finAccount Class

Represents an Account.
Implements I_ISDirty, I_ISObjectName, I_ISSummaryText, I_finExtendedAuditInformation, I_finSummaryPages, I_finAIQuestionable
Used in sample: Loading and Calculating an Account

Methods

Name Description
AccountAppsLoad Loads the Account Applications collection.
AccountAppsRefresh Forces the Account Applications collection to be reloaded from the database the next time it is accessed.
AccountingLedgersLoad Loads the Accounting Ledgers collection.
AccountingLedgersRefresh Forces the Accounting Ledgers collection to be reloaded from the database the next time it is accessed.
AuditItemsLoad Loads the Audit Items collection.
AuditItemsRefresh Forces the Audit Items collection to be reloaded from the database the next time it is accessed.
BankingPayIDItemsLoad Loads the PayID Banking details collection.
BankingPayIDItemsRefresh Forces the PayID Banking details collection to be reloaded from the database the next time it is accessed.
BankingPayToItemsLoad Loads the PayTo Banking details collection.
BankingPayToItemsRefresh Forces the PayTo Banking details collection to be reloaded from the database the next time it is accessed.
CalculationLoad Loads the current Financial Calculation for the Account.
CalculationRefresh Forces the current Financial Calculation to be reloaded the next time it is accessed.
CalculationVersionsLoad Loads the Calculation Versions collection.
CalculationVersionsRefresh Forces the Calculation Versions collection to be reloaded from the database the next time it is accessed.
CanAddPaymentArrangement Indicates whether a User can add a Payment Arrangement.
CanAddPaymentPromise Indicates whether a User can add a Payment Promise.
CanCancel Indicates whether the Account can be Cancelled.
CanConfirmQuotationCreditEnquiries Indicates whether Quotation Credit Enquiries for the Account can be confirmed.
CanDelete Indicates whether the Account can be deleted.
CanDisbursePayments Indicates whether Payments can be Disbursed for this Account.
CanPostTransactionRefund Indicates whether Refund transactions can be posted to this Account.
CanPostTransactionTransfer Indicates whether Transfer transactions can be posted to this Account.
CanPostTransactionWithdrawal Indicates whether Withdrawal transactions can be posted to this Account.
CanRefinance Indicates whether the Account can be Refinanced.
CanRefinanceInto Indicates whether you may Refinance into this Account.
CanReinvestInto Indicates whether you may Reinvest into this Account.
CanRestructure Indicates whether the Account can be Restructured.
CanReverseLastStatement Indicates whether the last Statement (if applicable) can be reversed for the Account.
CanReviewOtherInterestRate Indicates whether a User can review an Account's Other Interest Rate.
CanStopDirectDebits Indicates whether Direct Debits can be stopped on the Account.
CanUpdate Indicates whether the Account can be updated.
CanUpdateClients Indicates whether the Account's Clients can be updated.
CanUpdateStatusArchive Indicates whether a closed, Declined or Unwanted Account can be Archived.
CanUpdateStatusClosedPendingToClosed Indicates whether the Account's Status can be updated from Closed Pending to Closed.
CanUpdateStatusClosedPendingToOpen Indicates whether the Account's Status can be updated from Closed Pending to Open.
CanUpdateStatusClosedToOpen Indicates whether the Account's Status can be updated from Closed to Open.
CanUpdateStatusDeclinedToQuote Indicates whether the Account's Status can be updated from Declined to Quote.
CanUpdateStatusOpenToClosed Indicates whether the Account's Status can be updated from Open to Closed.
CanUpdateStatusOpenToClosedPending Indicates whether the Account's Status can be updated from Open to Closed Pending.
CanUpdateStatusOpenToQuote Indicates whether the Account's Status can be updated from Open to Quote.
CanUpdateStatusQuoteToDecline Indicates whether the Account's Status can be updated from Quote to Declined.
CanUpdateStatusQuoteToOpen Indicates whether the Account's Status can be updated from Quote to Open.
CanUpdateStatusQuoteToUnwanted Indicates whether the Account's Status can be updated from Quote to Unwanted.
CanUpdateStatusUnwantedToQuote Indicates whether the Account's Status can be updated from Unwanted to Quote.
CanUpdateSuspensions Indicates whether the User can update Suspensions for this Account.
ChildAccountsLoad Loads the Child Accounts collection.
ChildAccountsRefresh Forces the Child Accounts collection to be reloaded from the database the next time it is accessed.
Clear Clears this object and sets all of its properties to their defaults.
ClientsLoad Loads the Clients collection.
ClientsRefresh Forces the Clients collection to be reloaded from the database the next time it is accessed.
CreateDescription Create an automatic Description for this Account.
