FinancialAccount

BankerId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The person who originated the financial account.

  This field is a relationship field.

• Relationship Name: Banker
• Relationship Type: Lookup
• Refers To: Banker

BranchUnitId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The bank branch or financial institute to which the financial account is associated with.

  This field is a relationship field.

• Relationship Name: BranchUnit
• Relationship Type: Lookup
• Refers To: BranchUnit

ClosingDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the financial account was closed.

CreditLimit

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total credit limit available for the financial account.

DownPaymentAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: An initial up-front partial payment amount.

FinancialAccountNumber

• Type: string
• Properties: Create, Filter, Group, Sort, Update
• Description: The identifier of the financial account.

InsurancePaidYearToDate

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total amount of insurance premium paid in the current tax year.

InterestPaidYearToDate

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total amount of interest paid in the current tax year.

InterestRate

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The interest rate of the financial account.

InterestType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the type of interest. For example, fixed and variable.
• Possible values:
  • Fixed
  • Variable

IsHeldAway

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether this financial account is owned externally (true) or in-house (false).
• Default value: false

IsOverdraftAllowed

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the financial account allows an overdraft (true) or not (false).
• Default value: false

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user viewed this record.

MaturityDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the financial account with a fixed term matures.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: The name of the financial account.

OpeningDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the financial account was opened.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The owner of the financial account record.

  This field is a polymorphic relationship field.

• Relationship Name: Owner
• Relationship Type: Lookup
• Refers To: Group, User

PaymentDueDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the payment is due for the financial account.

PrincipalAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The principal amount on the financial account.

PrincipalPaidYearToDate

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total amount paid against the principal in the current tax year.

ProductId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The product associated with the financial account.

  This field is a relationship field.

• Relationship Name: Product
• Relationship Type: Lookup
• Refers To: Product2

PropertyTaxPaidYearToDate

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total amount of property tax paid in the current tax year.

RelatedFinancialAccountId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The parent of the financial account.

  This field is a relationship field.

• Relationship Name: RelatedFinancialAccount
• Relationship Type: Lookup
• Refers To: FinancialAccount

RenewalDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the financial account is due for renewal.

SourceSystemIdentifier

• Type: external lookup
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: The identifier of the financial account in an external system such as, a core banking system.

Status

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the status of the financial account.
• Default value: Active
• Possible values:
  • Active
  • Closed
  • Delinquent
  • On Hold

Term

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The term of the financial account.

TotalOutstandingAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total outstanding amount on the financial account.

Type

• Type: picklist
• Properties: Create, Filter, Group, Sort, Update
• Description: The type of financial account.
• Possible values:
  • Automotive Lease
  • Automotive Loan

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

FinancialAccountChangeEvent

Change events are available for the object.

FinancialAccountFeed

Feed tracking is available for the object.

FinancialAccountHistory

History is available for tracked fields of the object.

FinancialAccountOwnerSharingRule

Sharing rules are available for the object.

FinancialAccountShare

Sharing is available for the object.