Table of Contents

Summary

This context query will get property values from specific deposit account and works with field and summary tags as well as Andi chat. It can target properties on the deposit account that contain simple values and also includes options to traverse those properties that contain objects or an array of objects.

Simple properties like the deposit account product id all that is needed is to pass dto.productId as the argument along with the specifier used to identify the deposit account. The identifier can be the deposit account id or the product name.


// Can be the id of the deposit account or the product name.
const idOrName: string = "Certificate of Deposit";
const propertyName: string = "dto.amount";

query: {
    name: "getPropertyFromDepositAccount",
    args: [idOrName, propertyName]
}

Properties with object values can be traversed using dot notation. For example, to retrieve the financial statement ROA that would be represented as dto.financialStatement.ROA. In the example financialStatement is a property representing an object with many properties of it’s own where ROA is one of them.


// Can be the id of the deposit account or the product name.
const idOrName: string = "Certificate of Deposit";
const propertyName: string = "dto.financialStatement.ROA";

query: {
    name: "getPropertyFromDepositAccount",
    args: [idOrName, propertyName]
}

Available Fields

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Below is a list of all fields that can be used with this query. Fields with arrays are denoted with [].

Field List

dto.accountCloseDate

dto.accountType

dto.averageBalance

dto.calculated.doNotUseThis

dto.calculated.isAtOrAboveTargetROE

dto.cdOriginationDate

dto.cdTerm

dto.clientsCRMId

dto.clientsLOSId

dto.clonedFromId

dto.created

dto.createdById

dto.currencyId

dto.fieldTags

dto.financialStatement

dto.financialStatement.ROA

dto.financialStatement.ROE

dto.financialStatement.ROEC

dto.financialStatement.ROMCE

dto.financialStatement.RORC

dto.financialStatement.actualLife

dto.financialStatement.averageAssets

dto.financialStatement.averageEconomicRiskWeightedAssets

dto.financialStatement.averageEquity

dto.financialStatement.averageLiabilities

dto.financialStatement.averageLoanCommitment

dto.financialStatement.averageRegulatoryCapital

dto.financialStatement.averageRegulatoryRiskWeightedAssets

dto.financialStatement.capFloorImpact

dto.financialStatement.capitalStrategy

dto.financialStatement.depositAverageBalance

dto.financialStatement.earningsOnCapital

dto.financialStatement.engineVersion

dto.financialStatement.financialStatementBreakdown

dto.financialStatement.financialStatementHorizon

dto.financialStatement.firstMonthEconomicCapital

dto.financialStatement.firstMonthEconomicRiskWeightedAssets

dto.financialStatement.firstMonthRegulatoryCapital

dto.financialStatement.firstMonthRegulatoryRiskWeightedAssets

dto.financialStatement.id

dto.financialStatement.interestExpense

dto.financialStatement.interestIncome

dto.financialStatement.isNew

dto.financialStatement.isValid

dto.financialStatement.lastCalculated

dto.financialStatement.loanAmount

dto.financialStatement.loanBalance

dto.financialStatement.loanCommitment

dto.financialStatement.loanLossReserve

dto.financialStatement.loanNetCommitment

dto.financialStatement.loanNetFunding

dto.financialStatement.netIncome

dto.financialStatement.netInterestIncome

dto.financialStatement.nonInterestExpense

dto.financialStatement.otherAccountRevenueEarningsCreditGenerated

dto.financialStatement.otherAppliedEarningsCredit

dto.financialStatement.otherEarningsCreditEligibleRevenue

dto.financialStatement.otherEarningsCreditIneligibleRevenue

dto.financialStatement.otherGrossRevenue

dto.financialStatement.otherIncome

dto.financialStatement.otherNetRevenue

dto.financialStatement.otherServicingExpense

dto.financialStatement.preTaxIncome

dto.financialStatement.revenue

dto.financialStatement.targetNetIncome

dto.financialStatement.targetROA

dto.financialStatement.targetROE

dto.financialStatement.targetROEC

dto.financialStatement.targetROMCE

dto.financialStatement.targetRORC

dto.financialStatement.taxRate

dto.financialStatement.taxes

dto.fundingCurveId

dto.id

dto.isNew

dto.lastModified

dto.lastModifiedById

dto.numberOfAccounts

dto.ownerId

dto.productId

dto.rate

dto.revenue

dto.scenarioLevelFieldTags

dto.scenarioWeight

dto.stageId

dto.status

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