PartyFinancialAssetTerm

Represents a term or condition associated with a financial asset. Aids in identifying and tracking the terms set by a lender or the legal or regulatory terms around a financial asset's ownership, usage, maintenance, and monitoring. 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

AdditionalInformation

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The additional details about the term or condition.

EffectiveEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date until when the party financial asset term remains effective.

EffectiveStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date from which the party financial asset term becomes effective.

IsLegallyEnforceable

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the party financial asset term is enforceable under regulations (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. 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 party financial asset asssociated with the party financial asset term.
This field is a relationship field.
Relationship Name: PartyFinancialAsset
Relationship Type: Master-detail
Refers To: PartyFinancialAsset (the master object)

ReferenceRecordId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The reference record associated with the party financial asset term.
This field is a polymorphic relationship field.
Relationship Name: ReferenceRecord
Refers To: PartyFinancialAssetLien, PartyFinclAssetAddlOwner

TermId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The term or condition associated with the party financial asset term.
This field is a relationship field.
Relationship Name: Term
Refers To: Term

Type

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the type of term associated with the party financial asset term. For example, term related to lien repayment, additional ownership, or title related.
Possible values:
- Loan to Value Ratio not to go above 75%
- Restriction on Sale if Lien Exists

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.

PartyFinancialAssetTermChangeEvent: Change events are available for the object.
PartyFinancialAssetTermFeed: Feed tracking is available for the object.
PartyFinancialAssetTermHistory: History is available for tracked fields of the object.
PartyFinancialAssetTermOwnerSharingRule: Sharing rules are available for the object.
PartyFinancialAssetTermShare: Sharing is available for the object.

Financial Services Cloud Developer Guide