FinancialAccountFee

Represents information about the fee that's applicable on the financial account to service various requests, such as a request for stop payment, duplicate card, and more. This object is available in API version 61.0 and later.

Supported Calls

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), upsert()

Special Access Rules

This is a standard object and is available only when you turn on the Financial Account Management Standard Objects setting.

Fields

Amount

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: The amount that is charged for the request.

EndDate

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: The date until when the applicable fee is charged on the financial account.

FinancialAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The financial account to which the fee is charged.

    This field is a relationship field.

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

Frequency

  • Type: picklist
  • Properties: Filter, Group, Nillable, Sort
  • Description: The frequency at which the applicable fee is charged on the financial account.
  • Possible values:
    • Monthly
    • One Time
    • Yearly

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.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the record.

Rate

  • Type: percent
  • Properties: Filter, Nillable, Sort
  • Description: The amount in percentage that is charged for the request.

SourceSystemIdentifier

  • Type: external lookup
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The unique identifier of the financial account fee in an external system.

StartDate

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: The date from when the applicable fee is charged on the financial account.

Type

  • Type: picklist
  • Properties: Defaulted on create, Filter, Group, Nillable, Sort
  • Description: Specifies the type of the financial account fee, such as stop payment fee, new check book fee, duplicate card fee, and more.
  • Default value: Stop Payment Fee
  • Possible values:
    • Duplicate Card Fee
    • New Cheque Book Fee
    • Stop Payment Fee

Associated Objects

Associated Objects

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.

FinancialAccountFeeChangeEvent
Change events are available for the object.
FinancialAccountFeeFeed
Feed tracking is available for the object.
FinancialAccountFeeHistory
History is available for tracked fields of the object.
FinancialAccountFeeOwnerSharingRule
Sharing rules are available for the object.
FinancialAccountFeeShare
Sharing is available for the object.