One named financing product offered by a Financer, bounding the deals that may be written under it: minimum and maximum amount, minimum and maximum tenure in months, and a free-text Features blurb. ApplicablePartnerAccountId and ApplicableToPartnerAccountGroupId are meant to restrict the scheme to a company or to a group of partner accounts, but nothing reads them - no service, handler or engine in the platform loads FinancerScheme at all, so the amount/tenure bounds and the applicability scope are documentation for the user filling in the form rather than constraints the platform enforces on a FinanceCase.
Fields
| Field | Label | Type | Required | What it does |
|---|
ApplicablePartnerAccountId | Applicable Partner Account | Lookup | | |
ApplicableToPartnerAccountGroupId | Applicable To Partner Account Group | Lookup | | Intended to limit the scheme to partner accounts in a given group, but nothing reads it - no service or engine loads FinancerScheme at all - so it records intent without restricting anything. Finance cases can be raised against the scheme regardless of the group. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | |
ExternalId | External | Text, unique | | |
Features | Features | LongMultiLineText | | |
FinancerId | Financer | Lookup | Yes | |
FinancerSchemeName | Financer Scheme Name | Text | | |
Id | Id | Guid | Yes | |
MaximumAmount | Maximum Amount | Currency | | |
MaximumTenure | Maximum Tenure (in months) | Number | | |
MinimumAmount | Minimum Amount | Currency | | |
MinimumTenure | Minimum Tenure (in month) | Number | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
