The Investment Account DMO represents a type of a financial account, such as a brokerage, an investment, or retirement accounts.
API Name
ssot__InvestmentAccount__dlm
Category
Profile
Primary Subject Area
Financial Account
Primary Key Label
Investment Account (ssot_Id_c).
Relationships
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Investment Account | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud |
| Financial Account | Investment Account ID | Many To One (N:1) | Investment Account | ID | Financial Services Cloud |
Fields
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Annual Yield Percentage | ssot__AnnualYieldPercentage__c |
The annual percentage yield of the investment account. | Number | Financial Services Cloud |
| Description | ssot__Description__c |
The description of the investment account. | Text | Financial Services Cloud |
| Financial Account ID | ssot__FinancialAccountID__c |
The associated financial account. | Text | Financial Services Cloud |
| Investment Account ID | ssot__Id__c |
The primary key. | Text | Financial Services Cloud |
| Investment Objective | ssot__InvestmentObjective__c |
The associated investment objective. | Text | Financial Services Cloud |
| Investment Time Horizon | ssot__InvestmentTimeHorizon__c |
The investment time horizon. | Text | Financial Services Cloud |
| Model Portfolio Type | ssot__ModelPortfolioType__c |
The associated model portfolio type. | Text | Financial Services Cloud |
| Name | ssot__Name__c |
The name of the investment account. | Text | Financial Services Cloud |