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            Field Mapping for Financial Account Party Financial Asset

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            3. Financial Services Cloud Admin Guide

            Field Mapping for Financial Account Party Financial Asset

            When you plan to migrate metadata and data for the Financial Account Party Financial Asset 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

            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.

            Managed Package API Name Managed Package Data Type Standard API Name Standard Data Type Notes
            FinancialAccount__c Lookup (FinancialAccount__c) FinancialAccountId Lookup (FinancialAccount) The standard data model is a junction object that represents the association of a financial account and an asset.
            — PartyFinancialAssetId Lookup (PartyFinancialAsset)
            — — AssociationStartDate Date
            — — AssociationEndDate Date
            — — PledgedAmount Currency (16, 2)
            — — AssociationType Picklist
            Name String Name Auto Number —
             
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