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)),
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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