FinServ AccountContactRelation Custom Fields

Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that the individual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Custom fields extend the AccountContactRelation standard object for use in Financial Services Cloud.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Fields

Field Details
DecisionMakingAuthorityType
Type
multipicklist
Properties
Create, Filter, Nillable, Restricted picklist, Update
Description
Specifies the type of the decision-making authority.
Possible values are:
  • Authorized Signatory
  • Board Member
  • Senior Managing Official
DeclarationType
Type
multipicklist
Properties
Create, Filter, Nillable, Restricted picklist, Update
Description
Specifies the formal manner or approach used to officially state the stakeholder's role or position.
Possible values are:
  • Official Register
  • Primary Research
  • Self declaration
  • Third Party
  • Verified
IsDecisionMakingAuthority
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the stakeholder is a decision-making authority (true) or not (false).
The default value is false.
IncludeInGroup__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Includes this account in a related individual's primary group.
IsShareholder
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the stakeholder is a shareholder (true) or not (false).
The default value is false.
Primary__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates the primary member of a group (true) or not (false).
PrimaryGroup__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates a person's primary group. You can roll up summary fields only to a person’s primary group if PrimaryGroup__c is set to true.
Rollups__c
Type
multipicklist
Properties
Create, Filter, Nillable, Update
Description
Records associated with the individual that are included in household roll-up summaries. Valid values:
  • All
  • Tasks
  • Events
  • Financial Accounts
  • Assets and Liabilities
  • Financial Goals
ShareholderHierarchyLevel
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Specifies the hierarchical level between the account and the intermediate shareholder. The shareholder hierarchy level is applicable only to an intermediate share holder.
ShareholderHierarchyRole
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the shareholder's ownership type.
Possible values are:
  • Domestic Ultimate Owner
  • Immediate Shareholder
  • Intermediate Shareholder
  • Ultimate Beneficial Owner
ShareholderType
Type
multipicklist
Properties
Create, Filter, Nillable, Restricted picklist, Update
Description
Specifies the type of the shareholder.
Possible values are:
  • Shareholding
  • Voting Rights
  • Beneficiary of a Trust
  • Sole Proprietor
  • Partner
StartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date when the relationship between the applicant and the related applicant started.
SourceSystemId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the individual in an external data source.
TotalSharePercent
Type
percent
Properties
Create, Filter, Nillable, Sort, Update
Description
The total percentage of shares owned by the stakeholder, combining both direct and indirect ownership.