Financial Account

The financial account object stores information about the financial accounts of a contact or business that a financial institution manages, but can also track held away financial accounts.

Child Objects

Activity, Audit Trail, Book, Financial Account, Financial Account Holder, Financial Account Holding, Financial Plan, Financial Transaction, Lead, Policy, Service Request, Team,

Methods Called

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

Table Methods Called by Financial Account Service

Method	Name as Defined in Service
Delete	FinancialAccountDelete
Execute	FinancialAccountExecute
Insert	FinancialAccountInsert
QueryPage	FinancialAccountQueryPage
Update	FinancialAccountUpdate

Fields

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

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

Field Name	Type
FinancialAccount	Required
FinancialAccountNumber	Required
Type	Required
CurrencyCode	Read-only
Audit Fields	Read-only

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

Table Pick Map Fields for the Financial Account Object

Pick Map Field	Maps To
ParentFinancialAccountIntegrationId	ParentFinancialAccountId
ParentFinancialAccountExternalSystemId	ParentFinancialAccountId

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

Table User Key Fields on the Financial Account Object

User Key Field Combinations
FinancialAccount
Id
ExternalSystemId

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

Table Picklists Available for the Financial Account Object

Field Name
Type
HomeBranch