Field Labels and Data Types

Field Label # of Straight Trucks # of Tractors # of Trailors Account Auto Id Account Description Account Fax Account ID Account Merge
Details Account Name Account Phone
Data Type double (8) double (8) double (8) string (30) textarea phone id textarea string (255) phone
Picklist Value
Account Removal Reason
picklist
Account Status
picklist
Account Type Annual Revenue Capital Expenditures CapitalIQ ID CapSol Strategy City CorpFin Strategy Country County Created By ID Created Date Current Facility Amount Current Lender Current Maturity Date D&B Last Updated Date D&B Link D&B Number D&B Revenue DBA Deployment City Deployment Country Deployment County Deployment ID Deployment State/Province
picklist currency currency string (16) textarea string (40) textarea string (40) string (80) reference (User) datetime currency string (80) date date string (1300) string (20) currency string (80) string (40) string (40) string (80) string (16) string (20)
Acquired Duplicate No Financial Decision Not My Territory Not Targeted SIC Out of Business Revenue Too Small Customer Prospect Inactive Competitor Customer Partner Prospect Former Customer Vendor VAR
Classification: Internal
Deployment Street Deployment Zip/Postal Code Differentiation Strategy EDW ID Employees
textarea string (20) textarea string (18) int (8) Dealer/Broker City Community College County Financial Advisor Misc. 501 C3 Other Private College School District Special District State University Vendor VFS Manager/Charter/FBO Manufacture
Entity Type EXT_REF_ID Federal Tax Id Fiscal Year End Fleet Size Global Ultimate Bus. Name
picklist string (20) string (50) date double (8) string (80)
Industry Last Activity Last Call Date Last Meeting Date Last Modified By ID Last Modified Date Lead Bank Legacy Siebel Categories Legacy System Id Legacy System Name Legal Name OSKeyID Other GE Strategy Ownership Type Parent Account ID Parent Account Site Parent D&B Number Parent Ultimate Bus. Name Primary Contact Primary Team Member
picklist date date date reference (User) datetime string (80) textarea string (20) string (30) string (80) string (16) textarea string (50) reference (Account) string (80) string (20) string (80) reference (Contact) reference (User)
Agriculture Apparel Banking Biotechnology Chemicals Communications Construction Consulting Education Electronics Energy Engineering Entertainment Environmental Finance Food & Beverage Government Healthcare Hospitality Insurance Machinery Manufacturing Media Not For Profit Other Recreation Retail Shipping Technology Telecommunications Transportation Utilities
Probability to Fund Real Estate Strategy Recent Events and Business Drivers Record Type ID Region
percent textarea textarea reference (RecordType) string (80) Strong Fair Weak
Relationship Request Deletion Request Merge Sales Annual Revenue SIC Code SIC Description SIC Industry State/Province Strategy & Key Priorities Street System Modstamp Temporary Account Flag Ticker Symbol UAM Account Name UCM ID Ultimate D&B Number Ultimate Global D&B Number Website Zip/Postal Code
picklist boolean boolean currency reference (SIC_Code__c) string (1300) string (1300) string (20) textarea textarea datetime boolean string (20) string (80) string (40) string (20) string (20) url string (20)
Field Properties
API Field Name Number_of_Straight_Trucks__c Number_of_Tractors__c Number_of_Trailors__c Account_Auto_Id__c Description Fax Id Account_Merge_Details__c Name Phone
Track History (14)
AutoNumber Read-Only
Read-Only Required
Account_Removal_Reason__c
Account_Status__c
Read-Only Read-Only
Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only
Type AnnualRevenue Capital_Expenditures__c CapitalIQ_ID__c CapSol_Strategy__c BillingCity CorpFin_Strategy__c BillingCountry Billing_County__c CreatedById CreatedDate Current_Facility_Amount__c Current_Lender__c Current_Maturity_Date__c DB_Last_Updated_Date__c D_B_Link__c DB_Number__c DB_Revenue__c DBA__c ShippingCity ShippingCountry Shipping_County__c Deployment_ID__c ShippingState
Y Y
Y Y
ShippingStreet ShippingPostalCode Differentiation_Strategy__c EDW_ID__c NumberOfEmployees
Format must be YYYY-MM-DD
Entity_Type__c EXT_REF_ID__c Federal_Tax_Id__c Fiscal_Year_End__c Fleet_Size__c Global_Ultimate_Bus_Name__c
Industry Format must be YYYY-MM-DD Read-Only Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only Read-Only LastActivityDate Last_Call_Date__c Last_Meeting_Date__c LastModifiedById LastModifiedDate Lead_Bank__c Legacy_Siebel_Categories__c Legacy_System_Id__c Legacy_System_Name__c Legal_Name__c OSKeyID__c Other_GE_Strategy__c Ownership_Type__c ParentId Parent_Account_Site__c Parent_DB_Number__c Parent_Ultimate_Bus_Name__c Primary_Contact__c OwnerId
Probability_to_Fund__c Real_Estate_Strategy__c Recent_Events_and_Business_Drive rs__c RecordTypeId Region__c
Read-Only Read-Only
Read-Only
Relationship__c Request_Deletion__c Request_Merge__c Sales_Annual_Revenue__c SIC_Code__c SIC_Description__c SIC_Industry__c BillingState ECM_Strategy_and_Key_Priorities__ c BillingStreet SystemModstamp Temporary_Account_Flag__c TickerSymbol UAM_Account_Name__c UCM_Number__c Ultimate_DB_Number__c Ultimate_Global_DB_Number__c Website BillingPostalCode
Field Label
Data Type
1st Business Priority 1st Business Specifics
picklist string (255)
Picklist Value Commodity Strategies/Management Cost Management Strategies Energy and Incentives Green (Eco) Inventory Optimization Lean/Mfg Process Improvement People (Mgmt. Change, Development, Succession etc) Regulatory/Legislative Changes Revenue Diversification Right sizing operations for conditions (Process, HR, Healthcare cost incentives) Route Optimization Other, Please specify Business/International Expansion Capital Expenditure Funding Capital Raised Company Relocating Covenant Considerations Credit Quality Changes Debt Maturing (GE & Other) Go Private (or Public) Hedging (Currency, Commodity or Interest Rate) Lender Pulling Back Liquidity M&A or Acquisition Capital Recapitalization/Restructure Tax/Book Mgt Strategies Other, Please Specify Access GE Advance on Unique Collateral BLG Uptier Customer Advisory/Summit Customer Sponsorship Digital Offering (GE@Work) Economic/Cap Markets Insights Financial Deep Dives Flight Risk Evaluation GE Events Industry Expertise/Insights Joint Calls with Sales & Risk Leverage Intermediaries Relationships Leverage Other GE Businesses Pals / Top Ups Senior Management Involvement Other, Please Specify
1st Financing Priority 1st Financing Specifics
1st Strategy 1st Strategy Specifics
2nd Business Priority 2nd Business Specifics
Commodity Strategies/Management Cost Management Strategies Energy and Incentives Green (Eco) Inventory Optimization Manufacturing Process Improvement People (Mgmt. Change, Development, Succession etc) Regulatory/Legislative Changes Revenue Diversification Right sizing operations for conditions (Process, HR, Healthcare cost incentives) Route Optimization Other, Please Specify Business/International Expansion Capital Expenditure Funding Capital Raised Company Relocating Covenant Considerations Credit Quality Changes Debt Maturing (GE & Other) Go Private (or Public) Hedging (Currency, Commodity or Interest Rate) Lender Pulling Back Liquidity M&A or Acquisition Capital Other, Please Specify Recapitalization/Restructure Tax/Book Mgt Strategies Access GE Advance on Unique Collateral BLG Uptier Customer Advisory/Summit Customer Sponsorship Dedicated Resources Digital Offering (GE@Work) Economic/Cap Markets Insights Financial Deep Dives Flight Risk Evaluation GE Events Industry Expertise Insights Joint Calls with Sales & Risk Leverage Intermediaries Relationships Leverage Other GE Businesses Pals / Top Ups Senior Management Involvement Other, Please Specify
2nd Financing Priority 2nd Financing Specifics
2nd Strategy 2nd Strategy Specifics
3rd Business Priority 3rd Business Specifics
Commodity Strategies/Management Cost Management Strategies Energy and Incentives Green (Eco) Inventory Optimization Manufacturing Process Improvement People (Mgmt. Change, Development, Succession etc) Regulatory/Legislative Changes Revenue Diversification Right sizing operations for conditions (Process, HR, Healthcare cost incentives) Route Optimization Other, Please Specify Business/International Expansion Capital Expenditure Funding Capital Raised Company Relocating Covenant Considerations Credit Quality Changes Debt Maturing (GE & Other) Go Private (or Public) Hedging (Currency, Commodity or Interest Rate) Lender Pulling Back Liquidity M&A or Acquisition Capital Recapitalization/Restructure Tax/Book Mgt Strategies Other, Please Specify Access GE Advance on Unique Collateral BLG Uptier Customer Advisory/Summit Customer Sponsorship Dedicated Resources Digital Offering (GE@Work) Economic/Cap Markets Insights Financial Deep Dives Flight Risk Evaluation GE Events Industry Expertise/Insights Joint Calls with Sales & Risk Leverage Intermediaries Relationships Leverage Other GE Businesses Pals / Top Ups Senior Management Involvement Other, Please Specify
3rd Financing Priority 3rd Financing Specifics
3rd Strategy 3rd Strategy Specifics Account
picklist string (255) reference (Account)
Account Plan Name Created By ID Created Date Effective Date Expiration Date Financing Event Comments Fleet Overview General Comments Last Modified By ID Last Modified Date Leasing Overview Lending Overview New Offering Needed for this Account? Other Product Overview Owner ID Plan Status Potential Underwriting Considerations Priority Comments Record ID
string (80) reference (User) datetime date date textarea textarea textarea reference (User) datetime textarea textarea textarea textarea reference (Group) (User) picklist textarea textarea id Core Lending Equipment Aircraft Fleet IB GES Government Intermediary Funding Restructuring Retail SFG Technology Capital Markets No Yes Active Inactive
Segment Strategic Account Strategy Comments System Modstamp
picklist picklist textarea datetime
Field Properties
API Field Name
Track History (16)
First_Business_Priority__c First_Business_Specifics__c
First_Financing_Priority__c First_Financing_Specifics__c
Primary_Strategy__c Primary_Strategy_Specifics__c
Second_Business_Priority__c Second_Business_Specifics__c
Second_Financing_Priority__c Second_Financing_Specifics__c
Secondary_Strategy__c Secondary_Strategy_Specifics__c
Third_Business_Priority__c Third_Business_Specifics__c
Third_Financing_Priority__c Third_Financing_Specifics__c
Tertiary_Strategy__c Tertiary_Strategy_Specifics__c Account__c
AutoNumber Read-Only Read-Only Read-Only Format must be YYYY-MM-DD Format must be YYYY-MM-DD
Read-Only Read-Only
Name CreatedById CreatedDate Effective_Date__c Expiration_Date__c Financing_Event_Comments__c Fleet_Overview__c General_Comments__c LastModifiedById LastModifiedDate Leasing_Overview__c Lending_Overview__c New_Offering__c Other_Product_Overview__c OwnerId Plan_Status__c Underwriting_Considerations__c Priority_Comments__c Id
Y Y
Y Y
Read-Only
Segment__c Strategic_Account__c Strategy_Comments__c SystemModstamp
Y Y
Read-Only
Field Label
Data Type
Account Access Account ID Account Share ID
picklist reference (Account) id
Picklist Value Read Edit All
Case Access Last Modified By ID Last Modified Date
picklist reference (User) datetime
None Read Edit
Opportunity Access
picklist
Row Cause User/Group ID
picklist reference (Group) (User)
None Read Edit Owner Manual Rule ImplicitChild ImplicitParent Team Territory TerritoryManual TerritoryRule
Field Properties
API Field Name
Track History
AccountAccessLevel Required Read-Only for existing records Read-Only AccountId Id
Read-Only Read-Only
CaseAccessLevel LastModifiedById LastModifiedDate
OpportunityAccessLevel
Read-Only Required Read-Only for existing records
RowCause UserOrGroupId
Field Label
Data Type
