UserFinancialAuthority

Represents the maximum monetary amount a user can authorize for a given financial type and product. This object is available in API version 57.0 and later.

Supported Calls

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

Fields

Description

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The configuration details for the user financial authority record. This field can't be edited.

EndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The end date when the user financial authority is in effect.

EvaluationMethod

Type: picklist
Properties: Create, Filter, Group, Sort
Description: The logic that validates the user financial authority. For example, the Claim Coverage Valuation method validates that a payment on a claim coverage doesn’t exceed the maximum amount allowed for the user on that claim coverage product.
Possible values:
- Claim Coverage Valuation

FinancialType

Type: picklist
Properties: Create, Filter, Group, Sort
Description: The financial type associated with the user financial authority.
Possible values:
- Claim Expense
- Claim Loss

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.

MaximumApprovalAmount

Type: currency
Properties: Create, Filter, Sort, Update
Description: The maximum monetary amount a user can approve for a financial activity.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The name of the financial user authority.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The owner associated with the user financial authority.
This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

ProductId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort
Description: The product associated with the user financial authority.
This field is a relationship field.
Relationship Name: Product
Relationship Type: Lookup
Refers To: Product2

StartDate

Type: date
Properties: Create, Filter, Group, Sort, Update
Description: The start date when the user financial authority is in effect.

UserId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort
Description: The user associated with the user financial authority.
This field is a relationship field.
Relationship Name: User
Relationship Type: Lookup
Refers To: User

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.

UserFinancialAuthorityChangeEvent: Change events are available for the object in API version 63.0 and later.
UserFinancialAuthorityHistory: History is available for tracked fields of the object.
UserFinancialAuthorityOwnerSharingRule: Sharing rules are available for the object.
UserFinancialAuthorityShare: Sharing is available for the object.

Financial Services Cloud Developer Guide