Customer 360 Extension for Salesforce > Customer 360 Extension for Salesforce assets > Data model attributes
  

Data model attributes

Customer 360 Extension for Salesforce includes additional fields and reference data for the Organization and Person business entities.

Organization business entity model

Organization business entity stores information about an organization. This business entity contains some basic fields and some field groups.

General fields of the Organization business entity

The general fields store basic information about an organization, such as name of the industry and website.
The following table lists the properties and describes the general fields of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Company Logo
imageUrl
Text
255
NA
URL of the image for an organization.
Company Type
companyType
Lookup
NA
CompanyType
Type of ownership for an organization. For example, private, public, or subsidiary.
Country of Incorporation
countryOfIncorporation
Lookup
NA
Country
Country of incorporation of an organization.
Date of Incorporation
dateOfIncorporation
Date Time
NA
NA
Date when an organization was incorporated.
Industry
X_infac360sf_industry
Lookup
NA
infac360sf_Industry
Name of the industry associated with an organization. For example, Agriculture, Advertising.
Name
name
Text
255
NA
Full name of an organization.
Number of Employees
numberOfEmployees
Integer
NA
NA
Total number of employees in an organization.
Site
X_infac360sf_site
Text
80
NA
Location of the organization. For example, New York.
State of Incorporation
stateOfIncorporation
Lookup
NA
State
State where an organization was registered.
Website
X_infac360sf_website
Text
255
NA
URL to access the website of an organization.
Year Started
X_infac360sf_yearStarted
Integer
4
NA
The year when an organization was legally established.

Account field group of the Organization business entity

The Account field group stores the account details of an organization, such as account number and account name.
The following table lists the properties and describes the Account field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Account Name
X_infac360sf_accountName
Text
255
NA
Name of an account of an organization.
Account Number
X_infac360sf_accountNumber
Text
40
NA
An account number assigned to the account of an organization.
Account Source
X_infac360sf_accountSource
Lookup
NA
infac360sf_AccountSource
Source of an organization account record. For example, advertisement or website.
Account Type
X_infac360sf_accountType
Lookup
NA
AccountType
Type of account. For example, channel partner, or technology partner.
Rating
X_infac360sf_rating
Lookup
NA
infac360sf_Rating
Prospect rating of an account. For example, hot, warm, or cold.

Address field group of the Organization business entity

The Address field group stores the postal addresses of an organization. A postal address is a physical address associated with an organization. An organization can have multiple addresses.
The following table lists the properties and describes the Address field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Address Line 1
addressLine1
Text
200
NA
Line 1 of the address.
Address Line 2
addressLine2
Text
200
NA
Line 2 of the address.
Address Line 3
addressLine3
Text
200
NA
Line 3 of the address.
Address Status
addressStatus
Lookup
NA
AddressStatus
Status of the address. For example, active or inactive.
Address Type
addressType
Lookup
NA
AddressType
Type of address. For example, organization, high-rise building, or home.
City
city
Text
50
NA
City of the postal address.
Coordinate System
coordinateSystem
Text
100
NA
A coordinate system that's used to determine the location of the address.
Country
country
Lookup
NA
Country
Country code of the postal address. For example, Australia or the United States.
County
county
Text
50
NA
County of the postal address.
Default Indicator
defaultIndicator
Boolean
NA
NA
Flag to indicate whether the address is the default address.
End Date
effectiveEndDate
Date Time
NA
NA
The date when an address ceases to be effective.
Enriched Indicator
enrichedIndicator
Lookup
NA
AddressEnrichedIndicator
Validation status of the address. For example, error, valid, or not validated.
Latitude
latitude
Text
20
NA
Latitude for the address.
Location Coordinate Description
locationCoordinateDesc
Text
50
NA
Location of the address using a coordinate system.
Longitude
longitude
Text
20
NA
Longitude of the address.
Postal Code
postalCode
Text
10
NA
Postal code of the address.
Postal Code Extension
postalCodeExtension
Text
10
NA
The postal code extension of the address.
Start Date
effectiveStartDate
Date Time
NA
NA
The date when an address becomes effective.
State
state
Lookup
NA
State
State of the postal address. For example, if the country is the United States, the state can be California or Florida.
Usage Type
usageType
Lookup
NA
AddressUsageType
The type to specify the intended use of an address. For example, business or personal.
Verification Message
statusMessage
Text
255
NA
Message that the address validation service generates to indicate how valid and trusted the address is.
Verification Status Code
statusCode
Text
255
NA
Validation status of the postal address.

