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Financial Account Holder Fields

Use the Financial Account Holder Edit page to add a financial account holder, or to update details of an existing financial account holder. The Financial Account Holder Edit page shows the complete set of fields for a financial account holder.

TIP: You can also edit financial account holder information on the Financial Account Holder List page and the Financial Account Holder Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some fields.

Field

Description

Financial Account Holder Profile

Financial Account Holder Name

The name of the financial account holder (usually a contact). This field has a limit of 100 characters.

Financial Account

The financial account with which the financial account holder is associated.

Role

The role of the financial account holder. A financial account holder can have more than one role. Some example roles are: Legal Guardian, Owner, Lawyer, and Influencer.

Primary Contact

Indicates whether the financial account holder is the primary contact for the financial account.

Joined

The date on which the financial account holder was first associated with the financial account. This might be different from the Open Date on the financial account. For example, a legal guardian might be assigned to (or given responsibility for) a financial account, after the date when the financial account was opened.

External ID

The external source ID of the external information about the financial account holder. This field has a limit of 50 characters.

External Source

The source of the external information about the financial account holder, for example, an application name, database name, integration name, and so on. This field has a limit of 50 characters.

External Last Updated

The date and time when the data for this financial account holder was last updated (from the external source).

Related Topics

See the following topic for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.