Account Access Account ID Account Team Member ID Created By ID Created Date Last Modified By ID Last Modified Date System Modstamp
picklist reference (Account) id reference (User) datetime reference (User) datetime datetime
Picklist Value None Read Edit All
Team Role User ID
picklist reference (User)
Account Manager Investment Professional Originator CM Structurer Referring Originator Underwriter Finance
Field Properties
API Field Name
Track History
Read-Only Required Read-Only for existing records Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only
AccountAccessLevel AccountId Id CreatedById CreatedDate LastModifiedById LastModifiedDate SystemModstamp
TeamMemberRole Required Read-Only for existing records UserId
Field Label Account ACFC Project Name Created By ID Created Date Customer Benefit
Data Type reference (Account) string (80) reference (User) datetime currency
Picklist Value
Delivery Means End Date Engagement Notes Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name NDA Signed Record ID Region Start Date
picklist date textarea date reference (User) datetime string (20) string (30) boolean id string (1300) date
Conference Call Single Day Onsite Multiple Days Onsite Webinar Multi Customer Event Roundtable Event GE Corporate Event
Subject Matter System Modstamp Touch Type
picklist datetime picklist
Intro/Needs Assessment Acquisition Integration Business in Global Markets Change Acceleration Process Crotonville - CFO Day Crotonville - CAP for Cust Crotonville - Acq Integ Roundtable Crotonville - Ldrshp for Cust Digitization/Digital Cockpits Ecomagination Facilitation Finance GE Operating Rythm Hedging Strategies HR & Leadership Development Innovation IT Lean Legal/Compliance Logistics/Transportation Manufacturing Other Outsourcing Process Mapping Sales Force Effectiveness Selling to/thru GE Six Sigma Sourcing/Procurement Strategic Planning Treasury Work-out Economic Conditions Industry Trends Call Meeting
Field Properties Required Read-Only for existing records Read-Only Read-Only
API Field Name Account__c Name CreatedById CreatedDate Customer_Benefit__c
Track History
Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only Read-Only Read-Only
Delivery_Means__c End_Date__c Engagement_Notes__c LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c NDA_Signed__c Id Region__c Start_Date__c
Read-Only Read-Only Format must be YYYY-MM-DD
Read-Only
Subject_Matter__c SystemModstamp Touch_Type__c
Field Label Account Applicable Category Number Category Contact Created By ID Created Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Owner ID Record ID System Modstamp
Data Type reference (Account) string (80) reference (Category__c) reference (Contact) reference (User) datetime reference (User) datetime string (20) string (30) reference (Group) (User) id datetime
Picklist Value
Field Properties AutoNumber Read-Only
API Field Name Account__c Name Category__c Contact__c CreatedById CreatedDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c OwnerId Id SystemModstamp
Track History
Read-Only Read-Only Read-Only Read-Only
Read-Only Read-Only
Field Label Account ID Aircraft Description AMSTAT Asset ID Asset ID Asset Name Asset Row ID Competitor Asset Contact ID Created By ID Created Date Date Sold Description Exclusive Representation For Sale date Hangar Location Install Date Integration Record ID Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Lien Holder Location Make Model Name Registered
Data Type reference (Account) textarea string (30) id string (255) string (30) boolean reference (Contact) reference (User) datetime date textarea textarea date string (50) date string (30) reference (User) datetime string (20) string (30) string (50) textarea string (1300) string (1300) string (50)
Picklist Value
Operation Type Price Primary
picklist currency boolean
135CO- Charter Operator 91/135CO- Privately/Managed by Charter 91/135MO- Managed by Other 91/135SM- Managed by Self 91MO- Privately/Managed by Other 91SM- Privately/Managed by Self Other
Primary Use Type Product ID Product Tag Purchase Date Quantity Registration No. Serial Serial Number
picklist reference (Product2) string (1300) date double (12) string (30) string (50) string (80)
Corporate EMS Offshore Utility Industrial Legal
Status System Modstamp Usage End Date Year Built Year Purchased
picklist datetime date string (30) string (30)
Purchased Shipped Installed Registered Obsolete
Field Properties
Read-Only Required
Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only Read-Only
Read-Only Read-Only
API Field Name AccountId Aircraft_Description__c AMSTAT_Asset_ID__c Id Name Asset_Row_ID__c IsCompetitorProduct ContactId CreatedById CreatedDate Date_Sold__c Description Exclusive_Representation__c For_Sale_date__c Hangar_Location__c InstallDate Integration_Record_ID__c LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Lien_Holder__c Location__c Make__c Model__c Name_Registered__c
Track History
Operation_Type__c Price Primary__c
Read-Only Format must be YYYY-MM-DD
Primary_Use_Type__c Product2Id Product_Tag__c PurchaseDate Quantity Registration_No__c Serial__c SerialNumber
Read-Only Format must be YYYY-MM-DD
Status SystemModstamp UsageEndDate Year_Built__c Year_Purchased__c
Field Label Attachment ID Body Body Length Content Type Created By ID Created Date File Name Last Modified By ID Last Modified Date Owner ID
Parent ID Private System Modstamp
Data Type Picklist Value id base64 int (8) string (120) reference (SelfServiceUser) (User) datetime string (80) reference (SelfServiceUser) (User) datetime reference (User) (ACFC_Project__c) (Account) (Account_Plan__c) (Applicable_Category__c) (Asset) (BLND_DFAC_Shared_Vie w__c) (BLND_DFCS_Carousel__c ) (BLND_DFCS_Slide__c) (BLND_DFDT_Action_Item __c) (BLND_DFDT_Discussion_ _c) (BLND_DFDT_Highlight__c ) (BLND_DFDT_Issue__c) (BLND_DFDT_Linker__c) (BLND_DFDT_Project__c) (BLND_DFDT_Resource__ c) (BLND_DFDT_Task__c) (BLND_DFFF_Form__c) (BLND_DFFF_Page__c) (BLND_DFTE_Expense__c ) (BLND_DFTE_Time__c) (BLND_DFTT_Document__ c) (BLND_DFTT_Entity_Info__ c) (BLND_DFTT_Folder__c) (Campaign) (Case) (Category__c) (ClassificationActivity__c) (Classification__c) boolean datetime
Field Properties Read-Only Required Read-Only
API Field Name Id Body BodyLength ContentType CreatedById CreatedDate Name LastModifiedById LastModifiedDate OwnerId
Track History
Read-Only Read-Only Required Read-Only Read-Only
Required Read-Only for existing records Read-Only
ParentId IsPrivate SystemModstamp
Field Label Category Name Created By ID Created Date Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Owner ID Record ID System Modstamp
Data Type string (80) reference (User) datetime date reference (User) datetime string (20) string (30) reference (Group) (User) id datetime
Picklist Value
Field Properties Read-Only Read-Only Format must be YYYY-MM-DD Read-Only Read-Only Read-Only
API Field Name Name CreatedById CreatedDate LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c OwnerId Id SystemModstamp
Track History
Read-Only Read-Only
Field Label Account
Data Type reference (Account)
Picklist Value Intermediary Tier One Intermediary Tier Two Intermediary Tier Three Tier One Tier Two Tier Three A B C D
Classification Classification Name
Company Rank Created By ID Created Date Customer Status
picklist reference (User) datetime picklist
Decile EXT_REF_ID
Prospect Customer 0 1 2 3 4 5 6 7 8 9 IL - Aerospace/Defense IL - Auto/Auto Parts IL - Chemicals & Plastics IL - Construction IL - Financial & Business Svc IL - Food/Bev/Agric IL - Forest Prod IL - Gen Manuf IL - Tech & Electronics IL - Transportation
IL Target Last Activity Date Last Call Date Last Meeting Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Next Call Date Next Meeting Date Owner ID Platform Record ID
picklist date date date reference (User) datetime string (20) string (30) date date reference (Group) (User) picklist id
Corporate Finance Capital HQ
Region
picklist
Segment
picklist
Segmentation System Modstamp TestField Unique Key
picklist datetime string (1300) string (1300)
East Central West GES N/A Restructuring Retail Aircraft Equipment Core Lending Fleet IB GES Government Intermediary Funding Restructuring Retail SFG Technology Capital Markets N/A Penny Pincher Early Adopter Growth Chaser Evolving Survivor Stability Seeker
Field Properties
API Field Name Account__c
Track History (12)
Classification__c Name
Y Y
Read-Only Read-Only
Company_Rank__c CreatedById CreatedDate Customer_Status__c
Decile__c EXT_REF_ID__c
IL_Target__c Format must be YYYY-MM-DD Read-Only Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only Read-Only LastActivityDate Last_Call_Date__c Last_Meeting_Date__c LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Next_Call_Date__c Next_Meeting_Date__c OwnerId Platform__c Id
Y Y
Format must be YYYY-MM-DD Format must be YYYY-MM-DD
Read-Only
Region__c
Sub_Segment__c
Read-Only Read-Only Read-Only
Segmentation__c SystemModstamp TestField__c UniqueKey__c
Field Label Activity Date/Time Activity ID Activity Type Classification Classification Activity Number Created By ID Created Date Executed Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Record ID System Modstamp
Data Type datetime string (18) picklist reference (Classification__c) string (80) reference (User) datetime boolean reference (User) datetime string (20) string (30) id datetime
Picklist Value
Call Meeting
Field Properties Required Required
API Field Name ActivityDateTime__c ActivityId__c ActivityType__c
Track History
Required Read-Only for existing records AutoNumber Read-Only Read-Only Read-Only Read-Only Read-Only
Classification__c Name CreatedById CreatedDate Executed__c LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Id SystemModstamp
Read-Only Read-Only
Field Label Active Competitor Name Created By ID Created Date Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Owner ID Record ID System Modstamp
Data Type boolean string (80) reference (User) datetime date reference (User) datetime string (20) string (30) reference (Group) (User) id datetime
Picklist Value
Field Properties
Read-Only Read-Only Format must be YYYY-MM-DD Read-Only Read-Only Read-Only
API Field Name Active__c Name CreatedById CreatedDate LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c OwnerId Id SystemModstamp
Track History
Read-Only Read-Only
Field Label Account ID Assistant's Name Asst. Phone Best Day To Call Best Time To Call Birthdate Business City Business Country Business Phone Business State/Province Business Street Business Zip/Postal Code Cell Phone Contact Auto Id Contact Category Contact Description Contact ID
Data Type reference (Account) string (40) phone string (30) datetime date string (40) string (40) phone string (20) textarea string (20) phone string (30) string (40) textarea id
Picklist Value
Contact Type Created By ID Created Date Department Do Not Call DO NOT MAIL Email EXT_REF_ID First Name Full Name Home Phone Last Activity Last Modified By ID Last Modified Date Last Name Last Stay-in-Touch Request Date Last Stay-in-Touch Save Date Legacy System Id Legacy System Name Mailing City Mailing Country Mailing County Mailing State/Province Mailing Street Mailing Zip/Postal Code Middle Name Other County Owner ID Personal City Personal Country
picklist reference (User) datetime string (80) boolean boolean email string (20) string (40) string (121) phone date reference (User) datetime string (80) datetime datetime string (20) string (30) string (40) string (40) string (80) string (20) textarea string (20) string (40) string (80) reference (User) string (40) string (40)
Corporate Economic Other
Personal County Personal Postal Code Personal State Personal Street Record Type ID Reports To ID
