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Wealth Management > Financial Accounts > Financial Account Fields
Financial Account Fields
Use the Financial Account Edit page to add a financial account, or update details for an existing financial account. The Financial Account Edit page shows the complete set of fields for a financial account.
TIP: You can indicate financial account hierarchies, such as a retirement financial account, which is a subsidiary of a portfolio financial account, by selecting Financial Account. For more information about indicating hierarchies, see Tracking Parent Financial Accounts.
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.
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Field
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Description
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Financial Account Profile
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Financial Account Number
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The number of the financial account. This field has a limit of 50 characters.
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Financial Account Type
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The financial account type such as Savings, Credit, Mortgage, Investment, Wealth, Education, Insurance.
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Primary Account
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The check box is used to indicate that this financial account is the primary financial account.
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Home Branch
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The home branch for the financial account within the financial institution.
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Financial Account
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The name of the financial account. This field has a limit of 50 characters.
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Open Date
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The date on which the financial account was opened at the financial institution.
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Joint
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The check box used to specify that the financial account has joint ownership. More than one contact shares the ownership of the financial account.
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Held Away
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The check box is used to indicate that this financial account is being held away. Held away means that this financial account is not held by this financial institution, but is held at another financial institution.
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Balance
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The currency field representing the financial account's balance.
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Balance as of
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The date and time when the balance was last updated.
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Financial Account Details
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Integration ID
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The integration ID of the external information about the financial account. This field has a limit of 50 characters.
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Held Away Institution
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The name of the financial institution at which this financial account is being held away at.
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Parent Financial Account
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The parent financial account for this child financial account.
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Financial Account Integration
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Description
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The detailed description of the financial account.
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External ID
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The external source ID of the external information about the financial account. This field has a limit 50 characters.
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External Last Updated
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The date and time when the data for this financial account was last updated (from the external source).
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External Source
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The source of the external information about the financial account holding, for example, an application name, database name, integration name, and so on.
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Additional Information
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Owner
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The owner of the financial account record.
Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.
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Related Topics
See the following topics for related Financial Account information:
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