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cgcloud__Rate_Based_Funding__c

This object stores general information along with metadata that's associated with the RBF Template from which it was created. This object is available in API version 54.0 and later.

Supported Calls

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

Fields

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user viewed this record.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Unique identification of the record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the record owner.

    This is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

cgcloud__Account__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Anchor Account for which the RBF is defined.

    This is a relationship field.

  • Relationship Name: cgcloud__Account__r
  • Relationship Type: Lookup
  • Refers To: Account

cgcloud__Active__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Controls whether Rate Based Funds can be used.
  • Default value: true

cgcloud__Currency__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Currency of the rate based funding template.

    This is a calculated field.

  • Formula: 
    cgcloud__Rate_Based_Funding_Template__r.cgcloud__Currency__c

cgcloud__Date_From__c

  • Type: date
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Start date of the rate based fund.

cgcloud__Date_Thru__c

  • Type: date
  • Properties: Create, Filter, Group, Sort, Update
  • Description: End date of the rate based fund.

cgcloud__Description__c

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Description of the rate based fund.

cgcloud__External_Id__c

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: Unique identifier for the external system RBF record.

cgcloud__Fund_Anchor__c

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Anchor of the fund.
  • Possible values:
    • Planning_Level
    • RBF_Anchor

cgcloud__Fund_Template_Type__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Label of a Fund Template. Funds of this type are to be filled by this RBF (if the anchor accounts, products, and time ranges also match).

    This is a calculated field.

  • Formula: 
    cgcloud__Fund_Template__r.cgcloud__Description__c

cgcloud__Fund_Template__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to the fund template.

    This is a relationship field.

  • Relationship Name: cgcloud__Fund_Template__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__Fund_Template__c

cgcloud__KPI_Subset__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: KPI subset allows to filter KPI definitions in the GridHierarchyView component. No subset filter is applied when no KPI subset is chosen

    This is a calculated field.

  • Formula: 
    TEXT(cgcloud__Rate_Based_Funding_Template__r.cgcloud__KPI_Subset__c)

cgcloud__Manual_Override__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Controls when a child can be updated by the parent in the RBF Distribution process.
  • Default value: false

cgcloud__Original_Reference__c

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Reference to the parent RBF record.

cgcloud__Parent_RBF__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Contains the reference of the parent in the RBF Distribution process.

    This is a relationship field.

  • Relationship Name: cgcloud__Parent_RBF__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__Rate_Based_Funding__c

cgcloud__RBF_Anchor_Type__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Reference to the anchor of the rate based fund.

    This is a calculated field.

  • Formula: 
    TEXT(cgcloud__Rate_Based_Funding_Template__r.cgcloud__Anchor_Type__c)

cgcloud__RBF_KPI_Set__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: KPI set that's assigned to the rate based fund.

    This is a calculated field.

  • Formula: 
    cgcloud__Rate_Based_Funding_Template__r.cgcloud__KPI_Set__r.Name

cgcloud__RBF_Rate_Type__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Type of rate that's used for the rate based funding record.

    This is a calculated field.

  • Formula: 
    TEXT( cgcloud__Rate_Based_Funding_Template__r.cgcloud__Rate_Type__c )

cgcloud__RBF_Total_KPI__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Name of the KPI definition that represents the total calculated value.

    This is a calculated field.

  • Formula: 
    cgcloud__Rate_Based_Funding_Template__r.cgcloud__RBF_Total_KPI__r.Name

cgcloud__Rate_Based_Funding_Template__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Template that's used for the rate based funding record.

    This is a relationship field.

  • Relationship Name: cgcloud__Rate_Based_Funding_Template__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__RBF_Template__c

cgcloud__Status__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Status of the rate based funding record.
  • Default value: Initial
  • Possible values:
    • Approved
    • Initial
    • Processed
    • Processing
    • Ready to Approve

cgcloud__Stop_Transacting_Unlock__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: This field is used to signal that the record can be safely unlocked as part of the stop transacting process.
  • Default value: false

cgcloud__Total_Amount__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total calculated as derived from interaction with the RBF Grid (aggregate of all RBF-Product calculated values).

Associated Objects

Associated Objects

This object has these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later.