CreatedFromAccountArchive The Archived Account that this Account was Created from (e.g. in the case of a Refinance) - if this Account is now Archived.
CreditReportsLoad Loads the Credit Reports collection.
CreditReportsRefresh Forces the Credit Reports collection to be reloaded from the database the next time it is accessed.
Delete Deletes this record.
DisbursementPayeesLoad Loads the DisbursementPayees collection.
DisbursementPayeesRefresh Forces the DisbursementPayees collection to be reloaded from the database the next time it is accessed.
DisbursementsLoad Loads the Disbursements collection.
DisbursementsRefresh Forces the Disbursements collection to be reloaded from the database the next time it is accessed.
DocumentFilesLoad Loads the DocumentFiles collection.
DocumentFilesRefresh Forces the DocumentFiles collection to be reloaded from the database/file system the next time it is accessed.
Duplicate Duplicates the current object.
FilesLoad System Use Only Obsolete Loads the Files collection.
FilesRefresh System Use Only Obsolete Forces the Files collection to be reloaded from the database/file system the next time it is accessed.
GetAIQuestionableTextToolCallableDocument
GetAISummaryQuestionableText
GetAccountClassSimple The simple Account Class, either Current, Deposit, Disbursement or Loan.
GetAccountIdWithCheckDigit Get the Account Id including the Check Digit as calculated using the AccountCheckDigitMethod defined under global settings.
GetAlertMessages Retrieves the Alert Messages for this Account, and all Owner Account Clients.
GetAmountFinanced Get the Amount Financed.
GetAvailableCredit Gets the Account's Available Credit.
GetBalance Gets the Account's Balance.
GetBalanceAllocations
GetBalanceOverdue Gets the Overdue Balance of an Account, optionally "As At" a date.
GetBalanceOverdueContractual Gets the Contractual Overdue Balance of an Account, optionally "As At" a date.
GetBalanceRefinancePending Gets the total value of Refinance Pending Transactions for an Account, optionally "As At" a date.
GetBalanceReversed Gets the Balance of an Account's Reversed transactions, optionally "As At" a date.
GetBankTransactionsAwaitingExport Returns the count and value of Transactions still to be lodged.
GetBankTransactionsAwaitingLodgement Returns the count and value of Transactions still to be lodged.
GetBankingDetails Gets saved Banking details for the Payment Method passed into this function. The Account's Banking details are searched first, if not found then previous Bank Transactions are searched.
GetChequesAwaitingPrinting Returns the count and value of Cheques still to be printed.
GetCreditLimitOtherDeductions Gets the Other Deductions for the Account's Credit Limit(s). This requires a script.
GetCreditLimits Gets the Account's Credit Limit(s).
GetCurrentCreditBureauDefault Gets the currently active Credit Bureau Default of the specified Service provider, or Nothing if no current Default.
GetDefaultInterestRate Gets the Account's Default Interest Rate and Basis.
GetDirectDebitsAwaitingProcessing Returns the count and value of Direct Debits still to be processed.
GetDocumentManagerNewFileNameFull System Use Only Obsolete Get the full File Name for a new Document Manager file.
GetEvents
GetEzidebitCustomer Returns the first Ezidebit Customer found for 'Owner' Clients, optionally including non-current items, or Nothing if not found.
GetHistoryItemByAccountHistoryPk System Use Only Obsolete Get an Account History Item.
GetHistoryRatingDiagram Get an Account History Rating Diagram object for use when generating an Account History Rating diagram.
GetHistoryRatingDiagram2 Get an Account History Rating Diagram object for use when generating an Account History Rating diagram (type 2).
GetHistoryRatingDiagram3 Get an Account History Rating Diagram object for use when generating an Account History Rating diagram (type 3).
GetIncompleteWorkflowsCount Gets a count of Incomplete Workflows for this Account.
GetInformation Returns Account Information as at a specific date.
GetInterestCycle Gets the Account's Interest Cycle and Last Charged To date.
GetInterestRate Gets the Account's Interest Rate and Type.
GetInvestmentDetails For a Deposit Account, returns the Investment values.
GetLastInterestTransaction Get the Last Interest Date and Value.
GetLastPayment Get the Last Payment Date and Value.
GetLastPaymentDue Gets the Last Payment Due Date and Value.
GetLastReversedPayment Returns the date and value of the Payment that was last reversed.
GetLastStatementLog Gets the last Statement Log.
GetLogCountIncomplete A Count of Incomplete Logs.
GetMaturityValues Gets the Deposit Account's Maturity Values.
GetMinimumPaymentDetails Gets the Account's Minimum Payment details "as at" the specified date.
GetMonitorCategories Gets the Account's Monitor Categories.
GetMonoovaPaymentReference Returns the first Monoova Payment Reference found for 'Owner' Clients, optionally including non-current items, or Nothing if not found.
