Oracle Web Services On Demand Guide > Oracle CRM On Demand Objects Accessible Through Web Services > Financial Services Edition Parent Objects (Web Services v1.0) >
Portfolio
The portfolio object allows you to define and record details about the collection of financial services that you can provide to an account. Financial services include loans, credit cards, insurance, general banking, and so on. Child Component
Book, Contact, PortfolioTeam Methods Called
Table 301 details the methods called by the Portfolio service.
Fields
Table 302 details the read-only fields for the portfolio object and its child component.
Table 302. Required and Read-Only Fields on the Portfolio Object
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Portfolio (parent) |
PortfolioId |
Read-only |
Owner |
Read-only |
OwnerId |
Read-only |
PrimaryContact |
Read-only |
Audit Fields |
Read-only |
Book |
BookName |
Required |
BookId |
Read-only |
SystemAssociateFlag |
Read-only |
ModId |
Read-only |
Audit Fields |
Read-only |
Contact |
ContactId |
Read-only |
ContactFirstName |
Read-only |
ContactLastName |
Read-only |
ContactHomePhone |
Read-only |
ContactEmail |
Read-only |
Audit Fields |
Read-only |
PortfolioTeam |
PortfolioAccess |
Required |
UserId |
Read-only |
UserAlias |
Read-only |
UserEmail |
Read-only |
Table 303 details the status key for the portfolio object.
Table 303. Status Key for the Portfolio Object
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|
Portfolio (parent) |
Audit Fields |
ExternalSystemId |
PortfolioId |
IntegrationId |
Book |
Audit Fields |
BookId |
ModId |
Contact |
Audit Fields |
ContactId |
Id |
PortfolioTeam |
Audit Fields |
UserId |
UserAlias |
UserEmail |
UserExternalSystemId |
Table 304 details the pickmap fields for the portfolio object and its child objects.
Table 304. Pick Map Fields for the Portfolio Object
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|
|
Portfolio (parent) |
InstitutionExternalId |
InstitutionId |
InstitutionIntegrationId |
InstitutionId |
InstitutionName |
InstitutionId |
InstitutionLocation |
InstitutionId |
Product |
ProductId |
ProductExternalId |
ProductId |
ProductIntegrationId |
ProductId |
Book |
BookName |
BookId |
Contact |
ContactExternalId |
ContactId |
ContactIntegrationId |
ContactId |
PortfolioTeam |
UserEmail |
UserId |
UserAlias |
UserId |
UserExternalSystemId |
UserId |
LastName |
UserId |
FirstName |
UserId |
FullName |
UserId |
Table 305 provides a list of the filterable fields and user key combinations for the child components of the portfolio object.
Table 305. Filterable Fields and User Key Fields on the Portfolio Object's Child Components
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|
User Key Field Combinations |
Portfolio (parent) |
All |
PortfolioId |
IntegrationId |
ExternalSystemId |
Book |
None |
BookId |
BookName |
Contact |
ContactId |
ContactId |
ContactExternalId |
ContactExternalId |
ContactIntegrationId |
ContactIntegrationId |
ContactFirstName |
ContactLastName |
ContactHomePhone |
ContactEmail |
NamedInsured |
PolicyOwner |
Relationship |
PortfolioTeam |
UserId |
UserId |
UserExternalSystemId |
UserExternalSystemId |
LastName |
UserAlias |
FirstName |
UserEmail |
TeamRole |
PortfolioAccess |
Table 306 details the picklists available for the portfolio object.
Table 306. Picklists Available for the Portfolio Object
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|
Portfolio (parent) |
AccountType |
Status |
TermUnit |
Contact |
Relationship |
PortfolioTeam |
TeamRole |
PortfolioAccess |
For more information on the fields accessible through the Portfolio Web service, go to the Web Services Administration page within the Oracle CRM On Demand application, and generate the WSDL file for the portfolio object.
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