Financial Goal Create Input

Input for creating a single financial goal with goal members and funding.

JSON Example

In this example, carType, role, and FSC9__FinancialAccount__c are custom fields.

{
  "financialGoal": {
    "actualAmount": "$1000.00",
    "completionDate": "2024-05-01",
    "initialAmount": "$500.00",
    "description": "Car for commuting",
    "priority": "P1",
    "startDate": "2023-05-01",
    "status": "InProgress",
    "targetAmount": "$50000.00",
    "targetDate": "2024-05-01",
    "name": "Goal1",
    "type": "Auto",
    "customFields": {
      "carType": "New luxury car"
    }
  },
  "financialGoalParties": [
    {
      "accountId": "001xx000003GYyJAAW",
      "customFields": {
        "role": "Auto purchaser"
      }
    },
    {
      "accountId": "001xx000005dJCxYAM",
      "customFields": {
        "role": "Auto purchaser partner"
      }
    }
  ],
  "financialGoalFundings": [
    {
      "amount": 1000,
      "currencyIsoCode": "USD",
      "customFields": {
        "FSC9__FinancialAccount__c": "a0HSG0000000AfJ2AU"
      }
    },
    {
      "amount": 2000,
      "currencyIsoCode": "USD",
      "customFields": {
        "FSC9__FinancialAccount__c": "a0HSG0000000AfJ2AV"
      }
    }
  ]
}

Properties

Name	Type	Description	Required or Optional	Available Version
`financialGoal`	Financial Goal Input	Financial Goal data.	At least one required	59.0
`financialGoalFundings`	Financial Goal Funding Input[]	Financial Accounts that fund the Financial Goal.	Optional	60.0
`financialGoalParties`	Financial Goal Party Input[]	Goal members to be included in the Financial Goal.	At least one per goal required	59.0