Alternate Name field group of the Organization business entity

The Alternate Names field group stores the details of alternate names. Alternate names can be alias, previous name, doing business as, and maiden name.
The following table lists the properties and describes the Alternate Name field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Alternate Name
name
Text
255
NA
An alternative name for an organization.
Effective End Date
effectiveEndDate
Date Time
NA
NA
The date when an alternative name ceases to be effective.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date from when the alternative name is valid.
Name Type
nameType
Lookup
NA
AlternateNameType
Type of an alternative name. For example, doing business as, alias, business name, and trading name.

Document field group of the Organization business entity

The Document field group stores the details of the documents of an organization.
The following table lists the properties and describes the Document field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Document Link
documentLink
Text
255
NA
URL to access the document.
Document Name
documentName
Text
255
NA
Name of the document.
Document Type
documentType
Lookup
NA
DocumentType
Type of the document. For example, application form, claim form, or policy.
File Name
fileName
Text
255
NA
Physical name of the file.
Valid From
validFrom
Date
NA
NA
Date from when the document becomes valid.
Valid To
validTo
Date
NA
NA
Date until when the document is valid.

Email field group of the Organization business entity

The Email field group stores information about the electronic addresses, such as email addresses or URL of the websites.
The following table lists the properties and describes the Email field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Default Indicator
defaultIndicator
Boolean
NA
NA
Indicates whether the electronic address is primary or default.
Effective End Date
effectiveEndDate
Date Time
NA
NA
The date when an electronic address ceases to be effective.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date when an electronic address becomes effective.
Electronic Address
electronicAddress
Text
255
NA
Electronic address of an organization.
Electronic Address Status
electronicAddressStatus
Lookup
NA
ElectronicAddressStatus
Status of the email address. For example, active, blocked, or not in use.
Enriched Indicator
enrichedIndicator
Boolean
NA
NA
Indicates whether the address verification service verified the address.
Hygiene Status
hygieneStatus
Text
255
NA
Hygiene status for the electronic address. For example, safe to send, invalid, or spam.
Net Protect Code
netProtectCode
Text
255
NA
Net protect codes identify the service or appliance that monitors a given network.
Usage Type
usageType
Lookup
NA
ElectronicAddressUsageType
The intended use or purpose of the electronic address. For example, business, work, or personal.
Verification Message
validateMessage
Text
255
NA
A message that the electronic address validation service generates to indicate how valid and trusted the address is.
Verification Status Code
validationStatusCode
Text
255
NA
Validation status of the electronic address.

Financial field group of the Organization business entity

The Financial field group stores financial information of an organization.
The following table lists the properties and describes the Financial field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Amount
amount
Double
NA
NA
Amount of finance.
Currency
currency
Lookup
NA
Currency
Currency in which the financial information is collected.
Finance Info Type
financeInfoType
Lookup
NA
FinanceInfoType
Type of financial information. For example, equity, annual income, and debt.
Financial Reliability
financialReliability
Lookup
NA
FinanceReliability
Reliability of the financial data. For example, actual or estimate.
Time Period
timePeriod
Text
255
NA
Financial period for which the data is collected.
Time Period Type
timePeriodType
Lookup
NA
TimePeriodType
Type of the financial period. For example, quarterly or yearly.
Unit
financialUnit
Lookup
NA
FinancialUnit
The unit of the financial amount. For example, thousands, millions, or billions.

Identifier field group of the Organization business entity

The Identifier field group stores the identifier details of an organization, such as identifier type and identifier value.
The following table lists the properties and describes the Identifier field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Effective End Date
effectiveEndDate
DateTime
NA
NA
The date when an identifier ceases to be effective.
Effective Start Date
effectiveStartDate
DateTime
NA
NA
The date when the ID was issued.
Identifier Type
idType
Lookup
NA
AlternateIdType
Type of identifier.
Identifier Value
altIdValue
Text
50
NA
Value of the identifier, such as D-U-N-S number or National Provider Identifier.
Issuing Authority
issuingAuthority
Lookup
NA
IssuingAuthority
Authority issuing the identifier.
Status
IdentifierStatus
Lookup
NA
IdentifierStatus
The status of the identifier. For example, effective, disqualified, expired, and temporary.

Indicator field group of the Organization business entity

The Indicator field group stores the indicator types based on which you want to identify an organization.
The following table lists the properties and describes the Indicator field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Indicator Type
indicatorType
Lookup
NA
IndicatorType
Classification of the type of indicator, such as promoter, detractor, minority-owned, women-owned, locally based, and small business.
Indicator Value
value
Text
255
NA
Actual value of the indicator.

