---
schema_version: "1"
id: bb85769f4f38591b415f5991dae3e0d5c92f0ccf1258154dc80fc3e0b0365e14
title: FinancialAccountParty
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/fsc_sforce_api_objects_financialaccountparty.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/fsc_sforce_api_objects_financialaccountparty.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: f926f5c69734bcfa35d435e3108bec8219e4e3424eef33656394bb77b1cea659
description: Represents the role played by a person or organization involved with a financial account, such as a beneficiary, owner, and a trustee. This object is available in API version 61.0 and later.
---
# FinancialAccountParty

Represents the role played by a person or organization involved with a financial account, such as a beneficiary, owner, and a trustee. This object is available in API version 61.0 and later.

## Supported Calls

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

## Special Access Rules

This is a standard object and is available only when you turn on the Financial Account Management Standard Objects setting.

## Fields

### AccountId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The account related to a financial account.
    
    This field is a relationship field.
- **Relationship Name**: Account
- **Relationship Type**: Lookup
- **Refers To**: Account

### ContactId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The contact related to the financial account.
    
    This field is a relationship field.
- **Relationship Name**: Contact
- **Relationship Type**: Lookup
- **Refers To**: Contact

### FinancialAccountId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort
- **Description**: The financial account associated with the party.
    
    This field is a relationship field.
- **Relationship Name**: FinancialAccount
- **Relationship Type**: Lookup
- **Refers To**: FinancialAccount

### IsRoleActive

- **Type**: boolean
- **Properties**: Defaulted on create, Filter, Group, Sort
- **Description**: Indicates whether the party role is active (true) or not (false).
- **Default value**: false

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date when a user referenced this record.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date when a user viewed this record.

### Name

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

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The owner of the record.
    
    This field is a polymorphic relationship field.
- **Relationship Name**: Owner
- **Relationship Type**: Lookup
- **Refers To**: Group, User

### Role

- **Type**: picklist
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Specifies the role of the party in relation to a financial account.
- **Possible values**:
    - Beneficiary
    - Driver
    - Leasee
    - Owner

### RoleEndDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date when the party, such as an organization or contact relinquished the role.

### RoleStartDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date when the party, such as an organization or contact assumed the role.

### SourceSystemIdentifier

- **Type**: external lookup
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: The unique identifier of this record in an external system.

## 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.

[FinancialAccountPartyChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.")

Change events are available for the object.

[FinancialAccountPartyFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")

Feed tracking is available for the object.

[FinancialAccountPartyHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")

History is available for tracked fields of the object.

[FinancialAccountPartyOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")

Sharing rules are available for the object.

[FinancialAccountPartyShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")

Sharing is available for the object.