Field Mapping for Party Financial Asset
When you plan to migrate metadata and data for the 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, 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.
| Managed Package API Name | Managed Package Data Type | Standard API Name | Standard Data Type |
|---|---|---|---|
| Amount__c | Currency | ValuationAmount | Currency (18, 0) |
| AssetsAndLiabilitiesSource__c | Picklist | — | — |
| AssetsAndLiabilitiesType__c | Picklist | Type | Picklist |
| Description__c | TextArea | Description | Text Area (255) |
| Household__c | Lookup (Account) | — | — |
| OwnerType__c | String | — | — |
| Ownership__c | Picklist | — | — |
| PrimaryOwner__c | Lookup (Account) | PartyId | Lookup (Account, Contact, PartyProfile, Applicant) |
| SourceSystemId__c | String | SourceSystemIdentifier | External Lookup |
| Name | String | Name | Auto Number |
| — | — | Status | Picklist |
| — | — | DeclarationDateTime | Date/Time |
| — | — | OwnershipStartDateTime | Date/Time |
| — | — | OwnershipEndDateTime | Date/Time |
| — | — | ValuationDateTime | Date/Time |
| — | — | OwnershipPercent | Percent (3, 3) |
| — | — | AssetId | Lookup (Asset) |
| — | — | UsageType | Picklist |
| — | — | SerialNumber | TEXT |
| — | — | MakeName | TEXT |
| — | — | ModelName | TEXT |
| — | — | ModelYear | TEXT |
| — | — | OwnershipType | Picklist |
| — | — | PayoffDueAmount | CURRENCY |
| — | — | PurchaseAmount | CURRENCY |
| — | — | PledgedAmount | CURRENCY |
| — | — | VerificationStatus | Picklist |
| — | — | IsReadOnly | BOOLEAN |
| — | — | IsLienExisting | BOOLEAN |
| — | — | PartyProfile | Lookup (PartyProfile) |
| — | — | Applicant | Lookup (Applicant) |
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