PartyScreeningSummary

Represents information about the individual screening done for a party. This object is available in API version 56.0 and later.

Supported Calls

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

Fields

ApplicantId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The applicant that's associated with the party screening summary.

    This field is a relationship field.

  • Relationship Name: Applicant
  • Refers To: Applicant

IsResultOverridden

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the party profile screening result was overridden.
  • 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: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the party screening summary record.

OverriddenById

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The user who is responsible for overriding the party profile screening result.

    This field is a relationship field.

  • Relationship Name: OverriddenBy
  • Relationship Type: Lookup
  • Refers To: User

OverriddenScreeningDecision

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the overridden result for a party after the screening is complete.
  • Possible values:
    • Clear
    • On Hold
    • Rejected

OverrideDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the party profile screening was overridden.

OwnerId

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

    This field is a polymorphic relationship field.

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

PartyProfileId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The party profile that's associated with the third-party profile screening.

    This field is a relationship field.

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

ReportUrl

  • Type: url
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The URL of the report provided by the third-party profile screening agency.

RequestCompletionDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the party profile screening request was completed.

ResultOverrideComment

  • Type: textarea
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The description about the party profile screening.

ResultOverrideReason

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the reason for overriding the party profile screening request.
  • Possible values:
    • Manual Verification

ScreenedBy

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the third-party that conducted the profile screening.

ScreeningDecision

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the result of the party profile screening.
  • Possible values:
    • Clear
    • On Hold
    • Rejected

ScreeningRequestDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the screening request for the party profile was submitted.

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the status of the party profile screening request.
  • Possible values:
    • Completed
    • In Progress
    • Initiated

ThirdPartyScreeningResult

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The raw JSON or XML payload from the third-party screening system.

ThirdPartySreeningIdentifier

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the profile screening record in the third-party profile screening system.

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.

PartyScreeningSummaryChangeEvent
Change events are available for the object.
PartyScreeningSummaryFeed
Feed tracking is available for the object.
PartyScreeningSummaryHistory
History is available for tracked fields of the object.
PartyScreeningSummaryOwnerSharingRule
Sharing rules are available for the object.
PartyScreeningSummaryShare
Sharing is available for the object.