Applied Recommendation

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An application of a recommendation to a specific client goal. Applied Recommendation is a junction object between Recommendation and Goal.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the applied recommendation.

 

Custom Field Label & API Name

Type

Description

Client

cloupra__Client__c

Lookup (Account)

The client related to the applied recommendation.

Goal

cloupra__Goal__c

Lookup (Goal)

The goal related to the applied recommendation.

Policy

cloupra__Policy__c

Lookup (Policy)

The insurance policy related to the applied recommendation.

Portfolio Holding

cloupra__Portfolio_Holding__c

Lookup (Portfolio Holding)

The asset or liability related to the applied recommendation.

Recommendation

cloupra__Recommendation__c

Lookup (Recommendation)

The recommendation related to the applied recommendation.

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