Insurance field group of the Organization business entity

The Insurance field group stores the insurance details of an organization, such as the name of the insurance provider and policy number.
The following table lists the properties and describes the Insurance field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Currency
currency
Lookup
NA
Currency
Currency for the premium payment and claim settlement.
Effective End Date
effectiveEndDate
Date
NA
NA
The date when the insurance coverage ceases to be effective.
Effective Start Date
effectiveStartDate
Date
NA
NA
The date when the insurance coverage becomes effective.
Insurance Holder
insuranceHolder
Text
255
NA
Name of the insurance holder.
Insurance Provider
insuranceProvider
Text
255
NA
The company that provides the insurance.
Insurance Sub Type
insuranceSubType
Lookup
NA
InsuranceSubType
Insurance subtype. For example, if the insurance type is lenders mortgage, the subtype might be extended lenders mortgage.
Insurance Type
insuranceType
Lookup
NA
InsuranceType
The type of insurance, such as commercial auto, lenders mortgage, or shipping.
Policy Number
insurancePolicyNumber
Text
100
NA
Insurance policy number.
Status
insuranceStatus
Text
255
insuranceStatus
Status of the insurance. For example, active or expired.
Unit
unit
Lookup
NA
FinancialUnit
Specifies the unit for the amount. For example, thousands, millions, or billions.
Value
insuranceValue
Double
NA
NA
Amount insured.

Key People field group of the Organization business entity

The Key People field group stores information about the key executives in an organization. The key executives are important people in an organization. For example, the key executives include the chief executive officer and chief financial officer of the organization.
The following table lists the properties and describes the Key People field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Executive Type
executiveType
Lookup
NA
ExecutiveType
Type of executive, such as executive chairman, non-executive chairman, or chief executive officer.
Name
name
Text
255
NA
Name of the executive.
Designation
designation
Text
255
NA
Designation of the executive.

Phone field group of the Organization business entity

The Phone field group stores the phone details of an organization.
The following table lists the properties and describes the Phone field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Cell Prefix
cellPrefix
Text
255
NA
Prefix that must prepend the National Significant Number for inbound international calls.
Default Indicator
defaultIndicator
Boolean
NA
NA
Indicates whether the phone number is the default number.
Do Not Call Indicator
doNotCallIndicator
Boolean
NA
NA
Indicates whether an organization wants to receive unsolicited phone calls from marketers.
Effective End Date
effectiveEndDate
DateTime
NA
NA
The date until when the phone number is effective.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date from when the phone number is effective.
Enriched Indicator
enrichedIndicator
Boolean
NA
NA
Indicates whether the phone number validation service verified the phone number.
International Format
internationalFormat
Text
50
NA
International format for the phone number.
International Prefix
internationalPrefix
Text
255
NA
Prefix used to select an international telephone circuit.
ISO
iso
Text
2
NA
ISO country code.
National Destination Code
nationalDestinationCode
Text
255
NA
Code that identifies a numbering area within a country or a group of countries.
National Destination Code Indicator
nationalDestinationCodeIndicator
Boolean
NA
NA
Indicates whether the phone number includes the National Destination Code.
National Format
nationalFormat
Text
50
NA
National format for the phone number.
National Prefix
nationalPrefix
Text
255
NA
The digit or combination of digits that must be dialed before an area or city code.
Phone Number
phoneNumber
Text
255
NA
Phone number of a person.
Phone Number Extension
phoneNumberExtension
Text
255
NA
Extension to phone number.
Phone Type
phoneType
Lookup
NA
PhoneType
Type of phone. For example, landline, mobile, home, or business.
Phone Usage Type
phoneUsageType
Lookup
NA
PhoneUsageType
Usage type of the phone. For example, personal, business, and customer service.
Prefix Number
prefixNumber
Text
255
NA
Country dialing code.
Status
status
Lookup
NA
PhoneStatus
Status of the phone number, such as the phone number is publicly available or active.
Validation Message
validationMessage
Text
255
NA
Validation message that the phone number validation service returns.
Validation Status
validationStatusCode
Text
255
NA
Validation status that the phone number validation service returns.

Segment field group of the Organization business entity

The Segment field group stores the segment of an organization. Segmentation can help marketers design targeted campaigns.
The following table lists the properties and describes the Segment field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Segment Name
segmentValue
Lookup
NA
SegmentValue
Name of the category or segment. A segment type can have segment values.
Segment Type
segmentType
Lookup
NA
SegmentType
Type of segment of an organization. For example, income, age, or geography.

Social Media field group of the Organization business entity

The Social Media field group stores information about the social media identifiers of an organization.
The following table lists the properties and describes the Social Media field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Social Media Type
socialHandleType
Lookup
NA
SocialHandleType
Type of social media platform, such as Facebook or Twitter.
Social Media Handle
socialMediaHandle
Text
255
NA
Social media identifier or name of an organization.

