Oracle CRM On Demand Documentation Library: Financial Plan

Oracle Web Services On Demand Guide > Oracle CRM On Demand Objects Accessible Through Web Services > Financial Services Edition Parent Objects (Web Services v2.0) >

Financial Plan

The financial plan object stores information about the plans of a contact or business for one or more specific financial accounts that a financial institution manages.

Child Objects

Activity, Book, Lead, Service Request, Team.

Methods Called

Table 682 details the methods called by the Financial Plan service.

Table 682. Methods Called by Financial Plan Service
Method	Name as Defined in Service
Delete	FinancialPlanDelete
Execute	FinancialPlanExecute
Insert	FinancialPlanInsert
QueryPage	FinancialPlanQueryPage
Update	FinancialPlanUpdate

Fields

Table 683 details the required and read-only fields for the financial plan object.

Table 683. Required and Read-Only Fields for the Financial Plan Object
Field Name	Type
FinancialPlan	Required
Status	Required
Type	Required
CurrencyCode	Read-only
Audit Fields	Read-only

Table 684 details the pick map fields for the financial plan object.

Table 684. Pick Map Fields for the Financial Plan Object
Pick Map Field	Maps To
FinancialAccounIntegrationId	FinancialAccountId
FinancialAccounExternalSystemId	FinancialAccountId

Table 685 provides a list of the user key combinations for the financial plan object.

Table 685. User Key Fields on the Financial Plan Object
User Key Field Combinations
FinancialPlan
Id
ExternalSystemId

Table 686 details the picklists available for the financial plan object.

Table 686. Picklists Available for the Financial Plan Object
Field Name
Type
Status

Oracle Web Services On Demand Guide, Version 25.0 (Oracle CRM On Demand Release 37)		Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.