PartyFundSource

Represents the origin of a party's funds, such as income, employment, or financial assets. Each record is specific to the destination financial account. This object is available in API version 66.0 and later.

Supported Calls

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

Fields

ApplicationFormProductId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The application form product associated with the record.
This field is a relationship field.
Relationship Name: ApplicationFormProduct
Refers To: ApplicationFormProduct

DestinationFinancialAccountId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The destination financial account associated with the record.
This field is a relationship field.
Relationship Name: DestinationFinancialAccount
Refers To: FinancialAccount

ExpectedTransferAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount expected to be transferred from the fund source to the financial account.

ExpectedTransferFrequency

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the frequency of the fund transfer from the fund source to the destination financial account.
Possible values:
- Annual
- Monthly
- One-Time
- Weekly

ExpectedTransferStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The expected start date of the transfer.

IsInitialTransferFundSource

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether this fund source is used for the initial transfer into the financial account during origination.
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.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: A unique number that represents the party fund source.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the user who owns the record.
This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User

PartyId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The party associated with the record.
This field is a polymorphic relationship field.
Relationship Name: Party
Refers To: Account, Applicant, PartyProfile

SourceRecordId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The income, employment, or financial asset associated with the record.
This field is a polymorphic relationship field.
Relationship Name: SourceRecord
Refers To: FinancialAccount, PartyFinancialAsset, PartyIncome, PersonEmployment

SourceType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of fund source.

Financial Services Cloud Developer Guide