The Party Financial Asset DMO represents a financial asset associated with an individual or an organization, such as owned property.
API Name
ssot__PartyFinancialAsset__dlm
Category
Profile
Primary Subject Area
Financial Account
Primary Key
Party Financial Asset ID (ssot__Id__c)
Relationships
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Party Financial Asset | Party ID | Many To One (N:1) | Party | ID | Financial Services Cloud |
Fields
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Currency | ssot__Curency__c |
The associated currency. | Text | Financial Services Cloud |
| Description | ssot__Description__c |
The description of the party financial asset. | Text | Financial Services Cloud |
| End Date | ssot__EndDate__c |
The effective end date of the market value. | Date Time | Financial Services Cloud |
| Financial Asset Type | ssot__FinancialAssetType__c |
The type of financial asset. | Text | Financial Services Cloud |
| Party Financial Asset Id | ssot__Id__c |
The primary key. | Text | Financial Services Cloud |
| Market Value | ssot__MarketValue__c |
The market value of the asset. | Number | Financial Services Cloud |
| Name | ssot__Name__c |
The name of the party financial asset. | Text | Financial Services Cloud |
| Party ID | ssot__PartyId__c |
The party who owns the asset. | Text | Financial Services Cloud |
| Start Date | ssot__StartDate__c |
The effective start date of the market value. | Date Time | Financial Services Cloud |
| Valuation Date | ssot__ValuationDate__c |
The date on which the market value was captured. | Date Time | Financial Services Cloud |