PartyFinancialLiability

Represents information about a financial liability held by a party. 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: Filter, Group, Nillable, Sort
  • Description: The account associated with the party financial liability.

    This field is a relationship field.

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

ApplicantId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The applicant who submitted the application.

    This field is a relationship field.

  • Relationship Name: Applicant
  • Refers To: Applicant

ApplicationFormId

  • Type: reference
  • Properties: Filter, Group, Nillable, Sort
  • Description: The application that's submitted for a party financial liability.

    This field is a relationship field.

  • Relationship Name: ApplicationForm
  • Refers To: ApplicationForm

ContactId

  • Type: reference
  • Properties: Filter, Group, Nillable, Sort
  • Description: The contact associated with the party financial liability.

    This field is a relationship field.

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

CurrencyIsoCode

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: If multiple currencies are enabled, contains the currency ISO code associated with the record.

    Valid value is USD.

  • Default value: USD

DeclarationDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the asset is declared.

Description

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the liability.

EndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the obligations or responsibilities linked to the liability ends.

EstimatedMonthlyPayment

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The estimated monthly payment.

InterestRate

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The interest rate of the party financial liability.

IsLienExisting

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicate whether there is a lien on the financial asset.
  • Default value: false

IsReadOnly

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the party financial liability is read only.
  • Default value: false

IsRepaymentActive

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the party financial liability is being paid.
  • 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.

Lender

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The branch unit that owns the party financial liability.

LiabilityAccountIdentifier

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

MakeName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The make name of the asset.

ModelName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The model name of the asset.

ModelYear

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The model year of the asset.

Name

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

OutstandingBalance

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The remaining amount of the liability that the party owes.

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

OwnershipEndDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the ownership of the asset ends.

OwnershipPercent

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The share owned by the party in percentage.

OwnershipStartDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the ownership of the asset starts.

OwnershipType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The ownership type of the asset.
  • Possible values:
    • Individual
    • Joint

PartyId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The party, such as account, contact, or party profile associated with the party financial liability.

    This field is a polymorphic relationship field.

  • Relationship Name: Party
  • Relationship Type: Lookup
  • Refers To: Account, Applicant, Contact, PartyProfile

PartyProfileId

  • Type: reference
  • Properties: Filter, Group, Nillable, Sort
  • Description: Party profile associated with the party financial liability.

    This field is a relationship field.

  • Relationship Name: PartyProfile
  • Refers To: PartyProfile

PayoffDueAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The payoff due amount of the party financial asset.

PledgeAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount the party pledges as a collateral against a financial asset.

PurchaseAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount the party paid for the financial asset.

SerialNumber

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The serial number of the financial asset.

SharePercent

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The percentage of the financial liability held by the party.

ShareType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The share type of the financial liability.
  • Possible values:
    • Individual
    • Joint

SourceSystemIdentifier

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

StartDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date at which the obligations or responsibilities linked to the liability begins.

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The status of the financial liability.
  • Possible values:
    • Active
    • Inactive

Term

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The remaining term in months of the party financial liability.

Type

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The type of financial liability.
  • Possible values:
    • Alimony
    • Auto Loan
    • Installment
    • Personal Loan

UsageType

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The usage type of the party financial asset.
  • Possible values:
    • CashFlow—Cash Flow
    • Claim
    • LoanOrigination—Loan Origination

ValuationAmount

  • Type: currency
  • Properties: Create, Filter, Sort, Update
  • Description: The worth of the asset after valuation.

VerificationDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the asset valuation was done.

ValuationDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the asset valuation was done.

Value

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The value of the financial liability.

VerficationStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The verification status of the party financial liability.

VerificationDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the party financial liability was verified.

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.

PartyFinancialLiabilityChangeEvent
Change events are available for the object.
PartyFinancialLiabilityFeed
Feed tracking is available for the object.
PartyFinancialLiabilityHistory
History is available for tracked fields of the object.
PartyFinancialLiabilityShare
Sharing is available for the object.