The Financial Plan DMO represents a financial plan for a person account.
API Name
ssot__FinancialPlan_dlm
Category
Profile
Primary Subject Area
Financial Account
Primary Key Label
Financial Plan ID (ssot_Id_c).
Relationships
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Financial Plan | Party Id | Many To One (N:1) | Party | Id | Financial Services Cloud |
Fields
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Description | ssot__Description__c |
The description of the financial plan. | Text | Financial Services Cloud |
| Estimated Success Percent | ssot__EstimatedSuccessPercent__c |
The success percentage that's estimated for the financial plan. | Number | Financial Services Cloud |
| Financial Plan Id | ssot__FinancialPlanId__c |
Primary key. | Text | Financial Services Cloud |
| Financial Plan Status | ssot__FinancialPlanStatus__c |
The status of the financial plan. | Text | Financial Services Cloud |
| Financial Plan Type | ssot__FinancialPlanType__c |
The type of the financial plan. | Text | Financial Services Cloud |
| Name | ssot__Name__c |
The name of the financial plan. | Text | Financial Services Cloud |
| Party | ssot__Party__c |
The related party. | Text | Financial Services Cloud |
| Start Date | ssot__StartDate__c |
The start date of the financial plan. | Date | Financial Services Cloud |