string (40) string (20) string (20) textarea reference (RecordType) reference (Contact) Mr. Ms. Mrs. Dr. Prof. Advertisement Employee Referral External Referral Partner Public Relations Seminar - Internal Seminar - Partner Trade Show Web Word of mouth Other ARRA Lead
Salutation
picklist
Suspect Source System Modstamp Title Type Work Fax Work Phone Years At Account
picklist datetime string (80) string (80) phone phone string (40)
Field Properties
API Field Name AccountId AssistantName AssistantPhone Best_Day_To_Call__c Best_Time_To_Call__c Birthdate OtherCity OtherCountry OtherPhone OtherState OtherStreet OtherPostalCode MobilePhone Contact_Auto_Id__c Contact_Category__c Description Id
Track History
AutoNumber Read-Only
Read-Only
Read-Only Read-Only
Read-Only Format must be YYYY-MM-DD Read-Only Read-Only Read-Only Required Read-Only Read-Only
Contact_Type__c CreatedById CreatedDate Department DoNotCall DO_NOT_MAIL__c Email EXT_REF_ID__c FirstName Name HomePhone LastActivityDate LastModifiedById LastModifiedDate LastName LastCURequestDate LastCUUpdateDate Legacy_System_Id__c Legacy_System_Name__c MailingCity MailingCountry Mailing_County__c MailingState MailingStreet MailingPostalCode Middle_Name__c Other_County__c OwnerId Personal_City__c Personal_Country__c
Personal_County__c Personal_Postal_Code__c Personal_State__c Personal_Street__c RecordTypeId ReportsToId
Salutation
Read-Only
LeadSource SystemModstamp Title Type__c Fax Phone Years_At_Account__c
Field Label Account Amount Approved Remaining Application Expiration Date Application Status Approved Amount
Data Type reference (Account) currency date picklist currency
Picklist Value
Active Closed/Expired PBK DEC CAN BKD WTD DEL CLS PBE EXP APP CAP PND INC VAP
Booking App Status Created By ID Created Date Credit Approval Number Deal Closer Decision Maker EXT_REF_ID Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Legal Name Owner ID Record ID Risk Analyst
picklist reference (User) datetime string (80) string (80) string (80) string (20) date reference (User) datetime string (20) string (30) string (80) reference (Group) (User) id string (80)
Risk Decision Risk Decision Date Syndication Amount Syndication Remaining Amount System Modstamp
picklist date currency currency datetime
APP CAP DEC
Field Properties
API Field Name Account__c Amount_Approved_Remaining__c Application_Expiration_Date__c Application_Status__c Approved_Amount__c
Track History (11) Y Y Y Y Y
Read-Only Read-Only AutoNumber Read-Only
Booking_App_Status__c CreatedById CreatedDate Name Deal_Closer__c Decision_Maker__c EXT_REF_ID__c LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Legal_Name__c OwnerId Id Risk_Analyst__c
Format must be YYYY-MM-DD Read-Only Read-Only Read-Only
Read-Only
Risk_Decision__c Risk_Decision_Date__c Syndication_Amount__c
Y Y Y
Read-Only
Syndication_Remaining_Amount__c Y SystemModstamp
Field Label Business Unit Name Created By ID Created Date Employee City Employee Country Employee Email Address Employee First Name Employee Last Name Employee Middle Initial Employee Name Employee Oracle HR Id Employee Postal Code Employee Primary Address Employee State Employee Work Phone Number Job Title Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Owner ID P&L Name Record ID
Data Type string (40) reference (User) datetime string (40) string (40) email string (40) string (40) string (40) string (80) double (9) string (10) string (40) string (10) phone string (30) date reference (User) datetime string (20) string (30) reference (Group) (User) string (30) id
Picklist Value
Region Role/Function System Modstamp
picklist string (30) datetime
East Central West GES N/A
Field Properties Read-Only Read-Only
API Field Name Business_Unit_Name__c CreatedById CreatedDate Employee_City__c Employee_Country__c Employee_Email_Address__c Employee_First_Name__c Employee_Last_Name__c Employee_Middle_Initial__c Name Employee_Oracle_HR_Id__c Employee_Postal_Code__c Employee_Primary_Address__c Employee_State__c Employee_Work_Phone_Number__c Job_Title__c
Track History
Read-Only
LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c OwnerId P_L_Name__c Id
Read-Only
Region__c Role_Function__c SystemModstamp
Field Label Account ID Activity ID All Day Event Assigned To ID Contact/Suspect ID Create Recurring Series of Events Created By ID Created Date Cross Sell Description Due Date Only Due Date Time Duration End Date Is Child Is Group Event Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Location
Data Type reference (Account) id boolean reference (User) reference (Contact) (Lead) boolean reference (User) datetime boolean textarea date datetime int (8) date boolean boolean reference (User) datetime string (20) string (30) string (80)
Picklist Value
Opportunity/Account ID Private Recurrence Activity ID Recurrence Day of Month Recurrence Day of Week Mask
reference (ACFC_Project__c) (Account) (Asset) (Campaign) (Case) (Category__c) (Classification__c) (Competitor__c) (Contract) (Credit_Approval__c) (Employee__c) (NPS_Survey__c) (Opportunity) (Opportunity_Competitor__c ) (Opportunity_Share__c) (Product2) (Proposal_Template__c) (Quote__c) (SIC_Code__c) (Solution) (Takedown__c) (Tranche__c) boolean reference (Event) int (9) int (9) First Second Third Fourth Last
Recurrence Instance Recurrence Interval
picklist int (9)
Recurrence Month of Year
picklist
Recurrence Time Zone
picklist
Recurrence Type
picklist
January February March April May June July August September October November December Pacific/Kiritimati Pacific/Enderbury Pacific/Tongatapu Pacific/Chatham Asia/Kamchatka Pacific/Auckland Pacific/Fiji Pacific/Norfolk Pacific/Guadalcanal Australia/Lord_Howe Australia/Brisbane Australia/Sydney Australia/Adelaide Australia/Darwin Asia/Seoul Asia/Tokyo Asia/Hong_Kong Asia/Kuala_Lumpur Asia/Manila Asia/Shanghai Asia/Singapore Asia/Taipei Australia/Perth Asia/Bangkok Asia/Jakarta Asia/Saigon Asia/Rangoon Asia/Dacca Asia/Katmandu Asia/Calcutta Asia/Colombo Asia/Karachi Asia/Tashkent RecursDaily RecursEveryWeekday RecursMonthly RecursMonthlyNth RecursWeekly RecursYearly RecursYearlyNth
Show Time As Start Date
picklist datetime
Busy OutOfOffice Free Call Email Meeting Send Letter/Quote Other Correspondence Account Plan To Do Cross Sell Meeting
Subject System Modstamp Type
combobox datetime picklist
Read-Only for existing records Read-Only Read-Only
Format must be YYYY-MM-DD Read-Only Read-Only Read-Only Read-Only
API Field Name AccountId Id IsAllDayEvent OwnerId WhoId IsRecurrence CreatedById CreatedDate Cross_Sell__c Description ActivityDate ActivityDateTime DurationInMinutes RecurrenceEndDateOnly IsChild IsGroupEvent LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Location
Track History
Read-Only
WhatId IsPrivate RecurrenceActivityId RecurrenceDayOfMonth RecurrenceDayOfWeekMask
RecurrenceInstance RecurrenceInterval
RecurrenceMonthOfYear
RecurrenceTimeZoneSidKey
RecurrenceType
ShowAs RecurrenceStartDateTime
Read-Only
Subject SystemModstamp Type
Field Label Annual Revenue City Company Converted Converted Account ID Converted Contact ID Converted Date Converted Opportunity ID Country Created By ID Created Date D&B Number Declination Reason Description Email Employees Estimated Amount Estimated Close Date
Data Type currency string (40) string (255) boolean reference (Account) reference (Contact) date reference (Opportunity) string (40) reference (User) datetime string (20) picklist textarea email int (8) currency date
Picklist Value
Account Already Exists Non Targeted Industry
Estimated Product
picklist
Financing Type First Name Full Name
picklist string (40) string (121)
Bridge Loan Capital Lease Cash Management Debtor in Possession EBO Lease Equity FMV Lease GETF Lease High Yield IDB - Taxable IDB - Tax Exempt IRM Leveraged Lease Loan - Taxable Loan - Tax Exempt Marine Lease Marine Loan Marine Revolver New Market Tax Credits Plan of Reorganization Quasi Lease Revenue Bond Revolver SCIL Securitization Single Investor Lease Structured Lease Synthetic Lease Team Lease Term Loan TRAC Lease Trade Finance VRDB - Tax Exempt Leasing Lending Aircraft
Industry Last Activity Last Modified By ID Last Modified Date Last Name Legacy System Id Legacy System Name OSKeyID Phone
picklist date reference (User) datetime string (80) string (20) string (30) string (16) phone
Agriculture Apparel Banking Biotechnology Chemicals Communications Construction Consulting Education Electronics Energy Engineering Entertainment Environmental Finance Food & Beverage Government Healthcare Hospitality Insurance Machinery Manufacturing Media Not For Profit Other Recreation Retail Shipping Technology Telecommunications Transportation Utilities
Rating
picklist
Salutation SIC Code SIC Code Description SIC Industry
picklist reference (SIC_Code__c) string (1300) string (1300)
Hot Warm Cold Mr. Ms. Mrs. Dr. Prof.
State/Province Street Suspect ID Suspect Owner Suspect Record Type
string (20) textarea id reference (Group) (User) reference (RecordType) Advertisement Employee Referral External Referral Partner Public Relations Seminar - Internal Seminar - Partner Trade Show Web Word of mouth Other ARRA Lead Contacted Open Qualified Unqualified Requested Pending Completed Declined
Suspect Source
picklist
Suspect Status System Modstamp Title Unread By Owner Website Zip/Postal Code
picklist datetime string (80) boolean url string (20)
Field Properties
Required Read-Only for existing records Read-Only Read-Only Format must be YYYY-MM-DD Read-Only Read-Only Read-Only Read-Only
API Field Name AnnualRevenue City Company IsConverted ConvertedAccountId ConvertedContactId ConvertedDate ConvertedOpportunityId Country CreatedById CreatedDate D_B_Number__c Declination_Reason__c Description Email NumberOfEmployees Estimated_Amount__c Estimated_Close_Date__c
Track History (10) Y Y
Y Y
Estimated_Product__c
Read-Only
Financing_Type__c FirstName Name
Industry Format must be YYYY-MM-DD Read-Only Read-Only Read-Only Required LastActivityDate LastModifiedById LastModifiedDate LastName Legacy_System_Id__c Legacy_System_Name__c OSKeyID__c Phone
Rating
Read-Only Read-Only
Salutation SIC_Code__c SIC_Code_Description__c SIC_Industry__c
Read-Only
State Street Id OwnerId RecordTypeId
Y Y
LeadSource
Read-Only
Status SystemModstamp Title IsUnreadByOwner Website PostalCode
Field Label Account Created By ID Created Date D&B Number Last Modified By ID Last Modified Date Legacy Account Name Legacy System Id Legacy System Name Owner ID Primary City Primary Country Primary County Primary State Primary Street Primary Team Member Primary Zip Record ID System Modstamp
Data Type reference (Account) reference (User) datetime string (80) reference (User) datetime string (80) string (20) string (30) reference (Group) (User) string (80) string (80) string (80) string (80) string (80) string (80) string (10) id datetime
Picklist Value
Field Properties Read-Only Read-Only Read-Only Read-Only
Read-Only Read-Only
API Field Name Account__c CreatedById CreatedDate DB_Number__c LastModifiedById LastModifiedDate Name Legacy_System_Id__c Legacy_System_Name__c OwnerId Primary_City__c Primary_Country__c Primary_County__c Primary_State__c Primary_Street__c Primary_Team_Member__c Primary_Zip__c Id SystemModstamp
Track History
Field Label Body Created By ID Created Date Last Modified By ID Last Modified Date Note Id Owner ID
Parent ID Private System Modstamp Title
Data Type Picklist Value textarea reference (User) datetime reference (User) datetime id reference (User) (ACFC_Project__c) (Account) (Account_Plan__c) (Applicable_Category__c) (Asset) (BLND_DFAC_Shared_Vie w__c) (BLND_DFCS_Carousel__c ) (BLND_DFCS_Slide__c) (BLND_DFDT_Action_Item __c) (BLND_DFDT_Discussion_ _c) (BLND_DFDT_Highlight__c ) (BLND_DFDT_Issue__c) (BLND_DFDT_Linker__c) (BLND_DFDT_Project__c) (BLND_DFDT_Resource__ c) (BLND_DFDT_Task__c) (BLND_DFFF_Form__c) (BLND_DFFF_Page__c) (BLND_DFTE_Expense__c ) (BLND_DFTE_Time__c) (BLND_DFTT_Document__ c) (BLND_DFTT_Entity_Info__ c) (BLND_DFTT_Folder__c) (Category__c) (ClassificationActivity__c) (Classification__c) (Competitor__c) (Contact) boolean datetime string (80)
