cgcloud__Rate_Based_Funding__c

This object stores general information along with metadata that's associated with the RBF Template from which it was created. This object is available in API version 54.0 and later.

Supported Calls

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

Fields

Field	Details
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description Most recent date on which a user referenced this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description Most recent date on which a user viewed this record.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description Unique identification of the record.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the record owner. This is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
cgcloud__Account__c	Type reference Properties Create, Filter, Group, Sort, Update Description Anchor Account for which the RBF is defined. This is a relationship field. Relationship Name cgcloud__Account__r Relationship Type Lookup Refers To Account
cgcloud__Active__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Controls whether Rate Based Funds can be used. The default value is `true`.
cgcloud__Currency__c	Type string Properties Filter, Nillable, Sort Description Currency of the rate based funding template. This is a calculated field. Formula `cgcloud__Rate_Based_Funding_Template__r.cgcloud__Currency__c`
cgcloud__Date_From__c	Type date Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Start date of the rate based fund.
cgcloud__Date_Thru__c	Type date Properties Create, Filter, Group, Sort, Update Description End date of the rate based fund.
cgcloud__Description__c	Type string Properties Create, Filter, Group, Sort, Update Description Description of the rate based fund.
cgcloud__External_Id__c	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description Unique identifier for the external system RBF record.
cgcloud__Fund_Anchor__c	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description Anchor of the fund. Possible values are: `Planning_Level` `RBF_Anchor`
cgcloud__Fund_Template_Type__c	Type string Properties Filter, Nillable, Sort Description Label of a Fund Template. Funds of this type are to be filled by this RBF (if the anchor accounts, products, and time ranges also match). This is a calculated field. Formula `cgcloud__Fund_Template__r.cgcloud__Description__c`
cgcloud__Fund_Template__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to the fund template. This is a relationship field. Relationship Name cgcloud__Fund_Template__r Relationship Type Lookup Refers To cgcloud__Fund_Template__c
cgcloud__KPI_Subset__c	Type string Properties Filter, Nillable, Sort Description KPI subset allows to filter KPI definitions in the GridHierarchyView component. No subset filter is applied when no KPI subset is chosen This is a calculated field. Formula `TEXT(cgcloud__Rate_Based_Funding_Template__r.cgcloud__KPI_Subset__c)`
cgcloud__Manual_Override__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Controls when a child can be updated by the parent in the RBF Distribution process. The default value is `false`.
cgcloud__Original_Reference__c	Type textarea Properties Create, Nillable, Update Description Reference to the parent RBF record.
cgcloud__Parent_RBF__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Contains the reference of the parent in the RBF Distribution process. This is a relationship field. Relationship Name cgcloud__Parent_RBF__r Relationship Type Lookup Refers To cgcloud__Rate_Based_Funding__c
cgcloud__RBF_Anchor_Type__c	Type string Properties Filter, Nillable, Sort Description Reference to the anchor of the rate based fund. This is a calculated field. Formula `TEXT(cgcloud__Rate_Based_Funding_Template__r.cgcloud__Anchor_Type__c)`
cgcloud__RBF_KPI_Set__c	Type string Properties Filter, Nillable, Sort Description KPI set that's assigned to the rate based fund. This is a calculated field. Formula `cgcloud__Rate_Based_Funding_Template__r.cgcloud__KPI_Set__r.Name`
cgcloud__RBF_Rate_Type__c	Type string Properties Filter, Nillable, Sort Description Type of rate that's used for the rate based funding record. This is a calculated field. Formula `TEXT( cgcloud__Rate_Based_Funding_Template__r.cgcloud__Rate_Type__c )`
cgcloud__RBF_Total_KPI__c	Type string Properties Filter, Nillable, Sort Description Name of the KPI definition that represents the total calculated value. This is a calculated field. Formula `cgcloud__Rate_Based_Funding_Template__r.cgcloud__RBF_Total_KPI__r.Name`
cgcloud__Rate_Based_Funding_Template__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Template that's used for the rate based funding record. This is a relationship field. Relationship Name cgcloud__Rate_Based_Funding_Template__r Relationship Type Lookup Refers To cgcloud__RBF_Template__c
cgcloud__Status__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Status of the rate based funding record. Possible values are: `Approved` `Initial` `Processed` `Processing` `Ready to Approve` The default value is `Initial`.
cgcloud__Stop_Transacting_Unlock__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description This field is used to signal that the record can be safely unlocked as part of the stop transacting process. The default value is `false`.
cgcloud__Total_Amount__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Total calculated as derived from interaction with the RBF Grid (aggregate of all RBF-Product calculated values).

Associated Objects

This object has these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later.

cgcloud__Rate_Based_Funding__cChangeEvent: Change events are available for the object.
cgcloud__Rate_Based_Funding__cFeed: Feed tracking is available for the object.
cgcloud__Rate_Based_Funding__cHistory: History is available for the tracked fields of the object.
cgcloud__Rate_Based_Funding__cOwnerSharingRule: Sharing rules are available for the object.
cgcloud__Rate_Based_Funding__cShare: Sharing is available for the object.

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