FinServ AccountContactRelation Custom Fields

Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that the individual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Custom fields extend the AccountContactRelation standard object for use in Financial Services Cloud.

Supported Calls

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

Fields

DecisionMakingAuthorityType

Type: multipicklist
Properties: Create, Filter, Nillable, Restricted picklist, Update
Description: Specifies the type of the decision-making authority.
Possible values:
- Authorized Signatory
- Board Member
- Senior Managing Official

DeclarationType

Type: multipicklist
Properties: Create, Filter, Nillable, Restricted picklist, 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

IsDecisionMakingAuthority

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

IncludeInGroup__c

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Includes this account in a related individual’s primary group.

IsShareholder

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

Primary__c

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates the primary member of a group (true) or not (false).

PrimaryGroup__c

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates a person’s primary group. You can roll up summary fields only to a person’s primary group if PrimaryGroup__c is set to true.

Rollups__c

Type: multipicklist
Properties: Create, Filter, Nillable, Update
Description: Records associated with the individual that are included in household roll-up summaries. Valid values:
- All
- Tasks
- Events
- Financial Accounts
- Assets and Liabilities
- Financial Goals

ShareholderHierarchyLevel

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

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the shareholder’s ownership type.
Possible values:
- Domestic Ultimate Owner
- Immediate Shareholder
- Intermediate Shareholder
- Ultimate Beneficial Owner

ShareholderType

Type: multipicklist
Properties: Create, Filter, Nillable, Restricted picklist, Update
Description: Specifies the type of the shareholder.
Possible values:
- Shareholding
- Voting Rights
- Beneficiary of a Trust
- Sole Proprietor
- Partner

StartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the relationship between the applicant and the related applicant started.

SourceSystemId__c

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

TotalSharePercent

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