding__c
FinServ_IdentificationDocument__c
FinServ Lead Custom Fields
FinServ_LifeEvent__c
FinServ Opportunity Custom Fields
FinServ_PolicyPaymentMethod__c
FinServ_ReciprocalRole__c
FinServ_Revenue__c
FinServ_Securities__c
FinServ SvcCatalogRequest Custom Fields
FinServ Task Custom Fields
FinServ User Custom Fields
Financial Services Cloud Associated Objects
Apex Reference
Financial Services Cloud Business APIs
Financial Services Cloud Metadata API
Financial Services Cloud Standard Invocable Actions
Financial Services Cloud Tooling API Objects
Financial Services Cloud Custom Metadata Types
Financial Services Cloud Custom Triggers and Validation Rules
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
PDF

FinServ Account Custom Fields

Represents information about an individual that pertains to their dealings with your firm, such as their review frequency or service tier. Custom fields extend the standard Account object for use in Financial Services Cloud.

Fields

Field Name Details
AssetCategory__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The subcategory of asset type. Possible values are:
  • Allocation
  • Alternative
  • Commodities
  • International Equity
  • Municipal Bond
  • Sector Equity
  • Taxable Bond
  • U.S. Equity
AssetCategoryName__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The market capitalization and investing style. Possible values are:
  • Large Growth
  • Large Value
  • Large Blend
  • Small Growth
  • Small Value
  • Small Blend
  • Mid-Cap Growth
  • Mid-Cap Value
  • Mid-Cap Blend
AssetClass__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The major category of asset type. Possible values are:
  • Alternative Investments
  • Cash Equivalents
  • Equities
  • Fixed Income
AUM__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of this individual’s financial accounts that your firm manages. Calculated as the sum of TotalAUMPrimaryOwner__c and TotalAUMJointOwner__c.
BankNumber__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Identifies a financial institution for electronic purposes.
BorrowingHistory__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Rating of this individual’s borrowing history.
Valid values:
  • Excellent
  • Moderate
  • Poor
  • Limited to No History
IsDisputed__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the financial transaction is a disputed transaction.
BorrowingPriorities__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Primary goal for loan application.
Valid values:
  • Build Equity
  • Debt Consolidation
  • Education
  • Investments
  • Large Capital Purchases
  • Property Purchase
  • Renovations
BranchCode__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Identifies an office or building of a financial institution. Code format is based on the financial institution.
Record type for this account. The value is copied from RecordType.Name and can’t be changed.
BranchName__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Location name for a financial institution office.
Record type for this account. The value is copied from RecordType.Name and can’t be changed.
ClaimsOnHouseholdPolicies__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The total number of claims raised for the active policies that the policyholder's primary household owns.
ClientCategory__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Rates the value of this individual’s business with your firm. Label is Category. Valid values:
  • Platinum
  • Gold
  • Silver
  • Bronze
  • Investments
CreatedByMe__c
Type
integer
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Indicates whether the user contact was converted from this lead.
CreditRating__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Assessment of creditworthiness.
Valid values:
  • Excellent
  • Good
  • Fair
  • Poor
CreditScore__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Numerical rating of borrower’s creditworthiness.
ConversionDateTime__c
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The time and date on which the lead was converted.
CustomerID__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Financial institution's identification number for this individual (80 characters)
Record type for this account. The value is copied from RecordType.Name and can’t be changed.
CustomerSegment__c
Type
multipicklist
Properties
Create, Filter, Nillable, Update
Description
Individual’s market segment. Valid values:
  • Borrower
  • Long-Term Growth
  • Mass Affluent
  • Mass Market
  • Millennial
  • Transactional
  • Wealth Accumulation
CustomerType__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Individual’s financial category.
Valid values:
  • Borrower
  • Investor
  • Relational
  • Transaction
DisputeReason__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Reason for the dispute. Valid values are:
  • Duplicate Transactions
  • Transaction not recognized
  • Suspected Fraud
  • Others
EventLocation__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The location where the life event occurred. This is a compound field of type Address and combines these fields:
  • EventLocationCity
  • EventLocationCountry
  • EventLocationGeocodeAccuracy
  • EventLocationLatitude
  • EventLocationLongitude
  • EventLocationPostalCode
  • EventLocationState
  • EventLocationStreet
FinancialAccount__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Represents the financial account, such as an investment account, bank account, or insurance policy, that is associated with this case.
FinancialInterests__c
Type
multipicklist
Properties
Create, Filter, Nillable, Update
Description
This individual’s financial areas of interest. Valid values:
  • Municipal Bonds
  • Fixed Income
  • Energy
  • Technology
  • CRM
  • AAPL
  • GOOG
  • Retirement
  • College Planning
Household__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The household with which this opportunity is associated.
HouseholdPolicies__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The total number of active policies that the policyholder's primary household owns.
IndividualId__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Read only. Unique ID that relates this individual’s account record to its contact record.
IndividualType__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of individual. Valid values:
  • Individual
  • Group
  • (Blank) - If this value is blank, then the Individual Type is Business.

