Applicant

AccountId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The account ID associated with the applicant.

  This field is a relationship field.

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

ApplicationFormId

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: The application that's submitted for a product request.

  This field is a relationship field.

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

BirthDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date of birth of the applicant.

BusinessEntityName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The registered name of the business entity associated with the applicant.

BusinessEntityPrimCtctId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The primary contact for the business entity associated with the applicant.

  This field is a polymorphic relationship field.

• Relationship Name: BusinessEntityPrimaryCtct
• Relationship Type: Lookup
• Refers To: Applicant, Contact

BusinessEntityType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the type of the business entity associated with the applicant.
• Possible values:
  • Locally Incorporated Company
  • Sole Proprietorship
  • Foreign Company
  • Limited Partnership
  • General Partnership
  • Foundations
  • Trusts

ContactId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The related contact ID assocaited with the account.

  This field is a relationship field.

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

Email

• Type: email
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The email address of the applicant.

FirstName

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

GroupExposure

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The sum of all existing loans an applicant has with the financial institution to which they’re applying for a new loan.

LastName

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

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

MiddleName

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

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: A unique number that represents the applicant.

PartyProfileId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The party profile requesting a product with the application form.

  This field is a relationship field.

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

Phone

• Type: phone
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The applicant's phone number.

PhoneType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the type of phone number provided by the applicant.
• Possible values:
  • Home
  • Mobile

Role

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the role of the applicant.
• Possible values:
  • Co-Applicant
  • Co-Signer
  • Guarantor
  • Primary Applicant

Salutation

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The applicant's salutation.
• Possible values:
  • Dr.
  • Mr.
  • Mrs.
  • Ms.
  • Prof.

Stage

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the stage of the application for a product that is submitted by the applicant.
• Possible values:
  • Approved
  • In Review
  • On Hold
  • Rejected

Suffix

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

Type

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the type of the applicant.
• Possible values:
  • Business
  • Individual

UniqueReferenceNumber

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The customer reference number of the applicant.

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.

ApplicantChangeEvent

Change events are available for the object.

ApplicantFeed

Feed tracking is available for the object.

ApplicantHistory

History is available for tracked fields of the object.

ApplicantOwnerSharingRule

Sharing rules are available for the object.

ApplicantShare

Sharing is available for the object.