Status field group of the Organization business entity

The Status field group stores the statuses of an organization.
The following table lists the properties and describes the Status field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Status Type
statusType
Lookup
NA
OrgStatusType
Status type of an organization.
Status Value
statusValue
Lookup
NA
OrgStatusValue
Status value of an organization.

Stock field group of the Organization business entity

The Stock field group stores information about the stock exchanges where an organization trades.
The following table lists the properties and describes the Stock field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Country
country
Lookup
NA
Country
Country in which the stock exchange is located.
Stock Exchange
stockExchangeName
Text
255
NA
Name of the stock exchange that trades the shares.
Ticker Symbol
tickerSymbol
Text
255
NA
Abbreviation used to identify the publicly traded shares of an organization.

Tax Details field group of the Organization business entity

The Tax Details field group stores tax-related information of an organization, such as the taxpayer type, tax authority, taxpayer identification number, and amount of tax paid.
The following table lists the properties and describes the Tax Details field group of the Organization business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Country
country
Lookup
NA
Country
Country of taxation.
Currency
currency
Lookup
NA
Currency
Currency in which the tax is paid.
Effective End Date
effectiveEndDate
Date Time
NA
NA
The date on which the tax period ends.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date on which the tax period starts.
State
state
Lookup
NA
State
The state within the country of taxation.
Tax Authority
taxAuthority
Lookup
NA
TaxAuthority
Tax authority. For example, Internal Revenue Service (IRS), HM Revenue and Customs (HMRC), and Inland Revenue Department.
Tax Number
taxNumber
Text Field
255
NA
A unique number that identifies a healthcare organization for tax purposes.
Tax Number Type
taxNumberType
Lookup
NA
TaxNumberType
Type of tax number. The types can be an Individual Taxpayer Identification Number (ITIN), (EIN), Inland Revenue Department (IRD) number, and Permanent Account Number (PAN).
Tax Paid
taxPaid
Text Field
255
NA
Tax amount that an organization has paid.
Taxpayer Type
taxPayerType
Lookup
NA
TaxPayerType
Type of taxpayer. For example, individual, company, partnership, or trust.

Person business entity model

Person business entity stores information about a person. This business entity contains some basic fields and some field groups.

General fields of the Person business entity

The general fields store basic information about a person, such as name and department.
The following table lists the additional general fields that the Person business entity contains:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Assistant Name
X_infac360sf_assistantName
Text
255
NA
Name of the assistant of a person.
Birth Date
birthDate
Date Time
NA
NA
Date of birth of a person.
Birth Place
birthPlace
Text
255
NA
Place of birth of a person.
Department
X_infac360sf_department
Text
255
NA
Name of the department to which a person belongs. For example, finance, logistics, or sales.
Designation
designation
Text
255
NA
Designation or position of a person.
Email Opt Out Indicator
X_infac360sf_emailOptOutIndicator
Boolean
NA
NA
Indicates whether a person has opted out from receiving emails.
First Name
firstName
Text
255
NA
First name of a person.
Full Name
fullName
Text
255
NA
Full name of a person.
Gender
gender
Lookup
NA
Gender
Gender of a person.
Image
image
Text
255
NA
URL of the image of a person.
Industry
X_infac360sf_industry
Lookup
NA
infac360sf_Industry
Name of the industry associated with the organization. For example, Agriculture or Advertising.
Is Contact
X_infac360sf_isContact
Boolean
NA
NA
Indicates whether the person is a contact in Salesforce.
Is Customer
X_infac360sf_isCustomer
Boolean
NA
NA
Indicates whether the person is a customer in Salesforce.
Last Name
lastName
Text
255
NA
Last name of a person.
Marital Status
maritalStatus
Lookup
NA
MaritalStatus
Marital status of a person. For example, single, married, or divorced.
Middle Name
middleName
Text
255
NA
Middle name of a person.
Prefix Name
prefixName
Lookup
NA
PrefixName
Prefix for the name of a person. For example, Dr, Mr, or Mrs.
Suffix Name
suffixName
Lookup
NA
SuffixName
Suffix for the name of a person. For example, Sr, Jr, II, or III.
Title
title
Text
255
NA
Title of a person.
Year Started
X_infac360sf_yearStarted
Integer
4
NA
The year when the organization was legally established.

