Financial Services Cloud Developer Guide
jHousehold Account Snapshot Response
Output representation of the profile information for an account, including the account
type and the requested primary member and account field details.
JSON Example
1{
2 "accountId": "001RO000002Kn4BYAS",
3 "accountType": "HOUSEHOLD",
4 "primaryMemberId": "001RO000002Kn5CZAT",
5 "primaryMemberData": [
6 {
7 "fieldApiName": "Name",
8 "dataType": "String",
9 "label": "Name",
10 "value": "Jane Smith",
11 "metadata": null
12 }
13 ],
14 "accountData": [
15 {
16 "fieldApiName": "FinServ__AUM__c",
17 "dataType": "Currency",
18 "label": "Assets Under Management",
19 "value": "1250000",
20 "metadata": null
21 }
22 ]
23}Properties
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| accountData | Client Snapshot Field[] | List of fields associated with the account. | Big, 67.0 | 67.0 |
| accountId | String | ID of the account to get the summary for. | Big, 67.0 | 67.0 |
| accountType | String | Type of account, such as HOUSEHOLD. For non-household type accounts, the API shows an error. Valid values are INDIVIDUAL, HOUSEHOLD, and BUSINESS. | Big, 67.0 | 67.0 |
| primaryMemberData | Client Snapshot Field[] | List of fields associated with the primary member of the household account. | Big, 67.0 | 67.0 |
| primaryMemberId | String | ID of the primary member of the household. Shows null if no primary member is configured for the household. | Big, 67.0 | 67.0 |