ApplicationFormProduct

Represents a junction between the application and the product requested by an applicant. This object is available in API version 59.0 and later.

Supported Calls

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

Fields

ApplicantVisibleStatus

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the status of the application form product that is visible to the applicant.
Possible values:
- Application
- Approved
- Awaiting Signature
- Contract Generation
- Document Upload
- In Review
- Loan Booked
- Need More Info
- Rejected
- Signature Complete
- Submitted

ApplicationFormId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The application that’s submitted for a product request.

This field is a relationship field.
Relationship Name: ApplicationForm
Relationship Type: Master-detail
Refers To: ApplicationForm (the master object)

DisbursementMethod

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the method of disbursement for the loan amount.
Possible values:
- Check
- Direct Deposit

DownPayment

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount of money paid toward a loan before the start date of the loan.

HasAutomaticPayment

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the applicant opted in for automatic payments (true) or not (false).
Default value: false

HasElectronicStatement

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the customer opted in for electronic statements (true) or not (false).
Default value: false

IsAtmCardRequired

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether an ATM card is required (true) or not (false).
Default value: false

IsCheckbookRequired

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether a checkbook is required (true) or not (false) for the application form product.
Default value: false

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.

LoanPurpose

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the reason for the loan.
Possible values:
- ALOC Plus
- Access Line of Credit (ALOC)
- Auto—Buying a Vehicle
- Business Expansion
- Financing for small business
- Home Equity Line of Credit
- Home Loan - Owner Occupancy
- Home Loan - Rental Use
- Home Loan - Residential Property—Mortgage - Residential Property
- Home Renovation/Repair
- Immediate Financing Arrangement (IFA)
- Investment and RRSP Loans
- Medical
- Mortgage + HELOC
- Retirement
- Vacation
- Vehicle Loan

LoanType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the type of loan being requested.
Possible values:
- Access Line of Credit (ALOC), ALOC Plus
- Auto Loan - Four Wheeler
- Auto Loan - Two Wheeler
- Home Loan
- Immediate Financing Arrangement (IFA)
- Investment and RRSP Loans
- Personal Loan
- Small Business Term Loan

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the Application Form Product record.

OwnerId

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

This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

OwnershipType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of ownership for the application form product.
Possible values:
- Joint
- Single

ProductId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The product associated with the application form product.

This field is a relationship field.
Relationship Name: Product
Relationship Type: Lookup
Refers To: Product2

ProgramId

Type: reference
Properties: Filter, Group, Nillable, Sort
Description: The program that’s associated with the application form product.

This field is a relationship field.
Relationship Name: Program
Refers To: Program

ProgramProductId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The program product associated with the application form product.

This field is a relationship field.
Relationship Name: ProgramProduct
Refers To: ProgramProduct

RequestedAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount requested as part of the application.

RequestedMonthlyPayment

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The monthly payment amount an applicant wants to pay for the application form product.

RequestedTerm

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The length of the loan in months.

Stage

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the stage of the application form product that is submitted by the applicant.
Possible values:
- Auto Approved
- Auto Rejected
- Awaiting Signature
- Book to Core
- Contract Generation
- Customer Approved
- Customer Rejected
- Disclosures Accepted
- Documents Uploaded
- Funding Confirmed
- In Review
- In Underwriting
- Intake
- KYC Verified
- Need More Info
- Risk Screened
- Signature Complete
- Submitted
- Underwriter Approved
- Underwriter Rejected

TotalBrandOwnedItemAmt

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total value of brand-owned seller items requested for financing.

TotalVendorOwnedItemAmt

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total value of vendor-owned seller items requested for financing.

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.

ApplicationFormProductChangeEvent: Change events are available for the object.
ApplicationFormProductHistory: History is available for tracked fields of the object.
ApplicationFormProductOwnerSharingRule: Sharing rules are available for the object.
ApplicationFormProductShare: Sharing is available for the object.