Financial Account Holder

The financial account holder object stores information about a financial account holder, which is any contact that has a relationship with the financial account, most commonly the legal owner of the financial account.

Child Objects

Audit Trail.

Methods Called

The following table details the methods called by the Financial Account Holder service.

Table Methods Called by Financial Account Holder Service

Method	Name as Defined in Service
Delete	FinancialAccountHolderDelete
Execute	FinancialAccountHolderExecute
Insert	FinancialAccountHolderInsert
QueryPage	FinancialAccountHolderQueryPage
Update	FinancialAccountHolderUpdate

Fields

The following table details the required and read-only fields for the financial account holder object.

Table Required and Read-Only Fields for the Financial Account Holder Object

Field Name	Type
FinancialAccountHolderName	Required
FinancialAccount	Required
Role	Required
CurrrencyCode	Read-only
Audit Fields	Read-only

The following table details the pick map fields for the financial account holder object.

Table Pick Map Fields for the Financial Account Holder Object

Pick Map Field	Maps To
FinancialAccounIntegrationId	FinancialAccountId
FinancialAccounExternalSystemId	FinancialAccountId

The following table provides a list of the user key combinations for the financial account holder object.

Table User Key Fields on the Financial Account Holder Object

User Key Field Combinations
FinancialAccountHolderName
Id
ExternalSystemId

The following table details the picklists available for the financial account holder object.

Table Picklists Available for the Financial Account Holder Object

Field Name
Role