PartyProfile

Name	Label	Type	Description
Id	Party Profile ID	ID
OwnerId	Owner ID	LOOKUP
IsDeleted	Deleted	CHECKBOX
Name	Party Profile Name	TEXT(255)
CreatedDate	Created Date	DATETIME
CreatedById	Created By ID	LOOKUP
LastModifiedDate	Last Modified Date	DATETIME
LastModifiedById	Last Modified By ID	LOOKUP
SystemModstamp	System Modstamp	DATETIME
LastViewedDate	Last Viewed Date	DATETIME
LastReferencedDate	Last Referenced Date	DATETIME
AccountId	Account ID	LOOKUP
FullName	Full Name	TEXT(255)
FirstName	First Name	TEXT(255)
MiddleName	Middle Name	TEXT(255)
LastName	Last Name	TEXT(255)
Suffix	Suffix	TEXT(255)
Prefix	Prefix	TEXT(255)
LeadId	Lead ID	LOOKUP
ContactId	Contact ID	LOOKUP
Gender	Gender	PICKLIST
PrimaryEmail	Primary Email	TEXT(255)
PrimaryPhone	Primary Phone	PHONE
EmploymentType	Employment Type	PICKLIST
OffBoardingComments	Off-Boarding Comment	TEXT AREA (LONG)(1000)
IsOffBoarded	Off-Boarded	CHECKBOX
CreditScore	Credit Score	NUMBER(18,0)
LastProfileReviewDate	Last Profile Review Date	DATETIME
NextProfileReviewDate	Next Profile Review Date	DATETIME
IsNetWorthHigh	High Net Worth	CHECKBOX
PrimaryIdentificationName	Primary Identification Name	TEXT(255)
SurnameAtBirth	Birth Surname	TEXT(255)
EmploymentIndustry	Employment Industry	PICKLIST
FundSource	Fund Source	PICKLIST (MULTI-SELECT)
PrimaryIdentifierType	Primary Identification Type	PICKLIST
ReviewDecision	Review Decision	PICKLIST
CountryofBirth	Birth Country	PICKLIST
CountryOfDomicile	Domicile Country	PICKLIST
ResidentType	Resident Type	PICKLIST
CreditScoreProvider	Credit Score Agency Name	PICKLIST
OffBoardingReason	Off-Boarding Reason	PICKLIST
Nationality	Nationality	PICKLIST
RelatedPartyProfileId	Party Profile ID	LOOKUP
HouseholdAccountId	Account ID	LOOKUP
DateOfBirth	Date of Birth	DATE
PrimaryIdentifier	Primary Identifier	TEXT(255)
Stage	Stage	PICKLIST
TaxpayerIdentificationType	Taxpayer Identification Type	PICKLIST
TaxpayerIdentificationNumber	Taxpayer Identification Number	TEXT(255)
Type	Type	PICKLIST
BusinessEntityType	Business Entity Type	PICKLIST
BusinessEntityIncNumber	Business Entity Incorporation Number	TEXT(255)
BusinessEntityIncDate	Business Entity Incorporation Date	DATE
BusinessEntityRgstrNumber	Business Entity Registration Number	TEXT(255)
BusinessEntityRgstrDate	Business Entity Registration Date	DATE
BusLicIssAuthorityName	Business License Issuing Authority Name	TEXT(255)
BusinessEntityCtryofInc	Business Entity Country of Incorporation	PICKLIST
BusinessEntityCtryofRgstr	Business Entity Country of Registration	PICKLIST
BusinessEntityTradeName	Business Entity Trade Name	TEXT(255)
IsBusEntyListonStockExch	BE Listed on Stock Exchange	CHECKBOX
StockExchangeName	Stock Exchange Name	PICKLIST (MULTI-SELECT)
Industry	Industry	PICKLIST
IndustryClassificationCode	Industry Classification Code	PICKLIST
LegalEntityIdentifier	Legal Entity Identifier	TEXT(255)
BusinessEntityPreviousNames	Business Entity Previous Names	TEXT(255)
IsAged	Aged	CHECKBOX
IsDisabled	Disabled	CHECKBOX
IsInstitutionalized	Institutionalized	CHECKBOX
IsMedicaidEligible	Medicaid Eligible	CHECKBOX
IsLowIncome	Low Income	CHECKBOX
IsRecalculationRequired	Recalculation Required	CHECKBOX

