A read-only object containing Account Type details.

The PromotionId property will be set if this represents Account Type details that have been updated to account for a Promotion.

Implements I_ISObjectName

Methods

Name Description
ElementLinksLoad Loads the Element Links collection.
ElementLinksRefresh Forces the Element Links collection to be reloaded from the database the next time it is accessed.
GetCreditLimitDescriptionsList Gets a List of Credit Limit Descriptions for Credit Limits that can be used with this Account Type.
GetDocumentsList Gets a List of Available Documents for this Account Type that can be run from a Log.
GetDocumentsListByFileType Gets a List of Documents that are available for this Account Type that can be run from a Log, filtered by File Type.
GetObjectName
GetScriptId Returns the Id of the Script executing the function defined in scriptType.
GetScriptPk Returns The primary key of the Script executing the function defined in scriptType.
GetUserDataByIndex Retrieves User Defined Data by its Index.
InterestCycleDateNextResolved Calculates the Next Interest date, given a current date. This takes into the overriding "Next Interest" date on the Account Type.
InterestPaymentTypeAvailable Validates Interest Payment Type is available.
InterestTypeAvailable Validates Interest Type is available.
IsDocumentAvailable Checks to see if a Document is Available for this Account Type.
IsDocumentAvailableAccountApp Checks to see if a Document is Available for Account Applications.
MaturityInstructionAvailable
MaturityPaymentTypeAvailable
MinimumPaymentHoldToListResolved
NewAccountHtmlWidgetScriptIdResolved The Id of the HTML Widget to add a new Account of this type or edit a 'Quote' Account.
PaymentCycleListResolved
PaymentFirstPeriodListResolved
PromotionsLoad Loads the Promotions collection.
PromotionsRefresh Forces the Promotions collection to be reloaded from the database the next time it is accessed.
RefinanceAdvanceElementId Returns the Element Id of the first Advance Transaction found with a Cycle of "Refinance".
StandardTransactionsLoad Loads the Standard Transactions collection.
StandardTransactionsRefresh Forces the Standard Transactions collection to be reloaded from the database the next time it is accessed.
StartupInterestTypeAvailable Validates Startup Interest Type is available.
StatementDateNextResolved Calculates the Next Statement date, given a current date. This takes into the overriding "Next Statement" date on the Account Type.

Properties

Name Description
AccountClassText Read-Only
Active
AvailableRateTablePks Read-Only Retrieves a list of the primary keys of Rate Tables that are valid for this Account Type.
AvailableStartupRateTablePks Read-Only Retrieves a list of the primary keys of Startup Rate Tables that are valid for this Account Type.
BalanceAdjustmentElementId Read-Only
BalanceAdjustmentElementPk Read-Only
BankReferenceCode
Category
ClearingGlAccountId Read-Only
ClearingGlAccountPk
ClientStatisticSourceConsolidatedExpense
ClientStatisticSourceConsolidatedExpenseText Read-Only The Client Statistic Data Source for 'Consolidated Asset' in its String representation.
ClientStatisticSourceConsolidatedLiability
ClientStatisticSourceConsolidatedLiabilityText Read-Only The Client Statistic Data Source for 'Consolidated Liability' in its String representation.
ClientStatisticSourceExtraAsset
ClientStatisticSourceExtraAssetText Read-Only The Client Statistic Data Source for 'Extra Asset' in its String representation.
ClientStatisticSourceExtraLiability
ClientStatisticSourceExtraLiabilityText Read-Only The Client Statistic Data Source for 'Extra Liability' in its String representation.
CloseLossFormula
ClosedPendingAutoClose
ClosedPendingDefault
ClosedPendingReviewDays
ClosingSummaryDocumentId Read-Only The Id of the Closing Summary Document.