GetNextPayment Returns the Date and Value of the Next Payment due.
GetObjectName
GetOtherInterestRate
GetOverdueContractualDays
GetOverdueDays
GetPendingUpdateRequests Retrieves Pending Update Request Values specifically for this Account.
GetPendingWithdrawals Gets the Account's Pending Withdrawals.
GetPreviewAddress Get an Address to display in Address Preview details when displaying the Account in the User Interface.
GetRecordActionAvailabiltyInformation
GetRelatedAccounts Returns a collection of related Accounts.
GetStandardName Returns the standard Name for the Account, based upon the Clients and Global settings.
GetSummaryText Get Summary Text.
GetTaxCategory Gets the Account's Tax Category.
GetTaxCategoryWithClient Gets the Account's Tax Category with additional details from the Client.
GetTransactionCount Gets a count of Transactions.
GetUnclearedFunds System Use Only Obsolete Get the Uncleared Funds for this Account.
GetUnclearedFunds2 Get the Uncleared Funds for this Account.
GetUserDataByIndex Retrieves User Defined Data by its Index.
GetUserDecimalByIndex Retrieves User Defined "Decimal" Data by its index.
GetWarnings Get Warnings.
GetWarningsConsumerRegulations_NZ_HighCostConsumerCreditContract
HasLogWarnings Checks to see if there are any incomplete Logs with a Log Severity action.
HighCostLoanFirstAccount The first related High-Cost Loan.
HighCostLoanRefresh
HistoryItemsLoad Loads the History Items collection.
HistoryItemsRefresh Forces the History Items collection to be reloaded from the database the next time it is accessed.
Load Loads a record from the database.
LoadExternalId Loads a record from the database using the External Id.
LoadPk Loads a record from the database.
LogsLoad Loads the Logs collection.
LogsRefresh Forces the Logs collection to be reloaded from the database the next time it is accessed.
PaymentArrangementsLoad Loads the Payment Arrangements collection.
PaymentArrangementsRefresh Forces the Payment Arrangement collection to be reloaded from the database the next time it is accessed.
PaymentsByDirectDebit Returns True if incoming payments are made by Direct Debit.
Refresh Refreshes this object from the database.
RelatedBankAccountsLoad Loads the Related Bank Accounts collection.
RelatedBankAccountsRefresh Forces the Related Bank Accounts collection to be reloaded from the database the next time it is accessed.
RelatedSecurityStmtsLoad Loads the Related Security Statements collection.
RelatedSecurityStmtsRefresh Forces the Related Security Statements collection to be reloaded from the database the next time it is accessed.
Save Save this record.
SecuritisationsLoad Loads the Securitisations collection.
SecuritisationsRefresh Forces the Securitisations collection to be reloaded from the database the next time it is accessed.
SecurityStmtLoad Loads the Security Statement related to this Account.
SecurityStmtRefresh Forces the Security Statement to be reloaded the next time it is accessed.
SetUserDataByIndex Sets User Defined Data by its Index.
SetUserDecimalByIndex Sets User Defined "Decimal" Data by its index.
StandardTransactionsLoad Loads the Standard Transactions collection.
StandardTransactionsRefresh Forces the Standard Transactions collection to be reloaded from the database the next time it is accessed.
SummaryLoad Loads the Summary collection.
SummaryPagesLoad Loads the Summary Pages collection.
SummaryPagesRefresh Forces the Summary Pages collection to be rebuilt the next time it is accessed.
SummaryRefresh Forces the Summary collection to be reloaded from the next time it is accessed.
TaxCertificatesLoad Loads the Tax Certificates collection.
TaxCertificatesRefresh Forces the Tax Certificates collection to be reloaded from the database the next time it is accessed.
TotalAdvances If a Quote, Declined or Unwanted Account this returns the total of Advance, Deposit, Refinance and optionally Cost items on the Schedule. Otherwise, the total of posted Advance, Deposit, Refinance and optionally Cost Transactions for the Account.
TotalAdvancesRestructured The total of posted Advance, Deposit, Refinance and optionally Cost Transactions that have been Restructured.
TransactionsLoad Loads the Transactions collection.
TransactionsLoadFromXml System Use Only Loads the Transactions collection from an XML String.
TransactionsRefresh Forces the Transactions collection to be reloaded from the database the next time it is accessed.
UserDataInitialiseFromParameterSet Initialise User Data from a Parameter Set, i.e., create User Data entries and defaults.
WorkflowsLoad Loads the Workflows collection.
WorkflowsRefresh Forces the Workflows collection to be reloaded from the database the next time it is accessed.

Properties

Name Description
AccountApp The Account Application that this Account has been generated from. This is not saved to the database and is only set when an unsaved Account is generated from an Account Application.
