IdentityDocument

Represents information about documents used to identify Financial Services Cloud clients.

Supported Calls

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

Fields

ExpirationDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Date when the document expires.

IdDocumentType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Type of the document that’s used to verify the client’s identity.

IssueDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Date when the document was issued.

IssuingAuthority

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The authority that issued the document.

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.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: Name of the document.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the user who created this record.

PartyProfileId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party profile associated with this record.
This field is a relationship field.
Relationship Name: PartyProfile
Relationship Type: Lookup
Refers To: PartyProfile

RelatedLegalEntityId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: ID of the legal entity related to this document.

VerifiedById

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Name of the person who verified this document.

VerifiedOn

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: Date when this document was verified.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

IdentityDocumentChangeEvent (API version 61.0): Change events are available for the object.

Financial Services Cloud Developer Guide