FinServ_FinancialAccount__c

Represents a financial account such as an investment account, bank account, or insurance policy.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
AccrualFrequency__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The frequency the interest is accrued on the financial account. Possible values are: `Annual` `Daily` `Monthly` `Quarterly` The default value is `Daily`.
AccruedInterest__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The interest accrued on the financial account in the current statement period.
Address1__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Street address line 1 for mailing address.
Address2__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Street address line 2 for mailing address.
ApplicationDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when this individual submitted the financial account application.
APY__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Annual percentage yield. (Can be fractional.)
AssetRebalance__c	Type boolean Properties Create, Defaulted on create, Filter, Sort, Update Description Indicates whether automatic portfolio rebalancing applies to this financial account (`true`) or not (`false`).
AvailableCredit__c	Type currency Properties Create, , Filter, Nillable, Sort, Update Description Total current available credit for this financial account.
AverageBalance__c	Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Average amount of money in the financial account, over a time period.
Balance__c	Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Amount of money in the financial account.
BalanceLastStatement__c	Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Account balance posted on last statement.
BookedDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date charge or credit booked to account.
BranchCode__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The branch code of the financial account.
BranchName__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The branch name of the financial account.
CashBalance__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Cash available in the financial account.
CashLimit__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Maximum cash withdrawal or advance amount.
City__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description City for mailing address.
CloseDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when this financial account was closed.
CollateralDesc__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Description of collateral provided for loan.
Country__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Country for mailing address.
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.
CurrentPostedBalance__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Current posted balance in account.
DailyWithdrawalLimit__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Amount that can be withdrawn in one day.
Description__c	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Description of the financial account.
Discretionary__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the advisor has discretionary trading authority for this financial account (`true`) or not (`false`).
DrawPeriodMonths__c	Type double Properties CreateFilter, Nillable, Sort, Update Description Number of months an individual can withdraw funds from a credit account.
EscrowBalance__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Current balance in escrow account.
ExpectedCloseDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Expected date when the debit account or loan closes.
FinancialAccountChargesAndFees__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to Charges and Fees record for the account.
FinancialAccountNumber__c	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the financial account in an external data source. Label is Account Number.
FinancialAccountSource__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Data source. Label is Source. Valid values: Integrator Manual Entry Pending
FinancialAccountType__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of financial account. Label is Type. Valid values: 401(a) 401(k) 403(b) 529 Plan Brokerage Cash Management Account CD Checking Credit Card Discount Brokerage Fixed Annuity Individual Life IRA Mutual Fund Profit Sharing Rollover IRA Roth IRA Savings Term Life Variable Life Whole Life
HardwareSerial__c	Type string Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The serial number of hardware associated with the account.
HeldAway__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether this financial account is managed or administered externally (`true`) or in-house (`false`).
HoldingCount__c	Type double Properties Filter, Nillable, Sort Description Number of holdings within this financial account. Calculated by roll-up summary. Label is Number of Holdings.
Household__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Household that this financial account rolls up to.
IncomingVolume__c	Type double Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The volume of transactions coming in through the service.
InsurancePaidYearToDate__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount of insurance paid in the current tax year.
InsuredAmount__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The insured value that an insurance policy covers.
InterestBalance__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The interest balance on the financial account.
InterestPaidYearToDate__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount of interest paid in the current tax year.
InsurancePolicy__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The insurance policy associated with this financial account.
InterestRate__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Interest rate as a percent.
InvestmentObjectives__c	Type multipicklist Properties Create, Filter, Nillable, Update Description Purpose of this financial account. Valid values: Safety Income Growth Tax Optimization Liquidity
JointOwner__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Joint owner of this financial account.
LastActivityDate	Type date Properties Filter, Group, Nillable, Sort Description Timestamp for when this financial account last had a task or event action associated with the record.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description Timestamp for when the current user last viewed a record related to this record.
LastTransactionDate	Type dateTime Properties Filter, Nillable, Sort Description Timestamp for the last transaction on the account.
LastUpdated__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Timestamp for when data for the financial account was last updated by an external data source.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description Timestamp for when the current user last viewed this record.
LienHolder__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Name of lien holder on the financial account.
LoanAmount__c	Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Amount of the loan.
LoanEndDate	Type date Properties Filter, Group, Nillable, Sort Description End date for the loan.
LoanTermMonths__c	Type double Properties CreateFilter, Nillable, Sort, Update Description Loan term in months.
