Financial Services Cloud Developer Guide
jFinServ_FinancialAccountTransaction__c
Supported Calls
create(), delete(), describeLayout(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()
Fields
AllocatedEscrowPayment__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The amount of the payment that's allocated towards escrow.
AllocatedFeeAmount__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The amount of the payment that's allocated towards fees.
AllocatedInterestAmount__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The amount of the payment that's allocated towards the interest.
AllocatedPrincipalAmount__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The amount of the payment that's allocated towards the principal.
Amount__c
- Type: currency
- Properties: Create, Filter, Sort, Update
- Description: Amount of the transaction.
BillingStatement__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Billing statement record associated with the account.
CardAccountID__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Card number linked to the transaction.
Claim__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The claim associated with the financial account transaction.
Description__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Description of the transaction.
DisputeReason__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Reason for the dispute.
-
Possible values:
- Duplicate Transactions
- Others
- Suspected Fraud
- Transaction not recognized
EscrowBalance__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The balance on the escrow amount of the financial account.
FinancialAccount__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Financial account to which the transaction pertains.
InsurancePolicy__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The insurance policy associated with the financial account transaction.
MerchantCategoryCode__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Merchant category code.
PostDate__c
- Type: dateTime
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Date the transaction posted to the account.
PrincipalBalance__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The balance on the principal amount of the financial account.
RunningBalance__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Running balance for the transaction.
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: Record ID from an external data source.
SourceTransactionType__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Source transaction type from an external data source.
TransactionDate__c
- Type: dateTime
- Properties: Create, Filter, Sort, Update
- Description: Date of the transaction.
TransactionId__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: ID that uniquely identifies the transaction in an external data source.
TransactionStatus__c
- Type: picklist
- Properties: Create, Filter, Group, Restricted picklist, Nillable, Sort, Update
-
Description: Status of the transaction.
- Pending
- Posted
TransactionType__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Type of transaction.
- Credit
- Debit