PartyFinancialAsset

ApplicantId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The applicant associated with the financial asset.

  This field is a relationship field.

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

AssetId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The asset owned by the party.

  This field is a polymorphic relationship field.

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

CurrencyIsoCode

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: If multiple currencies are enabled, contains the currency ISO code associated with the record.

  Valid value is USD.

• Default value: USD

DeclarationDateTime

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the asset is declared.

Description

• Type: textarea
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The description of the asset.

IsLienExisting

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicate whether there is a lien on the financial asset.
• Default value: false

IsReadOnly

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the party financial asset is read only (true) or not (false).
• Default value: false

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.

MakeName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The make name of the asset.

ModelName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The model name of the asset.

ModelYear

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The model year of the asset.

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: The name of the party financial asset.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The owner of the party financial asset record.

  This field is a polymorphic relationship field.

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

OwnershipEndDateTime

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date and time when the ownership of the asset ends.

OwnershipPercent

• Type: percent
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The share owned by the party in percentage.

OwnershipStartDateTime

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date and time when the ownership of the asset starts.

OwnershipType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The ownership type of the asset.
• Possible values:
  • Individual
  • Joint

PartyId

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

  This field is a polymorphic relationship field.

• Relationship Name: Party
• Relationship Type: Lookup
• Refers To: Account, Applicant, Contact, PartyProfile

PartyProfileId

• Type: reference
• Properties: Filter, Group, Nillable, Sort
• Description: The party profile that owns the financial asset.

  This field is a relationship field.

• Relationship Name: PartyProfile
• Refers To: PartyProfile

PayoffDueAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The payoff due amount of the party financial asset.

PledgeAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The amount the party pledges as a collateral against a financial asset.

PurchaseAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The amount the party paid for the financial asset.

SerialNumber

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The serial number of the financial asset.

SourceSystemIdentifier

• Type: external lookup
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: The unique identifier of the party asset in an external system.

Status

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The status of the asset.
• Possible values:
  • Active
  • Inactive

Type

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of asset.

UsageType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The usage type of the party financial asset.
• Possible values:
  • CashFlow—Cash Flow
  • Claim
  • VehicleAndAssetLoanOrigination—Loan Origination
  • Know Your Customer

ValuationAmount

• Type: currency
• Properties: Create, Filter, Sort, Update
• Description: The worth of the asset after valuation.

VerificationDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the asset valuation was done.

ValuationDateTime

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date and time when the asset valuation was done.

VerificationStatus

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The verification status of the party financial asset.

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.

PartyFinancialAssetChangeEvent

Change events are available for the object.

partyfinancialassetFeed

Feed tracking is available for the object.

partyfinancialassetHistory

History is available for tracked fields of the object.