AccountAppCalculation The Account Application Calculation that this Account has been generated from. This is not saved to the database and is only set when an unsaved Account is generated from an Account Application.
AccountApps Read-Only A collection of Account Applications that were opened into this Account.
AccountAppsLoaded Read-Only Indicates whether the Account Applications collection has been loaded.
AccountClass Read-Only The Account Class.
AccountClassSimple Read-Only The simple Account Class, either Current, Deposit, Disbursement or Loan.
AccountClassText Read-Only The Account Class in its String representation.
AccountId The Id of this Account.
AccountManagerUser Read-Only The User who Managers this Account.
AccountManagerUserId The Id of the User who Manages this Account.
AccountManagerUserPk The primary key of the User who Manages this Account.
AccountType Read-Only The Account Type object.
AccountTypeId The Id of this Account's Account Type.
AccountTypePk The primary key of this Account's Account Type.
AccountTypePromotionDescription Read-Only The Description of this Account's Promotion.
AccountTypePromotionId The Id of this Account's Promotion.
AccountTypePromotionPk The primary key of this Account's Promotion.
AccountingLedgers Read-Only A collection of Accounting Ledgers linked to this Account.
AccountingLedgersChanged Read-Only Indicates whether the Accounting Ledgers collection has been loaded and has had changes made to it.
AccountingLedgersLoaded Read-Only Indicates whether the Accounting Ledgers collection has been loaded.
AlertMessage Alert Message.
AuditItems Read-Only A collection of Audit Items.
AuditItemsLoaded Read-Only Indicates whether the Audit Items collection has been loaded.
Balance Read-Only The Balance of all Transactions for the Account - including future dated Transactions.
BalanceOverdue Read-Only The Overdue Balance of all Transactions for the Account - including future dated Transactions.
BalanceOverdueContractual Read-Only The Contractual Overdue Balance of all Transactions for the Account - including future dated Transactions.
BankMatchAlternate Account's Alternate Bank Match.
BankingDetails Read-Only A collection of Banking Details for this Account.
BankingPayIDItems Read-Only A collection of PayID Banking details for the Account.
BankingPayIDItemsLoaded Read-Only Indicates whether the PayID Banking details collection has been loaded.
BankingPayToItems Read-Only A collection of PayTo Banking details for the Account.
BankingPayToItemsLoaded Read-Only Indicates whether the PayTo Banking details collection has been loaded.
BdmCommissionUserId The Id of the Business Development Manager User for Commissions for this Account.
BdmCommissionUserPk The primary key of the Business Development Manager User for Commissions for this Account.
BdmOriginalUserId The Id of the Original Business Development Manager User for this Account.
BdmOriginalUserPk The primary key of the Original Business Development Manager User for this Account.
BdmUserId Read-Only The Id of the Business Development Manager User for this Account.
BdmUserPk Read-Only The primary key of the Business Development Manager User for this Account.
Branch Read-Only The Account's Branch.
BranchId The Id of this Account's Branch.
BranchPk The primary key of this Account's Branch.
BrokerExternalParty Read-Only The Account's Broker.
BrokerExternalPartyEmployee Read-Only The Broker External Party Employee.
BrokerExternalPartyEmployeeClientEmploymentId The Client Employment Id of the Broker External Party Employee.
BrokerExternalPartyEmployeeName Read-Only The Name of the Broker External Party Employee.
BrokerExternalPartyEmployeePk The primary key of this Account's Broker Employee.
BrokerExternalPartyId The Id of this Account's Broker.
BrokerExternalPartyPk The primary key of this Account's Broker.
BulkFunderExternalPartyId Read-Only The Id of this Account's Bulk Funder.
BulkFunderExternalPartyPk Read-Only The primary key of this Account's Bulk Funder.
Calculation Read-Only Current Financial Calculation information.
CalculationLoaded Read-Only Indicates whether the current Financial Calculation has been loaded.
CalculationVersions Read-Only A collection of Calculation Versions.
CalculationVersionsLoaded Read-Only Indicates whether the Calculation Versions collection has been loaded.
Category Account's Category.
ChildAccounts Read-Only A collection of Child Accounts linked to this Account.
ChildAccountsLoaded Read-Only Indicates whether the Child Accounts collection has been loaded.
Clients Read-Only A collection of Clients linked to this Account.
ClientsChanged Read-Only Indicates whether the Clients collection has been loaded and has had changes made to it.
ClientsLoaded Read-Only Indicates whether the Clients collection has been loaded.
CloseByWhom Read-Only The person who declined/ unwanted the Account.
CloseMethod Read-Only The Close Method for this Account.
CloseMethodText Read-Only The Close Method for this Account in its String representation
CloseNote Read-Only Additional Notes regarding why or how the Account was closed.
