Financial Services Cloud Developer Guide

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Financial Services Cloud Developer Guide
Financial Services Cloud Standard Objects
Financial Services Cloud Managed Package 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
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FinServ_AssetsAndLiabilities__c

Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles.

Supported Calls

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

Fields

Field Details
Amount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Amount of an asset (positive) or liability (negative).
AssetsAndLiabilitiesSource__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Data source. Label is Source. Valid values:
  • Manual Entry
  • Yodlee
AssetsAndLiabilitiesType__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of asset or liability. Label is Type. Valid values:
  • Auto Loan
  • Mortgage
  • Other
  • Personal Loan
  • Real Estate
  • Equipment
  • Automobile
  • Collection
  • Gold
  • Jewelry
  • Cash
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
If multiple currencies is enabled, contains the currency ISO code associated with the record.
Description__c
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Description of this asset or liability.
FinancialAccount__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Financial account that this asset or liability is related to.
Household__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Household that this asset or liability is associated with.
JointOwner__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Joint owner, if any, for this asset or liability.
LastReferencedDate
Type
date
Properties
Filter, Nillable, Sort,
Description
Timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Timestamp for when the current user last viewed this record.
Name
Type
string
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of this asset or liability.
OwnerId
Type
reference
Properties
Create, Defaulted on createFilter, Group, Sort, Update
Description
ID of the user who created the asset or liability record.
Ownership__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of ownership for this asset or liability. Valid values:
  • Individual
  • Joint
  • Trust
OwnerType__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client’s ownership role (primary or joint) for this asset or liability. The value is specified by a trigger.
PrimaryOwner__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Primary owner of this asset or liability.
RecordTypeId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the record type associated with this asset or liability.
SourceSystemId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the asset or liability in an external data source.