Salesforce Docs Portal

Gift Actuarial Entry DMO

Represents the foundational data for calculating the future value of a planned gift, including life expectancy and discount rates.

Object Properties

Object API Name: GiftActuarialEntry_std__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

Fields

ActuarialMethod

  • Field API Name: ActuarialMethod__c
  • Data Type: TEXT
  • Description: Specifies the actuarial method of the actuarial entry.

AdjustmentFactorNumber

  • Field API Name: AdjustmentFactorNumber__c
  • Data Type: DOUBLE
  • Description: The factor used to adjust annuities based on the payment frequency of the actuarial entry.

AgeInYearsNumber

  • Field API Name: AgeInYearsNumber__c
  • Data Type: DOUBLE
  • Description: The age in years of the person related to the actuarial entry.

AnnuityFactorNumber

  • Field API Name: AnnuityFactorNumber__c
  • Data Type: DOUBLE
  • Description: The factor used to calculate the annuities of the actuarial entry.

cdp_sys_record_currency

  • Field API Name: cdp_sys_record_currency__c
  • Data Type: TEXT
  • Description: System-generated metadata field that stores a 3-letter ISO currency code.

CommutationFactorNumber

  • Field API Name: CommutationFactorNumber__c
  • Data Type: DOUBLE
  • Description: The commutation factor used to calculate the annuities and current values of the actuarial entry.

DataSourceId

  • Field API Name: DataSourceId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

DataSourceObjectId

  • Field API Name: DataSourceObjectId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

DiscountFactorNumber

  • Field API Name: DiscountFactorNumber__c
  • Data Type: DOUBLE
  • Description: The factor used to calculate the applicable discount for the actuarial entry.

DurationInYearsNumber

  • Field API Name: DurationInYearsNumber__c
  • Data Type: DOUBLE
  • Description: The time in years for which the actuarial entry applies.

EndDate

  • Field API Name: EndDate__c
  • Data Type: DATEONLY
  • Description: The date after which the actuarial entry stops being in effect.

ExpectancyNumber

  • Field API Name: ExpectancyNumber__c
  • Data Type: DOUBLE
  • Description: The life expectancy in years based on the actuarial model of the actuarial entry.

GiftActuarialEntryName

  • Field API Name: GiftActuarialEntryName__c
  • Data Type: TEXT
  • Description: The name of the Gift Actuarial Entry

Id

  • Field API Name: Id__c
  • Data Type: TEXT
  • Description: Primary key

IncomeInterestNumber

  • Field API Name: IncomeInterestNumber__c
  • Data Type: DOUBLE
  • Description: The interest gained on the income of the person related to the actuarial entry.

InterestRatePercent

  • Field API Name: InterestRatePercent__c
  • Data Type: PERCENT
  • Description: The interest rate percentage of the actuarial entry.

InternalOrganizationId

  • Field API Name: InternalOrganizationId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

IsActive

  • Field API Name: IsActive__c
  • Data Type: BOOLEAN
  • Description: Indicates whether the actuarial entry is active (true) or not (false).

KQ_Id

  • Field API Name: KQ_Id__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for Id

MonthsToAnnualPayoutNumber

  • Field API Name: MonthsToAnnualPayoutNumber__c
  • Data Type: DOUBLE
  • Description: The number of months before the annual payout of the actuarial entry.

OlderAgeInYearsNumber

  • Field API Name: OlderAgeInYearsNumber__c
  • Data Type: DOUBLE
  • Description: The older age in years among two individuals.

PaymentFrequencyText

  • Field API Name: PaymentFrequencyText__c
  • Data Type: TEXT
  • Description: The payment frequency of the actuarial entry.

PayoutRateNumber

  • Field API Name: PayoutRateNumber__c
  • Data Type: DOUBLE
  • Description: The payout rate of the actuarial entry.

RemainderFactorNumber

  • Field API Name: RemainderFactorNumber__c
  • Data Type: DOUBLE
  • Description: The factor used to calculate the remainder of the actuarial entry.

SourceName

  • Field API Name: SourceName__c
  • Data Type: TEXT
  • Description: The source of the actuarial entry.

StartDate

  • Field API Name: StartDate__c
  • Data Type: DATEONLY
  • Description: The date from which the actuarial entry takes effect.

TitleName

  • Field API Name: TitleName__c
  • Data Type: TEXT
  • Description: The title of the actuarial entry.

ValuationFactorName

  • Field API Name: ValuationFactorName__c
  • Data Type: TEXT
  • Description: The name of the valuation factor for the actuarial entry.

VersionText

  • Field API Name: VersionText__c
  • Data Type: TEXT
  • Description: The version of the actuarial entry.

YoungerAgeInYearsNumber

  • Field API Name: YoungerAgeInYearsNumber__c
  • Data Type: DOUBLE
  • Description: The younger age in years among two individuals.