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Financial Account Holding Fields

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

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 about some fields.

Field

Description

Financial Account Holdings Profile

Financial Account

The financial account associated with the financial account holding.

Financial Product

The financial product associated with the financial account holding.

Financial Account Holdings Name

The unique name of the financial account holding.

Quantity

The number of financial product units of the holdings of this financial product for this financial account. This information usually comes from an external source.

Purchase Price

The purchase price of the holdings of this financial product for this financial account. This information usually comes from an external source.

Purchase Date

The date when the holdings of this financial product for this financial account were purchased. This information usually comes from an external source.

Value

The value of the holdings (that is, the purchase price multiplied by the quantity). This information usually comes from an external source.

Performance

The percentage gain or loss of the holdings of this financial product for this financial account. This information usually comes from an external source.

Financial Account Holdings Integration

Integration ID

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

External ID

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

External Source

The source of the external information about the financial account holding, for example, an application name, database name, integration name, and so on.

External Last Updated

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


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