@rawctx/sf-financial-services-financial-account

The FinServ managed package classics — accounts, transactions, holdings, securities, cards, and billing statements. The data model that gives advisors a unified view of client wealth.

Overview

Objects

• FinAssetPortfolioTgtAlloc — Stores target asset allocation for a financial account, person account, or household.
• 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.
• FinServ AuthorizationForm Custom Fields — Represents the specific version and effective dates of a form that is associated with consent, such as a privacy policy or terms and conditions.
• FinServ AuthorizationFormConsent Custom Fields — Represents the date and way in which a user consented to an authorization form.
• FinServ AuthorizationFormText Custom Fields — Represents an authorization form’s text and language settings.
• FinServ_AccountAccountRelation__c — Represents a relationship between two accounts, such as between a household and a business account.
• FinServ_Alert__c — Represents notifications to alert advisors about their client accounts.
• FinServ_AssetsAndLiabilities__c — Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles.
• FinServ_BillingStatement__c — Represents a billing statement for an individual’s financial account.
• FinServ_Card__c — Represents credit or debit card associated with this financial account.
• FinServ_ChargesAndFees__c — Represents agreed-to fees and charges for servicing an individual’s financial account.
• FinServ_ContactContactRelation__c — Represents the relationship between any two individuals.
• FinServ_Education__c — Represents an individual’s educational background.
• FinServ_Employment__c — Represents information about an individual’s employment history.
• FinServ_FinancialAccountRole__c — Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee.
• FinServ_FinancialAccountTransaction__c — Represents information about a single financial account transaction.
• FinServ_FinancialAccount__c — Represents a financial account such as an investment account, bank account, or insurance policy.
• FinServ_FinancialGoal__c — This Financial Goal object is installed in your Financial Services Cloud Salesforce org when you install the Financial Services Cloud Managed Package. It represents a client’s financial goal, such as college funds or a major purchase.
• FinServ_FinancialHolding__c — Represents a financial holding in an investment account, such as shares of stock.
• FinServ_IdentificationDocument__c — Represents information about documents used to verify an individual’s identity.
• FinServ_LifeEvent__c — Represents a client’s life event, such as a birth or marriage.
• FinServ_PolicyPaymentMethod__c — Represents the premium payment method for a policy, such as credit card, debit card, or internet banking.
• FinServ_ReciprocalRole__c — Represents the other entity’s corresponding role in a one-to-one relationship between entities.
• FinServ_Revenue__c — Represents data from Financial Services Cloud and external systems to aggregate revenue streams for an advisor’s book of business.
• FinServ_Securities__c — Represents a security, such as a stock or bond.
• SecuritiesHolding — Represents the securities associated with an insurance policy.

Install

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