CloseReason Read-Only Reason the Account was declined/ unwanted.
ClosedToAccountId Read-Only The Id of the Account that this Account was Closed to (e.g. in the case of a Refinance).
ClosedToAccountPk Read-Only The primary key of the Account that this Account was Closed to (e.g. in the case of a Refinance).
ClosedToValue Read-Only The Value that this Account was Closed To, e.g., the Refinance value.
ConsolidatedExpenseValue The Consolidated Expense Value (including this Account).
ConsolidatedLiabilityValue The Consolidated Liability Value (including this Account).
ConsumerRegulationType Read-Only The Account's Consumer Regulation Type.
ConsumerRegulationTypeText Read-Only The Account's Consumer Regulation Type.
CreatedDate Read-Only The Local date and time this record was created.
CreatedFromAccountId Read-Only The Id of the Account that this Account was Created from (e.g. in the case of a Refinance).
CreatedFromAccountPk The primary key of the Account that this Account was Created from (e.g. in the case of a Refinance).
CreatedUserId Read-Only The Id of the User that created this record.
CreatedUserPk Read-Only The primary key of the User that created this record.
CreatedUtcDate Read-Only The UTC date and time this record was created.
CreationMethod The Creation Method for this Account.
CreationMethodText Read-Only The Creation Method in its String representation.
CreditEnquiryQuotationsConfirmed Indicates whether Credit Enquiry Quotations have been confirmed.
CreditReports Read-Only A collection of Credit Reports linked to this Account.
CreditReportsLoaded Read-Only Indicates whether the Credit Reports collection has been loaded.
DateAccepted The Date the Account was accepted by the Client.
DateBackdatedTo Read-Only The date any changes have been "Backdated To", for Interest backdating purposes.
DateClosed Read-Only The Date the Account was Closed.
DateClosedPendingReview Read-Only The Date the Account is due to be reviewed from Pending Closed to Closed.
DateMaturity Read-Only The Date the Account is due to Mature.
DateOpened Read-Only The Date the Account was Opened.
DateProcessNext Read-Only The Date the Account is due to be next processed, or Nothing if unknown.
DateQuoteReady The Date the Quote was ready to be opened.
DateQuoted The Date the Account was Quoted.
DateRestructured Read-Only The Date the Account was last Restructured.
DateReview The Date the Account is next due to be Reviewed.
DateSigned The Date the Account was Signed by the Client(s).
DealerExternalParty Read-Only The Account's Dealer.
DealerExternalPartyEmployee Read-Only The Dealer External Party Employee.
DealerExternalPartyEmployeeClientEmploymentId The Client Employment Id of the Dealer External Party Employee.
DealerExternalPartyEmployeeName Read-Only The Name of the Dealer External Party Employee.
DealerExternalPartyEmployeePk The primary key of this Account's Dealer Employee.
DealerExternalPartyId The Id of this Account's Dealer.
DealerExternalPartyPk The primary key of this Account's Dealer.
DepartmentId The Id of this Account's Department.
DepartmentPk The primary key of this Account's Department.
Description Description regarding the Account.
DisbursementPayees Read-Only A collection of Account Disbursements for this Payee.
DisbursementPayeesLoaded Read-Only Indicates whether the DisbursementPayees collection has been loaded.
DisbursementPayoutsClosed Indicates whether Disbursement Payouts have been closed.
Disbursements Read-Only A collection of Disbursements linked to this Account.
DisbursementsChanged Read-Only Indicates whether the Disbursements collection has been loaded and has had changes made to it.
DisbursementsLoaded Read-Only Indicates whether the Disbursements collection has been loaded.
DocumentFiles Read-Only A collection of Document Manager Files.
DocumentFilesLoaded Read-Only Indicates whether the DocumentFiles collection has been loaded.
DocumentManagerFolderName Read-Only System Use Only Obsolete The Name of the Document Manager Folder.
Entity Read-Only The Account's Entity (derived from the Branch).
EntityId Read-Only The Id of this Account's Entity (derived from the Branch).
EntityPk Read-Only The primary key of this Account's Entity (derived from the Branch).
ExternalId An Id from an External Application to create a link between the databases.
ExtraAssetValue The value of the Assets being purchased with the Account.
ExtraLiabilityValue The value of the Liability for this Account.
Files Read-Only System Use Only Obsolete A collection of Document Manager Files.
FilesLoaded Read-Only System Use Only Obsolete Indicates whether the Files collection has been loaded.
HasCurrentPaymentArrangement Read-Only Returns True if the Account has a current Payment Arrangement.
HighCostLoanAdvance Read-Only The High-Cost Loan Advance.
HighCostLoanAdvancePrevious Read-Only The High-Cost Loan Previous Advances.
