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_FinancialAccountRole__c

Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee.

Supported Calls

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

Fields

Field Details
Active__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the organizational entity or person currently occupies this role (true) or not (false).
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.
Editable__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether this field is editable (true) or not (false).
EndDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
End date when the organizational entity or person relinquished this role.
FinancialAccount__c
Type
reference
Properties
Create, Filter, Group, Sort
Description
Financial account that this role is related to.
Name
Type
string
Properties
Defaulted on create, Filter, idLookup, Sort
Description
Name of the financial account role.
RecordTypeId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the record type associated with this financial account role.
RelatedAccount__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name of the organizational entity that is involved with the financial account.
RelatedContact__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name of the person who is involved with the financial account.
Role__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Role that describes how the organizational entity or person is involved with the financial account.

Don’t manually update the role to either primary owner or secondary owner, because these roles are automatically assigned based on the primary owner and joint owner of the corresponding financial account record.

Valid values:

When the record type is set to Account Role:

  • Accountant
  • Additional Owner
  • Administrator
  • Advisor
  • Annuitant
  • Appoint / Remove Authority
  • Authorized Agent
  • Authorized Agent / Beneficial Owner
  • Authorized Individual
  • Authorized Signer
  • Beneficiary
  • Business Manager
  • Committee Member
  • Conservator
  • Control Person
  • Corporation
  • Custodian
  • Deceased Grantor
  • Decedent
  • Discretionary
  • Foundation
  • Full Authority
  • Grantor
  • Guardian
  • Insured
  • Interested Party
  • Minor Primary Owner
  • Original Depositor
  • Other
  • Power of Attorney
  • Proprietor
  • TOD Beneficiary
  • Trustee
  • Primary Owner
  • Joint Owner

When the record type is set to Contact Role:

  • Accountant
  • Beneficial Owner
  • Beneficiary
  • Business Manager
  • Grantor
  • Trustee
SourceSystemId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the role in an external data source.
StartDate__c
Type
date
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
Start date when the organizational entity or person assumed this role. The default value is the current date.