ClosingSummaryDocumentPk Read-Only
ComparisonRateMaximum
ComparisonRateMaximumNext
ComparisonRateMaximumNextDate
ComparisonRateRoundingDecimals
ComparisonRateType
ComparisonRateTypeText Read-Only
ConsumerRegulationType
ConsumerRegulationTypeText Read-Only
ContractDocumentId Read-Only The Id of the Contract Document.
ContractDocumentPk Read-Only
ContractualOverdueLimitToBalance
ContractualOverdueSmallBalanceThreshold
ControlGlAccount Read-Only
ControlGlAccountId Read-Only
ControlGlAccountPk
CreditLimit1
CreditLimit1Description
CreditLimit1DescriptionResolved Read-Only
CreditLimit1Required
CreditLimit2
CreditLimit2Description
CreditLimit2DescriptionResolved Read-Only
CreditLimit2Required
CreditLimit3
CreditLimit3Description
CreditLimit3DescriptionResolved Read-Only
CreditLimit3Required
CreditLimitCount
CreditLimitKeepOnRefinance
CreditLimitOtherDeductionsDescription
CreditLimitOtherDeductionsDescriptionResolved Read-Only
CreditLimitUseOtherDeductions
CreditLimitUsePendingWithdrawals
CreditLimitUseUnclearedFunds
CreditReportingAccountType
CreditSale
CreditType
DateStart The Date the Promotion starts (only applies if a Promotion).
DateStop The Date the Promotion stops (only applies if a Promotion).
DebtRatioThreshold
DefaultDescription
DefaultFeeChargeBasis
DefaultFeeElementId Read-Only
DefaultFeeElementPk Read-Only
DefaultFeeIgnoreLimit
DefaultFeeValue
DefaultInterestElementId Read-Only
DefaultInterestElementPk Read-Only
DefaultInterestInDefault
DefaultInterestMinimumCharge
DefaultInterestOverdueBasis
DefaultInterestOverdueChargeBasis
DefaultInterestOverdueThreshold
DefaultInterestPostFinalDate
DefaultInterestPostMaturity
DefaultInterestRate
DefaultInterestRateBasis
DefaultLedger
DefaultPayToAccountIdentifierType
DefaultPayToDescription
DefaultPayToPaymentTermFrequency
DefaultPayToPaymentTermType
DefaultPayToPurpose
DefaultReviewPeriod
DepositAllowWithdrawalsNegativeBalance
Description
DisbursementsShowInNewAccountWizard
ElementLinks Read-Only A collection of Element Links.
FacilityFeeChargeBasis
FacilityFeeChargeIfMovement
FacilityFeeChargeThresholdApply
FacilityFeeChargeThresholdValue
FacilityFeeElementId Read-Only
FacilityFeeElementPk Read-Only
FacilityFeeValue
HasAutoSequencedAccountId Read-Only
HasCalculationScript Read-Only Indicates whether this Account Type has any Script Events that may affect the Account Calculation.
Icon
IncludeAccountLevelInsurance
InterestAdjustmentElementId Read-Only
InterestAdjustmentElementPk Read-Only
InterestAvailableTypes
InterestAvailableTypesText Read-Only Available Interest Types in its String representation.
InterestCapitalisationElementPkResolved Read-Only
InterestCommonClient
InterestCreditElementId Read-Only
InterestCreditElementPk Read-Only
InterestCycle
InterestCycleDateNext
InterestCycleLimitToList
InterestCycleList
InterestCycleListResolved Read-Only
InterestCycleUpdateFromPaymentCycle
InterestDebitElementId Read-Only
InterestDebitElementPk Read-Only
InterestEarliestDateDefault
InterestEffectiveDateOrEarliestPaymentDate
InterestInAdvance Indicates whether this Account Type uses Interest in Advance.
InterestInAdvanceAdjustmentBasis The Adjustment Basis if using Interest in Advance.
InterestInAdvanceAdjustmentBasisResolved Read-Only Indicates if adjustment is necessary based upon non-scheduled adjustment settings.
InterestInAdvanceAdjustmentBasisText Read-Only The text representation of the Adjustment Basis if using Interest in Advance.
