Role

Follow

Relates people and entities to assets, liabilities, insurance policies or income / expense records in specific roles, such as owner or beneficiary.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the role.

 

Custom Field Label & API Name

Type

Description

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the role.

Cashflow

cloupra__Cashflow__c

Lookup (Cashflow)

The income or expense record to which the role relates.

End Date

cloupra__End_Date__c

Date

The end date of the role.

Nomination

cloupra__Nomination__c

Lookup (Category)

Nominated beneficiary type of a superannuation account, i.e. binding, non-binding etc.

Organisation

cloupra__Organisation__c

Lookup (Account)

The organisation related to the asset, liability or policy in the role.

Party

cloupra__Party__c

Formula (Text)

The organisation or person related to the asset, liability or policy in the role.

Percentage

cloupra__Percentage__c

Percent (16,2)

The percentage ownership for this role.

Person

cloupra__Person__c

Lookup (Contact)

The person related to the asset, liability or policy in the role.

Policy

cloupra__Policy__c

Lookup (Policy)

The insurance policy to which the role relates.

Portfolio Holding

cloupra__Portfolio_Holding__c

Lookup (Portfolio Holding)

The asset or liability to which the role relates.

Relationship Type

cloupra__Relationship_Type__c

Lookup (Relationship Type)

Relationship type associated with this role.

Role Type

cloupra__Role_Type__c

Lookup (Category)

The type of the role, e.g. owner, beneficiary, etc.

Service

cloupra__Service__c

Lookup (Service)

The service related to this role.

Start Date

cloupra__Start_Date__c

Date

The date on which the role started.

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