---
schema_version: "1"
id: 6735b76291d4719e859acba49955bef7f40de9204d7fada6cd48dcf0b946292a
title: Financial Customer 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-customer-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-financial-customer-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: e63a434bc02d3ea7f04669ae5a6ff5a9316b9c0bfda558f434edc09853ea77d9
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Financial Customer DMO

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 |