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Wealth Management > Financial Account Holders > Financial Account Holder Fields
Financial Account Holder Fields
Use the Financial Account Holder Edit page to add a financial account holder, or to update details of an existing financial account holder. The Financial Account Holder Edit page shows the complete set of fields for a financial account holder.
TIP: You can also edit financial account holder information on the Financial Account Holder List page and the Financial Account Holder Detail page. For more information on updating records, see Updating Record Details.
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 Holder Profile
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Financial Account Holder Name
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The name of the financial account holder (usually a contact). This field has a limit of 100 characters.
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Financial Account
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The financial account with which the financial account holder is associated.
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Role
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The role of the financial account holder. A financial account holder can have more than one role. Some example roles are: Legal Guardian, Owner, Lawyer, and Influencer.
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Primary Contact
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Indicates whether the financial account holder is the primary contact for the financial account.
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Joined
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The date on which the financial account holder was first associated with the financial account. This might be different from the Open Date on the financial account. For example, a legal guardian might be assigned to (or given responsibility for) a financial account, after the date when the financial account was opened.
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External ID
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The external source ID of the external information about the financial account holder. This field has a limit of 50 characters.
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External Source
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The source of the external information about the financial account holder, for example, an application name, database name, integration name, and so on. This field has a limit of 50 characters.
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External Last Updated
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The date and time when the data for this financial account holder was last updated (from the external source).
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Related Topics
See the following topic for related information:
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