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Wealth Management > Financial Transactions > Financial Transaction Fields
Financial Transaction Fields
Use the Financial Transaction Edit page to add a financial transaction, or to update details of an existing financial transaction. The Financial Transaction Edit page shows the complete set of fields for a financial transaction.
TIP: You can also edit financial transaction information on the Financial Transaction List page and the Financial Transaction 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 Transaction Profile
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Financial Account
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The financial account with which the financial transaction is associated.
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Financial Product
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The financial product with which the financial transaction is associated.
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Transaction Type
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The type of financial transaction. Some examples are: a buy, sell, big ticket, redemption, and so on.
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Quantity
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The number of financial product units for this financial transaction. This information usually comes from an external source.
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Transaction ID
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The ID of the financial transaction. This field has a limit of 50 characters.
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Transaction Period
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The period of the financial transaction. Some examples are: big tickets for date, month, quarter, and so on.
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Transaction Price
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The price of the financial product for this financial transaction. This information usually comes from an external source.
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Transaction Date Time
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The date and time of the financial transaction. This information usually comes from an external source.
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Value
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The value of the financial transaction (that is, the price multiplied by the quantity). This information usually comes from an external source.
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Financial Transaction Integration
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Transaction Source
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The source that your financial institution uses to identify a financial transaction in the middle-office or back-office application.
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Integration ID
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The integration ID of the external information about the financial transaction. 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 transaction. 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 transaction, 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 transaction was last updated (from the external source).
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