Account field group of the Person business entity

The Account field group stores the account details of a Person Account, such as account number and account name.
The following table lists the properties and describes the Account field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Account Number
X_infac360sf_accountNumber
Text
40
NA
Name of an account of a person.
Account Name
X_infac360sf_accountName
Text
255
NA
An account number assigned to the account of a person.
Account Source
X_infac360sf_accountSource
Lookup
NA
infac360sf_AccountSource
Source of a person account record. For example, advertisement or website.
Account Type
X_infac360sf_accountType
Lookup
NA
AccountType
Type of account. For example, channel partner, or technology partner.

Address field group of the Person business entity

The Address field group stores the postal addresses of a person. A postal address is a physical address associated with a person. A person can have multiple addresses.
The following table lists the properties and describes the Address field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Address Line 1
addressLine1
Text
200
NA
Line 1 of the address.
Address Line 2
addressLine2
Text
200
NA
Line 2 of the address.
Address Line 3
addressLine3
Text
200
NA
Line 3 of the address.
Address Status
addressStatus
Lookup
NA
AddressStatus
Status of the address. For example, active or inactive.
Address Type
addressType
Lookup
NA
AddressType
Type of address. For example, organization, high-rise building, or home.
City
city
Text
50
NA
City of the postal address.
Coordinate System
coordinateSystem
Text
100
NA
A coordinate system that's used to determine the location of the address.
Country
country
Lookup
NA
Country
Country code of the postal address. For example, Australia or the United States.
County
county
Text
50
NA
County of the postal address.
Default Indicator
defaultIndicator
Boolean
NA
NA
Flag to indicate whether the address is the default address.
End Date
effectiveEndDate
Date Time
NA
NA
The date when an address ceases to be effective.
Enriched Indicator
enrichedIndicator
Lookup
NA
AddressEnrichedIndicator
Validation status of the address. For example, error, valid, or not validated.
Latitude
latitude
Text
20
NA
Latitude for the address.
Location Coordinate Desc
locationCoordinateDesc
Text
50
NA
Location of the address using a coordinate system.
Longitude
longitude
Text
20
NA
Longitude of the address.
Postal Code
postalCode
Text
10
NA
Postal code of the address.
Postal Code Extension
postalCodeExtension
Text
10
NA
The postal code extension of the address.
Start Date
effectiveStartDate
Date Time
NA
NA
The date when an address becomes effective.
State
state
Lookup
NA
State
State of the postal address. For example, if the country is the United States, the state can be California or Florida.
Usage Type
usageType
Lookup
NA
AddressUsageType
The type to specify the intended use of an address. For example, business or personal.
Verification Message
statusMessage
Text
255
NA
Message that the address validation service generates to indicate how valid and trusted the address is.
Verification Status Code
statusCode
Text
255
NA
Validation status of the postal address.

Alternate Name field group of the Person business entity

The Alternate Names field group stores the details of alternate names. Alternate names can be alias, previous name, doing business as, and maiden name.
The following table lists the properties and describes the Alternate Name field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Alternate Name
alternateName
Text
255
NA
An alternative name for a person.
Effective End Date
effectiveEndDate
Date Time
NA
NA
The date when an alternative name ceases to be effective.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date from when the alternative name is valid.
Alternate Name Type
alternateNameType
Lookup
NA
AlternateNameType
Type of an alternative name. For example, doing business as, alias, business name, and trading name.

Assistant Phone field group of the Person business entity

The Assistant Phone field group stores the phone details of a customer's assistant, such as phone number.
The following table lists the properties and describes the Assistant Phone field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Phone Number
phoneNumber
Text
20
NA
Phone number of the customer's assistant.

Citizenship field group of the Person business entity

The Citizenship field group stores the details of citizenship of a person, such as country and status of citizenship.
The following table lists the properties and describes the Citizenship field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Citizen of Country
citizenOfCountry
Lookup
NA
Country
Country to which a person belongs.
Citizenship Status
citizenshipStatus
Text
255
NA
Status of the citizenship.
Effective End Date
effectiveEndDate
Date Time
NA
NA
Expiry date of citizenship.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
Start date from when the citizenship is valid.
Supporting Document Name
supportingDocumentName
Text
255
NA
Name of the supporting document that proves the citizenship.

Demographics field group of the Person business entity

The Demographics field group stores the demographic details of a person.
The following table lists the properties and describes the Demographics field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Demographic Type
demographicType
Lookup
NA
DemographicType
Type of demographic factors. For example, ethnicity, income level, age, and profession.
Demographic Value
demographicValue
Lookup
NA
DemographicValue
Demographic values for a demographic type. For example, if ethnicity is a demographic type, then Hispanic and Asian are demographic values.