Field Properties Read-Only Read-Only Read-Only Read-Only Read-Only
API Field Name Body CreatedById CreatedDate LastModifiedById LastModifiedDate Id OwnerId
Track History
Required Read-Only for existing records Read-Only Required
ParentId IsPrivate SystemModstamp Title
Field Label Account Answer 1 Answer 10 Answer 11 Answer 12 Answer 13 Answer 14 Answer 15 Answer 16 Answer 17 Answer 18 Answer 19 Answer 2 Answer 20 Answer 3 Answer 4 Answer 5 Answer 6 Answer 7 Answer 8 Answer 9 ContactId Created By ID Created Date Date First Invite Sent ECG CL Shared Survey Email Survey Id Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name NPS Category
Data Type reference (Account) textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea reference (Contact) reference (User) datetime date boolean string (20) date reference (User) datetime string (20) string (30) string (1300)
Picklist Value
NPS Score NPS Survey Name Opt Out Opt Out Reason Question 1 Question 10 Question 11
picklist string (80) boolean string (40) textarea textarea textarea
10 9 8 7 6 5 4 3 2 1
Question 12 Question 13 Question 14 Question 15 Question 16 Question 17 Question 18 Question 19 Question 2 Question 20 Question 3 Question 4 Question 5 Question 6 Question 7 Question 8 Question 9 Record ID
textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea textarea id Complete Attempted - Incomplete Incomplete Email Phone Other
Survey Status
picklist
Survey Type System Modstamp
picklist datetime
Field Properties Required Read-Only for existing records
API Field Name Account__c Answer_1__c Answer_10__c Answer_11__c Answer_12__c Answer_13__c Answer_14__c Answer_15__c Answer_16__c Answer_17__c Answer_18__c Answer_19__c Answer_02__c Answer_20__c Answer_03__c Answer_04__c Answer_05__c Answer_06__c Answer_07__c Answer_08__c Answer_09__c ContactId__c CreatedById CreatedDate Date_First_Invite_Sent__c ECG_CL_Shared_Survey__c Email_Survey_Id__c LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c NPS_Category__c
Track History
Read-Only
NPS_Score__c Name Opt_Out__c Opt_Out_Reason__c Question_1__c Question_10__c Question_11__c
Read-Only
Question_12__c Question_13__c Question_14__c Question_15__c Question_16__c Question_17__c Question_18__c Question_19__c Question_02__c Question_20__c Question_03__c Question_4__c Question_05__c Question_6__c Question_7__c Question_08__c Question_09__c Id
Survey_Status__c
Read-Only
Survey_Type__c SystemModstamp
Field Label AAACV Account ID Aging (Days) Allocation Amount Amount ANI ANI*CV% Anticipated Funding Date Application Process. Amount Approved Application Process. Reason WonLost Code Application Process. Risk Analyst Application Process. Risk Decision Date Application Processing Risk Decision Approved Amount Approved Amount Remaining Bank Eligible Best Effort Amount Borrower Name Campaign ID Cap Mkts Approval Date Cap Mkts Committed Date
Data Type double (13) reference (Account) double (18) currency currency double (18) double (18) date currency string (50) string (100) date
Picklist Value
picklist currency currency boolean currency string (40) reference (Campaign) date date
APP CAP DEC
Cap Mkts Flex Cap Mkts In Market Date
picklist date
Yes No Full Flex Highly Confident Confident Reasonable Efforts No Opinion Accommodation Anchor/Arrange Arrangement Commit & Place
Cap Mkts Opinion
picklist
Cap Mkts Placement Type
picklist
Cap Mkts Region Classification Closed
picklist string (80) boolean
Asia CEF - Franchise Finance CIF CL - Canada CLG EFS EFS - Canada Europe GE Antares GE Antares - Canada HFS Large Cap MCE RE - Canada Real Estate
CM Flag
picklist
Collateral Comments Commitment Amount Company has publicly traded securities? Competitor Competitor Floating / Fixed
picklist textarea currency picklist reference (Competitor__c) picklist
Eligible for Secz'n (<On-Book Pricing) Eligible for Secz'n (>/=On-Book Pricing) Not Eligible for Secz'n Syndication Aircraft Broadcasting Buses Cars Ce/min/Log Electronics FFE/OFF MACH Food Process Forklifts Field Card Hi Tech Mach Tools / Plas Maintenance Marine/Vessels Material and Handling Mfg & Ind Txtle Oil RefineDrill Other Printing Equipment Sourcing Telecom Telematics Trailers Trucks
Yes No Fixed Floating
Competitor Index Competitor Is Incumbent Lender Competitor Name
picklist picklist string (1300)
30 Day Libor 60 Day Libor 90 Day Libor 4 Year Swaps 5 Year Swaps 6 Year Swap 4 Year Treasuries 5 Year Treasuries 6 Year Treasuries No Yes FMV Lease Quasi Lease Loan Unsecured Loan
Competitor Product Competitor Spread Competitor Term
picklist double (18) double (6)
Competitor Term (Days) Competitor Unused Line Fee (bps) Competitor Upfront Fee (bps)
picklist double (4) double (4)
12 24 36 48 60 72 84 96 108 120
Confidence Confidential Explanation
picklist textarea
Low Medium High Conflict Specific to Agreement Conflicting Roles in the Deal GE IA Deal GEIIP Deal Other Yes No
Confidential Reason Confidential? Corporate Rating Created By ID Created Date Credit Approval Credit Approval Risk Decision
picklist picklist string (20) reference (User) datetime reference (Credit_Approval__c) string (1300)
Credit Approval Risk Decision Date date Cross Sell Indicator string (20)
Customer Type CV$ CV% Date Customer Expects Response Day One OLV ($)
picklist double (18) percent date currency
Existing Business New Business Existing Former New
Deal Category
picklist
Deal Class
picklist
Deal Path Deal Sharing Indicator
picklist boolean
New Deal Refi/Replacement Line Increase Portfolio Rollover Asset Backed Asset Based CLO Debt Cash Flow Equity Fund Equity Investment Lease Preferred Receivable Real Estate SCIL Sr. Income Trust Structured Flow Mid-Ticket Active - Admin Agent Active - Co-Doc Agent Active - Co Lead Arranger Active - Co-Syn Agent Active - Doc Agent Active Participation Active Participation Primary Active - Paying Agent Active - Synd Agent Active U/W with sell down Agent Agent - Admin Passive Participation Primary Passive Particip Secondary
Deal Type Description Est. Syndication Completion Date EXT_REF_ID External Source Finance Margin Financing Product Fiscal Period Fiscal Quarter
picklist textarea date string (20) picklist double (18) string (80) string (6) double (8)
TBD
Fiscal Year
double (8) Omitted Pipeline BestCase Forecast Closed
Forecast Category GE Proposed AACV GE Proposed ANI GE Proposed CV$ GE Proposed CV% GE Proposed ROE
picklist double (11) double (11) double (16) percent percent
GE Proposed ROE (pre sub part F) percent GE Proposed ROI percent A A+ AAA AA+ AAAAA B B+ BBB BB+ BBBBB BBB+ BBBC C+ CCC CC+ CCCCC CCC+ CCCD DD DDD N/A
GE Rating GE Spread (bps) GE Term (months) GE Unused Line Fee (bps) Global Facility Amount Has Line Item Initial Funding Amount Internal Source Last Activity
picklist double (4) double (4) double (18) currency boolean currency picklist date
TBD
Last Modified By ID Last Modified Date Lead Estimated Amount
reference (User) datetime currency Aircraft Leasing Lending
Lead Financing Type Legacy Approved Amount Legacy Legal Name Legacy Sales Rep Id Legacy System Id Legacy System Name Legal Name Libor Floor (bps) Locked for Risk Lost Date Market MAC Removed MNPI Name NBM (%) New Business Margin %
picklist currency string (80) string (50) string (20) string (30) string (1300) double (4) picklist date picklist picklist string (120) percent percent
No Yes N Y Yes No
New Deal Origin Next Steps Opinion Opportunity Auto Id Opportunity ID
picklist string (255) string (80) string (30) id
Existing Customer (No Uptier) Existing Customer (Uptier) New Customer
Opportunity Region Originator Owner ID PIC PIC Date Platform
picklist string (40) reference (User) boolean date picklist
West Central East GES N/A
Corporate Finance Capital HQ
Previous Deal Commitment Amount currency Previous Deal Hold Amount currency Previous Deal Syndication Amount Price Book ID Pricebook ID currency reference (Pricebook2) reference (Pricebook)
Primary Index Prior Record Type Probability (%)
picklist string (80) percent
LIBOR Libor 30 Libor 60 Libor 90 CP Fixed NA Prime Treasury Swap US Treasury
Product Publicly Traded Securities Publicly Traded Securities Link
picklist string (100) string (1300)
Securitization Bridge Loan Cash Management Debtor in Possession Plan of Reorganization Equity EBO Lease FMV Lease Loan - Taxable Loan - Tax Exempt Quasi Lease Synthetic Lease High Yield IDB - Taxable IDB - Tax Exempt IRM Structured Lease TRAC Lease Capital Lease Leveraged Lease Single Investor Lease New Market Tax Credits Revenue Bond Revolver SCIL Term Loan Trade Finance VRDB - Tax Exempt VRDN - Taxable
Reason Won Lost - Level 1
picklist
Price Technology Structure Project Cancelled Withdrawn GE Declined Other
Reason Won Lost - Level 2 Receiving Business
picklist picklist
Receiving Region Record Type ID Referral Amount Referral Date Referral Rep Referral Staus
picklist reference (RecordType) currency date string (80) picklist
All-In-Rate Spread Fees Index Libor Floor Cash Flow/Payment Level Cash Flow/Payment Timing Fixed vs. Floating Advance rate Hold Level Unable to achieve off-balance sheet Eligible assets/weak collateral Term Length No investor/syndication interest Product Covenants Deal Did Not Happen Existing Facility Amended Acquisition Fell Through Sponsor/Intermediary/Advisor lost deal Paid Cash/Used Revolver Leverage/Balance Sheet GE exposure level to company Negative Performance Trend Unattractive Industry/Sector Company too small/early stage Environmental/Legal/Mgt Team No Risk Policy authority Corporate structure (holding company, foreign parent, etc.) Country/Jurisdiction GE not invited to bid Competitor had muti-product solution (cash TBD Pacific Midwest South East
Referring Business
picklist
Accepted Declined Core TFS Government Aircraft Construction Technology Programs
Referring Region
picklist
Refi/Replacement < 1 Year picklist Refi/Replacement extend terms > 1 year picklist Region string (1300) Restricted List Submitted Retained Amount Risk Decision Risk Decision Date Risk Office Queue Risk Resource Risk System Received Risk System Received Date Risk System Status Risk System Submit Date ROE ROI Sales Rep Received Date Sales Stage Date Share Count SIC Code SIC Description SIC Industry Siebel Id Sponsor/Intermediary picklist currency string (80) date string (1300) reference (Employee__c) picklist date string (80) datetime percent percent date datetime double (18) string (1300) string (1300) string (1300) string (20) reference (Account)
Pacific Midwest South East No Yes No Yes Yes No
No Yes
Spread Diff vs. Competitor (in bps) double (4) Lead Opportunity Identified Assessing Opportunity Proposal Pursuing Opportunity In Credit Submitted RFQ Submitted RFP Backlog Funded Won Lost Deal
Stage
picklist
Sub-Segment
picklist
Suspect Source Syndicated Indicator Syndication Amount Syndication Amount (Approved) Syndication Remaining Amount (Apporved) Syndication Timing System Modstamp Total Volume Credit Trade Volume UCM# Upfront Fees (bps) Vendor
picklist boolean currency currency currency picklist datetime currency double (18) string (80) double (18) string (80)
Aircraft Equipment Core Lending Fleet IB GES Government Intermediary Funding Restructuring Retail SFG Technology N/A Capital Markets Advertisement Employee Referral External Referral Partner Public Relations Seminar - Internal Seminar - Partner Trade Show Web Word of mouth Other ARRA Lead
Pre-Close Post-Close
Vertical Winning Lender Won Won/Lost Comments
picklist string (100) boolean textarea
TBD CL Project Finance CL Restructuring CL Retail CL Structured Finance
Field Properties
Read-Only
API Field Name AAACV__c AccountId Aging_Days__c Allocation_Amount__c Amount ANI__c ANI_x_CV_pct__c
