The Financial Customer DMO represents an extension of an account to capture financial services attributes.
API Name
ssot__FinancialCustomer__dlm
Category
Profile
Primary Subject Area
Financial Account
Primary Key Label
Financial Customer ID (ssot_Id_c).
Relationships
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Financial Customer | Account ID | Many To One (N:1) | Account | ID | Financial Services Cloud |
Fields
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Account ID | ssot__AccountId__c |
The associated account. | Text | Financial Services Cloud |
| Customer Category | ssot__CustomerCategory__c |
The rating of individual's business with your firm. | Text | Financial Services Cloud |
| Customer Service Level | ssot__CustomerServiceLevel__c |
The service level assigned to the financial customer. | Text | Financial Services Cloud |
| Description | ssot__Description__c |
The financial customer description. | Text | Financial Services Cloud |
| Financial Customer ID | ssot__Id__c |
The primary key. | Text | Financial Services Cloud |
| Investment Experience Level | ssot__InvestmentExperienceLevel__c |
The financial customer investment experience level. | Text | Financial Services Cloud |
| Name | ssot__Name__c |
The financial customer name. | Text | Financial Services Cloud |
| Policy Count | ssot__PolicyCount__c |
The total number of active policies that the policy holder’s primary household owns. | Number | Financial Services Cloud |