Financial Transaction

The financial transaction object stores information about financial account transactions, which are typically the individual transactions of a financial account for all financial products.

Child Objects

Audit Trail, Financial Transaction, Service Request.

Methods Called

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

Table Methods Called by Financial Transaction Service

Method Name as Defined in Service

Delete

FinancialTransactionDelete

Execute

FinancialTransactionExecute

Insert

FinancialTransactionInsert

QueryPage

FinancialTransactionQueryPage

Update

FinancialTransactionUpdate

Fields

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

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

Field Name Type

FinancialAccount

Required

FinancialProductFinancialProductName

Required

TransactionType

Required

TransactionID

Required

Audit Fields

Read-only

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

Table Pick Map Fields for the Financial Transaction Object

Pick Map Field Maps To

FinancialTransactionParentIntegrationId

FinancialTransactionParentId

FinancialTransactionParentExternalSystemId

FinancialTransactionParentId

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

Table User Key Fields on the Financial Transaction Object

User Key Field Combinations

TransactionID

Id

ExternalSystemId

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

Table Picklists Available for the Financial Transaction Object

Field Name

TransactionType