Client Detail

Use the Client Detail resource to get a complete view of every client and household when they open an account record.

  • Household Account Snapshot (GET)

    Get profile information for a household account, including the account type and the primary member and account field details.

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Standard Objects
Managed Package Objects
Associated Objects
Metadata API Types
Custom Metadata Types
Tooling APIs
Apex Reference
Business APIs
REST Reference
Resources
Actionable Lists
Application Mapper
Bulk Record Alerts (Financial Accounts)
Bulk Record Alerts (Person Accounts)
Client Detail
Household Account Snapshot (GET)
Dispute Management Ethoca Alert Callback
Financial Goals
Financial Goal Update
Financial Goals Query
Flexible Hierarchies
Intelligent Referral Management
Mortgage Application
Mortgage Applications
Public Complaint
Record Alerts (Financial Accounts)
Record Alerts (Person Accounts)
Retrieval Summary
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