Represents the role occupied by a person or organizational entity
that is involved with a financial account, such as a beneficiary or
trustee.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()
Fields
Active__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the organizational entity or person currently occupies this role (true) or not (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.
Editable__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether this field is editable (true) or not (false).
EndDate__c
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: End date when the organizational entity or person relinquished this role.
FinancialAccount__c
- Type: reference
- Properties: Create, Filter, Group, Sort
- Description: Financial account that this role is related to.
Name
- Type: string
- Properties: Defaulted on create, Filter, idLookup, Sort
- Description: Name of the financial account role.
RecordTypeId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: ID of the record type associated with this financial account role.
RelatedAccount__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Name of the organizational entity that is involved with the financial account.
RelatedContact__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Name of the person who is involved with the financial account.
Role__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Role that describes how the organizational entity or
person is involved with the financial account. Don’t
manually update the role to either primary owner or
secondary owner, because these roles are
automatically assigned based on the primary owner
and joint owner of the corresponding financial
account record.
Valid values:
When the record type is set to Account Role:
- Accountant
- Additional Owner
- Administrator
- Advisor
- Annuitant
- Appoint / Remove Authority
- Authorized Agent
- Authorized Agent / Beneficial Owner
- Authorized Individual
- Authorized Signer
- Beneficiary
- Business Manager
- Committee Member
- Conservator
- Control Person
- Corporation
- Custodian
- Deceased Grantor
- Decedent
- Discretionary
- Foundation
- Full Authority
- Grantor
- Guardian
- Insured
- Interested Party
- Minor Primary Owner
- Original Depositor
- Other
- Power of Attorney
- Proprietor
- TOD Beneficiary
- Trustee
- Primary Owner
- Joint Owner
When the record type is set to Contact Role:
- Accountant
- Beneficial Owner
- Beneficiary
- Business Manager
- Grantor
- Trustee
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: ID that uniquely identifies the role in an external data source.
StartDate__c
- Type: date
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Start date when the organizational entity or person assumed this role. current date.
- Default value: the