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

Audit Trail.

Methods Called

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

Table Methods Called by Financial Account Holding Service

Method Name as Defined in Service

Delete

FinancialAccountHoldingDelete

Execute

FinancialAccountHoldingExecute

Insert

FinancialAccountHoldingInsert

QueryPage

FinancialAccountHoldingQueryPage

Update

FinancialAccountHoldingUpdate

Fields

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

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

Field Name Type

FinancialAccountHoldingsName

Required

FinancialAccount

Required

FinancialProductFinancialProductName

Required

CurrencyCode

Read-only

Audit Fields

Read-only

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

Table 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.

Table User Key Fields on the Financial Account Holding Object

User Key Field Combinations

FinancialAccountHoldingsName

Id

ExternalSystemId