Financial Profile

The financial details of a trading community member, such as bank account information that was obtained as part of a credit evaluation.

QName: {http://xmlns.oracle.com/apps/cdm/foundation/parties/partyService/}FinancialProfile

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type Object or Service

Contained by

Trading Community Person Details

Contained by

Household

Contained by

Trading Community Organization Details

Handled by

Trading Community Group

Handled by

Trading Community Organization

Handled by

Sales Account Service

Handled by

Sales Party

Handled by

Company and User Registration

Handled by

Sales Party Resource Service

Handled by

Sales Party Territory service

Handled by

Partner Service

Handled by

Trading Community Person Information

Attributes

The following table describes attributes in the service data object.

Name Type Description

AccessAuthorityDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The date when access to the information in the account was granted.

AccessAuthorityGranted

string

Indicates whether access to information in a financial account was granted. If the value is True, then the access has been granted.

BalanceAmount

{http://xmlns.oracle.com/adf/svc/types/}AmountType

The reported balance on an account. The balance can be a positive number, negative number, or zero.

BalanceVerifiedOnDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The date when the account balance was verified.

CreatedBy

string

The user who created the record.

CreationDate

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date when the record was created.

FinancialAccountNumber

string

The alternate unique identifier of the financial account.

FinancialAccountType

string

The short name that classifies the financial accounts. For example, savings, checking, home loan, personal loan, trading, and so on.

FinancialOrgType

string

The classification of financial organizations. For example, bank, savings and loan, private lender, building society and so on.

FinancialOrganizationName

string

The name of the financial organization that holds the account.

FinancialProfileId

long

The unique identifier of the party's financial profile.
  • Primary Key

LastUpdateDate

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date when the record was last updated.

LastUpdateLogin

string

The login of the user who last updated the record.

LastUpdatedBy

string

The user who last updated the record.

ObjectVersionNumber

int

The number used to implement locking. This number is incremented every time that the row is updated. The number is compared at the start and end of a transaction to determine whether another session has updated the row.

PartyId

long

The unique identifier of the contact party.

PreferredFunctionalCurrency

string

The preferred functional currency for the person or organization. The denormalized value of the PREF_FUNCTIONAL_CURRENCY in HZ_PERSON_PROFILES/HZ_ORGANIZATION_PROFILES.

RequestId

long

A system-generated read-only attribute used by the application framework.

Status

string

The status of the record.