    This field is for Salesforce internal-use only. This field can’t be changed.

    Note
InvestmentExperience__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
This individual’s investment experience. Valid values:
  • Experienced
  • Moderately Experienced
  • Moderately Inexperienced
  • Inexperienced
InvestmentObjectives__c
Type
multipicklist
Properties
Create, Filter, Nillable, Update
Description
This individual’s preference for growth versus income investments. Valid values:
  • Conservative Income
  • Income
  • Balanced
  • Growth
  • Aggressive Growth
KYCDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the Know Your Customer compliance program was completed for this individual.
KYCStatus__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Status of the Know Your Customer compliance program for a specific individual.
LastInteraction__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the last meeting or call.
LastReview__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the last review.
LastTransactionDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the last transaction.
LastTransactionDateJointOwner__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the last transaction - joint owner.
LastTransactionDatePrimaryOwner__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the last transaction - primary owner.
LastUsedChannel__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Most recent contact channel. Valid values:
  • Branch
  • Call Center
  • Mobile
  • Web
  • Other
LengthOfRelationship__c
Type
double
Properties
Filter, Nillable, Sort
Description
Individual’s tenure with the financial institution.
LifetimeValue__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Individual’s lifetime net asset value to your financial institution.
MarketingSegment__c
Type
multipicklist
Properties
Create, Filter, Nillable, Update
Description
Market segments that characterize this individual. Valid values:
  • Mass Affluent
  • High Net Worth
  • Female Investor
  • Millennial
NetWorth__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Value of this individual’s assets minus liabilities.
NextInteraction__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the next meeting or call.
NextReview__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the next review.
NextStatementDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the next statement.
Notes__c
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Important notes about the individual. Label is Important Notes.
PersonalInterests__c
Type
multipicklist
Properties
Create, Filter, Nillable, Update
Description
Personal areas of interest. Valid values:
  • Cooking
  • College Basketball
  • Environment
  • Hiking
  • Biking
  • Wine
PrimaryContact__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Read only. ID of the contact record associated with this individual’s account record.
RecordTypeName__c
Type
string
Properties
Filter, Nillable, Sort
Description
Record type for this account. The value is copied from RecordType.Name and can’t be changed.
ReferredByContact__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
External contact referring this individual.
ReferredByUser__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Internal Salesforce user who made the referral.
RelationshipStartDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date this individual started working with your company.
ReviewFrequency__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Frequency of reviews. Valid values:
  • Monthly
  • Quarterly
  • Annually
RiskTolerance__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Level of risk this individual is comfortable with. Valid values:
  • Aggressive
  • Conservative
  • Moderate
  • None
ServiceModel__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Service level assigned to this individual. Valid values:
  • Tier 1
  • Tier 2
  • Tier 3
SourceSystemId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies this individual in an external data source.
Stage__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the stage of the deal. Possible values are:
  • Closed
  • Execution
  • Mandate
  • Pitch
Status__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Individual’s status with your firm. Valid values:
  • Active
  • Closed
  • Deceased
  • Delinquent
  • Dormant
  • Inactive
  • Onboarding
  • Prospect
TimeHorizon__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Individual’s investment time frame. Valid values:
  • Long Term
  • Medium Term
  • Short Term
TotalAUMJointOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of financial accounts that your company manages, for which this individual is the joint owner of jointly owned accounts.
TotalAUMPrimaryOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of financial accounts that your company manages, for which this individual is the primary owner of either separately owned or jointly owned accounts.
TotalBankDeposits__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of this individual’s accounts. Calculated as the sum of TotalBankDepositsPrimaryOwner__c and TotalBankDepositsJointOwner__c.
TotalBankDepositsJointOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of accounts, for which this individual is the joint owner of jointly owned accounts.
TotalBankDepositsPrimaryOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of accounts, for which this individual is the primary owner of either separately owned or jointly owned accounts.
TotalClaimAmountPaid__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total amount paid for all claims for the active policies for a policyholder's primary household.
TotalFinAcctsJointOwner__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Total value of financial account balances (excluding insurance policies), for which this individual is the joint owner of jointly owned accounts. Label is Total Financial Accounts Joint Owner.
