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Financial Account DMO

Object Properties

Object API Name: ssot__FinancialAccount__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

Relationships

Fields

ApplicationDate

  • Field API Name: ssot__ApplicationDate__c
  • Data Type: DATEONLY
  • Description: Date when this individual submitted the financial account application.

CardAccountId

  • Field API Name: ssot__CardAccountId__c
  • Data Type: TEXT
  • Description: Allows joining to the Credit Card Account subtype.

cdp_sys_record_currency

  • Field API Name: ssot__cdp_sys_record_currency__c
  • Data Type: TEXT
  • Description: System-generated metadata field that stores a 3-letter ISO currency code.

CloseDate

  • Field API Name: ssot__CloseDate__c
  • Data Type: DATEONLY
  • Description: Date when this financial account was closed.

CreatedDate

  • Field API Name: ssot__CreatedDate__c
  • Data Type: DATETIME
  • Description: The date and time when this record was created.

DataSourceId

  • Field API Name: ssot__DataSourceId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

DataSourceObjectId

  • Field API Name: ssot__DataSourceObjectId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

DepositAccountId

  • Field API Name: ssot__DepositAccountId__c
  • Data Type: TEXT
  • Description: Allows joining to the Current Account subtype.

Description

  • Field API Name: ssot__Description__c
  • Data Type: TEXT
  • Description: Description of the Financial Account.

FinancialAccountNumber

  • Field API Name: ssot__FinancialAccountNumber__c
  • Data Type: TEXT
  • Description: Financial account number. For example, ACC-000123456.

FinancialAccountSourceIdentifier

  • Field API Name: ssot__FinancialAccountSourceIdentifier__c
  • Data Type: TEXT
  • Description: The source system identifier for the associated financial account.

FinancialAccountStatus

  • Field API Name: ssot__FinancialAccountStatus__c
  • Data Type: TEXT
  • Description: Represents the Financial Account Status, For example, Open, Closed, On Hold, Pending .

FinancialAccountType

  • Field API Name: ssot__FinancialAccountType__c
  • Data Type: TEXT
  • Description: The Financial Account Type, For example, Loan Account, Investment Account, Savings Account .

Id

  • Field API Name: ssot__Id__c
  • Data Type: TEXT
  • Description: Required. A unique, system-generated identifier for this FinancialAccount record. Maximum size is 15 characters.

InsurancePolicyId

  • Field API Name: ssot__InsurancePolicyId__c
  • Data Type: TEXT
  • Description: Allows joining to the Insurance Policy subtype.

InternalOrganizationId

  • Field API Name: ssot__InternalOrganizationId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

InvestmentAccountId

  • Field API Name: ssot__InvestmentAccountId__c
  • Data Type: TEXT
  • Description: Allows joining to the Investment Account subtype.

isHeldAway

  • Field API Name: ssot__isHeldAway__c
  • Data Type: TEXT
  • Description: Whether this financial account is held by another organization.

isManaged

  • Field API Name: ssot__isManaged__c
  • Data Type: TEXT
  • Description: Whether this financial account is managed or administered (true), or not (false).

IsTaxable

  • Field API Name: ssot__IsTaxable__c
  • Data Type: BOOLEAN
  • Description: True if this account is taxable.

IsTaxDeferred

  • Field API Name: ssot__IsTaxDeferred__c
  • Data Type: BOOLEAN
  • Description: True if account growth is tax-deferred until withdrawal.

KQ_CardAccountId

  • Field API Name: KQ_CardAccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for CardAccountId

KQ_DepositAccountId

  • Field API Name: KQ_DepositAccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for DepositAccountId

KQ_Id

  • Field API Name: KQ_Id__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for Id

KQ_InsurancePolicyId

  • Field API Name: KQ_InsurancePolicyId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for InsurancePolicyId

KQ_InvestmentAccountId

  • Field API Name: KQ_InvestmentAccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for InvestmentAccountId

KQ_LoanAccountId

  • Field API Name: KQ_LoanAccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for LoanAccountId

LastModifiedDate

  • Field API Name: ssot__LastModifiedDate__c
  • Data Type: DATETIME
  • Description: The date and time when a user last modified this record.

LienHolderName

  • Field API Name: ssot__LienHolderName__c
  • Data Type: TEXT
  • Description: Name of lien holder on the financial account.

LoanAccountId

  • Field API Name: ssot__LoanAccountId__c
  • Data Type: TEXT
  • Description: Allows joining to the Loan Account subtype.

Name

  • Field API Name: ssot__Name__c
  • Data Type: TEXT
  • Description: Name of the Financial Account.

OpenDate

  • Field API Name: ssot__OpenDate__c
  • Data Type: DATEONLY
  • Description: Date when this financial account was opened.

OwnerId

  • Field API Name: ssot__OwnerId__c
  • Data Type: TEXT
  • Description: The owner of the record. can be a User or UserGroup.

RoutingNumberText

  • Field API Name: ssot__RoutingNumberText__c
  • Data Type: TEXT
  • Description: The text content for the routing number of the financial account. Maximum size is 255 characters.

ServiceProviderName

  • Field API Name: ssot__ServiceProviderName__c
  • Data Type: TEXT
  • Description: Name of the custodian this account belongs to. For example, Schwab, Fidelity, Pershing.

SourceFinancialAccountType

  • Field API Name: ssot__SourceFinancialAccountType__c
  • Data Type: TEXT
  • Description: The source system financial account type.

TrustOwnerName

  • Field API Name: ssot__TrustOwnerName__c
  • Data Type: TEXT
  • Description: Name of the trust in scenarios where account is managed by a Trust.