Documents field group of the Person business entity

The Document field group stores the details of the documents of a person.
The following table lists the properties and describes the Document field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Document Link
documentLink
Text
255
NA
URL to access the document.
Document Name
documentName
Text
255
NA
Name of the document.
Document Type
documentType
Lookup
NA
DocumentType
Type of the document. For example, application form, claim form, or policy.
File Name
fileName
Text
255
NA
Physical name of the file.
Valid From
validFrom
Date
NA
NA
Date from when the document becomes valid.
Valid To
validTo
Date
NA
NA
Date until when the document is valid.

Education field group of the Person business entity

The Education field group stores the education details of a person. The education details can include the name of the institution where a person graduated and address of the institution.
The following table lists the properties and describes the Education field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Address Line 1
addressLine1
Text
255
NA
Line 1 of the address of the educational institution.
Address Line 2
addressLine2
Text
255
NA
Line 2 of the address of the educational institution.
City
city
Text
255
NA
City in which the institution is located.
Country
country
Lookup
NA
Country
Country in which the institution is located.
Effective End Date
effectiveEndDate
Date Time
NA
NA
End date of the qualification.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
Start date of the qualification.
Institution Name
institutionName
Text
255
NA
Name of the institution.
Postal Code
postalCode
Text
255
NA
Postal code of the address.
Postal Code Extension
postalCodeExtension
Text
255
NA
Postal code extension of the address.
Qualification Name
qualificationName
Text
255
NA
Name of the qualification.
Qualification Status
qualificationStatus
Lookup
NA
QualificationStatus
Status of the qualification.
Qualification Type
qualificationType
Lookup
NA
QualificationType
Type of qualification, such as illiterate, certification, diploma, bachelor, master, or doctoral.
State
state
Lookup
NA
State
State in which the institution is located.
Student Number
studentNumber
Text
255
NA
Student number in the institution.

Email field group of the Person business entity

The Email field group stores information about the electronic addresses of a person, such as email addresses or URL of the websites.
The following table lists the properties and describes the Email field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Default Indicator
defaultIndicator
Boolean
NA
NA
Indicates whether the electronic address is primary or default.
Effective End Date
effectiveEndDate
Date Time
NA
NA
The date when an electronic address ceases to be effective.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date when an electronic address becomes effective.
Electronic Address
electronicAddress
Text
255
NA
Electronic address of a person.
Electronic Address Status
electronicAddressStatus
Lookup
NA
ElectronicAddressStatus
Status of the email address. For example, active, blocked, or not in use.
Enriched Indicator
enrichedIndicator
Boolean
NA
NA
Indicates whether the address verification service verified the address.
Hygiene Status
hygieneStatus
Text
255
NA
Hygiene status for the electronic address. For example, safe to send, invalid, or spam.
Net Protect Code
netProtectCode
Text
255
NA
Net protect codes identify the service or appliance that monitors a given network.
Usage Type
usageType
Lookup
NA
ElectronicAddressUsageType
The intended use or purpose of the electronic address. For example, business, work, or personal.
Verification Message
validateMessage
Text
255
NA
A message that the electronic address validation service generates to indicate how valid and trusted the address is.
Verification Status Code
validationStatusCode
Text
255
NA
Validation status of the electronic address.

Employment field group of the Person business entity

The Employment field group stores the employment details of a person, such as the employer name, the type of employment, and the status of employment.
The following table lists the properties and describes the Employment field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Designation
designation
Text
255
NA
Designation of a person.
Effective End Date
effectiveEndDate
Date Time
NA
NA
End date of employment.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
Start date of employment.
Employer Name
employerName
Text
255
NA
Name of the employer.
Employment Status
employmentStatus
Lookup
NA
EmploymentStatus
Status of employment, such as active, inactive, resigned, and terminated.
Employment Type
employmentType
Lookup
NA
EmploymentType
Type of employment, such as permanent, contract, and part-time.
Line of Business
lineOfBusiness
Text
255
NA
Line of business, such as retail or mortgage.
Location
location
Text
255
NA
Location of the employer.

Financial field group of the Person business entity

The Financial field group stores financial information of a person.
The following table lists the properties and describes the Financial field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Amount
amount
Double
NA
NA
Amount of finance.
Currency
currency
Lookup
NA
Currency
Currency in which the financial information is collected.
Finance Info Type
financeInfoType
Lookup
NA
FinanceInfoType
Type of financial information. For example, equity, annual income, and debt.
Financial Reliability
financialReliability
Lookup
NA
FinanceReliability
Reliability of the financial data. For example, actual or estimate.
Time Period
timePeriod
Text
255
NA
Financial period for which the data is collected.
Time Period Type
timePeriodType
Lookup
NA
TimePeriodType
Type of the financial period. For example, quarterly or yearly.
Unit
financialUnit
Lookup
NA
FinancialUnit
The unit of the financial amount. For example, thousands, millions, or billions.

