Field Mapping for Financial Account
When you plan to migrate metadata and data for the Financial Account object from the Financial Services Cloud managed package to the standard data model, refer to the field mapping.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Financial account details are represented using the Financial Account object both in the Financial Management Cloud managed package and in the standard data model.
This table provides the field mapping for the Financial Account object.
| Managed Package API Name | Managed Package Data Type | Standard API Name | Standard Data Type | Notes |
|---|---|---|---|---|
| FinancialAccountNumber__c | Text (80) (External ID) | FinancialAccountNumber | Text (255) | — |
| CloseDate__c | Date | ClosingDate | Date | — |
| OpenDate__c | Date | OpeningDate | Date | — |
| Name__c | Text (80) | Name | Text (255) | — |
| HeldAway__c | Checkbox | IsHeldAway | Checkbox | — |
| OverdraftAllowed__c | Checkbox | IsOverdraftAllowed | Checkbox | — |
| OwnerId__c | Lookup (User, Group) | OwnerId | Lookup (User, Group) | — |
| PaymentDueDate__c | Date | PaymentDueDate | Date | — |
| PolicyTerm__c | Picklist | Term | Number (9, 0) | — |
| ProductName__c | Lookup (Product) | ProductId | Lookup (Product) | — |
| RecordTypeId__c | Record Type | — | — | The Record Type field isn’t available in the standard data model. To transfer the fields and sections from your page layout to separate components in the Lightning App Builder, you can use dynamic forms. |
| RenewalDate__c | Date | RenewalDate | Date | — |
| SourceSystemId__c | Text (100) (External ID) | SourceSystemIdentifier | External Lookup | — |
| Status__c | Picklist | Status | Picklist | — |
| TotalCreditLimit__c | Currency (16,2) | CreditLimit | Currency (16,2) | — |
| RecordTypeName__c | Formula (Text) | Type | Picklist | — |
| FinancialAccountType__c | Picklist | — | — | — |
| Address1__c | Text (80) | — | — | The standard Financial Account object doesn’t contain address-related fields. Instead, the standard data model has an object called Financial Account Address specifically for capturing address details. |
| Address2__c | Text (80) | — | — | |
| City__c | Text (80) | — | — | |
| Country__c | Text (80) | — | — | |
| PostalCode__c | Text (20) | — | — | |
| State__c | Text (20) | — | — | |
| Balance__c | Currency (16,2) | — | — | The standard Financial Account object doesn’t contain balance-related fields. Instead, the standard data model has an object called Financial Account Balance specifically for capturing financial balance details. |
| CashBalance__c | Currency (16,2) | — | — | In the standard data model, cash balance is represented as a picklist option within the Type field of the Financial Account Balance object. |
| InterestBalance__c | Currency (16,2) | — | — | In the standard data model, interest balance is represented as a picklist option within the Type field of the Financial Account Balance object. |
| EscrowBalance__c | Currency (16,2) | — | — | In the standard data model, escrow balance is represented as a picklist option within the Type field of the Financial Account Balance object. |
| AvailableCredit__c | Currency (16,2) | — | — | — |
| CurrentPostedBalance__c | Currency (16,2) | — | — | — |
| PrincipalBalance__c | Currency (16,2) | — | — | In the standard data model, principal balance is represented as a picklist option within the Type field of the Financial Account Balance object. |
| BalanceLastStatement__c | Currency (16,2) | — | — | — |
| MinimumPayment__c | Currency (16,2) | — | — | — |
| PendingDeposits__c | Currency (16,2) | — | — | — |
| PendingWithdrawals__c | Currency (16,2) | — | — | — |
| Type__c | Picklist | — | — | — |
| BranchCode__c | Text (80) | BranchUnitId | Lookup (BranchUnit) | — |
| BranchName__c | Text (80) | BranchUnitId | Lookup (BranchUnit) | — |
| InsurancePaidYearToDate__c | Currency (16,2) | InsurancePaidYearToDate | Currency (16,2) | — |
| InterestPaidYearToDate__c | Currency (16,2) | InterestPaidYearToDate | Currency (16,2) | — |
| PrincipalPaidYearToDate__c | Currency (16,2) | PrincipalPaidYearToDate | Currency (16,2) | — |
