Financial Custodian Advisor DMO

Represents the advisor code and other details for a specific advisor at a financial custodian.

Object Properties

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

Relationships

• UserId has a FOREIGNKEY relationship with the User DMO Id field.
• FinancialCustodianId has a FOREIGNKEY relationship with the Financial Custodian DMO Id field.

Fields

• AdvisorCode
• AdvisorReferenceId
• AdvisorReferenceObjectText
• cdp_sys_record_currency
• DataSourceId
• DataSourceObjectId
• FinancialCustodianId
• Id
• InternalOrganizationId
• KQ_FinancialCustodianId
• KQ_Id
• KQ_UserId
• Status
• UserId
• ValidFromDateTime
• ValidToDateTime

AdvisorCode

• Field API Name: AdvisorCode__c
• Data Type: TEXT
• Description: The advisor code of the financial advisor given by the custodian.

AdvisorReferenceId

• Field API Name: AdvisorReferenceId__c
• Data Type: TEXT
• Description: The reference to the advisor assoiciation.

AdvisorReferenceObjectText

• Field API Name: AdvisorReferenceObjectText__c
• Data Type: TEXT
• Description: The advisor reference object.

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.

FinancialCustodianId

• Field API Name: FinancialCustodianId__c
• Data Type: TEXT
• Description: The custodian who gave the advisor code.

Id

• Field API Name: Id__c
• Data Type: TEXT
• Description: The unique identifier for the financial custodian advisor.

InternalOrganizationId

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

KQ_FinancialCustodianId

• Field API Name: KQ_FinancialCustodianId__c
• Data Type: TEXT
• Description: Key Qualifier system field for FinancialCustodianId

KQ_Id

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

KQ_UserId

• Field API Name: KQ_UserId__c
• Data Type: TEXT
• Description: Key Qualifier system field for UserId

Status

• Field API Name: Status__c
• Data Type: TEXT
• Description: The status of the financial custodian advisor.

UserId

• Field API Name: UserId__c
• Data Type: TEXT
• Description: The user working as an advisor.

ValidFromDateTime

• Field API Name: ValidFromDateTime__c
• Data Type: DATETIME
• Description: The effective start date when the advisor is working.

ValidToDateTime

• Field API Name: ValidToDateTime__c
• Data Type: DATETIME
• Description: The end date when the advisor stopped working.