Financial Services Cloud Developer Guide
jFinServ_AccountAccountRelation__c
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()
Fields
Fields
Account__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Account that RelatedAccount__c is related from.
Active__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the relationship is active (true) or not (false).
- Default value: false
CurrencyIsoCode
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: If multiple currencies is enabled, contains the currency ISO code associated with the record.
DeclarationType__c
- Type: multipicklist
- Properties: Create, Filter, Nillable, Update
- Description: Specifies the formal manner or approach used to officially state the stakeholder's role or position.
-
Possible values:
- Official Register
- Primary Research
- Self declaration
- Third Party
- Verified
EndDate__c
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Date when the relationship ended.
ExternalId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: ID that uniquely identifies the relationship in an external data source.
InverseRelationship__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Uniquely identifies the relationship between Account and RelatedAccount__c so that it can be referenced by a trigger that creates the inverse relationship record.
IsShareholder__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the stakeholder is a shareholder (true) or not (false).
- Default value: false
Name
- Type: string
- Properties: Defaulted on create, Filter, idLookup, Sort
- Description: Auto-number identifier for the relationship. Label is Account Relation Name.
OwnerId
- Type: reference
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: ID of the user who created the relationship record.
RelatedAccount__c
- Type: reference
- Properties: Filter, Group, Nillable, Sort
- Description: Account that Account__c is related to.
Role__c
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
- Description: Role that describes how RelatedAccount__c is related to Account__c.
ShareholderHierarchyLevel__c
- Type: int
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the hierarchical level between the account and the intermediate shareholder. The shareholder hierarchy level is applicable only to an intermediate share holder.
ShareholderHierarchyRole__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the shareholder's ownership type.
-
Possible values:
- Domestic Ultimate Owner
- Immediate Shareholder
- Intermediate Shareholder
- Ultimate Beneficial Owner
ShareholderType__c
- Type: multipicklist
- Properties: Create, Filter, Nillable, Update
- Description: Specifies the type of the shareholder.
-
Possible values:
- Shareholding
- Voting Rights
- Beneficiary of a Trust
- Sole Proprietor
- Partner
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: ID that uniquely identifies the relationship in an external data source.
StartDate__c
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Date when the relationship started.
TotalSharePercent__c
- Type: percent
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The total percentage of shares owned by the stakeholder, combining both direct and indirect ownership.