Financial Services Cloud Developer Guide
jPartyFinancialAssetRela
Represents the relationship between financial assets. The object relates one
party financial asset to another and is used for grouping assets to be pledged together as
collateral. For example, an asset can be a part of multiple groups of assets, which each
group being pledged for a distinct loan. This object is available in API version 65.0
and later. Available with Digital Lending permission set.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
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.
PartyFinancialAssetId
- Type: reference
- Properties: Create, Filter, Group, Sort
-
Description: The primary financial asset in the relationship. For example, a
standalone building that is part of a larger asset group.
This field is a relationship field.
- Relationship Name: PartyFinancialAsset
- Relationship Type: Master-detail
- Refers To: PartyFinancialAsset (the master object)
RelatedPartyFinancialAssetId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The financial asset that the primary financial asset is associated
with. For example, an asset group that includes the primary
asset.
This field is a relationship field.
- Relationship Name: RelatedPartyFinancialAsset
- Refers To: PartyFinancialAsset
RelationshipType
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Specifies the type of relationship between the party financial assets.
-
Possible values:
- Group
- SoldTogether—Sold Together