InterestInAdvanceAdjustmentNonScheduledFeesJournals If the Adjustment basis is not 'None', indicates whether Interest should be adjusted based upon non-scheduled Fees / Journal Transactions.
InterestInAdvanceAdjustmentNonScheduledPayments If the Adjustment basis is not 'None', indicates whether Interest should be adjusted based upon non-scheduled Payment Transactions.
InterestInAdvanceAdjustmentNonScheduledWithdrawals If the Adjustment basis is not 'None', indicates whether Interest should be adjusted based upon non-scheduled Withdrawal Transactions.
InterestInAdvanceResolved Read-Only Indicates whether this Account Type uses Interest in Advance, and the database is licenced for the 'Interest in Advance' module.
InterestInstructionDown
InterestInstructionDownText Read-Only
InterestInstructionUp
InterestInstructionUpText Read-Only
InterestIsFromDividends Read-Only
InterestNegativeRateAllow
InterestNegativeRateTaxNotApplicable
InterestPaymentAvailableTypes Available Interest Payment Types.
InterestPaymentAvailableTypesText Read-Only Available Payment Interest Types in its String representation.
InterestPaymentCompoundFinal
InterestPaymentRollForward
InterestPaymentType The Interest Payment Type.
InterestPaymentTypeText Read-Only The Interest Payment Type in its String representation.
InterestPayoutElementId Read-Only
InterestPayoutElementPk Read-Only
InterestRate
InterestRateChangeAdviceId Read-Only The Id of the Interest Rate Change Advice Document.
InterestRateChangeAdvicePk Read-Only
InterestRateTableId
InterestRateTablePk
InterestRateTablePremium
InterestTransferElementId Read-Only
InterestTransferElementPk Read-Only
InterestType
InvestmentAdditionalElementId Read-Only
InvestmentAdditionalElementPk Read-Only
InvestmentCertificateDocumentId Read-Only The Id of the Investment Certificate Document.
InvestmentCertificateDocumentPk Read-Only
InvestmentOpeningElementId Read-Only
InvestmentOpeningElementPk Read-Only
LaybySale
MaturityAccountTypePk
MaturityAccountTypesNew
MaturityAccountTypesTransfer
MaturityAdviceDocumentId Read-Only The Id of the Maturity Advice Document.
MaturityAdviceDocumentPk Read-Only
MaturityAvailableInstructions
MaturityAvailableInstructionsText Read-Only
MaturityGraceDays
MaturityInstruction
MaturityInstructionText Read-Only
MaturityPaymentAvailableTypes
MaturityPaymentAvailableTypesText Read-Only
MaturityPaymentType
MaturityPayoutElementId Read-Only
MaturityPayoutElementPk Read-Only
MaturityReinvestmentCommonClient
MaturityReinvestmentElementId Read-Only
MaturityReinvestmentElementPk Read-Only
MaturityTransferCommonClient
MaturityTransferElementId Read-Only
MaturityTransferElementPk Read-Only
MinimumPaymentBasis
MinimumPaymentBasisText Read-Only
MinimumPaymentCarryForwardPrepaid
MinimumPaymentDueDays
MinimumPaymentHoldToDate
MinimumPaymentHoldToLimitToList
MinimumPaymentHoldToList
MinimumPaymentHoldToMaximum
MinimumPaymentHoldToPeriod
MinimumPaymentMoveToNextBusinessDay
MinimumPaymentPercent
MinimumPaymentValue
NegativePaymentMatchDays
NetAdvanceMaximum
NetAdvanceMinimum
Notes
OptionAllowBalloonPayment
OptionAllowCreditBalancePreMaturity
