Financial Account Holding
The financial account holding object stores information about the financial account holdings, which are typically the total of all financial account transactions of a single financial product for a financial account.
Child Objects
Methods Called
The following table details the methods called by the Financial Account Holding service.
Method | Name as Defined in Service |
---|---|
FinancialAccountHoldingDelete |
|
FinancialAccountHoldingExecute |
|
FinancialAccountHoldingInsert |
|
FinancialAccountHoldingQueryPage |
|
FinancialAccountHoldingUpdate |
Fields
The following table details the required and read-only fields for the financial account holding object.
Field Name | Type |
---|---|
FinancialAccountHoldingsName |
Required |
FinancialAccount |
Required |
FinancialProductFinancialProductName |
Required |
CurrencyCode |
Read-only |
Read-only |
The following table details the pick map fields for the financial account holding 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 holding object.
User Key Field Combinations |
---|
FinancialAccountHoldingsName |
Id |
ExternalSystemId |