Managed__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether this financial account is managed or administered (`true`), or not (`false`).
MinimumBalance__c	Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Minimum balance requirement for this financial account.
MinimumPayment__c	Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Minimum monthly payment on account.
ModelPortfolio__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Model asset allocation for the financial account. Valid values: Conservative Moderate Balanced Growth Aggressive
Name	Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Name of the financial account.
NickName__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Nickname of the financial account.
OpenDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the financial account was opened.
OutgoingVolume__c	Type double Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The volume of transactions going out through the service.
OverDraftAllowed__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the financial account allows an overdraft (`true`) or not (`false`).
OverDraftLinkedAccount__c	Type reference Properties Create, Filter, Group, Sort, Update Description Reference to the linked overdraft account.
OverdraftProtection__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the customer accepts overdraft protection and its associated fees.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the financial account record.
Ownership__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of ownership for the account. Valid values: Individual Joint Trust
OwnerType__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Individual’s ownership role (primary or joint) for the account.
PaperlessDelivery__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Account owner elects to receive electronic delivery of financial account documents (`true`) or not (`false`).
PaymentAmount__c	Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Minimum monthly payment on account.
PaymentDueDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when payment due on the account.
PaymentFrequency__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Frequency of payments on the account. Valid values: Weekly Biweekly Monthly Quarterly Semiannually Annually
PendingDeposits__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Deposits pending on the account.
PendingWithdrawals__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description WIthdrawals pending on the account.
Performance1Yr__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past year.
Performance3Yr__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past three years.
PerformanceMTD__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past month-to-date.
PerformanceQTD__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past quarter-to-date.
PerformanceYTD__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past calendar year-to-date.
PolicyTerm__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The period of coverage provided by the policy.
PostalCode__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Postal code for mailing address.
Premium__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Amount paid to the insurer for insurance policy coverage.
PrimaryBankerIdentifier__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The unique identifier of the primary banker who manages the financial account.
PrimaryBankerName__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the primary banker who manages the financial account.
PrimaryOwner__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Primary owner of the financial account.
PrincipalBalance__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Principal balance on the loan account.
PrincipalPaidYearToDate__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount paid against the principal in the current tax year.
ProductName__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Policy product name.
PropTaxPaidYearToDate__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount of property tax paid in the current tax year.
RebalanceFrequency__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Frequency of portfolio rebalancing for this financial account. Valid values: Monthly Quarterly Semiannually Annually
RecordTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the record type associated with this financial account.
RecordTypeName__c	Type string Properties Filter, Nillable, Sort Description Record type for this financial account. The value is copied from RecordType.Name and can’t be changed. Label is Record Type.
RenewalDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when insurance policy renewal is due.
RepaymentPeriodMonths__c	Type double Properties CreateFilter, Nillable, Sort, Update Description Repayment period in months.
RoutingNumber__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Bank routing number.
SecondaryBankerIdentifier__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The unique identifier of the secondary banker who manages the financial account.
SecondaryBankerName__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the secondary banker who manages the financial account.
ServiceProvider__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Custodian or recordkeeper of this financial account.
ServiceType__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The type of service undertaken.
SourceSystemId__c	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the financial account in an external data source.
State__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description State for mailing address.
StatementFrequency__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Frequency statements are issued. Valid values: Monthly Biweekly Quarterly Annually
Status__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Status of this financial account. Valid values: Open Closed On Hold Pending
TargetLimit__c	Type double Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The limit on items or value that the service processes.
TaxID__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Tax Identification Number associated with this financial account.
TaxStatus__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of tax treatment this financial account qualifies for. Valid values: Nonqualified Qualified
TermDepositMaturityDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date a fixed term deposit matures.
TimeHorizon__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Investment time frame for this financial account. Valid values: Long Term Medium Term Short Term
TotalCreditLimit__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description Total credit limit.
TotalHoldAmountAsOfDate__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date the total hold amount is relevant.
TotalHoldAmount__c	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total hold amount on the financial account.
Type__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of account. Valid values: Brokerage Discount Brokerage CD Checking Cash Management Account Credit Card Savings Mutual Fund, Fixed Annuity Variable Annuity Managed Account Individual Life Term Life Variable Life Whole Life

Agentforce Financial Services Developer Guide

FinServ_FinancialAccount__c

Supported Calls

Fields