---
schema_version: "1"
id: 4b0f75fcbddaa1cddd29d6af401f1cd018f4db97787346313ba6c3e818f9a151
title: FinServ_AccountAccountRelation__c
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_accountaccountrelation.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_accountaccountrelation.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 32e0c67227422e6da43a588a5b039cb12c867a875d798937ee41e393aaf81819
description: Represents a relationship between two accounts, such as between a household and a business account.
---
# FinServ\_AccountAccountRelation\_\_c

Represents a relationship between two accounts, such as between a household and a business account.

## Supported Calls

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

## Fields

![Note](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/images/icon_note.png)

#### Note

To avoid DML errors on insert, read-only access at minimum is required for all fields that have a default value.

## Fields

### Account\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Account that RelatedAccount\_\_c is related from.

### Active\_\_c

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

### CurrencyIsoCode

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: If multiple currencies is enabled, contains the currency ISO code associated with the record.

### DeclarationType\_\_c

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Update
- **Description**: Specifies the formal manner or approach used to officially state the stakeholder's role or position.
- **Possible values**:
    - Official Register
    - Primary Research
    - Self declaration
    - Third Party
    - Verified

### EndDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when the relationship ended.

### ExternalId\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: ID that uniquely identifies the relationship in an external data source.

### InverseRelationship\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Uniquely identifies the relationship between Account and RelatedAccount\_\_c so that it can be referenced by a trigger that creates the inverse relationship record.

### IsShareholder\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether the stakeholder is a shareholder (true) or not (false).
- **Default value**: false

### Name

- **Type**: string
- **Properties**: Defaulted on create, Filter, idLookup, Sort
- **Description**: Auto-number identifier for the relationship. Label is Account Relation Name.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: ID of the user who created the relationship record.

### RelatedAccount\_\_c

- **Type**: reference
- **Properties**: Filter, Group, Nillable, Sort
- **Description**: Account that Account\_\_c is related to.

### Role\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Role that describes how RelatedAccount\_\_c is related to Account\_\_c.

### ShareholderHierarchyLevel\_\_c

- **Type**: int
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Specifies the hierarchical level between the account and the intermediate shareholder. The shareholder hierarchy level is applicable only to an intermediate share holder.

### ShareholderHierarchyRole\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Specifies the shareholder's ownership type.
- **Possible values**:
    - Domestic Ultimate Owner
    - Immediate Shareholder
    - Intermediate Shareholder
    - Ultimate Beneficial Owner

### ShareholderType\_\_c

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Update
- **Description**: Specifies the type of the shareholder.
- **Possible values**:
    - Shareholding
    - Voting Rights
    - Beneficiary of a Trust
    - Sole Proprietor
    - Partner

### SourceSystemId\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: ID that uniquely identifies the relationship in an external data source.

### StartDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when the relationship started.

### TotalSharePercent\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The total percentage of shares owned by the stakeholder, combining both direct and indirect ownership.