FinancialAccountParty
Represents the role of an organization account or person account related to a financial account. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.
Columns
Name | Type | References | Description |
Account Contact Id | Varchar | The associated contact. | |
Account ID | Varchar | The associated account. | |
Description | Varchar | The financial account party description. | |
Financial Account ID | Varchar | The associated financial account. | |
Financial Account Role | Varchar | The financial party role. | |
Financial Account Party ID | Varchar | The primary key. | |
Name | Varchar | The financial account party name. | |
Is Active | Varchar | Indicates if the association is active. | |
Is Primary Owner | Varchar | Indicates whether the party is the primary owner of the associated financial account. |