finAccountApp Class

Represents an Account Application.

Accessing details via a DataSource bound to this Account Application does nothing generally does nothing special, but, if you access a collection item, e.g., an Applicant via the Applicants collection, e.g. Applicant(Main).FirstName and no Applicant with a key of 'Main' exists in the collection then a new Applicant will be added and assigned a key of 'Main'.

Implements I_ISDirty, I_ISObjectName, I_finExtendedAuditInformation, I_finSummaryPages, I_finAIQuestionable

Methods

Name Description
AccountsLoad Loads the Accounts collection.
AccountsRefresh Forces the Accounts collection to be reloaded from the database the next time it is accessed.
ApplicantsLoad Loads the Applicants collection.
ApplicantsRefresh Forces the Applicants 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.
CalculationsLoad Loads the Calculations collection.
CalculationsRefresh Forces the Calculations collection to be reloaded from the database the next time it is accessed.
CanAddCalculation Check whether the current User can Add a new Calculation.
CanChangeSelectedCalculation Check whether the current User can Delete a Calculation.
CanDelete Indicates whether the Account Application can be deleted.
CanDeleteCalculation Check whether the current User can Delete a Calculation.
CanEditCalculationFinancial Indicates whether the current User can Edit the Financial details of a Calculation.
CanEditData Indicates whether the captured Data can be edited.
CanSave Check whether the current User has permission to Save this Account Application.
CanUpdate Indicates whether the Account Application can be updated.
CanUpdateStatusToAccepted Check whether the current User can update the Account Application's Status to 'Accepted', i.e., Accept the Application and create an Account.
CanUpdateStatusToComplete Check whether the current User can update the Account Application's Status to 'Complete'.
CanUpdateStatusToDeclined Check whether the current User can update the Account Application's Status to 'Declined'.
CanUpdateStatusToIncomplete Check whether the current User can update the Status from back to 'Incomplete'.
CanUpdateStatusToOpen Check whether the current User can update the Account Application's Status from 'Declined' or 'Unwanted' to 'Incomplete' or 'Reviewing' (depending on its last status before being Declined or Unwanted).
CanUpdateStatusToReviewing Check whether the current User can update the Account Application's Status to 'Reviewing'.
CanUpdateStatusToUnwanted Check whether the current User can update the Account Application's Status to 'Unwanted'.
CanUpdateViaForm Returns True if the Account Application can be edited via the Account Application form in the User Interface.
CanUpdateViaHtmlWidget Returns True if the Account Application can be edited via an HTML Widget. See "PageSetId" property for the Page Set used.
CanUpdateViaPageSet Returns True if the Account Application can be edited via a Page Set in the User Interface. See "PageSetId" property for the Page Set used.
Clear Clears this object and sets all of its properties to their defaults.
CollateralItemsLoad Loads the Collateral Items collection.
CollateralItemsRefresh Forces the Collateral Items collection to be reloaded from the database the next time it is accessed.
CreateAccount Create an unsaved Account object from this Account Application.
CreateAccountByCalculationKey Create an unsaved Account object from this Account Application.
CreateDescription Create an automatic Description for this Account.
CreateName Create an automatic Name for this Account based on Applicant details.
Delete Deletes this record.
DocumentFilesLoad Loads the DocumentFiles collection.
DocumentFilesRefresh Forces the DocumentFiles collection to be reloaded from the database/file system the next time it is accessed.
DocumentManagerAddFile System Use Only Obsolete Add a File to the Document Manager folder.
DocumentManagerFolderCreate System Use Only Obsolete Create the Document Manager Folder if it does not exist.
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
GetDocumentManagerNewFileNameFull System Use Only Obsolete Get the full File Name for a new Document Manager file.
GetEvents System Use Only
GetHistoryItemByAccountAppHistoryPk Get an Account Application History Item.
GetIncompleteWorkflowsCount Gets a count of Incomplete Workflows for this Account Application.
GetLogCountIncomplete A Count of Incomplete Logs.
GetMainApplicant Get the 'Main' Applicant, i.e., the first 'Used' Applicant in the Applicants collection.
GetMonitorCategories Gets the Account Application's Monitor Categories.
GetObjectName
GetRecordActionAvailabiltyInformation
GetUserDataByIndex Retrieves User Defined Data by its Index.
GetUserDateByIndex Retrieves User Defined "Date" Data by its index.
GetUserDecimalByIndex Retrieves User Defined "Decimal" Data by its index.
GetUserIntegerByIndex Retrieves User Defined "Integer" Data by its index.
GetWarnings Get Warnings.
HasLogWarnings Checks to see if there are any incomplete Logs with a Log Severity action.
