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            Required Picklist Values for Transfer Funds to Own Account Service Process

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            Required Picklist Values for Transfer Funds to Own Account Service Process

            Review the required picklist values for the Fund Transfer Request object. Add these values to the corresponding fields to capture accurate fund transfer details.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.

            Use these picklist values to configure the Status, Transfer Type, Frequency, and Recurring Payment Option fields on the Fund Transfer Request object.

            Field picklist value
            Status

            • Draft

            • Completed

            • Failed
            Transfer Type

            • One-Time

            • Recurring

            • Internal to Internal One-Time Loan Payment

            • Internal to Internal One-Time Own Account Transfer

            • Internal to Internal One-Time Credit Card Payment

            • Internal to External One-Time Loan Payment

            • Internal to External One-Time Own Account Transfer

            • Internal to External One-Time Credit Card Payment

            • External to Internal One-Time Loan Payment

            • External to Internal One-Time Own Account Transfer

            • External to Internal One-Time Credit Card Payment

            • Internal to Internal Recurring Duration-based Own Account Transfer

            • Internal to Internal Recurring Installment-based Own Account Transfer

            • Internal to Internal Recurring Duration-based Loan Payment

            • Internal to Internal Recurring Installment-based Loan Payment

            • Internal to Internal Recurring Duration-based Credit Card Payment

            • Internal to Internal Recurring Installment-based Credit Card Payment

            • Internal to External Recurring Duration-based Own Account Transfer

            • Internal to External Recurring Installment-based Own Account Transfer

            • Internal to External Recurring Duration-based Loan Payment

            • Internal to External Recurring Installment-based Loan Payment

            • Internal to External Recurring Duration-based Credit Card Payment

            • Internal to External Recurring Installment-based Credit Card Payment

            • External to Internal Recurring Duration-based Own Account Transfer

            • External to Internal Recurring Installment-based Own Account Transfer

            • External to Internal Recurring Duration-based Loan Payment

            • External to Internal Recurring Installment-based Loan Payment

            • External to Internal Recurring Duration-based Credit Card Payment

            • External to Internal Recurring Installment-based Credit Card Payment
            Frequency

            • Monthly

            • Quarterly

            • Half-Yearly

            • Annually
            Recurring Payment Option

            • Balance from Last Statement

            • Total Amount Due

            • Minimum Payment

            • Principal Balance

            • Custom Amount
             
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