finAccountClient Class

Represents a Client linked to an Account.
Implements I_ISDirty, I_ISObjectName

Methods

Name Description
AccountRoleIdSet Sets the Account Role, applying defaults from the Account Role.
AddresseeResolved2 The Name to use when Addressing mail.
CanDelete Indicates whether the Account Client can be deleted.
Clear Clear details.
ClientIdSet Set the ClientId.
ClientLoad Loads the Client object.
ClientRefresh Forces the Client object to be reloaded from the database the next time it is accessed.
GetDocumentAllowedViaEmail Indicates whether the Client should receive a Document via Email, based upon the Document and the Client's Communication Settings.
GetObjectName
HasValues
IndexOfByAccountRole Returns the index of this item in the collection based on its Account Role. For example, the first Guarantor returns 0, the second 1 etc..
ShouldSendDocument Check to see if this Client should receive an Account Document.
ShouldSendDocumentAccountApp Check to see if this Client should receive an Account Document when generating from an Account Application Log.

Properties

Name Description
Account Read-Only The parent Account.
AccountAppApplicant The Account Application Applicant that this Account Client 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.
AccountAppApplicantPk Read-Only The primary key of the Account Application Applicant that this Account Client 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.
AccountHidden Does this Client have rights to view the Account?
AccountRole Read-Only The Account Role.
AccountRoleDescriptionResolved Read-Only The resolved Description of the Account Role, or blank if undefined. If this Client is a Joint will resolve to the parent Account Role.
AccountRoleDescriptionShortResolved Read-Only The resolved Short Description of the Account Role, or blank if undefined. If this Client is a Joint will resolve to the parent Account Role.
AccountRoleId The Id of the Account Role.
AccountRoleIdResolved Read-Only The resolved Id of the Account Role, or blank if undefined. If this Client is a Joint will resolve to the parent Account Role.
AccountRolePk The Account Role's primary key.
AccountRolePkResolved Read-Only The resolved Account Role's primary key, or 0 if undefined. If this Client is a Joint will resolve to the parent Account Role.
AccountSignatory Does this Client have signing authority on the Account?
Addressee Addressee details.
AddresseeResolved Read-Only System Use Only Obsolete The Name to use when Addressing mail.
Client Read-Only The Client.
ClientAlertMessage Read-Only An existing Client's Alert Message.
ClientClass Read-Only The Client Class.
ClientCreditRating Read-Only The Client's Credit Rating.
ClientDateOfBirth Read-Only The Client's Date of Birth.
ClientExternalId Read-Only The Client's External Id.
ClientId Read-Only The Client's Id.
ClientLoaded Read-Only Indicates whether the Client has been loaded.
ClientName Read-Only The Client's Name.
ClientPk The Client's primary key.
ClientStatus Read-Only The Client's Status.
ClientStatusText Read-Only The Client's Status in its String representation.
ClientTaxCategoryId Read-Only The Id of this Client's Tax Category.
ClientTaxCategoryPk Read-Only The primary key of this Client's Tax Category.
ClientTypeId Read-Only
ClientTypePk Read-Only The Primary Key of the Client's Client Type.
CreatedDate Read-Only The Local date and time this record was created.
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.
InsuranceInsurerExternalPartyId The Id of this Account's Payment Protection Insurer.
InsuranceInsurerExternalPartyPk The primary key of this Client's Insurer.
InsurancePolicyNumber The Account Related Insurance Policy Number.
InsurancePolicyType The Account Related Insurance Policy Type.
IsClientFilteredOut Read-Only Indicates whether this Client is filtered out.
IsDirty Read-Only Indicates whether this object has been modified since being created, loaded or refreshed.
IsGuarantor Read-Only Indicates whether this Client is an Guarantor, i.e. their Account Role is of type Guarantor.
IsIncorporated Read-Only Indicates whether this Organisation Client is Incorporated.
IsIndividual Read-Only Indicates whether this Client is an Individual.
IsIndividualDeceased Read-Only Indicates whether this Client is a Deceased Individual.
IsIndividualOrSoleTrader Read-Only Indicates whether this Client is an Individual or Sole Trader.
IsNew Read-Only Indicates whether this is a new record.
IsOrganisation Read-Only Indicates whether this Client is an Organisation.
IsOwner Read-Only Indicates whether this Client is an Owner, i.e. their Account Role is of type Owner.
IsSoleTrader Read-Only Indicates whether this Organisation Client is a Sole Trader.
JointParent Read-Only The Account Client that is the Parent (first in the group of Joints) for this Client.
Notes Notes.
Parent Read-Only The parent collection.
Pk This record's primary key.
PrivacyConsent Has consent been given by the Client to collect private information?
RoleJoint Is this Client a Joint Client with the above Client?
RoleType Read-Only The Role Type for this Client.
Salutation Salutation details.
SalutationResolved Read-Only The Salutation to use on correspondence.
SecurityParty Should this Client be a party to the Security associated with this Account?
SendDocuments Indicates whether to Send Documents to this Client.
Tag The Tag property can be used to attach another value or object to this object.
Timestamp This record's Timestamp.
UpdatedDate Read-Only The Local date and time this record was last updated.
UpdatedUserPk The primary key of the User that last updated this record.
UpdatedUtcDate The UTC date and time this record was last updated.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0