API name: cpm__Bank_Feed_Account__c
FinDock uses Bank Feed Account records to store the required details for a connected bank account. These records are created automatically as part of the Bank Feed connection setup process.
| Label | Type | Description |
|---|---|---|
| Account Holder Name | Text(255) | The name of the account holder for the connected bank account. |
| Account Type | Picklist | Account type - Savings or Transaction - required for the open banking connection. |
| Automatic Import Enabled | Checkbox | When checked (True), this bank account is included in Bank Feed's daily automated transaction import. |
| Bank Feed Account Name | Text(80) | Auto-generated name for the connected bank account. |
| BBAN | Text(80) | The Basic Bank Account Number (BBAN) of the connected bank account when IBAN is not available. |
| Currency | Picklist | The default currency of the connected bank account. |
| BIC | Text(80) | The Bank Identifier Code (BIC) of the institution that manages the bank account. |
| Default Bank Account Currency | Text(80) | The default currency (ISO 4217) of the bank account. This field is used as a fallback for single-currency orgs that do not have the standard Currency field. |
| IBAN | Text(80) | The International Bank Account Number (IBAN) of the connected bank account. |
| Last Imported Transaction Date | Date/Time | The date and time of the last transaction imported automatically or manually. |