InfoAuthorizationRequest

Tracks a request for authorization on a Data Use Purpose. For example, consent request to share the documents required to open a financial account and share loan rate lock disclosure to the external customer. This object is available in API version 52.0 and later.

Supported Calls

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

Fields

CommunicationType

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The medium of which this request was sent.
  • Default value: Paper
  • Possible values:
    • Email
    • Mail
    • Paper
    • Phone
    • Web

ConsenterId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The external (communities) account who is consenting to this request.

    This is a polymorphic relationship field.

  • Relationship Name: Consenter
  • Relationship Type: Lookup
  • Refers To: Account, Contact, User

DataUsePurposeId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Reference to the purpose of this request.

    This is a relationship field.

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

ExpirationDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The expiration date of this request.

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.

Locale

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The locale of the request (used to find Auth Form Texts that match the locale).

MultipartyInfoAuthRequestId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the related multiparty info authorization request record.

    This is a relationship field.

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

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Name of the info authorization request record.

OwnerId

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

    This is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

PertainsToId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The person to whom this request pertains.

    This is a polymorphic relationship field.

  • Relationship Name: PertainsTo
  • Relationship Type: Lookup
  • Refers To: Account, Applicant, Contact, User

RequestedDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date time that this request was sent.

RequesterId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The party that initiated the request.

    This is a polymorphic relationship field.

  • Relationship Name: Requester
  • Relationship Type: Lookup
  • Refers To: Account, Contact, User

ResponseStatus

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The consentee's response to this request.
  • Default value: New
  • Possible values:
    • New
    • Rejected
    • Seen
    • Signed

SourceRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The record from which this consent request is created.

    This is a polymorphic relationship field.

  • Relationship Name: SourceRecord
  • Relationship Type: Lookup
  • Refers To: Account, Applicant, ApplicationForm, ApplicationFormProduct, BusinessMilestone, Campaign, Case, Claim, ClaimItem, Contact, Contract, DocumentChecklistItem, FinServ__AccountAccountRelation__c, FinServ__Alert__c, FinServ__AssetsAndLiabilities__c, FinServ__B2CLeadCompanyNameConfig__c, FinServ__BillingStatement__c, FinServ__Card__c, FinServ__ChargesAndFees__c, FinServ__ContactContactRelation__c, FinServ__Education__c, FinServ__Employment__c, FinServ__FinancialAccountRole__c, FinServ__FinancialAccountTransaction__c, FinServ__FinancialAccount__c, FinServ__FinancialGoal__c, FinServ__FinancialHolding__c, FinServ__IdentificationDocument__c, FinServ__IndustriesAppConfig__c, FinServ__IndustriesSettings__c, FinServ__LifeEvent__c, FinServ__NextLastInteractionSettings__c, FinServ__PolicyPaymentMethod__c, FinServ__ReciprocalRole__c, FinServ__Record_Rollup_Configuration__c, FinServ__Revenue__c, FinServ__RollupByLookupConfig__c, FinServ__RollupByLookupFilterCriteria__c, FinServ__Securities__c, FinServ__UsePersonAccount__c, FinServ__WealthAppConfig__c, FinServ__individualExcludedFields__c, InsurancePolicyCoverage, Lead, Opportunity, OpportunityLineItem, Order, OrderItem, PersonLifeEvent, Quote, QuoteLineItem, ResidentialLoanApplication, Task

Associated Objects

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.

InfoAuthorizationRequestChangeEvent
Change events are available for the object.
InfoAuthorizationRequestFeed
Feed tracking is available for the object.
InfoAuthorizationRequestHistory
History is available for tracked fields of the object.
InfoAuthorizationRequestShare
Sharing is available for the object.