Object Mapping for Financial Account and Related Objects
Use the API name mapping between the managed package and standard objects to effectively use the objects without any confusion or discrepancies.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
The object and field mapping between the managed package and the standard data model helps you streamline your metadata and data migration process.
| Managed Package | Standard | Field Mapping | Notes |
|---|---|---|---|
| FinServ_FinancialAccount__c | FinancialAccount | Field Mapping for Financial Account | — |
| FinServ_FinancialAccount__c | FinancialAccountBalance | Field Mapping for Financial Account Balance | In the Financial Services Cloud managed package, balance details are represented using the fields within the Financial Account object. In the standard data model, balance details are represented using a separate object, Financial Account Balance. |
| FinServ_FinancialAccount__c | FinancialAccountAddress | Field Mapping for Financial Account Address | In the Financial Services Cloud managed package, address details are represented using the fields within the Financial Account object. In the standard data model, address details are represented using a separate object, Financial Account Address. |
| FinServ_FinancialAccountRole__c | FinancialAccountParty | Field Mapping for Financial Account Party | — |
| FinServ_FinancialAccountTransaction__c | FinancialAccountTransaction | Field Mapping for Financial Account Transaction | — |
| FinServ_Card__c | IssuedCard | Field Mapping for Issued Card | — |
| FinServ_Securities__c | FinancialSecurity | Field Mapping for Financial Security | — |
| FinServ_FinancialHolding__c | SecuritiesHolding | Field Mapping for Securities Holding | — |
| FinServ_BillingStatement__c | FinancialAccountStatement | Field Mapping for Financial Account Statement | — |
| FinServ_ChargesAndFees__c | FinancialAccountFee | Field Mapping for Financial Account Fee | — |
| FinServ_AssetsAndLiabilities__c | PartyFinancialAsset | Field Mapping for Party Financial Asset | In the Financial Services Cloud managed package, financial asset details are represented using the fields within the Assets and Liabilities object. In the standard data model, these details are represented using a separate object known as Party Financial Asset. |
| FinServ_AssetsAndLiabilities__c | PartyFinclAssetAddlOwner | Field Mapping for Party Financial Asset Additional Owner | In the Financial Services Cloud managed package, financial asset additional owner details are represented using the fields within the Assets and Liabilities object. In the standard data model, these details are represented using a separate object known as Party Financial Asset Additional Owner. |
| FinServ_AssetsAndLiabilities__c | PartyFinancialLiability | Field Mapping for Party Financial Liability | In the Financial Services Cloud managed package, financial liability details are represented using the fields within the Assets and Liabilities object. In the standard data model, these details are represented using a separate object known as Party Financial Liability. |
| FinServ_AssetsAndLiabilities__c | PartyFinclLiabAddlBrwr | Field Mapping for Party Fincl Liability Addl Borrower | In the Financial Services Cloud managed package, financial liability additional borrower details are represented using the fields within the Assets and Liabilities object. In the standard data model, these details are represented using a separate object known as Party Fincl Liability Addl Borrower. |
| FinServ_AssetsAndLiabilities__c | FinclAcctPtyFinclAsset | Field Mapping for Financial Account Party Financial Asset | In the Financial Services Cloud managed package, details about a party asset associated with a financial account are represented using the fields within the Assets and Liabilities object. In the standard data model, these details are represented using a separate object known as Financial Account Party Financial Asset. |
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