HistoryItemsLoad Loads the History Items collection.
HistoryItemsRefresh Forces the History Items collection to be reloaded from the database the next time it is accessed.
HtmlWidgetScriptId Returns the Id of the HTML Widget Script to use to edit the Account Application.
ImportExternal Set Imported Details for this new, unsaved Account Application.
Initialise Initialise this Account Application from the specified Account Application Type.
InitialisePk Initialise this Account Application from the specified Account Application Type.
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.
PageSetId Returns the Id of the Page Set to use to edit the Account Application.
PublishQuotation Publish a Quotation Document.
Refresh Refreshes this object from the database.
Save Save this record.
SetUserDataByIndex Sets User Defined Data by its Index.
SetUserDateByIndex Sets User Defined "Date" Data by its index.
SetUserDecimalByIndex Sets User Defined "Decimal" Data by its index.
SetUserIntegerByIndex Sets User Defined "Integer" Data by its index.
SummaryPagesLoad Loads the Summary Pages collection.
SummaryPagesRefresh Forces the Summary Pages collection to be rebuilt the next time it is accessed.
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
AccountAppId The Id of this Account Application.
AccountAppType Read-Only The Account Application Type or Nothing if this Account Application has not yet been initialised.
AccountAppTypeId Read-Only The Id of this Account Application's Type.
AccountAppTypePk Read-Only The primary key of this Account Application's Type.
AccountAppTypeVersion Read-Only The Account Application Type Version as it was when this Account Application was first initialised.
AccountClass Read-Only The Account Class, based upon the PeferredAccountType defined.
AccountClassSimple Read-Only The simple Account Class, either Current, Deposit, Disbursement or Loan. This is based upon the PeferredAccountType defined.
AccountClassText Read-Only The Account Class in its String representation. This is based upon the PeferredAccountType defined.
AccountManagerUserId The Id of the User who Manages this Account.
AccountManagerUserPk The primary key of the User who Manages this Account.
Accounts Read-Only A collection of Accounts that were opened by this Account Application.
AccountsLoaded Read-Only Indicates whether the Accounts collection has been loaded.
Applicants Read-Only A collection of Applicants for this Account Application.
ApplicantsChanged Read-Only Indicates whether the Applicants collection has been loaded and has had changes made to it.
ApplicantsLoaded Read-Only Indicates whether the Applicants collection has been loaded.
AuditItems Read-Only A collection of Audit Items.
AuditItemsLoaded Read-Only Indicates whether the Audit Items collection has been loaded.
BankingDetails Read-Only A collection of Banking Details for this Account Application.
BdmUserIdResolved Read-Only The Id of the Business Development Manager User for this Account Application.
BdmUserPkResolved Read-Only The primary key of the Business Development Manager User for this Account Application.
Branch Read-Only The Account Application's Branch or Nothing.
BranchId The Id of this Account Application's Branch.
BranchPk The primary key of this Account Application's Branch.
BrokerExternalParty Read-Only The Account Application's Broker or Nothing.
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 The Id of this Account's Bulk Funder.
BulkFunderExternalPartyPk The primary key of this Account's Bulk Funder.
Calculation Read-Only A shortcut to the first item in the Calculations collection, regardless of whether it is the Default item.
Calculations Read-Only A collection of Calculations for this Account Application. These can also be considered to be 'Quotes' for the Application.
CalculationsChanged Read-Only Indicates whether the Calculations collection has been loaded and has had changes made to it.
CalculationsLoaded Read-Only Indicates whether the Calculations collection has been loaded.
Category Account's Category.
CloseByWhom Read-Only The person who declined/ unwanted the Account Application.
CloseNote Read-Only Additional Notes regarding why or how the Account Application was closed.
CloseReason Read-Only Reason the Account Application was declined/ unwanted.
ClosedDate Read-Only The date and time this record was Closed.
ClosedUserId Read-Only The Id of the User that Closed this record.
ClosedUserPk Read-Only The primary key of the User that Closed this record.
ClosedUtcDate Read-Only The UTC date and time this record was Closed.
CollateralItems Read-Only A collection of Collateral Items for this Account Application.
CollateralItemsChanged Read-Only Indicates whether the Collateral Items collection has been loaded and has had changes made to it.
CollateralItemsLoaded Read-Only Indicates whether the Collateral Items collection has been loaded.
CreatedDate Read-Only The date and time this record was created.
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.
