AccountFinancialSummary

AccountId

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: The associated account for which the financial summary is computed.

  This field is a relationship field.

• Relationship Name: Account
• Relationship Type: Master-detail
• Refers To: Account (the master object)

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.

LatestTransactionDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date on which the latest transaction related to any of the financial accounts was recorded.

LatestTransactionUpdatedDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the latest transaction was last updated.

Name

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

PartyRelationshipGroupId

• Type: reference
• Properties: Filter, Group, Nillable, Sort
• Description: The party relationship group associated with the account.
  Note

  • This field is auto populated, if the account record type is a business account and has an associated PartyRelationshipGroupID.

  This field is a relationship field.

• Relationship Name: PartyRelationshipGroup
• Refers To: PartyRelationshipGroup

TotalFinancialAccountBal

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The net balance of all the financial accounts associated with the account.

TotFinclAcctBalanceUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total financial account balance was last updated.

TotalHeldFinclAcctValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total combined value of all financial accounts held with the financial institution.

TotHldFinclAcctValUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total held financial account value was last updated.

TotalInsurancePolicyCount

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The total number of active insurance policies associated with the account.

TotInsurancePlcyCntUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total insurance policy count was last updated.

TotalLiabilityValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total value of all the liabilities associated with the account.

TotLiabilityValueUpdtDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total liability value was last updated.

TotalNonFinancialAssetVal

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total value of all the non-financial assets associated with the account.

TotNonFinclAssetValUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total non-financial asset value was last updated.

TotalBankDepositValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total value of all the bank deposits associated with the account.

TotalBankDepositValUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total bank deposit value was last updated.

TotalClaimCount

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The total number of insurance claims associated with the account.

TotalClaimCountUpdtDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total claim count was last updated.

TotalFinancialAccountCount

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The total count of all the financial accounts associated with the account.

TotalFinclAcctCountUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total financial account count was last updated.

TotalGrossWrittenPremAmt

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The sum of all gross premium amounts for all active insurance policies associated with the account.

TotalGrWrtPremAmtUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total gross written premium amount was last updated.

TotalInvestmentValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total value of all the investment accounts associated with the account.

TotalInvestmentValUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total investment value was last updated.

TotalManagedInvestmentValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total managed investment value of all the investment accounts managed by the financial institution.

TotalMngInvstValUpdtDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total managed investment value was last computed.

TotalOtsdCreditAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The sum of the outstanding amounts of automotive loans, credit cards, home equity line of credits, mortgages, and loan accounts associated with the account.

TotalOtsdCreditAmtUpdtDt

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total outstanding credit amount was last updated.

TotalPaidClaimAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The sum of all the claim amounts paid for the claims associated with the account.

TotalPaidClaimAmtUpdtDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total paid claim amount was last updated.

TotalPremiumAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The sum of premium amounts of all the active policies associated with the account.

TotalPremiumAmountUpdtDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total premium amount was last updated.

TotalSumInsured

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The sum of the insured values of all the active policies associated with the account.

TotalSumInsuredUpdtDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the total sum insured was last updated.

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.

AccountFinancialSummaryChangeEvent (API Version 63.0)

Change events are available for the object.

AccountFinancialSummaryHistory (API Version 63.0)

History is available for tracked fields of the object.