Documentation Index
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Field Reference Table
| Field Name | Label | Type | Length |
|---|---|---|---|
sfid | Salesforce ID | id | 18 |
ownerid | Owner ID | reference to: User | 18 |
name | Name | string | 255 |
recordtypeid | Record Type ID | reference to: RecordType | 18 |
createddate | Date Entered | datetime | 0 |
createdbyid | Created By ID | reference to: User | 18 |
lastmodifieddate | Date Modified | datetime | 0 |
lastmodifiedbyid | Last Modified By ID | reference to: User | 18 |
systemmodstamp | System Modstamp | datetime | 0 |
lastvieweddate | Last Viewed Date | datetime | 0 |
lastreferenceddate | Last Referenced Date | datetime | 0 |
amb_financial_group_name__c | Amb Financial Group Name | string | 255 |
amb_financial_group_number__c | Amb Financial Group Number | string | 255 |
account__c | Account | reference to: Account | 18 |
address__street__s | Address Street | string | 255 |
address__city__s | Address City | string | 255 |
address__postalcode__s | Address Postal Code | string | 20 |
address__statecode__s | Address State Code | string | 10 |
address__countrycode__s | Address Country Code | string | 10 |
address__latitude__s | Address Latitude | double | 0 |
address__longitude__s | Address Longitude | double | 0 |
address__geocodeaccuracy__s | Address Geocode Accuracy | string | 255 |
address__c | Address | string | 255 |
book_adjusted_carrying_value__c | Book Adjusted Carrying Value | currency | 0 |
book_carrying_value_less_encumbrances__c | Book Carrying Value Less Encumbrances | currency | 0 |
city__c | City | string | 255 |
collateral_type__c | Collateral Type | string | 255 |
commitment_for_additional_investment__c | Commitment For Additional Investment | currency | 0 |
current_year_s_depreciation__c | Current Year Depreciation | currency | 0 |
data_source__c | Data Source | string | 255 |
data_year__c | Data Year | string | 4 |
date_acquired__c | Date Acquired | date | 0 |
dividends_received_during_year__c | Dividends Received During Year | currency | 0 |
effective_rate_of_interest__c | Effective Rate Of Interest | percent | 0 |
fair_val_hierarchy_method_for_fair_value__c | Fair Value Hierarchy Method | string | 255 |
fax_number__c | Fax Number | phone | 40 |
fund_balance__c | Fund Balance | currency | 0 |
fund_name__c | Fund Name | string | 255 |
funding_year__c | Funding Year | string | 4 |
gross_amt_of_interest_received_dur_the__c | Gross Interest Received During Year | currency | 0 |
initial_investment__c | Initial Investment | currency | 0 |
investment_firm__c | Investment Firm | string | 255 |
investment_income__c | Investment Income | currency | 0 |
issue_description__c | Issue Description | textarea | 131072 |
issuer_name__c | Issuer Name | string | 255 |
line_number__c | Line Number | string | 255 |
liquidity_indicator__c | Liquidity Indicator | string | 255 |
product_structure__c | Product Structure | string | 255 |
method_used_to_obtain_fair__c | Method Used To Obtain Fair Value | string | 255 |
naic_company_number__c | NAIC Company Number | string | 255 |
number_of_shares__c | Number of Shares | double | 0 |
par_value_per_share_pref_d_only__c | Par Value Per Share | currency | 0 |
par_value__c | Par Value | currency | 0 |
percentage_of_ownership__c | Percentage of Ownership | percent | 0 |
private_placement_indicator__c | Private Placement Indicator | string | 255 |
rate_per_share_used_to_obtain_fair_val__c | Rate Per Share Used For Fair Value | currency | 0 |
rate_used_to_obtain_fair_value__c | Rate Used To Obtain Fair Value | percent | 0 |
source_of_method_to_obtain_fair_value__c | Source of Method to Obtain Fair Value | string | 255 |
state__c | State | string | 80 |
street__c | Street | string | 255 |
telephone_number__c | Telephone Number | phone | 40 |
type_and_strategy__c | Type and Strategy | string | 255 |
unrealized_valuation_inc_dec__c | Unrealized Valuation Increase/Decrease | currency | 0 |
year_acquired__c | Year Acquired | string | 4 |
zip_code__c | Zip Code | string | 20 |
inv_holding_casesafe_id__c | Investment Holding Case Safe ID | string | 255 |
asset_class__c | Asset Class | string | 255 |