Financial Plan

The financial plan object stores information about the plans of a contact or business for one or more specific financial accounts that a financial institution manages.

Child Objects

Activity, Audit Trail,Book, Lead, Service Request, Team.

Methods Called

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

Table Methods Called by Financial Plan Service

Method	Name as Defined in Service
Delete	FinancialPlanDelete
Execute	FinancialPlanExecute
Insert	FinancialPlanInsert
QueryPage	FinancialPlanQueryPage
Update	FinancialPlanUpdate

Fields

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

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

Field Name	Type
FinancialPlan	Required
Status	Required
Type	Required
CurrencyCode	Read-only
Audit Fields	Read-only

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

Table Pick Map Fields for the Financial Plan Object

Pick Map Field	Maps To
FinancialAccounIntegrationId	FinancialAccountId
FinancialAccounExternalSystemId	FinancialAccountId

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

Table User Key Fields on the Financial Plan Object

User Key Field Combinations
FinancialPlan
Id
ExternalSystemId

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

Table Picklists Available for the Financial Plan Object

Field Name
Type
Status