Account Documents

patch

https://app.financekey.com/OData/v_AccountDocuments({key})

The AccountDocument table is a relational database table located in the Account package that stores information on documents related to accounts. It contains information on documents such as account reports, invoices, and contracts. The table also includes the accountholder's identification information and the type of document. The data from this table can be used to retrieve documents, check document status and to track document changes for compliance purposes.

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Path Params

key

string

required

Body Params

documentId

int32

The DocumentId field is an integer data type used as a primary key to uniquely identify each record in the AccountDocument table.

name

string

required

length ≥ 1

The Name of data type nvarchar field in the AccountDocument table is a string data type field used to store the account details associated with a certain document. It is generally used to store an account name, account number, or other descriptive fields related to the associated document.

entityId

string | null

EntityId is a field in the AccountDocument table that stores the unique identifier associated with a particular entity. This field uses the nvarchar data type and has a maximum length of 450 characters.

accountId

int32 | null

AccountId is an integer that references the foreign key of the Account table. It is used to identify the individual account associated with a particular AccountDocument.

entityKeyValue

string | null

The EntityKeyValue field of data type nvarchar in the AccountDocument table is used to store the primary key descriptor for the associated account document. It is used to uniquely identify the account document in the system and is usually a combination of the account number, document type and date.

documentTypeId

string

required

length between 1 and 450

The DocumentTypeId field of the AccountDocument table contains an alphanumeric string value of up to 450 characters representing the type of document (e.g. invoice, agreement, letter) associated with the account.

fileName

string | null

FileName - nvarchar - The full name of the document file related to this account, including any extensions (e.g. .pdf, .docx). FileName will be unique for each record in the AccountDocument table.

updater

string | null

The Updater field of type nvarchar in the AccountDocument table is a column that stores the name of the user who last updated a particular document, typically associated with a particular account. This field allows the AccountDocument to keep track of the user who last modified or added information to the document for auditing and tracking purposes.

updaterPhoto

string | null

UpdaterPhoto is a nvarchar field in the AccountDocument table and holds a link to the photo of the user that updated the record.

creator

string | null

The Creator field in the AccountDocument table is an nvarchar field that stores the name of the user who created the document.

creatorPhoto

string | null

CreatorPhoto is an nvarchar field in the AccountDocument table that holds a URL to a photograph of the creator of the document. This field can be used for visual identification and personalization of documents.

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