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 Account


The financial account object stores information about the financial accounts of a contact or business that a financial institution manages, but can also track held away financial accounts.

Child Objects

Activity, Book, Financial Account, Financial Account Holder, Financial Account Holding, Financial Plan, Financial Transaction, Lead, Policy, Service Request, Team,

Methods Called

Table 671 details the methods called by the Financial Account service.

Table 671. Methods Called by Financial Account Service
Method
Name as Defined in Service

Delete

FinancialAccountDelete

Execute

FinancialAccountExecute

Insert

FinancialAccountInsert

QueryPage

FinancialAccountQueryPage

Update

FinancialAccountUpdate

Fields

Table 672 details the required and read-only fields for the financial account object.

Table 672. Required and Read-Only Fields for the Financial Account Object
Field Name
Type

FinancialAccount

Required

FinancialAccountNumber

Required

Type

Required

CurrencyCode

Read-only

Audit Fields

Read-only

Table 673 details the pick map fields for the financial account object.

Table 673. Pick Map Fields for the Financial Account Object
Pick Map Field
Maps To

ParentFinancialAccountIntegrationId

ParentFinancialAccountId

ParentFinancialAccountExternalSystemId

ParentFinancialAccountId

Table 674 provides a list of the user key combinations for the financial account object.

Table 674. User Key Fields on the Financial Account Object
User Key Field Combinations

FinancialAccount

Id

ExternalSystemId

Table 675 details the picklists available for the financial account object.

Table 675. Picklists Available for the Financial Account Object
Field Name

Type

HomeBranch

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