ApplicationFormProductProposal

Represents the proposal presented by the financial institution to the applicant with details of interest rate, monthly payment, validity dates, and total interest. This object is available in API version 61.0 and later. Available with Digital Lending permission set.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

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

Fields

AdditionalDetails

Type: textarea
Properties: Create, Nillable, Update
Description: The additional information about the proposal.

Amount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount of the proposal.

ApplicationFormId

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

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

ApplicationFormProductId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The application form product that the proposal is associated with.

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

InterestRate

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The interest rate for the product.

InterestRateType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of interest rate for the product.
Possible values:
- Fixed
- Variable

IsActive

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

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: Timestamp for when the current user last viewed a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: Timestamp for when the current user last viewed this record.

MonthlyPayment

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The details of the monthly payment.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of theproduct proposal record of an application form.

SelectedBy

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies who selected the proposal.
Possible values:
- Applicant
- Applicant And Lender
- Lender

Stage

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The stage of the proposal.

alid
Possible values:
- Final
- Pre-Qual

Term

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

TotalInterest

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total interest.

ValidEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The end date of the proposal.

ValidStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The start date of the proposal.