FinclAcctPtyFinclAsset

Represents information about a party asset associated with a financial account. 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

AssociationEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the party asset's association ends with the financial account.

AssociationStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the party asset was associated with the financial account.

AssociationType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of association between the financial account and the party asset.
Possible values:
- Collateral
- Trade In

FinancialAccountId

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

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 this record.
This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

PartyFinancialAssetId

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

PledgedAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The monetary value of the asset pledged as the collateral for the associated financial account.

SourceSystemIdentifier

Type: external lookup
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The unique identifier of the financial account party asset 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.

FinclAcctPtyFinclAssetChangeEvent: Change events are available for the object.
FinclAcctPtyFinclAssetFeed: Feed tracking is available for the object.
FinclAcctPtyFinclAssetHistory: History is available for tracked fields of the object.
FinclAcctPtyFinclAssetOwnerSharingRule: Sharing rules are available for the object.
FinclAcctPtyFinclAssetShare: Sharing is available for the object.

Financial Services Cloud Developer Guide