Identifier field group of the Person business entity

The Identifier field group stores the identifier details of a person, such as identifier type and identifier value.
The following table lists the properties and describes the Identifier field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Effective End Date
effectiveEndDate
DateTime
NA
NA
The date when an identifier ceases to be effective.
Effective Start Date
effectiveStartDate
DateTime
NA
NA
The date when the ID was issued.
Alternate Identifier Type
alternateIdentifierType
Lookup
NA
AlternateIdType
Type of identifier.
Alternate Identifier Value
alternateIdentifierValue
Text
50
NA
Value of the identifier, such as D-U-N-S number or National Provider Identifier.
Issuing Authority
issuingAuthority
Lookup
NA
IssuingAuthority
Authority issuing the identifier.
Status
IdentifierStatus
Lookup
NA
IdentifierStatus
The status of the identifier. For example, effective, disqualified, expired, and temporary.

Indicator field group of the Person business entity

The Indicator field group stores the indicator types based on which you want to identify a person.
The following table lists the properties and describes the Indicator field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Indicator Type
indicatorType
Lookup
NA
infac360sf_PersonIndicatorType
Classification of the type of indicator, such as contact or customer.
Indicator Value
value
Text
255
NA
Actual value of the indicator.

Insurance field group of the Person business entity

The Insurance field group stores the insurance details of a person, such as the name of the insurance provider and policy number.
The following table lists the properties and describes the Insurance field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Currency
currency
Lookup
NA
Currency
Currency for the premium payment and claim settlement.
Effective End Date
effectiveEndDate
Date
NA
NA
The date when the insurance coverage ceases to be effective.
Effective Start Date
effectiveStartDate
Date
NA
NA
The date when the insurance coverage becomes effective.
Insurance Holder
insuranceHolder
Text
255
NA
Name of the insurance holder.
Insurance Provider
insuranceProvider
Text
255
NA
The company that provides the insurance.
Insurance Sub Type
insuranceSubType
Lookup
NA
InsuranceSubType
Insurance subtype. For example, if the insurance type is lenders mortgage, the subtype might be extended lenders mortgage.
Insurance Type
insuranceType
Lookup
NA
InsuranceType
The type of insurance, such as commercial auto, lenders mortgage, or shipping.
Policy Number
insurancePolicyNumber
Text
100
NA
Insurance policy number.
Status
insuranceStatus
Text
255
insuranceStatus
Status of the insurance. For example, active or expired.
Unit
unit
Lookup
NA
FinancialUnit
Specifies the unit for the amount. For example, thousands, millions, or billions.
Value
insuranceValue
Double
NA
NA
Amount insured.

Lifestyle field group of the Person business entity

The Lifestyle field group stores the details of the lifestyle of a person.
The following table lists the properties and describes the Lifestyle field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Lifestyle Type
lifestyleType
Lookup
NA
LifestyleType
Type of lifestyle. For example, alcohol consumption or tobacco consumption.
Lifestyle Value
lifestyleValue
Text
255
NA
Frequency of a lifestyle. For example, frequent, moderate, or never.

Loyalty field group of the Person business entity

The Loyalty field group stores loyalty account details of a person .
The following table lists the properties and describes the Loyalty field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Account Number
accountNumber
Text
255
NA
Loyalty account number.
Account Status
accountStatus
Lookup
NA
LoyaltyAccountStatus
Status of the account. For example, active or inactive.
Account Type
accountType
Lookup
NA
LoyaltyAccountType
Type of loyalty accounts. For example, elite, silver, gold, or platinum.
Effective End Date
effectiveEndDate
Date
NA
NA
End date of the loyalty account.
Effective Start Date
effectiveStartDate
Date
NA
NA
Start date of the loyalty account.
Redemption Preferences
redemptionPreferences
Lookup
NA
RedemptionPreferences
Preference for the redemption of loyalty points. For example, cash back or credit.

