Relates people and entities to assets, liabilities, insurance policies or income / expense records in specific roles, such as owner or beneficiary.
| Field Label | API Name | Type | Notes |
| Batch | cloupra__Batch__c | Lookup (Cloupra__Batch__C) | |
| Cashflow | cloupra__Cashflow__c | Lookup (Cloupra__Cashflow__C) | |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Deleted | IsDeleted | Checkbox | Required |
| End Date | cloupra__End_Date__c | Date | When does the role expire? |
| External Id | cloupra__External_Id__c | Text (100) | Unique, External ID |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Nomination | cloupra__Nomination__c | Lookup (Cloupra__Category__C) | |
| Organisation | cloupra__Organisation__c | Lookup (Account) | |
| Owner ID | OwnerId | Lookup (Group, User) | Required |
| Party | cloupra__Party__c | Formula (Text) | Help text: The entity or person related to the policy in the role specified. Formula: IF(NOT(ISBLANK(cloupra__Organisation__c)), cloupra__Organisation__r.Name, IF(NOT(ISBLANK(cloupra__Person__c)), cloupra__Person__r.cloupra__Display_Name__c, "ERROR" ) ) |
| Percentage | cloupra__Percentage__c | Percent (16, 2) | Percentage ownership for this role. |
| Person | cloupra__Person__c | Lookup (Contact) | |
| Policy | cloupra__Policy__c | Lookup (Cloupra__Policy__C) | |
| Policy Role Number | Name | Text (80) | Required |
| Portfolio Holding | cloupra__Portfolio_Holding__c | Lookup (Cloupra__Portfolio_Holding__C) | |
| Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
| Record ID | Id | Id (18) | Required |
| Relationship Type | cloupra__Relationship_Type__c | Lookup (Cloupra__Relationship_Type__C) | The relationship type associated with this role. |
| Role Type | cloupra__Role_Type__c | Lookup (Cloupra__Category__C) | What type of role does this describe? |
| Service | cloupra__Service__c | Lookup (Cloupra__Service__C) | The service related to this role. |
| Specifics | cloupra__Specifics__c | Textarea (255) | |
| Start Date | cloupra__Start_Date__c | Date | From when is this role effective? |
| System Modstamp | SystemModstamp | Datetime | Required |
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