Portfolio

The portfolio object allows you to define and record details about the collection of financial services that you can provide to an account. Financial services include loans, credit cards, insurance, general banking, and so on.

Parent Objects

Contact, CustomObject, Household

Child Objects

Audit Trail, Contact, Financial Account, Financial Plan, Team.

Methods Called

The following table details the methods called by the Portfolio service.

Table Methods Called by Portfolio Service

Method	Name as Defined in Service
Delete	PortfolioDelete
Execute	PortfolioExecute
Insert	PortfolioInsert
QueryPage	PortfolioQueryPage
Update	PortfolioUpdate

Fields

The following table details the read-only fields for the portfolio object.

Table Required and Read-Only Fields on the Portfolio Object

Field Name	Type
PortfolioId	Read-only
Owner	Read-only
OwnerId	Read-only
PrimaryContact	Read-only
Audit Fields	Read-only

The following table details the pickmap fields for the portfolio object.

Table Pick Map Fields for the Portfolio Object

Pick Map Field	Maps To
InstitutionExternalId	InstitutionId
InstitutionIntegrationId	InstitutionId
InstitutionName	InstitutionId
InstitutionLocation	InstitutionId
Product	ProductId
ProductExternalId	ProductId
ProductIntegrationId	ProductId

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

Table User Key Fields on the Portfolio Object

User Key Field Combinations
AccountNumber and ProductId
Id
ExternalSystemId

The following table details the picklists available for the portfolio object.

Table Picklists Available for the Portfolio Object

Field Name
AccountType
Status
TermUnit