PartyFinancialAsset

Represents the financial asset owned by an individual or account. This object is available in API version 58.0 and later.

Supported Calls

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

Fields

Applicant

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The applicant associated with the financial asset.

This field is a relationship field.

ApprovedRecord

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The original verified financial asset record. The system populates this field when an applicant makes a change to an existing approved asset.

This field is a relationship field.

AssetId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The asset owned by the party. Available in API version 59.0 and later.

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

DeclarationDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date when the asset is declared.

Description

Type: textarea
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description of the asset.

IsLienExisting

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether there is a lien on the financial asset.

IsReadOnly

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the party financial asset is read only.

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.

MakeName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The make name of the party financial asset.

ModelName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The model name of the party financial asset.

ModelYear

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The model year of the party financial asset.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the asset.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the record owner.

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

OwnershipEndDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time when the ownership of the asset ends.

OwnershipPercent

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The share owned by the party in percentage.

OwnershipStartDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time when the ownership of the asset starts.

OwnershipType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of ownership associated with the party financial asset.

PartyId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Required. The party that owns the asset.

This field is a polymorphic relationship field.
Relationship Name: Party
Relationship Type: Lookup
Refers To: Account, Contact

PartyProfile

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party profile associated with the financial asset.

This field is a relationship field.

PayoffDueAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount due for payoff of the party financial asset.

PledgeAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount the party pledges as collateral against a financial asset.

PurchaseAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount the party paid for the financial asset.

SerialNumber

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The serial number of the party financial asset.

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the status of the asset.
Possible values:
- Active
- Inactive

SourceSystemIdentifier

Type: string
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The unique identifier of the party asset in an external system.

Type

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of asset.

UsageType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the usage type of the party financial asset.

Possible value:
- PublicSector—Program and Benefit Management
Available in API version 60.0 and later.

ValuationAmount

Type: currency
Properties: Create, Filter, Sort, Update
Description: Required. The worth of the asset after valuation.

ValuationDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time when the asset valuation was done.

VerificationStatus

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The verification status of the party financial asset.

VerifiedBy

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The user who reviewed and approved the financial asset record during the verification process.

This field is a relationship field.

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.

PartyFinancialAssetChangeEvent (API Version 62.0): Change events are available for the object.
PartyFinancialAssetFeed: Feed tracking is available for the object.
PartyFinancialAssetHistory: History is available for tracked fields of the object.
PartyFinancialAssetOwnerSharingRule (API Version 59.0): Sharing rules are available for the object.
PartyFinancialAssetShare (API Version 59.0): Sharing is available for the object.