Financial Services Cloud Developer Guide
jFinServ AccountContactRelation Custom Fields
Represents the relationship between an individual (specifically the
contact part of the individual) and the household (account) that the individual is a
member of. AccountContactRelation is a standard object that is available through the
Shared Contacts feature. Custom fields extend the AccountContactRelation standard object
for use in Financial Services Cloud.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()
Fields
DecisionMakingAuthorityType
- Type: multipicklist
- Properties: Create, Filter, Nillable, Restricted picklist, Update
- Description: Specifies the type of the decision-making authority.
-
Possible values:
- Authorized Signatory
- Board Member
- Senior Managing Official
DeclarationType
- Type: multipicklist
- Properties: Create, Filter, Nillable, Restricted picklist, 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
IsDecisionMakingAuthority
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the stakeholder is a decision-making authority (true) or not (false).
- Default value: false
IncludeInGroup__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Includes this account in a related individual's primary group.
IsShareholder
- 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
Primary__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates the primary member of a group (true) or not (false).
PrimaryGroup__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates a person's primary group. You can roll up summary fields only to a person’s primary group if PrimaryGroup__c is set to true.
Rollups__c
- Type: multipicklist
- Properties: Create, Filter, Nillable, Update
-
Description: Records associated with the individual that are included
in household roll-up summaries. Valid values:
- All
- Tasks
- Events
- Financial Accounts
- Assets and Liabilities
- Financial Goals
ShareholderHierarchyLevel
- 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
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Specifies the shareholder's ownership type.
-
Possible values:
- Domestic Ultimate Owner
- Immediate Shareholder
- Intermediate Shareholder
- Ultimate Beneficial Owner
ShareholderType
- Type: multipicklist
- Properties: Create, Filter, Nillable, Restricted picklist, Update
- Description: Specifies the type of the shareholder.
-
Possible values:
- Shareholding
- Voting Rights
- Beneficiary of a Trust
- Sole Proprietor
- Partner
StartDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The date when the relationship between the applicant and the related applicant started.
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: ID that uniquely identifies the individual in an external data source.
TotalSharePercent
- Type: percent
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The total percentage of shares owned by the stakeholder, combining both direct and indirect ownership.