HighCostLoanCostOfBorrowingMaximum Read-Only The maximum value for High-Cost Loan Cost of Borrowing.
HighCostLoanCostOfBorrowingMaximumPercent Read-Only The maximum percent for High-Cost Loan Cost of Borrowing.
HighCostLoanCostOfBorrowingPrevious Read-Only The Cost of Borrowing charged for previous High-Cost Loans.
HighCostLoanCostOfBorrowingRemaining Read-Only The Cost of Borrowing that can still be charged to the High-Cost Loan.
HighCostLoanCostOfBorrowingToDate Read-Only The current Cost of Borrowing charged to Date (for High-Cost Loans).
HighCostLoanDefaultFeesMaximum Read-Only The maximum Default Fees allowed for High-Cost Loan.
HighCostLoanDefaultFeesPrevious Read-Only The Default Fees charged for previous High-Cost Loans.
HighCostLoanDefaultFeesRemaining Read-Only The value of Default Fees that can still be charged to the High-Cost Loan.
HighCostLoanDefaultFeesToDate Read-Only The current Default Fees charged to Date (for High-Cost Loans).
HighCostLoanFirstAccountPk Read-Only The Pk of the first related High-Cost Loan.
HighCostLoanFirstAdvance Read-Only The First Advance from the first related High-Cost Loan.
HistoryItems Read-Only A collection of Account History Items.
HistoryItemsLoaded Read-Only Indicates whether the History Items collection has been loaded.
HistoryRating Read-Only The Account's History Rating. Most recent item is on the Left.
HistoryRating2 Read-Only The Account's History Rating (type 2). Most recent item is on the Left.
HistoryRating3 Read-Only The Account's History Rating (type 3). Most recent item is on the Left.
HistoryRatingUpdatedDate Read-Only The date the Account's History Rating has been updated to. The first character corresponds to this date, the second character the previous month etc.
HistoryRatingUpdatedDate2 Read-Only The date the Account's History Rating (type 2) has been updated to. The first character corresponds to this date, the second character the previous month etc.
HistoryRatingUpdatedDate3 Read-Only The date the Account's History Rating (type 3) has been updated to. The first character corresponds to this date, the second character the previous month etc.
InsuranceInsurerExternalParty Read-Only The Account's Payment Protection Insurer.
InsuranceInsurerExternalPartyId The Id of this Account's Payment Protection Insurer.
InsuranceInsurerExternalPartyPk The primary key of this Account's Insurer.
InsurancePolicyNumber The Account Related Insurance Policy Number.
InsurancePolicyType The Account Related Insurance Policy Type.
InterestTransferToAccountId The Id of the Account to Transfer Interest to (for Deposit Accounts).
InterestTransferToAccountPk The Pk of the Account to Transfer Interest to (for Deposit Accounts).
InvestmentValue Read-Only For a Deposit Account, returns the Investment applied for.
IsDirty Read-Only Indicates whether this object has been modified since being created, loaded or refreshed.
IsFixedTerm Read-Only Indicates whether this is Fixed Term Account Class.
IsNew Read-Only Indicates whether this is a new record.
IsQuoteOrClosedQuote Read-Only Indicates whether this Account's Status is Quote, Declined or Unwanted, ie. it has never been opened.
IsRefinancePending Read-Only Returns True if the Account is currently pending Refinance, i.e. Status=Closed Pending and CloseMethod=Refinanced.
IsSuspended Read-Only Indicates whether this Account has any Suspended Items.
Ledger The Ledger the Account belongs to.
Logs Read-Only A collection of Logs.
LogsLoaded Read-Only Indicates whether the Logs collection has been loaded.
MaturityAccountId The Id of the Account to Reinvest into upon Maturity (for Deposit Accounts).
MaturityAccountPk The Primary Key of the Account to Reinvest into upon Maturity (for Deposit Accounts).
MaturityAccountTypeId The Id of the Account Type to Reinvest into upon Maturity (for Deposit Accounts).
MaturityAccountTypePk The Primary Key of the Account Type to Reinvest into upon Maturity (for Deposit Accounts).
MaturityInstruction The Maturity Instructions for this Deposit Account.
MaturityInstructionText The Maturity Instructions for this Deposit Account in its String representation.
MaturityPaymentType The Maturity Payment Type for paying out upon Maturity (for Deposit Accounts).
MaturityPaymentTypeText The Maturity Payment Type for paying out upon Maturity in its String representation (for Deposit Accounts).
MaturityTransferToAccountId The Id of the Account to Transfer to upon Maturity (for Deposit Accounts).
MaturityTransferToAccountPk The Primary Key of the Account to Transfer to upon Maturity (for Deposit Accounts).
MaturityValue The Value to Reinvest upon Maturity (for Deposit Accounts).
