{
"sections": [
"title",
"description",
"file_information",
"directory_location",
"fields",
"sub_types",
"wsdl_segment",
"declarative_metadata_sample_definition"
],
"title": "OnboardingDataObjectGroup - Metadata API",
"description": "Represents a configuration that groups fields from one or more objects for a specific business purpose. For example, the Customer Contact Information onboarding data object group includes Name, Email, Phone Number, and Address.",
"file_information": ".onboardingDataObjectGroup",
"directory_location": "onboardingDataObjectGroups",
"fields_columns": [
"type",
"description",
"required"
],
"fields": {
"description": {
"type": "string",
"description": "Description of the onboarding data object group."
},
"masterLabel": {
"type": "string",
"required": true,
"description": "A user-friendly name for OnboardingDataObjectGroup, which is defined when the OnboardingDataObjectGroup is created."
},
"usageType": {
"type": "OnboardingDataObjGrpUsageType (enumeration of type string)",
"required": true,
"description": "Specifies the purpose of the onboarding data object group. Valid values are: DocumentValidation ValidityPeriod"
},
"versionDetail": {
"type": "OnboardingDataObjGrpVer[]",
"description": "Versions of the onboarding data object group, which define the computation settings and related data objects."
}
},
"sub_types": {
"OnboardingDataObjGrpVer": {
"computationSource": {
"type": "string",
"description": "Unique name of the component that contains the computation logic to determine the group's validity, such as a Flow ID or ExpressionSet ID."
},
"computationType": {
"type": "OnboardingDataObjGrpCompType (enumeration of type string)",
"description": "Specifies the type of computation that's used for validity calculations of the onboarding data object group version. Valid values are: Formula StandardMinimumValidity"
},
"objectDetail": {
"type": "OnboardingDataObject[]",
"description": "Details of the data objects within this version."
},
"onbrdDataObjGrpDocCatgMaps": {
"type": "OnbrdDataObjGrpDocCatgMap[]",
"description": "Junction object that maps onboarding data category version, document type, and document category."
},
"status": {
"type": "OnboardingDataObjVerGrpStatus (enumeration of type string)",
"required": true,
"description": "Status of the onboarding data object group version. Valid values are: Active Inactive"
}
},
"OnbrdDataObjGrpDocCatgMap": {
"documentCategory": {
"type": "DocumentCategory[]",
"required": true,
"description": "Category that's used to group the document checklist items."
},
"documentType": {
"type": "DocumentType[]",
"description": "Type of file that's uploaded or attached in the document checklist item."
}
},
"OnboardingDataObject": {
"businessContext": {
"type": "OnboardingDataObjBusContext (enumeration of type string)",
"required": true,
"description": "Specifies the business context or scenario in which this validity configuration is applicable. Valid values are: KYC_VALIDITY DVC"
},
"fieldDetail": {
"type": "OnboardingDataObjectField[]",
"description": "Details of the fields within the data object."
},
"name": {
"type": "OnboardingDataObjGrpTgtObject (enumeration of type string)",
"required": true,
"description": "Target sObject type for this data object. Valid values are: Account Applicant ApplicationForm ApplicationFormProduct ApplicationFormSellerItem Contact IdentityDocument Opportunity PartyCreditProfile PartyExpense PartyFinancialAsset PartyFinancialAssetLien PartyFinancialLiability PartyFinclAssetAddlOwner PartyFinclLiabAddlBrwr PartyIdentityVerification PartyIdentityVerificationStep PartyIncome PartyProfile PartyProfileAddress PartyProfileRisk PartyScreeningSummary PersonEmployment"
},
"partyProfileDataObjectValidityDefinition": {
"type": "string",
"description": "Reference to the PartyProfileDataObjectValidityDefinition metadata type that defines validity settings for this data object."
},
"pathToRoot": {
"type": "string",
"description": "Relationship of the path from this data object to the root object in the hierarchy."
