---
schema_version: "1"
id: b7be7f9a4e1107674e6e9364539a1f98229914e8df5af28e3a90849513fa7b23
title: Financial Account Performance Snapshot 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/std_dmos/c360dm-si-financialaccountprfmsnapshotdmo-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialaccountprfmsnapshotdmo-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: aa47cabf8e5de432646adf92719ca3074cf3245ff3749946e2df5c69d0dcf050
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Financial Account Performance Snapshot DMO

Financial account performance snapshot showing returns and balances across various time periods

## Object Properties

**Object API Name:** `FinancialAccountPerformanceSnapshot_std__dlm`  
**Category:** Unassigned  
**Availability:** Available in 262 and later versions  
**Primary Key Field:** Id  

## Relationships

- **FinancialAccountId** has a FOREIGNKEY relationship with the [Financial Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialaccountdmo-dmo.md) `Id` field.


## Fields

- [AsOfDate](#asofdate)
- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [FinancialAccountId](#financialaccountid)
- [FiveYearCurrentBalanceAmt](#fiveyearcurrentbalanceamt)
- [FiveYearReturnNetAmt](#fiveyearreturnnetamt)
- [Id](#id)
- [InceptionToDateReturnNetAmt](#inceptiontodatereturnnetamt)
- [IncepToDateAnnlCurrBalAmt](#inceptodateannlcurrbalamt)
- [IncepToDateAnnNetAmt](#inceptodateannnetamt)
- [IncepToDateCurrentBalAmt](#inceptodatecurrentbalamt)
- [IncepToDateRtrnAnnualizedAmt](#inceptodatertrnannualizedamt)
- [InternalOrganizationId](#internalorganizationid)
- [KQ_FinancialAccountId](#kq_financialaccountid)
- [KQ_Id](#kq_id)
- [MonthToDateCurrentBalAmt](#monthtodatecurrentbalamt)
- [MonthToDateReturnNetAmt](#monthtodatereturnnetamt)
- [OneYearCurrentBalanceAmt](#oneyearcurrentbalanceamt)
- [OneYearReturnNetAmt](#oneyearreturnnetamt)
- [QuarterToDateCurrentBalAmt](#quartertodatecurrentbalamt)
- [QuarterToDateReturnNetAmt](#quartertodatereturnnetamt)
- [ThreeYearCurrentBalanceAmt](#threeyearcurrentbalanceamt)
- [ThreeYearReturnNetAmt](#threeyearreturnnetamt)
- [YearToDateCurrentBalanceAmt](#yeartodatecurrentbalanceamt)
- [YearToDateReturnNetAmt](#yeartodatereturnnetamt)

### AsOfDate

- **Field API Name:** `AsOfDate__c`
- **Data Type:** DATEONLY
- **Description:** The date the financial account performance snapshot was calculated.

### cdp_sys_record_currency

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

### DataSourceId

- **Field API Name:** `DataSourceId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### DataSourceObjectId

- **Field API Name:** `DataSourceObjectId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### FinancialAccountId

- **Field API Name:** `FinancialAccountId__c`
- **Data Type:** TEXT
- **Description:** The ID of the financial account related to the performance record.

### FiveYearCurrentBalanceAmt

- **Field API Name:** `FiveYearCurrentBalanceAmt__c`
- **Data Type:** DOUBLE
- **Description:** The 5-year current balance amount for the account.

### FiveYearReturnNetAmt

- **Field API Name:** `FiveYearReturnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The trailing 5-year annualized net return amount for the account, expressed as a decimal percentage.

### Id

- **Field API Name:** `Id__c`
- **Data Type:** TEXT
- **Description:** The unique identifier for the financial account performance snapshot.

### InceptionToDateReturnNetAmt

- **Field API Name:** `InceptionToDateReturnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The inception-to-date cumulative net return amount for the account, expressed as a decimal percentage.

### IncepToDateAnnlCurrBalAmt

- **Field API Name:** `IncepToDateAnnlCurrBalAmt__c`
- **Data Type:** DOUBLE
- **Description:** The annualized inception-to-date current balance amount for the account.

### IncepToDateAnnNetAmt

- **Field API Name:** `IncepToDateAnnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The annualized inception-to-date net amount for the account.

### IncepToDateCurrentBalAmt

- **Field API Name:** `IncepToDateCurrentBalAmt__c`
- **Data Type:** DOUBLE
- **Description:** The inception-to-date current balance amount for the account.

### IncepToDateRtrnAnnualizedAmt

- **Field API Name:** `IncepToDateRtrnAnnualizedAmt__c`
- **Data Type:** DOUBLE
- **Description:** The annualized inception-to-date return amount, provided when the account has more than 1 year of data.

### InternalOrganizationId

- **Field API Name:** `InternalOrganizationId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### KQ_FinancialAccountId

- **Field API Name:** `KQ_FinancialAccountId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for FinancialAccountId

### KQ_Id

- **Field API Name:** `KQ_Id__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for Id

### MonthToDateCurrentBalAmt

- **Field API Name:** `MonthToDateCurrentBalAmt__c`
- **Data Type:** DOUBLE
- **Description:** The account market value as of the snapshot date, used as the AUM weight for composite return calculations across accounts.

### MonthToDateReturnNetAmt

- **Field API Name:** `MonthToDateReturnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The month-to-date net return amount for the account, expressed as a decimal.

### OneYearCurrentBalanceAmt

- **Field API Name:** `OneYearCurrentBalanceAmt__c`
- **Data Type:** DOUBLE
- **Description:** The 1-year current balance amount for the account.

### OneYearReturnNetAmt

- **Field API Name:** `OneYearReturnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The trailing 1-year net return amount for the account, expressed as a decimal percentage.

### QuarterToDateCurrentBalAmt

- **Field API Name:** `QuarterToDateCurrentBalAmt__c`
- **Data Type:** DOUBLE
- **Description:** The quarter-to-date current balance amount for the account.

### QuarterToDateReturnNetAmt

- **Field API Name:** `QuarterToDateReturnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The quarter-to-date net return amount for the account, expressed as a decimal percentage.

### ThreeYearCurrentBalanceAmt

- **Field API Name:** `ThreeYearCurrentBalanceAmt__c`
- **Data Type:** DOUBLE
- **Description:** The 3-year current balance amount for the account.

### ThreeYearReturnNetAmt

- **Field API Name:** `ThreeYearReturnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The trailing 3-year annualized net return amount for the account, expressed as a decimal percentage.

### YearToDateCurrentBalanceAmt

- **Field API Name:** `YearToDateCurrentBalanceAmt__c`
- **Data Type:** DOUBLE
- **Description:** The year-to-date current balance amount for the account.

### YearToDateReturnNetAmt

- **Field API Name:** `YearToDateReturnNetAmt__c`
- **Data Type:** DOUBLE
- **Description:** The year-to-date net return amount for the account, expressed as a decimal.