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            Field Mapping for Party Financial Asset Additional Owner

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            Field Mapping for Party Financial Asset Additional Owner

            When you plan to migrate metadata and data for the Party Financial Asset Additional Owner 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, 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.

            Managed Package API Name Managed Package Data Type Standard API Name Standard Data Type Notes
            JointOwner__c Lookup (Account) AccountId Lookup (Account) The standard data model doesn't limit the number of owners. Each owner of an asset is represented as a party financial asset additional owner record.
            JointOwner__c Lookup (Account) ContactId Lookup (Contact)
            — — OwnershipSharePercent Percent (3, 5)
            — — PartyFinancialAssetId Master-Detail (Party Financial Asset) —
            SourceSystemId__c String SourceSystemIdentifier External Lookup —
            Name String Name Auto Number —
             
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