Phone field group of the Person business entity

The Phone field group stores the phone details of a person.
The following table lists the properties and describes the Phone field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Cell Prefix
cellPrefix
Text
255
NA
Prefix that must prepend the National Significant Number for inbound international calls.
Default Indicator
defaultIndicator
Boolean
NA
NA
Indicates whether the phone number is the default number.
Do Not Call Indicator
doNotCallIndicator
Boolean
NA
NA
Indicates whether a person wants to receive unsolicited phone calls from marketers.
Effective End Date
effectiveEndDate
DateTime
NA
NA
The date until when the phone number is effective.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date from when the phone number is effective.
Enriched Indicator
enrichedIndicator
Boolean
NA
NA
Indicates whether the phone number validation service verified the phone number.
International Format
internationalFormat
Text
50
NA
International format for the phone number.
International Prefix
internationalPrefix
Text
255
NA
Prefix used to select an international telephone circuit.
ISO
iso
Text
2
NA
ISO country code.
National Destination Code
nationalDestinationCode
Text
255
NA
Code that identifies a numbering area within a country or a group of countries.
National Destination Code Indicator
nationalDestinationCodeIndicator
Boolean
NA
NA
Indicates whether the phone number includes the National Destination Code.
National Format
nationalFormat
Text
50
NA
National format for the phone number.
National Prefix
nationalPrefix
Text
255
NA
The digit or combination of digits that must be dialed before an area or city code.
Phone Number
phoneNumber
Text
255
NA
Phone number of a person.
Phone Number Extension
phoneNumberExtension
Text
255
NA
Extension to phone number.
Phone Type
phoneType
Lookup
NA
PhoneType
Type of phone. For example, landline, mobile, home, or business.
Phone Usage Type
phoneUsageType
Lookup
NA
PhoneUsageType
Usage type of the phone. For example, personal, business, and customer service.
Prefix Number
prefixNumber
Text
255
NA
Country dialing code.
Status
status
Lookup
NA
PhoneStatus
Status of the phone number, such as the phone number is publicly available or active.
Validation Message
validationMessage
Text
255
NA
Validation message that the phone number validation service returns.
Validation Status
validationStatusCode
Text
255
NA
Validation status that the phone number validation service returns.

Segment field group of the Person business entity

The Segment field group stores the segment of a person. Segmentation can help marketers design targeted campaigns.
The following table lists the properties and describes the Segment field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Segment Value
segmentValue
Lookup
NA
SegmentValue
Name of the category or segment. A segment type can have segment values.
Segment Type
segmentType
Lookup
NA
SegmentType
Type of segment of a person. For example, income, age, or geography.

Social Media field group of the Person business entity

The Social Media field group stores information about the social media identifiers of a person.
The following table lists the properties and describes the Social Media field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Social Media Type
socialHandleType
Lookup
NA
SocialHandleType
Type of social media platform, such as Facebook or Twitter.
Social Media Handle
socialMediaHandle
Text
255
NA
Social media identifier or name of a person.

Specialization field group of the Person business entity

The Specialization field group stores information about the specialties or specializations of a person.
The following table lists the properties and describes the Specialization field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Board Certification Flag
boardCertificationFlag
Boolean
NA
NA
Indicates whether the board certification is active or not.
Specialty
specialty
Text
255
NA
Name of specialty.
Specialty Type
specialtyType
Lookup
NA
SpecialityType
The type to specify the specialty of a person. For example, construction, educational services, and finance and insurance.

Status field group of the Person business entity

The Status field group stores the statuses of a person.
The following table lists the properties and describes the Status field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Status Type
statusType
Lookup
NA
OrgStatusType
Status type of a person.
Status Value
statusValue
Lookup
NA
OrgStatusValue
Status value of a person.

Tax Details field group of the Person business entity

The Tax Details field group stores tax-related information of a person, such as the taxpayer type, tax authority, taxpayer identification number, and amount of tax paid.
The following table lists the properties and describes the Tax Details field group of the Person business entity:
Display Name
Internal ID
Field Type
Length
Reference Data
Description
Country
country
Lookup
NA
Country
Country of taxation.
Currency
currency
Lookup
NA
Currency
Currency in which the tax is paid.
Effective End Date
effectiveEndDate
Date Time
NA
NA
The date on which the tax period ends.
Effective Start Date
effectiveStartDate
Date Time
NA
NA
The date on which the tax period starts.
State
state
Lookup
NA
State
The state within the country of taxation.
Tax Authority
taxAuthority
Lookup
NA
TaxAuthority
Tax authority. For example, Internal Revenue Service (IRS), HM Revenue and Customs (HMRC), and Inland Revenue Department.
Tax Number
taxNumber
Text Field
255
NA
A unique number that identifies a person for tax purposes.
Tax Number Type
taxNumberType
Lookup
NA
TaxNumberType
Type of tax number. The types can be an Individual Taxpayer Identification Number (ITIN), (EIN), Inland Revenue Department (IRD) number, and Permanent Account Number (PAN).
Tax Paid
taxPaid
Text Field
255
NA
Tax amount that a person has paid.
Taxpayer Type
taxPayerType
Lookup
NA
TaxPayerType
Type of taxpayer. For example, individual, company, partnership, or trust.