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PartyCreditPrflFinclAcct

Represents information about financial accounts, such as a credit card, an auto loan, or a mortgage account, reported by a credit bureau. Helps lenders to review the details of a borrower's accounts, both active and inactive. This object is available in API version 65.0 and later.

Supported Calls

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

Fields

AccountBalance

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The outstanding balance on the financial account.

AccountNumber

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The identifier of the financial account.

AccountOwnership

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The ownership of the financial account. Possible values are: Individual, or Joint.

ApprovedAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The credit limit approved by the lender.

ClosingDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the financial account was closed.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user viewed this record.

LenderName

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The name of the lender.

MonthsReviewed

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The number of months reviewed for the credit report.

NinetyDayDelinquencyCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The number of times a payment has been 90 days late.

OpeningDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the financial account was opened.

PartyCreditProfileId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The party credit profile associated with the Financial Account. This field is a relationship field.
  • Relationship Name: PartyCreditProfile
  • Relationship Type: Master-detail
  • Refers To: PartyCreditProfile (the master object)

PaymentFrequency

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The payment frequency for the financial account. Possible values are:
  • Monthly

ReportingDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the financial account was reported to the credit bureau.

SixtyDayDelinquencyCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The number of times a payment has been 60 days late.

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The current status of the financial account. Possible values are: Active, or Closed.

TermDurationInMonths

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The duration of the credit in months.

ThirtyDayDelinquencyCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The number of times a payment has been 30 days late.

Type

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The type of financial account, such as a credit card, home loan, or auto loan. Possible values are: Auto Loan, Credit Card, or Home Loan.

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.