MonitorCategoryAEnteredDate Read-Only The Date at which this Monitor Category was last Entered.
MonitorCategoryAId Read-Only The Id of this Account's Monitor Category A.
MonitorCategoryAPk Read-Only The primary key of this Account's Monitor Category A.
MonitorCategoryAUpdatedDate Read-Only The Date at which this Monitor Category was last Updated.
MonitorCategoryBEnteredDate Read-Only The Date at which this Monitor Category was last Entered.
MonitorCategoryBId Read-Only The Id of this Account's Monitor Category B.
MonitorCategoryBPk Read-Only The primary key of this Account's Monitor Category B.
MonitorCategoryBUpdatedDate Read-Only The Date at which this Monitor Category was last Updated.
MonitorCategoryCEnteredDate Read-Only The Date at which this Monitor Category was last Entered.
MonitorCategoryCId Read-Only The Id of this Account's Monitor Category C.
MonitorCategoryCPk Read-Only The primary key of this Account's Monitor Category C.
MonitorCategoryCUpdatedDate Read-Only The Date at which this Monitor Category was last Updated.
Name The Account Name.
Notes Notes regarding the Account.
OpenedDate Read-Only The Local Windows date and time Account's Status was changed from Quote to Open.
OpenedUserPk Read-Only The primary key of the User who changed the Account's Status from Quote to Open.
OpenedUtcDate Read-Only The UTC date and time Account's Status was changed from Quote to Open.
ParentAccountId Read-Only The Id of this Account's Parent Account.
ParentAccountPk Read-Only The primary key of this Account's Parent Account.
ParentAccountStatus Read-Only The Status of this Account's Parent Account.
PassCode Challenge Pass Code for accessing the Account. Used to identify a person before providing information regarding the Account.
Password System Use Only Obsolete
PaymentArrangementCurrent Read-Only Returns the current Payment Arrangement (if there is one) or Nothing.
PaymentArrangements Read-Only A collection of Account Payment Arrangements.
PaymentArrangementsLoaded Read-Only Indicates whether the Payment Arrangement collection has been loaded.
PaymentDDBalloon Read-Only Indicates whether to Direct Debit the Balloon Payment.
PaymentDDStopMinimumPaymentsOnly Read-Only Indicates whether the Direct Debit Stop To date only applies to Minimum Payments (for Revolving Credit Loan Accounts).
PaymentDDStopToDate Read-Only Direct Debit Payments dated on or prior to this date will not be processed.
Pk Read-Only This record's primary key.
PoolDescription Read-Only System Use Only The Description of this Account's Pool.
PoolId The Id of this Account's Pool.
PoolPk The primary key of this Account's Pool.
ProductType Read-Only The Account's Product Type.
ProductTypeId Read-Only The Id of this Account's Product Type.
ProductTypePk Read-Only The Primary Key of this Account's Product Type.
Purpose Purpose of Account.
QuoteNote Additional Notes regarding why or how the Account was Quoted.
Region Account's Region.
RelatedBankAccounts Read-Only A collection of Related Bank Accounts.
RelatedBankAccountsLoaded Read-Only Indicates whether the Related Bank Accounts collection has been loaded.
RelatedSecurityStmts Read-Only A collection of Related Security Statements.
RelatedSecurityStmtsLoaded Read-Only Indicates whether the Related Security Statements collection has been loaded.
Search User Defined Search data.
Securitisations Read-Only A collection of Securitisations linked to this Account.
SecuritisationsLoaded Read-Only Indicates whether the Securitisations collection has been loaded.
SecurityStmt Read-Only The Security Statement related to this Account
SecurityStmtLoaded Read-Only Indicates whether the Security Statement has been loaded.
SignatoriesRequired
Source Account's Source, ie where the Account was originally generated from.
StandardTransactions Read-Only A collection of Standard Transactions linked to this Account.
StandardTransactionsChanged Read-Only Indicates whether the Standard Transactions collection has been loaded and has had changes made to it.
StandardTransactionsLoaded Read-Only Indicates whether the Standard Transactions collection has been loaded.
StatementCycle Read-Only System Use Only Obsolete The Statement Cycle.
StatementCycleDescription Read-Only System Use Only Obsolete A text description of the Statement Cycle.
StatementDateLast Read-Only System Use Only Obsolete The Date the last Statement was sent.
StatementDateNext Read-Only System Use Only Obsolete The Date the next Statement is due.
Status Read-Only The Account's current Status.
StatusText Read-Only The Status in its String representation.
Summary Read-Only
SummaryLoaded Read-Only Indicates whether the Summary collection has been loaded.
SummaryPages Read-Only A collection of Summary Pages.
SummaryPagesLoaded Read-Only Indicates whether the Summary Pages collection has been loaded.
