FinancialAccountParty

Represents the role played by a person or organization involved with a financial account, such as a beneficiary, owner, and a trustee. This object is available in API version 61.0 and later.

Supported Calls

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

AccountId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The account related to a financial account.
This field is a relationship field.
Relationship Name: Account
Relationship Type: Lookup
Refers To: Account

ContactId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The contact related to the financial account.
This field is a relationship field.
Relationship Name: Contact
Relationship Type: Lookup
Refers To: Contact

FinancialAccountId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The financial account associated with the party.
This field is a relationship field.
Relationship Name: FinancialAccount
Relationship Type: Lookup
Refers To: FinancialAccount

IsRoleActive

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether the party role is active (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.

Name

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

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The owner of the record.
This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

Role

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: Specifies the role of the party in relation to a financial account.
Possible values:
- Beneficiary
- Driver
- Leasee
- Owner

RoleEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the party, such as an organization or contact relinquished the role.

RoleStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the party, such as an organization or contact assumed the role.

SourceSystemIdentifier

Type: external lookup
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The unique identifier of this record in an external system.

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.

FinancialAccountPartyChangeEvent: Change events are available for the object.
FinancialAccountPartyFeed: Feed tracking is available for the object.
FinancialAccountPartyHistory: History is available for tracked fields of the object.
FinancialAccountPartyOwnerSharingRule: Sharing rules are available for the object.
FinancialAccountPartyShare: Sharing is available for the object.

Financial Services Cloud Developer Guide