MultipartyInfoAuthRequest

Tracks a request for multiple parties of authorization on a Data Use Purpose. For example, consent requests to share the required documents to open a joint financial account or share mortgage disclosures to loan applicants (borrower + co-borrower). This object is available in API version 53.0 and later.

Supported Calls 

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

Fields 

AuthorizationType 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: The number of parties needed for consent- all parties must accept / majority parties need to consent or at least one party must consent.

  • Default value: All

  • Possible values:

    • All
    • Any
    • HalfOrMajority—Half or Majority
    • Majority

DataUsePurposeId 

  • Type: reference

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

  • Description: Reference to the purpose of this request.

    This is a relationship field.

  • Relationship Name: DataUsePurpose

  • Relationship Type: Lookup

  • Refers To: DataUsePurpose

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.

Name 

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Name of the info authorization request record.

OwnerId 

  • Type: reference

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Description: ID of the user who created the relationship record.

    This is a polymorphic relationship field.

  • Relationship Name: Owner

  • Relationship Type: Lookup

  • Refers To: Group, User

ResponseStatus 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: The consentees’ aggregate response to this request, based on the authorization type.

  • Default value: New

  • Possible values:

    • New
    • Rejected
    • Seen
    • Signed

SourceRecordId 

  • Type: reference

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

  • Description: The record from which this consent request is created.

    This is a relationship field.

  • Relationship Name: SourceRecord

  • Relationship Type: Lookup

  • Refers To: Account, BusinessMilestone, Campaign, Case, Claim, ClaimItem, Contact, Contract, DocumentChecklistItem, FinServ__AccountAccountRelation__c, FinServ__Alert__c, FinServ__AssetsAndLiabilities__c, FinServ__B2CLeadCompanyNameConfig__c, FinServ__BillingStatement__c, FinServ__Card__c, FinServ__ChargesAndFees__c, FinServ__ContactContactRelation__c, FinServ__Education__c, FinServ__Employment__c, FinServ__FinancialAccountRole__c, FinServ__FinancialAccountTransaction__c, FinServ__FinancialAccount__c, FinServ__FinancialGoal__c, FinServ__FinancialHolding__c, FinServ__IdentificationDocument__c, FinServ__IndustriesAppConfig__c, FinServ__IndustriesSettings__c, FinServ__LifeEvent__c, FinServ__NextLastInteractionSettings__c, FinServ__PolicyPaymentMethod__c, FinServ__ReciprocalRole__c, FinServ__Record_Rollup_Configuration__c, FinServ__Revenue__c, FinServ__RollupByLookupConfig__c, FinServ__RollupByLookupFilterCriteria__c, FinServ__Securities__c, FinServ__UsePersonAccount__c, FinServ__WealthAppConfig__c, FinServ__individualExcludedFields__c, InsurancePolicyCoverage, Lead, Opportunity, OpportunityLineItem, Order, OrderItem, PersonLifeEvent, Quote, QuoteLineItem, ResidentialLoanApplication, Task

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.

MultipartyInfoAuthRequestChangeEvent

Change events are available for the object.

MultipartyInfoAuthRequestFeed

Feed tracking is available for the object.

MultipartyInfoAuthRequestHistory

History is available for tracked fields of the object.

MultipartyInfoAuthRequestShare

Sharing is available for the object.