--- schema_version: "1" id: e20068c53103c8f8422aa7b06bce4f069f974d60cafbdab7760c10eeb0f7725e title: Financial Account DMO collection: developer version: current locale: en-us portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/dmos/c360dm-financial-account-dmo.md canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-financial-account-dmo.html source_site: developer.salesforce.com content_type: documentation content_hash: cd86beea65a8c003ea89dc34971e5bc74ea62a31e1ade8616217aa9573bc0323 products: - Data 360 DMO and Mapping Guide - Data 360 Developer Documentation --- # Financial Account DMO The Financial Account DMO represents a financial account held at a financial institution, such as a bank. ## API Name `ssot__FiancialAccount__dlm` ## Category Profile ## Primary Subject Area Financial Account ## Primary Key Label Financial Account ID (`ssot_Id_c`). ## Relationships | DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin | | ---------------------------------- | --------------------- | ----------------- | ------------------ | ----------------------- | ------------------------ | | Financial Account | Address | Many To One (N:1) | Address | ID | Financial Services Cloud | | Financial Account | Card Account ID | Many To One (N:1) | Card Account | ID | Financial Services Cloud | | Financial Account | Deposit Account ID | Many To One (N:1) | Deposit Account | ID | Financial Services Cloud | | Financial Account | Insurance Policy ID | Many To One (N:1) | Insurance Policy | ID | Financial Services Cloud | | Financial Account | Investment Account ID | Many To One (N:1) | Investment Account | ID | Financial Services Cloud | | Financial Account | Loan Account ID | Many To One (N:1) | Loan Account | ID | Financial Services Cloud | | Card Account | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Communication Subscription Consent | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Deposit Account | Financial Account ID | Many To One (N:1) | Financial Account | ID |   | | Financial Account Balance | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Financial Account Fee | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Financial Account Interest Rate | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Financial Account Limit | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Financial Account Party | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Financial Account Transaction | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Financial Holding | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Insurance Policy | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Investment Account | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Loan Account | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Payment Method | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud | | Record Alert | Financial Account ID | Many To One (N:1) | Financial Account |   | Financial Services Cloud | ## Fields | Label | API Name | Description | Data Type | Data Bundle or Origin | | ---------------------- | ------------------------------ | ------------------------------------------------------------------------- | --------- | ------------------------ | | Application Date | `ssot__ApplicationDate__c` | The financial account application submission date. | Date Time | Financial Services Cloud | | Close Date | `ssot__CloseDate__c` | The financial account close date. | Date Time | Financial Services Cloud | | Credit Card Account ID | `ssot__CreditCardAccountId__c` | The associated credit card account. | Text | Financial Services Cloud | | Current Account ID | `ssot__CurrentAccountId__c` | The associated current amount. | Text | Financial Services Cloud | | Description | `ssot__Description__c` | The financial account description. | Text | Financial Services Cloud | | Financial Account ID | `ssot__Id__c` | The primary key. | Text | Financial Services Cloud | | Insurance Policy Id | `ssot__InsurancePolicyId__c` | The associated insurance policy. | Text | Financial Services Cloud | | Investment Account Id | `ssot__InvestmentAccountId__c` | The associated investment account . | Text | Financial Services Cloud | | Lien Holder Name | `ssot__LienHolderName__c` | Name of lien holder on the financial account. | Text | Financial Services Cloud | | Loan Account Id | `ssot__LoanAccountId__c` | The associated loan account. | Text | Financial Services Cloud | | Name | `ssot__Name__c` | The financial account name. | Text | Financial Services Cloud | | Open Date | `ssot__OpenDate__c` | The financial account open date. | Date Time | Financial Services Cloud | | Routing Number Text | `ssot__RoutingNumberText__c` | The bank routing number. | Text | Financial Services Cloud | | Savings Account Id | `ssot__SavingsAccountId__c` | The associated savings account. | Text | Financial Services Cloud | | Trust Owner Name | `ssot__TrustOwnerName__c` | Name of the trust where the account is managed by a trust. | Text | Financial Services Cloud | | Is Held Away | `ssot__isHeldAway__c` | Indicates whether this financial account is held by another organization. | Text | Financial Services Cloud | | Is Managed | `ssot__isManaged__c` | Indicates whether the financial account is managed. | Text | Financial Services Cloud |