---
schema_version: "1"
id: 73b2be357e342d0757042b097d33b2505ec6a4dc9985f4efb9a547dfed138c76
title: FinServ AccountContactRelation Custom Fields
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_accountcontactrelation.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_accountcontactrelation.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: db1901d12b7a0453990f313b9e74db3c5979f59ac3ce65cbf7edbc67413d9499
description: Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that the individual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Custom fields extend the AccountContactRelation standard object for use in Financial Services Cloud.
---
# FinServ AccountContactRelation Custom Fields

Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that the individual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Custom fields extend the AccountContactRelation standard object for use in Financial Services Cloud.

## Supported Calls

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

## Fields

### DecisionMakingAuthorityType

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Restricted picklist, Update
- **Description**: Specifies the type of the decision-making authority.
- **Possible values**:
    - Authorized Signatory
    - Board Member
    - Senior Managing Official

### DeclarationType

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Restricted picklist, 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

### IsDecisionMakingAuthority

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

### IncludeInGroup\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Includes this account in a related individual's primary group.

### IsShareholder

- **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

### Primary\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates the primary member of a group (true) or not (false).

### PrimaryGroup\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates a person's primary group. You can roll up summary fields only to a person’s primary group if PrimaryGroup\_\_c is set to true.

### Rollups\_\_c

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Update
- **Description**: Records associated with the individual that are included in household roll-up summaries. Valid values:
    - All
    - Tasks
    - Events
    - Financial Accounts
    - Assets and Liabilities
    - Financial Goals

### ShareholderHierarchyLevel

- **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

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

### ShareholderType

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

### StartDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date when the relationship between the applicant and the related applicant started.

### SourceSystemId\_\_c

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

### TotalSharePercent

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