Table of Contents

Summary

This context query will get property values from specific other account and works with field and summary tags as well as Andi chat. It can target properties on the other 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 annual revenue all that is needed is to pass dto.annualRevenue as the argument along with the specifier used to identify the other account. The identifier can be the other account id or the other account name.


// Can be the other account id or other 
// account name
const idOrName: string = "Wealth Management";
const propertyName: string = "dto.annualRevenue";

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

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


// Can be the other account id or other account name
const idOrName: string = "Wealth Management";
const propertyName: string = "dto.financialStatement.loanAmount";

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

Properties with an array object objects can be traversed using zero based index. For example, to retrieve the unit price from the first item in the other account activity based fess would be represented as dto.otherAccountActivityBasedFees.0.unitPrice. Notice that dto.otherAccountActivityBasedFees is a property containing an array of objects of type otherAccountActivityBasedFee and 0 denotes the first item in that array and unitPrice is the property on that first object in the otherAccountActivityBasedFees array.


// Can be the other account id or other account name
const idOrName: string = "Wealth Management";
const propertyName: string = "dto.otherAccountActivityBasedFees.0.unitPrice";

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

In addition to using an index number the keyword last can also be used to get the last item of the array. Using the previous example, to get unitPrice of the last item in the array of otherAccountActivityBasedFees would be represented as dto.otherAccountActivityBasedFees.last.unitPrice.

// Can be the other account id or other account name
const idOrName: string = "Wealth Management";
const propertyName: string = "dto.otherAccountActivityBasedFees.last.unitPrice";

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

For Advance usage with findby check out this tutorial.

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.annualRevenue

dto.averageBalance

dto.calculated.doNotUseThis

dto.clientsCRMId

dto.clientsLOSId

dto.clonedFromId

dto.created

dto.createdById

dto.currencyId

dto.description

dto.expectedOneTimeRevenue

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.horizonProjectionAsOfDate

dto.horizonProjectionPeriods

dto.id

dto.isNew

dto.lastModified

dto.lastModifiedById

dto.otherAccountActivityBasedFees

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].activityBasedFeeId

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].calculated.chargeableUnits

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].calculated.monthlyExpense

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].calculated.monthlyRevenue

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].eligibleForEarningsCredit

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].estimatedUnits

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].id

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].otherAccountId

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].unitPrice

dto.otherAccountActivityBasedFees[otherAccountActivityBasedFee].waivedUnits

dto.otherAccountHorizonProjections

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].calculated.economicCapital

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].calculated.projectedRevenue

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].calculated.regulatoryCapital

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].calculated.relationshipProjection

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].calculated.totalRevenueProjection

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].economicCapital

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].id

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].otherAccountId

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].projectedRevenue

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].projectionYear

dto.otherAccountHorizonProjections[otherAccountHorizonProjection].regulatoryCapital

dto.ownerId

dto.productId

dto.revenueMonthsFromClosing

dto.revenueProbability

dto.scenarioWeight

dto.stageId

dto.status

dto.term

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