| PropTaxPaidYearToDate__c | Currency (16,2) | PropertyTaxPaidYearToDate | Currency (16,2) | — |
| PrimaryOwner__c | Lookup (Account) | — | — | — |
| JointOwner__c | Lookup (Account) | — | — | — |
| AccrualFrequency__c | Picklist | — | — | — |
| AccruedInterest__c | Currency (16,2) | — | — | — |
| ApplicationDate__c | Date | — | — | — |
| APY__c | Percent (3,2) | — | — | — |
| AssetRebalance__c | Checkbox | — | — | — |
| AverageBalance__c | Currency (16,2) | — | — | — |
| BalanceLastStatement__c | Currency (16,2) | — | — | — |
| BookedDate__c | Date | — | — | — |
| CashLimit__c | Currency (16,2) | — | — | — |
| FinancialAccountChargesAndFees__c | Lookup (Charges and Fees) | — | — | — |
| ClosureReason__c | Picklist | — | — | — |
| CollateralDesc__c | Text (255) | — | — | — |
| CreatedByMe__c | Formula (Number) | — | — | — |
| DailyWithdrawalLimit__c | Currency (16,2) | — | — | — |
| Description__c | Text Area (255) | — | — | — |
| Discretionary__c | Checkbox | — | — | — |
| DrawPeriodMonths__c | Number (3, 0) | — | — | — |
| ExpectedCloseDate__c | Date | — | — | — |
| HardwareSerial__c | Text (255) | — | — | — |
| HouseHold__c | Lookup (Account) | — | — | — |
| IncomingVolume__c | Number (18, 0) | — | — | — |
| InsurancePolicy__c | Lookup (Insurance Policy) | — | — | — |
| InsuredAmount__c | Currency (16,2) | — | — | — |
| InterestRate__c | Percent (3,2) | InterestRate | Number (16, 2) | — |
| InvestmentObjectives__c | Picklist | — | — | — |
| LastTransactionDate__c | Date/Time | — | — | — |
| LastUpdated__c | Date | — | — | — |
| LienHolder__c | Text (200) | — | — | — |
| LoanAmount__c | Currency (16,2) | — | — | — |
| LoanEndDate__c | Date | — | — | — |
| LoanTermMonths__c | double | — | — | — |
| MinimumBalance__c | Currency (16,2) | — | — | — |
| ModelPortfolio__c | Picklist | — | — | — |
| NextStatementDate__c | Date | — | — | — |
| Nickname__c | Text (80) | — | — | — |
| HoldingCount__c | Roll-up Summary (COUNT financial holding) | — | — | — |
| OutgoingVolume__c | Number (18, 0) | — | — | — |
| OverdraftProtection__c | Checkbox | — | — | — |
| OverdraftLinkedAccount__c | Lookup (Account) | — | — | — |
| OwnerType__c | Text (18) | — | — | — |
| Ownership__c | Picklist | — | — | — |
| PaperlessDelivery__c | Checkbox | — | — | — |
| PaymentAmount__c | Currency (16,2) | — | — | — |
| PaymentFrequency__c | Picklist | — | — | — |
| Performance1Yr__c | Percent (3,2) | — | — | — |
| Performance3Yr__c | Percent (3,2) | — | — | — |
| PerformanceMTD__c | Percent (3,2) | — | — | — |
| PerformanceQTD__c | Percent (3,2) | — | — | — |
| PerformanceYTD__c | Percent (3,2) | — | — | — |
| Premium__c | Currency (16,2) | — | — | — |
| PrimaryBankerIdentifier__c | Text (80) | — | — | — |
| PrimaryBankerName__c | Text (80) | — | — | — |
| RebalanceFrequency__c | Picklist | — | — | — |
| RepaymentPeriodMonths__c | Number (3, 0) | — | — | — |
| RoutingNumber__c | Text (40) | — | — | — |
| SecondaryBankerIdentifier__c | Text (80) | — | — | — |
| SecondaryBankerName__c | Text (80) | — | — | — |
| ServiceProvider__c | Text (80) | — | — | — |
| ServiceType__c | Picklist | — | — | — |
| FinancialAccountSource__c | Picklist | — | — | — |
| Stage__c | Picklist | — | — | — |
| StatementFrequency__c | Picklist | — | — | — |
| TargetLimit__c | Number (18, 0) | — | — | — |
| TaxID__c | Text (80) | — | — | — |
| TaxStatus__c | Picklist | — | — | — |
| TermDepositMaturityDate__c | Date | — | — | — |
| TimeHorizon__c | Picklist | — | — | — |
| TotalHoldAmount__c | Currency (16,2) | — | — | — |
| TotalHoldAmountAsOfDate__c | Date | — | — | — |
| — | — | BankerId | Lookup (Banker) | — |
| — | — | DownPaymentAmount | Currency (16,2) | — |
| — | — | MaturityDate | Date | — |
| — | — | PrincipalAmount | Currency (16,2) | — |
| — | — | RelatedFinancialAccountId | Lookup (FinancialAccount) | — |
| — | — | TotalOutstandingAmount | Currency (16,2) | — |
| — | — | AmountDue | Currency (16, 2) | — |
| — | — | AmountPastDue | Currency (16, 2) | — |
| — | — | DaysPastDue | Number (9, 0) | — |
| — | — | InterestType | Picklist | — |
| — | — | RemainingDuration | Number (9, 0) | — |
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