Track History (12)
Required Format must be YYYY-MM-DD
CloseDate Y Application_Process_Amount_Appro ved__c Application_Process_Reason_WonL ost_Code__c Application_Process_Risk_Analyst__ c App_Process_Risk_Decision_Date_ _c
Read-Only Read-Only
App_Process_Risk_Decision__c Approved_Amount__c Approved_Amount_Remaining__c Bank_Eligible__c Best_Effort_Amount__c Borrower_Name__c CampaignId Cap_Mkts_Approval_Date__c Cap_Mkts_Committed_Date__c
Cap_Mkts_Flex__c Cap_Mkts_In_Market_Date__c
Cap_Mkts_Opinion__c
Cap_Mkts_Placement_Type__c
Read-Only
Cap_Mkts_Region__c Classification__c IsClosed
CM_Flag__c
Collateral__c Comments__c Commitment_Amount__c Publicly_Traded_Sec__c Competitor__c Competitor_Floating_Fixed__c
Read-Only
Competitor_Index__c Competitor_Is_Incumbent_Lender__ c Competitor_Name__c
Competitor_Product__c Competitor_Spread__c Competitor_Term__c
Competitor_Term_Days__c Competitor_Unused_Line_Fee__c Competitor_Upfront_Fee__c
Confidence__c Confidential_Explanation__c
Confidential_Reason__c Confidential__c Corporate_Rating__c CreatedById CreatedDate Credit_Approval__c Credit_Approval_Risk_Decision__c Credit_Approval_Risk_Decision_Dat e__c Cross_Sell_Indicator__c
Read-Only Read-Only
Read-Only Format must be YYYY-MM-DD Read-Only
Type CV_cur__c CV_pct__c Date_Customer_Expects_Response __c Day_One_OLV__c
Deal_Category__c
Deal_Class__c
Deal_Path__c Deal_Sharing_Indicator__c
Deal_Type__c Description Est_Syndication_Completion_Date__ c EXT_REF_ID__c External_Source__c Finance_Margin__c Financing_Product__c Fiscal_Period__c Fiscal_Quarter__c
Fiscal_Year__c
ForecastCategory GE_Proposed_AACV__c GE_Proposed_ANI__c GE_Proposed_CV_cur__c GE_Proposed_CV_pct__c GE_Proposed_ROE__c GE_Proposed_ROE_pre_sub_part_ F__c GE_Proposed_ROI__c
Read-Only
GE_Rating__c GE_Spread_bps__c GE_Term_months__c GE_Unused_Line_Fee__c Global_Facility_Amount__c HasOpportunityLineItem Initial_Funding_Amount__c Internal_Source__c LastActivityDate
Format must be YYYY-MM-DD Read-Only
Read-Only Read-Only
LastModifiedById LastModifiedDate Lead_Estimated_Amount__c
Read-Only
Lead_Financing_Type__c Legacy_Approved_Amount__c Legacy_Legal_Name__c Legacy_Sales_Rep_Id__c Legacy_System_Id__c Legacy_System_Name__c Legal_Name__c Libor_Floor_bps__c Locked_for_Risk__c Lost_Date__c Market_MAC_Removed__c MNPI__c Name NBM_Pct__c New_Business_Margin_Pct__c
Required
New_Deal_Origin__c NextStep Opinion__c AutoNumber Read-Only Read-Only Opportunity_Auto_Id__c Id
Opportunity_Region__c Originator__c OwnerId PIC__c PIC_Date__c
Y Y
Read-Only
Platform__c Y Previous_Deal_Commitment_Amoun t__c Previous_Deal_Hold_Amount__c Previous_Deal_Syndication_Amount __c Pricebook2Id PricebookId
Primary_Index__c Prior_Record_Type__c Probability
Product__c Publicly_Traded_Securities__c Read-Only Publicly_Traded_Securities_Link__c
Reason_Won_Lost_Level_1__c
Reason_Won_Lost_Level_2__c Receiving_Business__c
Receiving_Region__c RecordTypeId Referral_Amount__c Referral_Date__c Referral_Rep__c Referral_Staus__c
Referring_Business__c
Referring_Region__c Refi_Replacement_1_Year__c Refi_Replacement_extend_terms_1_ year__c Region__c Restricted_List_Submitted__c Retained_Amount__c Risk_Decision__c Risk_Decision_Date__c Risk_Office_Queue__c Risk_Resource__c Risk_System_Received__c Risk_System_Received_Date__c Risk_System_Status__c Risk_System_Submit_Date__c ROE_Pct__c ROI__c Sales_Rep_Received_Date__c Sales_Stage_Date__c Share_Count__c SIC_Code__c SIC_Description__c SIC_Industry__c Siebel_Id__c Sponsor_Intermediary__c Spread_Diff_vs_Competitor__c
Read-Only
Y Y Y
Format must be YYYY-MM-DD Read-Only Read-Only Read-Only Read-Only
Required
StageName
Sub_Segment__c
Read-Only Read-Only
LeadSource Syndicated_Indicator__c Syndication_Amount__c Credit_Approval_Syndication_Amoun t__c Credit_Approval_Synd_Remaining_A mount__c Syndication_Timing__c SystemModstamp Total_Volume_Credit__c Trade_Volume__c UCM_num__c Upfront_Fees_bps__c Vendor__c
Read-Only Read-Only
Read-Only
Vertical__c Winning_Lender__c IsWon Won_Lost_Comments__c
Field Label Competitor Created By ID Created Date Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Opportunity Opportunity Competitor Name Record ID System Modstamp
Data Type reference (Competitor__c) reference (User) datetime date reference (User) datetime string (20) string (30) reference (Opportunity) string (80) id datetime
Picklist Value
API Field Name Competitor__c CreatedById CreatedDate LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Opportunity__c Name Id SystemModstamp
Track History
Required Read-Only for existing records Read-Only Read-Only
Field Label $ Net Member Amount Created By ID Created Date Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Member Amount ($) Member Credit (%) Member Share (Override) Member Share Amt (Override) Opportunity Opportunity Share Number
Data Type currency reference (User) datetime date reference (User) datetime string (20) string (30) currency percent percent currency reference (Opportunity) string (80)
Picklist Value
Platform Record ID
picklist id
Corporate Finance Capital HQ BLG GSF Canada Originator Underwriter Finance Account Manager Investment Professional CM Structurer Referring Originator Aircraft Equipment Fleet IB GES Government Restructuring Retail Intermediary Funding SFG Technology Capital Markets N/A Core Lending BLG GSF Canada
Role Sales Team Member
Segment System Modstamp
picklist datetime
Team/Region
picklist
Volume Credit Type
picklist
East Central West GES Restructuring Retail N/A BLG GSF Canada Volume Shadow Referral Not Eligible
Field Properties Read-Only Read-Only Read-Only Format must be YYYY-MM-DD Read-Only Read-Only Read-Only
API Field Name Net_Member_Amount__c CreatedById CreatedDate LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Member_Amount__c Member_Credit_Pct__c Member_Share_Override__c Member_Share_Amt_Override__c Opportunity__c Name
Track History
Read-Only
Read-Only Required Read-Only for existing records AutoNumber Read-Only
Read-Only
Platform__c Id
Role__c Sales_Team_Member__c
Read-Only
Segment__c SystemModstamp
Team_Region__c
Volume_Credit_Type__c
Field Label Created By ID Created Date History Entry Last Modified By ID Last Modified Date Opportunity Opportunity Owner Record ID Stage Stage Updated By Stage Updated Date System Modstamp
Data Type reference (User) datetime string (80) reference (User) datetime reference (Opportunity) reference (User) id string (40) reference (User) datetime datetime
Picklist Value
Field Properties Read-Only Read-Only AutoNumber Read-Only Read-Only Read-Only Required Read-Only for existing records Read-Only
API Field Name CreatedById CreatedDate Name LastModifiedById LastModifiedDate Opportunity__c Opportunity_Owner__c Id Stage__c Stage_Updated_By__c Stage_Updated_Date__c SystemModstamp
Track History
Read-Only
Field Label Competitor Name Created By ID Created Date Last Modified By ID Last Modified Date Opportunity ID Opportunity: Competitor ID Strengths System Modstamp Weaknesses
Data Type combobox reference (User) datetime reference (User) datetime reference (Opportunity) id string (1000) datetime string (1000)
Picklist Value
Field Properties Read-Only Read-Only Read-Only Read-Only Required Read-Only for existing records Read-Only Read-Only
API Field Name CompetitorName CreatedById CreatedDate LastModifiedById LastModifiedDate OpportunityId Id Strengths SystemModstamp Weaknesses
Track History
Field Label Amount Anticipated Funding Date Created By ID Created Date Expected Revenue Opportunity History ID Opportunity ID Probability
Data Type currency date reference (User) datetime currency id reference (Opportunity) percent
Picklist Value
Stage Name System Modstamp
picklist datetime
Lead Opportunity Identified Assessing Opportunity Proposal Pursuing Opportunity In Credit Submitted RFQ Submitted RFP Backlog Funded Won Lost Deal Omitted Pipeline BestCase Forecast Closed
To ForecastCategory
picklist
Field Properties Read-Only Format must be YYYY-MM-DD Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only
API Field Name Amount CloseDate CreatedById CreatedDate ExpectedRevenue Id OpportunityId Probability
Track History
Read-Only Read-Only
StageName SystemModstamp
Read-Only
ForecastCategory
Field Label Last Modified By ID Last Modified Date
Data Type reference (User) datetime
Picklist Value
Opportunity Access Opportunity ID Opportunity Share ID
picklist reference (Opportunity) id
Read Edit All
Row Cause User/Group ID
picklist reference (Group) (User)
Owner Manual Rule ImplicitChild ImplicitParent Team Territory TerritoryManual TerritoryRule
API Field Name LastModifiedById LastModifiedDate
Track History
Required Required Read-Only for existing records Read-Only
OpportunityAccessLevel OpportunityId Id
Read-Only Required Read-Only for existing records
RowCause UserOrGroupId
Field Label Closed Created By ID Created Date Description
Data Type boolean reference (User) datetime string (255)
Picklist Value
Forecast Category Is Active Last Modified By ID Last Modified Date Master Label Opportunity Stage ID Probability (%) Sort Order System Modstamp Won
picklist boolean reference (User) datetime string (255) id percent int (9) datetime boolean
Omitted Pipeline BestCase Forecast Closed
API Field Name IsClosed CreatedById CreatedDate Description
Track History
Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only Read-Only
ForecastCategory IsActive LastModifiedById LastModifiedDate MasterLabel Id DefaultProbability SortOrder SystemModstamp IsWon
Field Label Created By ID Created Date Last Modified By ID Last Modified Date
Data Type reference (User) datetime reference (User) datetime
Picklist Value
Opportunity Access Opportunity ID Opportunity Team Member ID System Modstamp
picklist reference (Opportunity) id datetime
None Read Edit All
Team Role User ID
API Field Name CreatedById CreatedDate LastModifiedById LastModifiedDate
Track History
Read-Only Required Read-Only for existing records Read-Only Read-Only
OpportunityAccessLevel OpportunityId Id SystemModstamp
TeamMemberRole Required Read-Only for existing records UserId
Field Label Created By ID Created Date Frequency Last Modified By ID Last Modified Date Lease Rate Factor Payment Amount Payment Number Payment Stream Number Quote Record ID System Modstamp
Data Type reference (User) datetime string (50) reference (User) datetime double (18) currency double (8) string (80) reference (Quote__c) id datetime
Picklist Value
API Field Name CreatedById CreatedDate Frequency__c LastModifiedById LastModifiedDate Lease_Rate_Factor__c Payment_Amount__c Payment_Number__c Name Quote__c Id SystemModstamp
Track History
AutoNumber Read-Only Required Read-Only for existing records Read-Only Read-Only
Field Label Active Created By ID Created Date Default Unit Price Description Last Modified By ID Last Modified Date Name Price Book ID Product Code Product ID System Modstamp
Data Type boolean reference (User) datetime currency string (80) reference (User) datetime string (80) reference (Pricebook) string (20) id datetime
Picklist Value
Field Properties Read-Only Read-Only Required Read-Only Read-Only Required Required Read-Only for existing records Read-Only Read-Only
API Field Name IsActive CreatedById CreatedDate DefaultPrice Description LastModifiedById LastModifiedDate Name PricebookId ProductCode Id SystemModstamp
Track History
Field Label Active Created By ID Created Date Last Modified By ID Last Modified Date Make Model Product Description Product Family Product ID Product Name Product Tag System Modstamp Training Offered
Data Type boolean reference (User) datetime reference (User) datetime string (30) string (255) textarea picklist id string (255) string (30) datetime boolean
Picklist Value
Read-Only Required Read-Only
API Field Name IsActive CreatedById CreatedDate LastModifiedById LastModifiedDate Make__c ProductCode Description Family Id Name Product_Tag__c SystemModstamp Training_Offered__c