},
"relatedObjectRole": {
"type": "RelatedOnboardingDataObjRole (enumeration of type string)",
"description": "Specifies the type of relationship between this record and related onboarding data object record. Valid values are Parent and Child."
},
"relatedOnboardingDataObjRecord": {
"type": "string",
"description": "Reference to a related onboarding data object record."
},
"targetObjectRelationshipField": {
"type": "string",
"description": "API name of the target object's field that links this record to the related onboarding data object record."
}
},
"OnboardingDataObjectField": {
"name": {
"type": "string",
"required": true,
"description": "API name of the field on the target object."
}
}
},
"wsdl_segment": "```xml\n\n \n \n \n\n\n \n \n \n \n\n\n \n \n \n \n\n\n \n \n \n \n\n\n \n \n \n \n \n \n\n\n \n \n \n \n\n\n \n \n \n \n \n \n \n \n \n \n\n\n \n \n \n\n\n \n \n \n \n \n \n \n \n \n \n\n\n \n \n \n \n\n```",
"declarative_metadata_sample_definition": [
{
"description": "The following is an example of an OnboardingDataObjectGroup component where usageType is ValidityPeriod.",
"code": "\n\n description text\n Field Group Valid Configuration\n ValidityPeriod\n \n StandardMinimumValidity\n \n KYC_VALIDITY\n \n Status\n \n PartyFinancialAssetLien\n PartyFinancialAsset.PartyProfile.Id\n Parent\n PartyFinancialAsset\n \n \n KYC_VALIDITY\n \n ValuationAmount\n \n \n VerificationStatus\n \n PartyFinancialAsset\n PartyProfile.Id\n Parent\n PartyProfile\n \n \n KYC_VALIDITY\n \n IncomeAmount\n \n PartyIncome\n Party.Id\n Parent\n Party\n \n \n KYC_VALIDITY\n \n CreditScore\n \n \n EmploymentType\n \n PartyProfile\n Id\n \n Inactive\n \n"
},
{
"description": "This is an example of an OnboardingDataObjectGroup component where usageType is DocumentValidation.",
"code": "\n\n description text\n Application Form DVC Orig\n DocumentValidation\n \n \n DVC\n \n BureauReportedFirstName\n \n \n Name\n \n \n Id\n \n PartyCreditProfile\n ReferenceObject.ApplicationForm.Id\n Parent\n ReferenceObject\n \n \n DVC\n \n ApplicantId\n \n PartyFinancialAsset\n Applicant.ApplicationForm.Id\n Parent\n Applicant\n \n \n DVC\n \n Name\n \n \n ProductId\n \n \n RequestedAmount\n \n \n RequestedMonthlyPayment\n \n \n RequestedTerm\n \n \n Stage\n \n \n SystemModstamp\n \n \n TotalBrandOwnedItemAmt\n \n \n TotalVendorOwnedItemAmt\n \n ApplicationFormProduct\n ApplicationForm.Id\n Parent\n ApplicationForm\n \n \n DVC\n \n Name\n \n ApplicationForm\n Id\n \n \n DVC\n \n FirstName\n \n \n LastName\n \n \n Name\n \n Applicant\n ApplicationForm.Id\n Parent\n ApplicationForm\n \n \n DVC\n \n AccountId\n \n \n ApplicantId\n \n \n ApplicationFormId\n \n \n InterestRate\n \n \n LastReferencedDate\n \n \n LastViewedDate\n \n \n Lender\n \n \n Name\n \n \n ShareType\n \n \n SourceSystemIdentifier\n \n PartyFinancialLiability\n ApplicationForm.Id\n Parent\n ApplicationForm\n \n \n Id_Proof\n Aadhaar\n \n \n Address_Proof\n Passport\n \n \n Id_Proof\n Passport\n \n \n Id_Proof\n Pan_Card\n \n Inactive\n \n"
}
]
}