---
schema_version: "1"
id: 7d9c917e60ae237f4eb5402bed210a2199f90fb9402a357d0f018122cbad8edb
title: FinServ_AssetsAndLiabilities__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_assetsandliabilities.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_assetsandliabilities.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: dc284966609c24818e4f0496706c1566d0e113d3764df2b02b4c6c65d8014e60
description: Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles.
---
# FinServ\_AssetsAndLiabilities\_\_c

Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles.

## Supported Calls

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

## Fields

### Amount\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Amount of an asset (positive) or liability (negative).

### AssetsAndLiabilitiesSource\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Data source. Label is Source. Valid values:
    - Manual Entry
    - Yodlee

### AssetsAndLiabilitiesType\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Type of asset or liability. Label is Type. Valid values:
    - Auto Loan
    - Mortgage
    - Other
    - Personal Loan
    - Real Estate
    - Equipment
    - Automobile
    - Collection
    - Gold
    - Jewelry
    - Cash

### 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.

### Description\_\_c

- **Type**: textarea
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Description of this asset or liability.

### FinancialAccount\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Financial account that this asset or liability is related to.

### Household\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Household that this asset or liability is associated with.

### JointOwner\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Joint owner, if any, for this asset or liability.

### LastReferencedDate

- **Type**: date
- **Properties**: Filter, Nillable, Sort,
- **Description**: Timestamp for when the current user last viewed a record related to this record.

### LastViewedDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Timestamp for when the current user last viewed this record.

### Name

- **Type**: string
- **Properties**: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: Name of this asset or liability.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on createFilter, Group, Sort, Update
- **Description**: ID of the user who created the asset or liability record.

### Ownership\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Type of ownership for this asset or liability. Valid values:
    - Individual
    - Joint
    - Trust

### OwnerType\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Client’s ownership role (primary or joint) for this asset or liability. The value is specified by a trigger.

### PrimaryOwner\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Primary owner of this asset or liability.

### RecordTypeId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: ID of the record type associated with this asset or liability.

### SourceSystemId\_\_c

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