Financial Services Cloud Developer Guide
jFinServ_AssetsAndLiabilities__c
Represents assets or liabilities that are not represented in a
client's financial accounts, such as real estate or collectibles.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
Amount__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Amount of an asset (positive) or liability (negative).
AssetsAndLiabilitiesSource__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Data source. Label is Source. Valid values:
- Manual Entry
- Yodlee
AssetsAndLiabilitiesType__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Type of asset or liability. Label is
Type. Valid values:
- Auto Loan
- Mortgage
- Other
- Personal Loan
- Real Estate
- Equipment
- Automobile
- Collection
- Gold
- Jewelry
- Cash
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.
Description__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Description of this asset or liability.
FinancialAccount__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Financial account that this asset or liability is related to.
Household__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Household that this asset or liability is associated with.
JointOwner__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Joint owner, if any, for this asset or liability.
LastReferencedDate
- Type: date
- Properties: Filter, Nillable, Sort,
- Description: Timestamp for when the current user last viewed a record related to this record.
LastViewedDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Timestamp for when the current user last viewed this record.
Name
- Type: string
- Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: Name of this asset or liability.
OwnerId
- Type: reference
- Properties: Create, Defaulted on createFilter, Group, Sort, Update
- Description: ID of the user who created the asset or liability record.
Ownership__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Type of ownership for this asset or liability. Valid values:
- Individual
- Joint
- Trust
OwnerType__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Client’s ownership role (primary or joint) for this asset or liability. The value is specified by a trigger.
PrimaryOwner__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Primary owner of this asset or liability.
RecordTypeId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: ID of the record type associated with this asset or liability.
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: ID that uniquely identifies the asset or liability in an external data source.