Track History
Field Label Api Only User Author Apex Convert Leads Create and Customize Reports Create AppExchange Packages Created By ID Created Date Customize Application Description Disable Outbound Messages Download AppExchange Packages Edit Activated Orders Edit Events Edit Forecasts Edit Opportunity Product Sales Price Edit Read Only Fields Edit Self-Service Users Edit Tasks Import Leads Import Solutions Last Modified By ID Last Modified Date Manage Call Centers Manage Cases Manage Categories Manage Dashboards Manage Leads Manage Public Documents Manage Published Solutions Manage Self-Service Portal Manage Territories Manage Users Mass Edits from Lists Modify All Data Name Password Never Expires Profile ID Run Reports Send Stay-in-Touch Requests System Modstamp Transfer Leads Transfer Record Upload AppExchange Packages Use Team Reassignment Wizards View All Data View Setup and Configuration
Data Type boolean boolean boolean boolean boolean reference (User) datetime boolean string (255) boolean boolean boolean boolean boolean boolean boolean boolean boolean boolean boolean reference (User) datetime boolean boolean boolean boolean boolean boolean boolean boolean boolean boolean boolean boolean string (255) boolean id boolean boolean datetime boolean boolean boolean boolean boolean boolean
Picklist Value
Field Properties Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only Read-Only Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only Read-Only Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only Read-Only for new records Read-Only for new records Read-Only Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records Read-Only for new records
API Field Name PermissionsApiUserOnly PermissionsAuthorApex PermissionsConvertLeads PermissionsEditReports PermissionsCreateMultiforce CreatedById CreatedDate PermissionsCustomizeApplication Description PermissionsDisableNotifications PermissionsInstallMultiforce PermissionsEditActivatedOrders PermissionsEditEvent PermissionsEditForecast PermissionsEditOppLineItemUnitPric e PermissionsEditReadonlyFields PermissionsManageCssUsers PermissionsEditTask PermissionsImportLeads PermissionsSolutionImport LastModifiedById LastModifiedDate PermissionsManageCallCenters PermissionsManageCases PermissionsManageCategories PermissionsManageDashboards PermissionsManageLeads PermissionsEditPublicDocuments PermissionsManageSolutions PermissionsManageSelfService PermissionsManageTerritories PermissionsManageUsers PermissionsMassInlineEdit PermissionsModifyAllData Name PermissionsPasswordNeverExpires Id PermissionsRunReports PermissionsSendSitRequests SystemModstamp PermissionsTransferAnyLead PermissionsTransferAnyEntity PermissionsPublishMultiforce PermissionsUseTeamReassignWiza rds PermissionsViewAllData PermissionsViewSetup
Track History
Field Label Created By ID Created Date Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Owner ID Proposal Template Name Record ID System Modstamp
Data Type reference (User) datetime date reference (User) datetime string (20) string (30) reference (Group) (User) string (80) id datetime
Picklist Value
API Field Name CreatedById CreatedDate LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c OwnerId Name Id SystemModstamp
Track History
Read-Only Read-Only
Field Label Advance / Arrears Amount (Total Asset Cost) Anticipated Funding Date Asset Earliest Delivery Date Asset Earliest Funding Date Asset Earliest Residual Date Asset Total Residual Amount Average Life of Book Investment Blended Money Costs Blended Money Costs (Pct) Book ROE Book ROE (Pct) Book Yield Book Yield (Pct)
Data Type string (80) currency date date date date currency double (8) percent percent percent percent percent percent
Picklist Value
Collateral Contributed Value (CV) Created By ID Created Date Current Index Dep. Convention Dep. Earliest Start Date Dep. Term Depreciation Method EBO Amount EBO Date EBO Economic ROI EBO Economic ROI (Pct)
picklist currency reference (User) datetime string (80) string (80) date double (6) string (80) currency date double (10) percent
Aircraft Broadcasting Buses Cars Ce/min/Log Electronics FFE/OFF MACH Food Process Forklifts Field Card Hi Tech Mach Tools / Plas Maintenance Marine/Vessels Material and Handling Mfg & Ind Txtle Oil RefineDrill Other Printing Equipment Sourcing Telecom Telematics Trailers Trucks
EBO effective Cost EBO Effective Cost (Pct) Economic ROE Economic ROE (Pct) Expense ANI Expense ANI (Pct) Expiration Date EXT_REF_ID GE Spread GE Spread (Pct) Implicit Interest Rate Implicit Interest Rate (Pct) Include for ENI Reporting Include for Proposal Include For Risk Index Index Date Index Rate Index Rate (Pct) Last Activity Date Last Modified By ID Last Modified Date Layered Money Cost Limit (months) Lease Commencement Date Legacy System Id Legacy System Name
double (10) percent percent percent percent percent date string (20) percent percent percent percent boolean boolean boolean string (80) date percent percent date reference (User) datetime double (12) date string (20) string (30) USD USD_Discounted AUD CAD EUR EUR_Discounted JPY JPY_Discounted KRW MXN NZD SGD THB
Money Cost Currency
picklist
Money Cost Method Net Income Opportunity Owner ID Pricing
picklist currency reference (Opportunity) reference (Group) (User) picklist
Fix to Float, Layered Fixed Fixed Adj, Layered w/Term Limit Fixed Adj, Layered w/Term Limit, Fwd Rates Float to Fix, Layered Float to Fix, Layered Lwd Rates Float to Fix, Daily/Weekly Float, Layered Based Float, Term Based Float, w/Option To Fix Anytime Float, w/Option To Fix Once Float, Daily/Weekly Layered Layered, Forward Rates Term Based Term Based With Index Adjustment Variable
Product Quickscreen Rent Frequency Quote Description Quote Name Rate (Economic Yield)
picklist string (25) string (50) string (80) percent
Standard Sub-standard EBO Lease FMV Lease Loan - Taxable Loan - Tax Exempt Quasi Lease Synthetic Lease IDB - Taxable IDB - Tax Exempt TRAC Lease Revenue Bond Revolver VRDB - Tax Exempt VRDN - Taxable
Rate Type Record ID ROI (Book ROI Pct) ROI (Book ROI) ROI (Economic ROI Pct) ROI (Economic ROI) Split TRAC Lessee Risk Split TRAC Lessor Risk
picklist id percent percent percent percent double (18) double (18)
Fixed Float Fixed Adjust
ST Average Life of Loan Lending ST Balloon ST Book Yield with Balloon ST Customer Incremental Borrowing Rate ST Finance Margin ST Finance Margin (Pct) ST Guaranteed Residual Statistics ST Lending Rate ST Loans Borrowing Debt Rate ST Money Cost Levered ST Money Cost Levered (Pct) ST Security Deposit ST Security Deposit Calculated On ST Split TRAC Lesee (Pct.) ST Split TRAC Lessor (Pct.) ST Total Lending ST Total Loan Borrowing ST Updated Term Based Cost of Funds ST Updated Terms (Cost of Funds Pct ) SuperTRUMP Updated By System Modstamp Total Expense Fee Total Income Fees Total Interim Rent Total TRAC Amount
double (10) currency currency double (12) percent percent currency double (8) double (8) percent percent currency picklist percent percent currency currency percent percent string (100) datetime currency currency currency currency Earliest Delivery Commencement Date
Field Properties
Format must be YYYY-MM-DD Format must be YYYY-MM-DD Format must be YYYY-MM-DD Format must be YYYY-MM-DD
API Field Name Track History Advance_Arrears__c Amount_Total_Asset_Cost__c Anticipated_Funding_Date__c Asset_Earliest_Delivery_Date__c Asset_Earliest_Funding_Date__c Asset_Earliest_Residual_Date__c Asset_Total_Residual_Amount__c Average_Life_of_Book_Investment_ _c Blended_Money_Costs__c Blended_Money_Costs_Pct__c Book_ROE__c Book_ROE_Pct__c Book_Yield__c Book_Yield_Pct__c
Read-Only Read-Only
Collateral__c Contributed_Value_CV__c CreatedById CreatedDate Current_Index__c Dep_Convention__c Dep_Earliest_Start_Date__c Dep_Term__c Depreciation_Method__c EBO_Amount__c EBO_Date__c EBO_Economic_ROI__c EBO_Economic_ROI_Pct__c
Read-Only Read-Only Read-Only Format must be YYYY-MM-DD
Read-Only Read-Only
Format must be YYYY-MM-DD Read-Only Format must be YYYY-MM-DD Read-Only Read-Only Read-Only
EBO_effective_Cost__c EBO_Effective_Cost_Pct__c Economic_ROE__c Economic_ROE_Pct__c Expense_Ani__c Expense_ANI_Pct__c Expiration_Date__c EXT_REF_ID__c GE_Spread__c GE_Spread_Pct__c Implicit_Interest_Rate__c Implicit_Interest_Rate_Pct__c Include_for_ENI_Reporting__c Include_for_Proposal__c Include_For_Risk__c Index__c Index_Date__c Index_Rate__c Index_Rate_Pct__c LastActivityDate LastModifiedById LastModifiedDate Layered_Money_Cost_Limit__c Lease_Commencement_Date__c Legacy_System_Id__c Legacy_System_Name__c
Money_Cost_Currency__c
Money_Cost_Method__c Net_Income__c Opportunity__c OwnerId Pricing__c
Product__c Quickscreen_Rent_Frequency__c Quote_Description__c AutoNumber Read-Only Name Rate_Economic_Yield__c
Rate_Type__c Id ROI_Book_ROI_Pct__c ROI_Book_ROI__c ROI_Economic_ROI_Pct__c ROI_Ecomonic_ROI__c Split_TRAC_Lessee_Risk__c Split_TRACE_Lessor_Risk__c
Read-Only
ST_Average_Life_of_Loan_Lending_ _c ST_Balloon__c ST_Book_Yield_with_Balloon__c ST_Customer_Incremental_Borrowin g_Rate__c ST_Finance_Margin__c ST_Finance_Margin_Pct__c ST_Guaranteed_Residual_Statistics __c ST_Lending_Rate__c ST_Loans_Borrowing_Debt_Rate__c ST_Money_Cost_Levered__c ST_Money_Cost_Levered_Pct__c ST_Security_Deposit__c ST_Security_Deposit_Calculated_On __c ST_Split_TRAC_Lesee_Pct__c ST_Split_TRAC_Lessor_Pct__c ST_Total_Lending__c ST_Total_Loan_Borrowing__c ST_Updated_Term_Based_Cost_of_ Funds__c ST_Updated_Terms_Cost_of_Funds _Pct__c SuperTRUMP_Updated_By__c SystemModstamp Total_Expense_Fee__c Total_Income_Fees__c Total_Interim_Rent__c Total_TRAC_Amount__c
Read-Only
Read-Only Read-Only
Read-Only Read-Only
Field Label Active Business Process ID Created By ID Created Date Description Last Modified By ID Last Modified Date Name Record Type ID
Data Type boolean reference (BusinessProcess) reference (User) datetime string (255) reference (User) datetime string (80) id
Picklist Value
Sobject Type Name System Modstamp
picklist datetime
Account Account_Plan__c ACFC_Project__c Applicable_Category__c BLND_DFAC_Shared_View__c BLND_DFCS_Carousel__c BLND_DFCS_Slide__c BLND_DFDT_Action_Item__c BLND_DFDT_Discussion__c BLND_DFDT_Highlight__c BLND_DFDT_Issue__c BLND_DFDT_Linker__c BLND_DFDT_Project__c BLND_DFDT_Resource__c BLND_DFDT_Task__c BLND_DFFF_Form__c BLND_DFFF_Page__c BLND_DFTE_Expense__c BLND_DFTE_Time__c BLND_DFTT_Document__c BLND_DFTT_Entity_Info__c BLND_DFTT_Folder__c Campaign Case Category__c Classification__c ClassificationActivity__c Competitor__c Contact Contract Credit_Approval__c Employee__c Event
Field Properties Read-Only for new records
API Field Name IsActive BusinessProcessId CreatedById CreatedDate Description LastModifiedById LastModifiedDate Name Id
Track History
Read-Only Read-Only Read-Only Read-Only Required Read-Only
Required Read-Only for existing records Read-Only
SobjectType SystemModstamp
Field Label Created By ID Created Date
Data Type reference (User) datetime
Picklist Value
Industry (DIG) Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Owner ID Record ID SIC Code SIC Code Description System Modstamp
picklist date reference (User) datetime string (20) string (30) reference (Group) (User) id string (80) string (120) datetime
Aerospace & Defense Automotive Chemicals & Plastics Construction Financial services Food Bev & Ag Forest Products Franchise General Manufacturing Healthcare MC&E Metals, Mining & Metals Fabrication Other Industries Real Estate Retail Technology & Business Services Transportation Utilities & Energy
API Field Name CreatedById CreatedDate
Track History
Industry_DIG__c Format must be YYYY-MM-DD Read-Only Read-Only Read-Only LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c OwnerId Id Name SIC_Code_Description__c SystemModstamp
