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 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.