One finance product offered by a Financer: its name, the loan amount and tenure ranges it covers, a free-text features description, and optionally the dealer account or account group it is meant for. Finance cases pick it in their Financer Scheme field. The ranges and applicability are reference information for users: nothing checks a finance case's amount or tenure against them, nothing hides a scheme from other dealers, and the finance case's scheme picker is not filtered by the chosen Finance Provider.
Fields
| Field | Label | Type | Required | What it does |
|---|
ApplicablePartnerAccountId | Applicable Partner Account | Lookup | | The dealer account the scheme is meant for. It records intent only and does not restrict who can pick the scheme on a finance case. |
ApplicableToPartnerAccountGroupId | Applicable To Partner Account Group | Lookup | | The group of dealer accounts the scheme is meant for. It records intent only and does not restrict who can pick the scheme. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | Optional longer description of the scheme. Not on the shipped forms; an administrator can add it to a layout. |
ExternalId | External | Text, unique | | Unique identifier of the scheme in another system, used for integrations. Not on the shipped forms. |
Features | Features | LongMultiLineText | | Free-text description of the scheme's selling points, such as rate band, fees and documents needed, up to 1,000 characters. It is on the View form, not the create form. |
FinancerId | Financer | Lookup | Yes | The lender that offers the scheme. Required. |
FinancerSchemeName | Financer Scheme Name | Text | | A name box shown on the shipped forms that has no stored column, so anything typed into it is not kept. Put the scheme's name in Name. |
Id | Id | Guid | Yes | |
MaximumAmount | Maximum Amount | Currency | | Upper end of the loan amount range the scheme covers. Reference only: finance cases are not checked against it. |
MaximumTenure | Maximum Tenure (in months) | Number | | Longest repayment period the scheme offers, in whole months. Reference only. |
MinimumAmount | Minimum Amount | Currency | | Lower end of the loan amount range the scheme covers. Reference only: finance cases are not checked against it. |
MinimumTenure | Minimum Tenure (in month) | Number | | Shortest repayment period the scheme offers, in whole months. Reference only. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The scheme's name, required. It is the text the Financer Scheme picker on a finance case shows. |
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 |