Read-Only
Read-Only
Field Label Account Name Account Organization Account Schedule # Account Site Booking Region Business Code Classification Cobra Takedown Identifier Created By ID Created Date Customer Status Date Docs Expected Date Docs Sent Deal Closer Desired Funding Date Doc Specialist EXT_REF_ID Fee Amount Last Activity Date Last Modified By ID Last Modified Date Legacy System Id Legacy System Name Mid Term Cancellation Option
Data Type string (80) string (80) string (80) string (80) string (50) string (20) string (80) string (80) reference (User) datetime string (80) date date string (80) date string (80) string (20) currency date reference (User) datetime string (20) string (30) string (80)
Picklist Value
Mid Term Cancellation Option Desc. string (80) Mid Term Purchase Option string (80) Mid Term Purchase Option Desc. Mid Term Rate Option Mid Term Rate Option Desc. NPV Opportunity Original Booking Date PMS Booking Office PMS Customer Name PMS Customer Number PMS Product PMS Product Description PMS Update Date Portfolio Codes Portfolio Codes Description Purchase Date Rebook Date Record ID Schedule Amount Schedule Date Schedule Type Syndication string (80) string (80) string (80) string (80) reference (Opportunity) date string (80) string (80) string (80) string (80) string (80) date string (80) string (80) date date id currency date string (80) boolean
System Modstamp Takedown Name Takedown Stage Takedown Status Takedown Status Description Term VIC Approved Amount VIC Approved Date VIC Referral Date Yield
datetime string (80) string (80) string (3) string (1300) string (80) currency date date string (80)
Field Properties
Read-Only Read-Only Format must be YYYY-MM-DD Format must be YYYY-MM-DD Format must be YYYY-MM-DD
API Field Name Account_Name__c Account_Organization__c Account_Schedule_num__c Account_Site__c Booking_Region__c Business_Code__c Classification__c Cobra_Takedown_Identifier__c CreatedById CreatedDate Customer_Status__c Date_Docs_Expected__c Date_Docs_Sent__c Deal_Closer__c Desired_Funding_Date__c Doc_Specialist__c EXT_REF_ID__c Fee_Amount__c LastActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c Mid_Term_Cancellation_Option__c Mid_Term_Cancellation_Option_Des c__c Mid_Term_Purchase_Option__c Mid_Term_Purchase_Option_Desc_ _c Mid_Term_Rate_Option__c Mid_Term_Rate_Option_Desc__c NPV__c Opportunity__c Original_Booking_Date__c PMS_Booking_Office__c PMS_Customer_Name__c PMS_Customer_Number__c PMS_Product__c PMS_Product_Description__c PMS_Update_Date__c Portfolio_Codes__c Portfolio_Codes_Description__c Purchase_Date__c Rebook_Date__c Id Schedule_Amount__c Schedule_Date__c Schedule_Type__c Syndication__c
Track History
Required Read-Only for existing records Format must be YYYY-MM-DD
Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only Format must be YYYY-MM-DD
Read-Only
Read-Only
SystemModstamp Name Takedown_Stage__c Takedown_Status__c Takedown_Status_Description__c Term__c VIC_Approved_Amount__c VIC_Approved_Date__c VIC_Referral_Date__c Yield__c
Field Label Account ID Activity ID Assigned To ID Closed Contact/Suspect ID Created By ID Created Date Cross Sell Description Due Date Only Last Modified By ID Last Modified Date Legacy System Id Legacy System Name
Data Type reference (Account) id reference (User) boolean reference (Contact) (Lead) reference (User) datetime boolean textarea date reference (User) datetime string (20) string (30)
Picklist Value
Opportunity/Account ID
reference (ACFC_Project__c) (Account) (Asset) (Campaign) (Case) (Category__c) (Classification__c) (Competitor__c) (Contract) (Credit_Approval__c) (Employee__c) (NPS_Survey__c) (Opportunity) (Opportunity_Competitor__c ) (Opportunity_Share__c) (Product2) (Proposal_Template__c) (Quote__c) (SIC_Code__c) (Solution) (Takedown__c) (Tranche__c) High Normal Low Not Started In Progress Completed Cancelled On Hold Call Send Letter Send Quote Other
Priority
picklist
Status
picklist
Subject System Modstamp
combobox datetime
Type
picklist
Call Other To Do Email Correspondence Account Plan Account Team Access
Format must be YYYY-MM-DD Read-Only Read-Only
API Field Name AccountId Id OwnerId IsClosed WhoId CreatedById CreatedDate Cross_Sell__c Description ActivityDate LastModifiedById LastModifiedDate Legacy_System_Id__c Legacy_System_Name__c
Track History
WhatId
Required
Priority
Required
Status
Read-Only
Subject SystemModstamp
Type
Field Label # Investors Co-Underwriter Fees Co-Underwritten Amount Commitments Received Created By ID Created Date
Data Type string (80) currency currency currency reference (User) datetime
Picklist Value
Deal Status EXT_REF_ID
1-Closed 2-In-market 3-Won/Mandated 4-Issued Commitments 5-Pipeline 6-Proposal Pending Risk Appr 7-Proposal Early Stage 8-Lost HY Bond / Bridge HY Bond Only Holdco Notes Mezz Loan Mezz Note
Facility Type Fee Paid By Borrower Fee Skim On Retained Fee Skim On Sold Fees Paid to Market Final Commitment/Arrangement Flex Fee Funded Commitment GE Approved Commitment GE Hold Global Facility Amount Last Activity Date Last Modified By ID Last Modified Date Lead Arranger (If Not GE) Legacy System Id Legacy System Name Lost Date
picklist currency currency currency currency currency currency currency currency currency currency date reference (User) datetime string (80) string (20) string (30) date
Lost Reason
picklist
Syndication Not Required Deal Never Happened GE Declined-Capital Mkts GE Declined-Credit/Legal GE Declined-Originations GE Relationship/Reputation Not Competitive-Pricing Not Competitive-Product Not Competitive-Structure Stayed w Incumbent Lender Other
Moody s rating Opportunity Other Fees/Income Pricing Date
picklist reference (Opportunity) currency date
N/R Aaa Aa1 Aa2 Aa3 A1 A2 A3 Baa1 Baa2 Baa3 Ba1 Ba2 Ba3 B1 B2 B3 Caa1 Caa2 Ca2 Caa3 C2 D
Product Record ID Record Type ID Remaining GE
picklist id reference (RecordType) currency
Senior-Revolver Senior-Rev. Acquisition Line Senior-TLA Senior-TLB Senior-TLC Senior-DDTL Euro Mezz HY/Mezz Second Lien Accommodation/Arrangement
S & P Rating
picklist
Stage Lost Structurer/Arranger Fees
picklist currency
AAA AA+ AA AAA ABBB+ BBB BBBBB+ BB BBB+ B BCCC CC+ CC CCC D 2-In-market 3-Won/Mandated 4-Issued Commitments 5-Pipeline 6-Proposal Pending Risk Appr 7-Proposal Early Stage Green Yellow Red
Syndication Status System Modstamp Total GE Fees Tranche Name Underwriting Fee
picklist datetime currency string (80) currency
Field Properties
Read-Only Read-Only
API Field Name Investors__c Co_Underwriter_Fees__c Co_Underwritten_Amount__c Commitments_Received__c CreatedById CreatedDate
Track History
Deal_Status__c EXT_REF_ID__c
Facility_Type__c Fee_Paid_By_Borrower__c Fee_Skim_On_Retained__c Fee_Skim_On_Sold__c Fees_Paid_to_Market__c Final_Commitment_Arrangement__c Flex_Fee__c Funded_Commitment__c GE_Approved_Commitment__c GE_Hold__c Global_Facility_Amount__c Format must be YYYY-MM-DD Read-Only Read-Only Read-Only LastActivityDate LastModifiedById LastModifiedDate Lead_Arranger_If_Not_GE__c Legacy_System_Id__c Legacy_System_Name__c Lost_Date__c
Lost_Reason__c
Moodys_rating__c Required Read-Only for existing records Format must be YYYY-MM-DD Opportunity__c Other_Fees_Income__c Pricing_Date__c
Read-Only Read-Only
Product__c Id RecordTypeId Remaining_GE__c
S_P_Rating__c
Stage_Lost__c Structurer_Arranger_Fees__c
Read-Only Read-Only AutoNumber Read-Only
Syndication_Status__c SystemModstamp Total_GE_Fees__c Name Underwriting_Fee__c
Field Label Active Admin Info Emails Alias Allow Forecasting AvantGo User Cell City Company Name Country Created By ID Created Date Department Division E-mail
Data Type boolean boolean string (8) boolean boolean phone string (40) string (80) string (40) reference (User) datetime string (80) string (80) email
Picklist Value
Email Encoding Employee Number Fax First Name Full Name Info Emails
picklist string (20) phone string (40) string (121) boolean
UTF-8 ISO-8859-1 Shift_JIS ISO-2022-JP EUC-JP ks_c_5601-1987 Big5 GB2312
Language Last Login Last Modified By ID Last Modified Date Last Name Legacy System Id Legacy System Name
picklist datetime reference (User) datetime string (80) string (20) string (30)
en_US de es fr it ja sv ko zh_TW zh_CN pt_BR nl_NL da th fi ru
Locale Marketing User
picklist boolean
ar ar_BH ar_JO ar_KW ar_LB ar_SA ar_AE hy_AM bg_BG ca ca_ES_EURO ca_ES zh zh_CN zh_HK zh_TW hr_HR cs cs_CZ da da_DK nl nl_BE nl_NL nl_SR en_AU en_BB en_BM en_CA en_GH en_ID en_IE_EURO en_IE
Offline Edition Trial Expiration Date datetime Offline User boolean Phone phone Corporate Finance Capital HQ BLG GSF Canada
Platform Profile ID
picklist reference (Profile)
Region Role ID Sales Anywhere Trial Expiration Date State/Province Street
picklist reference (UserRole) datetime string (20) textarea
West Central East Retail Restructuring GES N/A BLG GSF Canada
Sub-Segment System Modstamp
picklist datetime
Aircraft Core Lending Equipment GES Government Intermediary Funding Restructuring Retail SFG Technology Fleet IB Capital Markets N/A BLG GSF Canada
Time Zone Title User ID Username
picklist string (80) id string (80)
Pacific/Kiritimati Pacific/Enderbury Pacific/Tongatapu Pacific/Chatham Asia/Kamchatka Pacific/Auckland Pacific/Fiji Pacific/Norfolk Pacific/Guadalcanal Australia/Lord_Howe Australia/Brisbane Australia/Sydney Australia/Adelaide Australia/Darwin Asia/Seoul Asia/Tokyo Asia/Hong_Kong Asia/Kuala_Lumpur Asia/Manila Asia/Shanghai Asia/Singapore Asia/Taipei Australia/Perth Asia/Bangkok Asia/Jakarta Asia/Saigon Asia/Rangoon Asia/Dacca Asia/Katmandu Asia/Calcutta Asia/Colombo Asia/Karachi Asia/Tashkent
Volume Type Zip/Postal Code
Volume Shadow Referral Not Eligible
Field Properties
Required Required
Read-Only Read-Only
Required
API Field Name IsActive ReceivesAdminInfoEmails Alias ForecastEnabled UserPermissionsAvantgoUser MobilePhone City CompanyName Country CreatedById CreatedDate Department Division Email
Track History
Required
Read-Only
EmailEncodingKey EmployeeNumber Fax FirstName Name ReceivesInfoEmails
Required Read-Only Read-Only Read-Only Required
LanguageLocaleKey LastLoginDate LastModifiedById LastModifiedDate LastName Legacy_System_Id__c Legacy_System_Name__c
Required Required Read-Only Required
LocaleSidKey UserPermissionsMarketingUser OfflineTrialExpirationDate UserPermissionsOfflineUser Phone
Required
Platform__c ProfileId
Region__c UserRoleId Read-Only OfflinePdaTrialExpirationDate State Street
Read-Only
Sub_Segment__c SystemModstamp
Required Read-Only Required
TimeZoneSidKey Title Id Username
Volume_Type__c PostalCode
Field Label Case Access Level for Account Owner Description Last Modified By ID Last Modified Date Name Opportunity Access Level for Account Owner Parent Role ID Role ID System Modstamp User ID
Data Type
picklist string (80) reference (User) datetime string (40)
Picklist Value None Read Edit
picklist reference (UserRole) id datetime reference (User)
None Read Edit
Field Properties
API Field Name
Track History
Read-Only Read-Only Required
CaseAccessForAccountOwner RollupDescription LastModifiedById LastModifiedDate Name
Required Read-Only Read-Only
OpportunityAccessForAccountOwner ParentRoleId Id SystemModstamp ForecastUserId
Field Label Created By ID Created Date Last Modified By ID Last Modified Date Opportunity Access Owner ID System Modstamp
Data Type reference (User) datetime reference (User) datetime picklist reference (User) datetime
Picklist Value
Read Edit
Team Role User ID User Team Member ID
picklist reference (User) id
Field Properties Read-Only Read-Only Read-Only Read-Only Required Required Read-Only for existing records Read-Only
API Field Name CreatedById CreatedDate LastModifiedById LastModifiedDate OpportunityAccessLevel OwnerId SystemModstamp
Track History
TeamMemberRole Required Read-Only for existing records Read-Only UserId Id