DataEntryPages A comma-separated list of Page Codes used whilst navigating a Data Entry wizard.
DateClosed Read-Only The Date the Account Application was Closed.
DateQuoteReady The Date the Quote was ready to be opened.
DateQuoted The Date the Account Application was Quoted.
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 Application's Dealer or Nothing.
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.
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.
FlagColour The Flag Colour.
FlagNotes The Flag Notes.
HistoryItems Read-Only A collection of Account History Items.
HistoryItemsLoaded Read-Only Indicates whether the History Items collection has been loaded.
ImportedDate Read-Only The Local date and time this record Imported.
ImportedSource Read-Only The Source of an Imported Account Application.
ImportedUserPk Read-Only The primary key of the User that Imported this record.
ImportedUtcDate Read-Only The UTC date and time this record was last Imported.
ImportedXml Read-Only The Source XML of an Imported Account Application.
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.
IsClosed Read-Only Indicates whether this Account Application is in a Closed state.
IsDirty Read-Only Indicates whether this object has been modified since being created, loaded or refreshed.
IsNew Read-Only Indicates whether this is a new record.
Logs Read-Only A collection of Logs including any Client Logs dated between the Application's Created and Closed Dates that are linked to Applicants.
LogsLoaded Read-Only Indicates whether the Logs collection has been loaded.
MonitorCategoryAEnteredDate Read-Only The Date at which this Monitor Category was last Entered.
MonitorCategoryAId Read-Only The Id of Monitor Category A.
MonitorCategoryAPk Read-Only The primary key of 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 Monitor Category B.
MonitorCategoryBPk Read-Only The primary key of 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 Monitor Category C.
MonitorCategoryCPk Read-Only The primary key of Monitor Category C.
MonitorCategoryCUpdatedDate Read-Only The Date at which this Monitor Category was last Updated.
Name The Account Application Name.
Notes Notes regarding the Account.
OfferedLoanAmount The Offered Loan Amount.
Pk Read-Only This record's primary key.
PreferredAccountType Read-Only The Account Type object of the Preferred Account Type.
PreferredAccountTypeId The Id of this Account Application's Preferred Account Type.
PreferredAccountTypePk The primary key of this Account Application's Preferred Account Type.
PreferredAccountTypePromotionId The Id of the Preferred Account Type Promotion.
PreferredAccountTypePromotionPk The primary key of the Preferred Account's Promotion.
PreferredLoanAmount The Preferred Loan Amount.
PreferredNumberOfPayments The Preferred Number of Payments.
PreferredPaymentFrequency The Preferred Payment Frequency as a description or mnemonic, e.g., 'm' or 'Monthly'.
PreferredTerm The Preferred Term as a description or mnemonic, e.g., '12m' or '12 Months'.
ProductTypeId Read-Only The Id of this Account's Product Type.
Purpose Purpose of Account.
Region Account's Region.
SelectedCalculation Read-Only The Selected Calculation, i.e., the one that will be used when creating the final Account.
SelectedCalculationIndex The Index of the Selected Calculation, i.e., the one that will be used when creating the final Account.
Source Account's Source, i.e., where the Account was originally generated from.
Status Read-Only The Account Application's current Status.
StatusSub The Sub Status.
StatusText Read-Only The Status in its String representation.
SummaryPages Read-Only A collection of Summary Pages.
SummaryPagesLoaded Read-Only Indicates whether the Summary Pages collection has been loaded.
Tag The Tag property can be used to attach another value or object to this object.
Timestamp Read-Only This record's Timestamp.
TotalAdvances Read-Only Total Advances for the Account created from this Account Application.
TotalCosts Read-Only Total Costs for the Account created from this Account Application.
TotalDeposits Read-Only Total Deposits for the Account created from this Account Application.
TotalInterest Read-Only Total Interest for the Account created from this Account Application.
TotalPayments Read-Only Total Payments for the Account created from this Account Application.
UpdatedDate Read-Only The 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.
UserDataRaw Read-Only System Use Only User Defined data. Implemented as a Key/Value List to support the Extended Audit Information interface.
UserDataWeb Read-Only User Defined Web data.
UserDate User Defined "Date" Data.
UserDecimal User Defined "Decimal" Data.
UserInteger User Defined "Integer" Data.
WebFriendlyName The Web Friendly Name for this Account Application.
WebResourceImageId The linked Resource Image Id for this Account Application.
WebResourceImagePk The linked Resource Image Pk for this Account Application.
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