Entity: financialInformation

The financialInformation entity is used for grouping financial related data not pertaining to a transaction. The financialInformation entity can be used for anything from expenses data to invoices and VAT/GST information.

Example usage

Below is an example financialInformation entity, filled with some attributes. partyRef refers to the refKey of a party entity elsewhere. (In this example, financialInformation could also be nested under the corresponding party entity.) See AFD Online for the complete and up-to-date data catalog with all the attributes listed under the financialInformation entity.

{
	"party": [ {
		"entityType": "policyHolder",
		"refKey": "8951271760"
	} ],
	"financialInformation": [ {
		"entityType": "expenses",
		"partyRef": ["8951271760"],
		"mortgageUsedToRedeemLoanOrCredit": false,
		"mortgageUsedToRedeemExistingMortgage": true,
		"mortgageMonthlyGross": 950.82
	} ]
}

Entity types

Entity type Description AFD 1.0
accountNumber Information about (for example a bank) account number. RN
expenses Information about the expenses of a party. AC
invoice General details of an invoice, for example a claim invoice. FC
invoiceLine Data from an invoice line with an invoice, for example a claim invoice. FR
vatInvoice VAT data related to an invoice. BD
vatInvoiceLine VAT data per invoice line. BJ
wagePeriod Information about a wage period (hours spent or worked, etc.). LN
accruedValue Information about the value and return at a given time of, for example, a life insurance policy, an investment insurance policy, a savings account or annuity insurance policy. WO

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