SupportsContractualInterest Read-Only Does this Account support Contractual Interest?
SupportsCreditLimits Read-Only Does this Account support Credit Limits?
SupportsDefaultInterestandFees Read-Only Does this Account support Default Interest and Fees?
SupportsDisbursementTypePayout Read-Only Does this Account support "Payout" Type Disbursements.
SupportsInterest Read-Only Does this Account support Interest?
SupportsInterestCycleChanges Read-Only Does this Account support Interest Cycle changes?
SupportsInterestRateChanges Read-Only Does this Account support Interest Rate changes?
SupportsMaturityDateChanges Read-Only Does this Account support Maturity Date changes?
SupportsMinimumPayments Read-Only Does this Account support Minimum Payments?
SupportsNegativeInterestRates Read-Only Does this Account support Negative Interest Rates?
SupportsOverdue Read-Only Does this Account support Overdues?
SupportsPaymentArrangements Read-Only Does this Account support Payment Arrangements?
SupportsPayments Read-Only Does this Account support Payments?
SupportsPendingWithdrawals Read-Only Does this Account support Pending Withdrawals?
SupportsRefinancing Read-Only Does this Account support Refinancing?
SupportsRestructure Read-Only Does this Account support Restructuring?
SupportsStatusClosedPending Read-Only Does this Account support the "Closed Pending" Status?
SupportsTaxCategories Read-Only Does this Account support Tax Categories?
SupportsWithholdingTax Read-Only Does this Account support Withholding Tax?
SuspendCreditBureauDefaults Read-Only Indicates whether Credit Bureau Defaults have been suspended for this Account.
SuspendCreditReporting Read-Only Indicates whether Comprehensive Credit Reporting have been suspended for this Account.
SuspendDateReview Read-Only The Date the Suspension flags are due to be Reviewed.
SuspendDefaultFees Read-Only Indicates whether Default Fees are currently suspended for this Account.
SuspendDefaultInterest Read-Only Indicates whether Default Interest are currently suspended for this Account.
SuspendDocuments Read-Only Indicates whether the sending of Documents is currently suspended for this Account.
SuspendFacilityFee Read-Only Indicates whether Facility Fees are currently suspended for this Account.
SuspendInterest Read-Only Indicates whether Interest is currently suspended for this Account.
SuspendOther Read-Only Indicates whether "Other" items are currently suspended for this Account.
SuspendOverdueRules Read-Only Indicates whether Overdue Rules are currently suspended for this Account.
SuspendStandardTransactions Read-Only Indicates whether Standard Transactions are currently suspended for this Account.
SuspendWithdrawals Read-Only Indicates whether Withdrawals are currently suspended for this Account.
Tag The Tag property can be used to attach another value or object to this object.
TaxCertificates Read-Only A collection of Tax Certificates for the Account.
TaxCertificatesLoaded Read-Only Indicates whether the Tax Certificates collection has been loaded.
Timestamp Read-Only This record's Timestamp.
TotalCosts Read-Only If a Quote, Declined or Unwanted Account this returns the total of Cost items on the Schedule. Otherwise, the total of posted Cost Transactions for the Account.
TotalDeposits Read-Only If a Quote, Declined or Unwanted Account this returns the total of Deposit items on the Schedule. Otherwise, the total of posted Deposit Transactions for the Account.
TotalInterest Read-Only The total Interest Debited/Credited to the Account.
TotalInvestment Read-Only If a Quote, Declined or Unwanted Account this returns the total of Investment items on the Schedule. Otherwise, the total of posted Investment Transactions for the Account.
TotalInvestmentAdditional Read-Only If a Quote, Declined or Unwanted Account this returns the total of Additional Investment items on the Schedule. Otherwise, the total of posted Additional Investment Transactions for the Account.
TotalPayments Read-Only The total Payments made to/ from the Account.
TotalRefinance Read-Only The total of posted Refinance Transactions for the Account.
Transactions Read-Only A collection of Transactions.
TransactionsLoaded Read-Only Indicates whether the Transactions collection has been loaded.
UpdatedDate Read-Only The Local date and time this record was last updated.
UpdatedUserPk Read-Only The primary key of the User that last updated this record.
UpdatedUtcDate Read-Only The UTC date and time this record was last updated.
User Indexed User Defined data.
UserData Read-Only User Defined data.
UserDataWeb Read-Only User Defined Web data.
UserDecimal User Defined "Decimal" Data.
WebFriendlyName The Web Friendly Name for this Account.
WebResourceImageId The linked Resource Image Id for this Account.
WebResourceImagePk The linked Resource Image Pk for this Account.
Workflows Read-Only A collection of Workflows.
WorkflowsLoaded Read-Only Indicates whether the Workflows collection has been loaded.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0