Name	Id
Label	Party Profile ID
Type	ID
Required	Yes

Name	OwnerId
Label	Owner ID
Type	LOOKUP
Foreign key	Yes
Required	Yes

Name	IsDeleted
Label	Deleted
Type	CHECKBOX
Required	Yes
Default value	false

Name	Name
Label	Party Profile Name
Type	TEXT(255)
Required	Yes

Name	CreatedDate
Label	Created Date
Type	DATETIME
Required	Yes

Name	CreatedById
Label	Created By ID
Type	LOOKUP
Foreign key	Yes
Required	Yes

Name	LastModifiedDate
Label	Last Modified Date
Type	DATETIME
Required	Yes

Name	LastModifiedById
Label	Last Modified By ID
Type	LOOKUP
Foreign key	Yes
Required	Yes

Name	SystemModstamp
Label	System Modstamp
Type	DATETIME
Required	Yes

Name	LastViewedDate
Label	Last Viewed Date
Type	DATETIME

Name	LastReferencedDate
Label	Last Referenced Date
Type	DATETIME

Name	AccountId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	FullName
Label	Full Name
Type	TEXT(255)

Name	FirstName
Label	First Name
Type	TEXT(255)

Name	MiddleName
Label	Middle Name
Type	TEXT(255)

Name	LastName
Label	Last Name
Type	TEXT(255)

Name	Suffix
Label	Suffix
Type	TEXT(255)

Name	Prefix
Label	Prefix
Type	TEXT(255)

Name	LeadId
Label	Lead ID
Type	LOOKUP
Foreign key	Yes

Name	ContactId
Label	Contact ID
Type	LOOKUP
Foreign key	Yes

Name	Gender
Label	Gender
Type	PICKLIST

Name	PrimaryEmail
Label	Primary Email
Type	TEXT(255)

Name	PrimaryPhone
Label	Primary Phone
Type	PHONE

Name	EmploymentType
Label	Employment Type
Type	PICKLIST

Name	OffBoardingComments
Label	Off-Boarding Comment
Type	TEXT AREA (LONG)(1000)

Name	IsOffBoarded
Label	Off-Boarded
Type	CHECKBOX
Required	Yes
Default value	false

Name	CreditScore
Label	Credit Score
Type	NUMBER(18,0)

Name	LastProfileReviewDate
Label	Last Profile Review Date
Type	DATETIME

Name	NextProfileReviewDate
Label	Next Profile Review Date
Type	DATETIME

Name	IsNetWorthHigh
Label	High Net Worth
Type	CHECKBOX
Required	Yes
Default value	false

Name	PrimaryIdentificationName
Label	Primary Identification Name
Type	TEXT(255)

Name	SurnameAtBirth
Label	Birth Surname
Type	TEXT(255)

Name	EmploymentIndustry
Label	Employment Industry
Type	PICKLIST

Name	FundSource
Label	Fund Source
Type	PICKLIST (MULTI-SELECT)

Name	PrimaryIdentifierType
Label	Primary Identification Type
Type	PICKLIST

Name	ReviewDecision
Label	Review Decision
Type	PICKLIST

Name	CountryofBirth
Label	Birth Country
Type	PICKLIST

Name	CountryOfDomicile
Label	Domicile Country
Type	PICKLIST

Name	ResidentType
Label	Resident Type
Type	PICKLIST

Name	CreditScoreProvider
Label	Credit Score Agency Name
Type	PICKLIST

Name	OffBoardingReason
Label	Off-Boarding Reason
Type	PICKLIST

Name	Nationality
Label	Nationality
Type	PICKLIST

Name	RelatedPartyProfileId
Label	Party Profile ID
Type	LOOKUP
Foreign key	Yes

Name	HouseholdAccountId
Label	Account ID
Type	LOOKUP
Foreign key	Yes

Name	DateOfBirth
Label	Date of Birth
Type	DATE

Name	PrimaryIdentifier
Label	Primary Identifier
Type	TEXT(255)

Name	Stage
Label	Stage
Type	PICKLIST

Name	TaxpayerIdentificationType
Label	Taxpayer Identification Type
Type	PICKLIST

Name	TaxpayerIdentificationNumber
Label	Taxpayer Identification Number
Type	TEXT(255)

