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.

Child Component

Book, Contact, PortfolioTeam

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
DeleteChild	PortfolioDeleteChild
Insert	PortfolioInsert
InsertChild	PortfolioInsertChild
InsertOrUpdate	PortfolioInsertOrUpdate
QueryPage	PortfolioQueryPage
Update	PortfolioUpdate
UpdateChild	PortfolioUpdateChild

Fields

The following table details the read-only fields for the portfolio object and its child component.

Table Required and Read-Only Fields on the Portfolio Object

Child Component	Field Name	Type
Portfolio (parent)	PortfolioId	Read-only
	Owner	Read-only
	OwnerId	Read-only
	PrimaryContact	Read-only
	Audit Fields	Read-only
Book	BookName	Required
	BookId	Read-only
	SystemAssociateFlag	Read-only
	ModId	Read-only
	Audit Fields	Read-only
Contact	ContactId	Read-only
	ContactFirstName	Read-only
	ContactLastName	Read-only
	ContactHomePhone	Read-only
	ContactEmail	Read-only
	Audit Fields	Read-only
PortfolioTeam	PortfolioAccess	Required
	UserId	Read-only
	UserAlias	Read-only
	UserEmail	Read-only

The following table details the status key for the portfolio object.

Table Status Key for the Portfolio Object

Child Component	Field Name
Portfolio (parent)	Audit Fields
	ExternalSystemId
	PortfolioId
	IntegrationId
Book	Audit Fields
	BookId
	ModId
Contact	Audit Fields
	ContactId
	Id
PortfolioTeam	Audit Fields
	UserId
	UserAlias
	UserEmail
	UserExternalSystemId

The following table details the pickmap fields for the portfolio object and its child objects.

Table Pick Map Fields for the Portfolio Object

Child Component	Pick Map Field	Maps To
Portfolio (parent)	InstitutionExternalId	InstitutionId
	InstitutionIntegrationId	InstitutionId
	InstitutionName	InstitutionId
	InstitutionLocation	InstitutionId
	Product	ProductId
	ProductExternalId	ProductId
	ProductIntegrationId	ProductId
Book	BookName	BookId
Contact	ContactExternalId	ContactId
	ContactIntegrationId	ContactId
PortfolioTeam	UserEmail	UserId
	UserAlias	UserId
	UserExternalSystemId	UserId
	LastName	UserId
	FirstName	UserId
	FullName	UserId

The following table provides a list of the filterable fields and user key combinations for the child components of the portfolio object.

Table Filterable Fields and User Key Fields on the Portfolio Object’s Child Components

Child Components	Filterable Fields	User Key Field Combinations
Portfolio (parent)	All	PortfolioId
		IntegrationId
		ExternalSystemId
Book	None	BookId
		BookName
Contact	ContactId	ContactId
	ContactExternalId	ContactExternalId
	ContactIntegrationId	ContactIntegrationId
	ContactFirstName
	ContactLastName
	ContactHomePhone
	ContactEmail
	NamedInsured
	PolicyOwner
	Relationship
PortfolioTeam	UserId	UserId
	UserExternalSystemId	UserExternalSystemId
	LastName	UserAlias
	FirstName	UserEmail
	TeamRole
	PortfolioAccess

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

Table Picklists Available for the Portfolio Object

Child Component	Field Name
Portfolio (parent)	AccountType
	Status
	TermUnit
Contact	Relationship
PortfolioTeam	TeamRole
	PortfolioAccess

For more information on the fields accessible through the Portfolio Web service, go to the Web Services Administration page within the Oracle CRM On Demand application, and generate the WSDL file for the portfolio object.