OptionAllowFirstPaymentDate
OptionAllowInterest
OptionAllowInterestCycle
OptionAllowLedger
OptionAllowMaturityDate
OptionAllowMaturityInstruction
OptionAllowMinimumPayment
OptionAllowMinimumPaymentDueDays
OptionAllowMinimumPaymentHoldTo
OptionAllowPayArrangeExtendTerm
OptionAllowRefinanceInto
OptionAllowRefinanceRedatedForward
OptionAllowRegularPayment
OptionAllowResidualValue
OptionAllowRestructure
OptionAllowReviewDate
OptionAllowStartupInterest
OptionAllowStatusClosedToOpen
OptionAllowTaxCategory
OptionAllowTotalInterest
OptionAllowWithdrawals
OptionArchiveDeclinedUnwanted
OptionAutomaticClose
OptionAutomaticClosePreMaturity
OptionCreateAdjustedToZeroTransactions
OptionDefaultPrintContractDocument
OptionDefaultQuoteStatus
OptionDefaultResidualValueFromNetAdvance
OptionDefaultResidualValueFromSecurities
OptionInterestAccruedMethod
OptionInterestAlignFirst
OptionInterestBackdating
OptionInterestBackdatingConvertedTransactions
OptionInterestChargeOriginal
OptionInterestChargeUpfront
OptionInterestFixRateTable
OptionInterestFlatRate
OptionInterestOnInterest
OptionInterestPostMaturityBasis
OptionInterestPostMaturityZeroRate Read-Only System Use Only Obsolete
OptionInterestRoundMethod
OptionNextPaymentIncludesMinimumPayments
OptionPaymentAllocationMethod
OptionPaymentDirectDebitBalloon
OptionPaymentDirectDebitDateOpened
OptionPaymentDirectDebitExcludeDateOpened Read-Only System Use Only Obsolete
OptionPaymentsAdjustFinalBeforeBalloon
OptionPaymentsAdjustFinalBeforeBalloonResolved Read-Only Checks the OptionPaymentsAdjustFinalBeforeBalloon property, but also ensures that OptionPaymentsUseBalloonV2 is false.
OptionPaymentsFinalPlusBalloon
OptionPaymentsInAdvance
OptionPaymentsRound
OptionPaymentsRoundMultiple
OptionPaymentsUseResidualCalcForBalloon
OptionShowFinancialPageOptionsTab
OptionShowFinancialPageOverridingPaymentsTab
OptionShowFinancialPagePrintQuotation
OptionShowInstalmentsDrilldown
OtherInterestDescription
OtherInterestDescriptionResolved Read-Only
OtherInterestDescriptionWithTypeResolved Read-Only Returns the overriding Other Interest description or "Other Interest - [Type]" where "[Type]" is Account Utilisation, Credit Limit or Utilisation.
OtherInterestElementId Read-Only
OtherInterestElementPk Read-Only
OtherInterestRate
OtherInterestRateTableId Read-Only
OtherInterestRateTablePk
OtherInterestType
OtherInterestTypeResolved Read-Only
OtherInterestTypeResolvedText Read-Only
OverLimitBasis
OverLimitFeeChargeBasis
OverLimitFeeElementId Read-Only
OverLimitFeeElementPk Read-Only
OverLimitFeeValue
OverLimitThreshold
OverLimitThresholdPercent
OverdueLimitToBalance
OverdueSmallBalanceThreshold
PaymentArrangementDefaultPrintAdvice Read-Only
PaymentArrangementDocumentId Read-Only The Id of the Payment Arrangement Document.
PaymentArrangementDocumentPk Read-Only
PaymentArrangementQuoteDocumentId Read-Only The Id of the Payment Arrangement Quote Document.
PaymentArrangementQuoteDocumentPk Read-Only
PaymentCycle
PaymentCycleLimitToList
PaymentCycleList
PaymentDetailsUpdateDocumentId Read-Only The Id of the Payment Details Update Document.
