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Wealth Management > Financial Account Holdings > Financial Account Holding Fields
Financial Account Holding Fields
Use the Financial Account Holding Edit page to add a financial account holding, or update details for an existing, financial account holding. The Financial Account Holding Edit page shows the complete set of fields for a financial account holding.
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 about some fields.
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Field
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Description
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Financial Account Holdings Profile
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Financial Account
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The financial account associated with the financial account holding.
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Financial Product
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The financial product associated with the financial account holding.
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Financial Account Holdings Name
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The unique name of the financial account holding.
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Quantity
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The number of financial product units of the holdings of this financial product for this financial account. This information usually comes from an external source.
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Purchase Price
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The purchase price of the holdings of this financial product for this financial account. This information usually comes from an external source.
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Purchase Date
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The date when the holdings of this financial product for this financial account were purchased. This information usually comes from an external source.
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Value
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The value of the holdings (that is, the purchase price multiplied by the quantity). This information usually comes from an external source.
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Performance
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The percentage gain or loss of the holdings of this financial product for this financial account. This information usually comes from an external source.
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Financial Account Holdings Integration
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Integration ID
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The integration ID of the external information about the financial account holdings. This field has a limit of 50 characters.
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External ID
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The external source ID of the external information about the financial account holdings. 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 holding, for example, an application name, database name, integration name, and so on.
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External Last Updated
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The date and time when the data for this financial account holding was last updated (from an external source).
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