TotalFinAcctsPrimaryOwner__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Total value of financial account balances (excluding insurance policies), for which this individual is the primary owner of either separatley owned or jointly owned accounts. Label is Total Financial Accounts Primary Owner.
TotalFinancialAccounts__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of all financial accounts, excluding insurance policies. Calculated as the sum of TotalBankDeposits__c and TotalInvestments__c.
TotalHeldFinAcctsJointOwner__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Total value of held financial account balances, for which this individual is the joint owner of jointly owned accounts. Label is Total Held Financial Accounts Joint.
TotalHeldFinAcctsPrimaryOwner__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Total value of held financial account balances, for which this individual is the primary owner of either separately owned or jointly owned accounts. Label is Total Held Financial Accounts Primary.
TotalHouseholdPremiums__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total premiums for all active policies for a policyholder's primary household.
TotalInsurance__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of this individual’s insurance policies. Calculated as the sum of TotalInsurancePrimaryOwner__c and TotalInsuranceJointOwner__c.
TotalInsuranceJointOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of insurance policies, for which the individual is the joint owner of jointly owned accounts.
TotalInsurancePrimaryOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of insurance policies, for which the individual is the primary owner of either separately owned or jointly owned accounts.
TotalInvestments__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of investment accounts. Calculated as the sum of TotalInvestmentsPrimaryOwner__c and TotalInvestmentsJointOwner__c.
TotalInvestmentsJointOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of investment accounts, for which the individual is the joint owner of jointly owned accounts.
TotalInvestmentsPrimaryOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of investment accounts, for which the individual is the primary owner of either separately owned or jointly owned accounts.
TotalLiabilities__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Value of individual’s liabilities, stored as a negative value. Calculated as the sum of TotalLiabilitiesPrimaryOwner__c and TotalLiabilitiesJointOwner__c.
TotalLiabilitiesJointOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of liabilities, for which this individual is the joint owner of jointly owned liabilities.
TotalLiabilitiesPrimaryOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of liabilities, for which this individual is the primary owner of either separately owned or jointly owned liabilities.
TotalNonfinancialAssets__c
Type
double
Properties
Filter, Nillable, Sort
Description
Value of tangible assets such as collectibles or precious metals. Calculated as the sum of TotalNonfinancialAssetsPrimaryOwner__c and TotalNonfinancialAssetsJointOwner__c.
TotalNonfinancialAssetsJointOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of tangible assets such as collectibles or precious metals, for which this individual is the joint owner of jointly owned assets.
TotalNonfinancialAssetsPrimaryOwner__c
Type
currency
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Total value of tangible assets such as collectibles or precious metals, for which this individual is the primary owner of either separately owned or jointly owned assets.
TotalNumberOfFinAccounts__c
Type
Integer
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Total numbers of financial accounts that are managed by a specific firm.
TotalNumberOfFinAccountsJointOwner__c
Type
Integer
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Total numbers of financial accounts for which the client is a joint owner.
TotalNumberOfFinAccountsPrimaryOwner__c
Type
Integer
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Total numbers of financial accounts for which the client is the primary owner.
TotalOutstandingCredit__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of a client's total outstanding credit from the financial accounts that are managed by a specific firm.
TotalOutstandingCreditJointOwner__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of the total outstanding credit for which the client is a joint owner from the financial accounts that are managed by a specific firm.
TotalOutstandingCreditPrimaryOwner__c
Type
currency
Properties
Filter, Nillable, Sort
Description
Value of the total outstanding credit for which the client is the primary owner from the financial accounts that are managed by a specific firm.
TotalPremium__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Policyholder’s total annual premium.
TotalRevenue__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Total amount of revenue for a client.
TransactionSubtype__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Subtype of transaction, such as:
  • Cash Deposit
  • On-Us Check Deposit
  • Transit Check Deposit
  • Foreign Cash Deposit
  • Bill Payment
  • EFT
  • ATM Deposit
  • ATM Withdrawal
  • POS withdrawal
  • Misc. Credit
  • Misc. Debit
  • Loan Payment
  • Mortgage Payment
  • Credit Card Payment
  • Credit Card Cash Advance
  • Internal Funds Transfer
  • Reversal
  • Interest Earned
  • Fee
  • Merchant Charge
WaiverReason__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Reason for waiving the charges or fees, such as:
  • Duplicate fees charged
  • Fees Discovery
  • Maintain customer relationship
  • Notification not received
  • Others
WalletShare__c
Type
percent
Properties
Create, Filter, Nillable, Sort, Update
Description
Read only. Percentage of this individual’sfinancial assets that your company manages or administers. Calculated as the percent of financial accounts that are held (FinancialAccount__c.HeldAway is false).