PaymentDetailsUpdateDocumentPk Read-Only
PaymentDirectDebitLimitToBalance
PaymentDirectDebitMinimumThreshold
PaymentDueElement Read-Only
PaymentDueElementId Read-Only
PaymentDueElementPk Read-Only
PaymentEarlyPartialRepaymentWarning
PaymentElementId Read-Only
PaymentElementPk Read-Only
PaymentFirstDate
PaymentFirstPeriod
PaymentFirstPeriodLimitToList
PaymentFirstPeriodList
PaymentFirstPeriodMaximum
PaymentGracePeriodChargeDefault Read-Only
PaymentGracePeriodDays Read-Only
PaymentGracePeriodUse Read-Only
PaymentReceiptDocumentId Read-Only The Id of the Payment Receipt Document.
PaymentReceiptDocumentPk Read-Only
PaymentRevisionAdviceDocumentId Read-Only The Id of the Payment Revision Advice Document.
PaymentRevisionAdviceDocumentPk Read-Only
ProductType Read-Only
ProductTypeId Read-Only
ProductTypePk
PromotionBasis
PromotionId The Id of the Promotion if this object represents an Account Type Promotion.
PromotionUserDefinedParameterSetId Read-Only
PromotionUserDefinedParameterSetPk
Promotions Read-Only A collection of Promotions.
QuoteDocumentId Read-Only The Id of the Quote Document.
QuoteDocumentPk Read-Only
RateTables Read-Only A collection of Rate Tables.
RefinanceLossFormula
RefundAdviceDocumentId Read-Only The Id of the Refund Advice Document.
RefundAdviceDocumentPk Read-Only
ReinvestmentPreserveInterestPaymentType
RemittanceDocumentPk Read-Only
RestructureDocumentId Read-Only The Id of the Account Restructure Document.
RestructureDocumentPk Read-Only
Rules Read-Only A collection of Account Type Rules.
ShowAccountIdWithCheckDigit
ShowContractualOverdue
ShowHistoryRating
ShowOverdue
ShowTotalAdvances
ShowWarningAlerts
ShowWarningInfos
ShowZeroInterestTransactions
SmallBalanceRefundCredit
SmallBalanceWriteOffCredit
SmallBalanceWriteOffDebit
StandardRateTableId Read-Only
StandardRateTablePk
StandardTransactions A collection of Standard Transactions.
StartupInterestAvailableTypes
StartupInterestAvailableTypesText Available Startup Interest Types in its String representation.
StartupInterestPeriod
StartupInterestPeriodLimitToList
StartupInterestPeriodList
StartupInterestPeriodListResolved Read-Only
StartupInterestPeriodMaximum
StartupInterestRate
StartupInterestRateTableId
StartupInterestRateTablePk
StartupInterestRateTablePremium
StartupInterestToDate
StartupInterestType
StatementCycle
StatementDateNext
StatementDocumentId Read-Only The Id of the Statement Document.
StatementDocumentPk Read-Only
StatementUse
TaxCertificateDocumentId Read-Only The Id of the Tax Certificate Document.
TaxCertificateDocumentPk Read-Only
TaxCertificateNotIssueAIL
Term
TermCalculateSchedulePastMaturityDate
TermEntryMethod
TermLimitToList
TermList
TermListResolved Read-Only
TermMandatory
TermMaximum
TermMinimum
TermNumberOfPayments
TermOnCall
TermOnDate
TermRollForward
TermUse
TransferCommonClient
User Read-Only Indexed User Defined data.
User0
User1
User2
User3
User4
User5
User6
User7
User8
User9
UserData Read-Only
UserDefinedParameterSetId Read-Only
UserDefinedParameterSetPk
UserDefinedShowInNewAccountWizard
UserFlagA
UserFlagB
WithdrawalAdviceDocumentId Read-Only
WithdrawalAdviceDocumentPk Read-Only
WithdrawalSummaryDocumentId Read-Only System Use Only Obsolete
WithdrawalSummaryDocumentPk Read-Only System Use Only Obsolete

Fields

Name Description
AccountClass Read-Only
AccountTypeId Read-Only
Pk Read-Only
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0