FinServ_AccountAccountRelation__c

Represents a relationship between two accounts, such as between a household and a business account.

Supported Calls 

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

Fields 

To avoid DML errors on insert, read-only access at minimum is required for all fields that have a default value.

Note

Fields 

Account__c 
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Account that RelatedAccount__c is related from.

Active__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the relationship is active (true) or not (false).
  • Default value: false

CurrencyIsoCode 
  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: If multiple currencies is enabled, contains the currency ISO code associated with the record.

DeclarationType__c 

  • Type: multipicklist

  • Properties: Create, Filter, Nillable, Update

  • Description: Specifies the formal manner or approach used to officially state the stakeholder’s role or position.

  • Possible values:

    • Official Register
    • Primary Research
    • Self declaration
    • Third Party
    • Verified

EndDate__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date when the relationship ended.

ExternalId__c 
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: ID that uniquely identifies the relationship in an external data source.

InverseRelationship__c 
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Uniquely identifies the relationship between Account and RelatedAccount__c so that it can be referenced by a trigger that creates the inverse relationship record.

IsShareholder__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the stakeholder is a shareholder (true) or not (false).
  • Default value: false

Name 
  • Type: string
  • Properties: Defaulted on create, Filter, idLookup, Sort
  • Description: Auto-number identifier for the relationship. Label is Account Relation Name.

OwnerId 
  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the user who created the relationship record.

RelatedAccount__c 
  • Type: reference
  • Properties: Filter, Group, Nillable, Sort
  • Description: Account that Account__c is related to.

Role__c 
  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Role that describes how RelatedAccount__c is related to Account__c.

ShareholderHierarchyLevel__c 
  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the hierarchical level between the account and the intermediate shareholder. The shareholder hierarchy level is applicable only to an intermediate share holder.

ShareholderHierarchyRole__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Specifies the shareholder’s ownership type.

  • Possible values:

    • Domestic Ultimate Owner
    • Immediate Shareholder
    • Intermediate Shareholder
    • Ultimate Beneficial Owner

ShareholderType__c 

  • Type: multipicklist

  • Properties: Create, Filter, Nillable, Update

  • Description: Specifies the type of the shareholder.

  • Possible values:

    • Shareholding
    • Voting Rights
    • Beneficiary of a Trust
    • Sole Proprietor
    • Partner

SourceSystemId__c 
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: ID that uniquely identifies the relationship in an external data source.

StartDate__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date when the relationship started.

TotalSharePercent__c 
  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total percentage of shares owned by the stakeholder, combining both direct and indirect ownership.

Get Started
Standard Objects
Managed Package Objects
FinServ Account Custom Fields
FinServ_AccountAccountRelation__c
FinServ AccountContactRelation Custom Fields
FinServ_Alert__c
FinServ_AssetsAndLiabilities__c
FinServ AuthorizationForm Custom Fields
FinServ AuthorizationFormConsent Custom Fields
FinServ AuthorizationFormText Custom Fields
FinServ_BillingStatement__c
FinServ_Card__c
FinServ_ChargesAndFees__c
FinServ Contact Custom Fields
FinServ_ContactContactRelation__c
FinServ_Education__c
FinServ_Employment__c
Event Custom Fields
FinServ_FinancialAccountRole__c
FinServ_FinancialAccount__c
FinServ_FinancialAccountTransaction__c
FinServ_FinancialGoal__c
FinServ_FinancialHolding__c
FinServ_IdentificationDocument__c
FinServ Lead Custom Fields
FinServ_LifeEvent__c
FinServ Opportunity Custom Fields
FinServ_PolicyPaymentMethod__c
FinServ_ReciprocalRole__c
FinServ_Revenue__c
FinServ_Securities__c
FinServ SvcCatalogRequest Custom Fields
FinServ Task Custom Fields
FinServ User Custom Fields
Associated Objects
Metadata API Types
Custom Metadata Types
Tooling APIs
Apex Reference
Business APIs
Standard Invocable Actions
Custom Triggers
Custom Validation Rules
DPE and Monitor Workflow Services
API End-of-Life Policy
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