Name	Type
Label	Type
Type	PICKLIST
Picklist values	Business Individual

Name	BusinessEntityType
Label	Business Entity Type
Type	PICKLIST

Name	BusinessEntityIncNumber
Label	Business Entity Incorporation Number
Type	TEXT(255)

Name	BusinessEntityIncDate
Label	Business Entity Incorporation Date
Type	DATE

Name	BusinessEntityRgstrNumber
Label	Business Entity Registration Number
Type	TEXT(255)

Name	BusinessEntityRgstrDate
Label	Business Entity Registration Date
Type	DATE

Name	BusLicIssAuthorityName
Label	Business License Issuing Authority Name
Type	TEXT(255)

Name	BusinessEntityCtryofInc
Label	Business Entity Country of Incorporation
Type	PICKLIST

Name	BusinessEntityCtryofRgstr
Label	Business Entity Country of Registration
Type	PICKLIST

Name	BusinessEntityTradeName
Label	Business Entity Trade Name
Type	TEXT(255)

Name	IsBusEntyListonStockExch
Label	BE Listed on Stock Exchange
Type	CHECKBOX
Required	Yes
Default value	false

Name	StockExchangeName
Label	Stock Exchange Name
Type	PICKLIST (MULTI-SELECT)

Name	Industry
Label	Industry
Type	PICKLIST

Name	IndustryClassificationCode
Label	Industry Classification Code
Type	PICKLIST

Name	LegalEntityIdentifier
Label	Legal Entity Identifier
Type	TEXT(255)

Name	BusinessEntityPreviousNames
Label	Business Entity Previous Names
Type	TEXT(255)

Name	IsAged
Label	Aged
Type	CHECKBOX
Required	Yes
Default value	false

Name	IsDisabled
Label	Disabled
Type	CHECKBOX
Required	Yes
Default value	false

Name	IsInstitutionalized
Label	Institutionalized
Type	CHECKBOX
Required	Yes
Default value	false

Name	IsMedicaidEligible
Label	Medicaid Eligible
Type	CHECKBOX
Required	Yes
Default value	false

Name	IsLowIncome
Label	Low Income
Type	CHECKBOX
Required	Yes
Default value	false

Name	IsRecalculationRequired
Label	Recalculation Required
Type	CHECKBOX
Required	Yes
Default value	false

Name	Parent object	Child object	Parent object field	Child object field
ForecastContext	PartyProfile	AdvAcctForecastSetUse	Id	ForecastContextId
ContentContext	PartyProfile	AssessmentTaskContentDocument	Id	ContentContextId
FirstPublishLocation	PartyProfile	ContentVersion	Id	FirstPublishLocationId
ParentRecord	PartyProfile	DocumentChecklistItem	Id	ParentRecordId
ReferenceObject	PartyProfile	DocumentEnvelope	Id	ReferenceObjectId
Record	PartyProfile	DuplicateRecordItem	Id	RecordId
RelatedTo	PartyProfile	EmailMessage	Id	RelatedToId
What	PartyProfile	Event	Id	WhatId
RelatedRecord	PartyProfile	FlowOrchestrationWorkItem	Id	RelatedRecordId
ReferenceObject	PartyProfile	GeneratedDocument	Id	ReferenceObjectId
Context	PartyProfile	GenericVisitTaskContext	Id	ContextId
RelatedPartyProfile	PartyProfile	PartyProfile	Id	RelatedPartyProfileId
RelatedPerson	PartyProfile	PersonEmployment	Id	RelatedPersonId
AttachedTo	PartyProfile	ProcessException	Id	AttachedToId
Party	PartyProfile	SuggestedAssessmentDef	Id	PartyId
What	PartyProfile	Task	Id	WhatId
Relation	PartyProfile	TaskRelation	Id	RelationId

Name	Parent object	Child object	Parent object field	Child object field
Owner	User	PartyProfile	Id	OwnerId
CreatedBy	User	PartyProfile	Id	CreatedById
LastModifiedBy	User	PartyProfile	Id	LastModifiedById
Account	Account	PartyProfile	Id	AccountId
Lead	Lead	PartyProfile	Id	LeadId
Contact	Contact	PartyProfile	Id	ContactId
RelatedPartyProfile	PartyProfile	PartyProfile	Id	RelatedPartyProfileId
HouseholdAccount	Account	PartyProfile	Id	HouseholdAccountId

Label	Value