Field Labels and Data Types

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Field Labels and Data Types

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Field Label # of Straight Trucks # of Tractors # of Trailors Account Auto Id Account Description Account Fax Account ID Account Merge

Details Account Name Account Phone

Account Removal Reason

Deployment Street Deployment Zip/Postal Code Differentiation Strategy EDW ID Employees

Track History (14)

Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only

ShippingStreet ShippingPostalCode Differentiation_Strategy__c EDW_ID__c NumberOfEmployees

Format must be YYYY-MM-DD

Entity_Type__c EXT_REF_ID__c Federal_Tax_Id__c Fiscal_Year_End__c Fleet_Size__c Global_Ultimate_Bus_Name__c

Probability_to_Fund__c Real_Estate_Strategy__c Recent_Events_and_Business_Drive rs__c RecordTypeId Region__c

1st Business Priority 1st Business Specifics

picklist string (255)

1st Financing Priority 1st Financing Specifics

picklist string (255)

1st Strategy 1st Strategy Specifics

picklist string (255)

2nd Business Priority 2nd Business Specifics

picklist string (255)

2nd Financing Priority 2nd Financing Specifics

picklist string (255)

2nd Strategy 2nd Strategy Specifics

picklist string (255)

3rd Business Priority 3rd Business Specifics

picklist string (255)

3rd Financing Priority 3rd Financing Specifics

picklist string (255)

3rd Strategy 3rd Strategy Specifics Account

picklist string (255) reference (Account)

Segment Strategic Account Strategy Comments System Modstamp

picklist picklist textarea datetime

API Field Name

Track History (16)

Tertiary_Strategy__c Tertiary_Strategy_Specifics__c Account__c

Segment__c Strategic_Account__c Strategy_Comments__c SystemModstamp

Account Access Account ID Account Share ID

picklist reference (Account) id

Picklist Value Read Edit All

Case Access Last Modified By ID Last Modified Date

picklist reference (User) datetime

None Read Edit

Row Cause User/Group ID

picklist reference (Group) (User)

API Field Name

AccountAccessLevel Required Read-Only for existing records Read-Only AccountId Id

CaseAccessLevel LastModifiedById LastModifiedDate

Read-Only Required Read-Only for existing records

Picklist Value None Read Edit All

Team Role User ID

picklist reference (User)

API Field Name

AccountAccessLevel AccountId Id CreatedById CreatedDate LastModifiedById LastModifiedDate SystemModstamp

TeamMemberRole Required Read-Only for existing records UserId

Subject Matter System Modstamp Touch Type

picklist datetime picklist

Field Properties Required Read-Only for existing records Read-Only Read-Only

API Field Name Account__c Name CreatedById CreatedDate Customer_Benefit__c

Format must be YYYY-MM-DD Format must be YYYY-MM-DD Read-Only Read-Only Read-Only

Read-Only Read-Only Format must be YYYY-MM-DD

Subject_Matter__c SystemModstamp Touch_Type__c

Field Properties AutoNumber Read-Only

Read-Only Read-Only Read-Only Read-Only

Operation Type Price Primary

Probability_to_Fund__c Real_Estate_Strategy__c Recent_Events_and_Business_Drive rsc RecordTypeId Regionc

Tertiary_Strategy__c Tertiary_Strategy_Specificsc Accountc

Operation_Typec Price Primaryc

Primary_Use_Type__c Product2Id Product_Tag__c PurchaseDate Quantity Registration_Noc Serialc SerialNumber

Segmentationc SystemModstamp TestFieldc UniqueKey__c

API Field Name ActivityDateTimec ActivityIdc ActivityType__c