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Financial Customer DMO

Object Properties

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

Relationships

  • AccountId has a FOREIGNKEY relationship with the Account DMO Id field.

Fields

AccountId

  • Field API Name: ssot__AccountId__c
  • Data Type: TEXT
  • Description: Reference to the Account.

AssetUnderManagementAmt

  • Field API Name: ssot__AssetUnderManagementAmt__c
  • Data Type: CURRENCY
  • Description: Monetary amount representing the asset under management amt. Do not include currency symbols or commas.

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.

CustomerCategory

  • Field API Name: ssot__CustomerCategory__c
  • Data Type: TEXT
  • Description: Rates the value of this individual's business with your firm For example, Platinum, Gold, Silver, Bronze, Investments.

CustomerMarketSegmentText

  • Field API Name: ssot__CustomerMarketSegmentText__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the customer market segment text.

CustomerRating

  • Field API Name: ssot__CustomerRating__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the customer rating.

CustomerRiskTolerance

  • Field API Name: ssot__CustomerRiskTolerance__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the customer risk tolerance.

CustomerSegment

  • Field API Name: ssot__CustomerSegment__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the customer segment.

CustomerServiceLevel

  • Field API Name: ssot__CustomerServiceLevel__c
  • Data Type: TEXT
  • Description: Service level assigned to the Financial Customer For example, Tier 1, Tier 2, Tier 3.

CustomerType

  • Field API Name: ssot__CustomerType__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the customer type.

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.

Description

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

FinancialCustomerStatus

  • Field API Name: ssot__FinancialCustomerStatus__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the financial customer status.

FinancialInterestsText

  • Field API Name: ssot__FinancialInterestsText__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the financial interests text.

Id

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

InternalOrganizationId

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

InvestmentExperienceLevel

  • Field API Name: ssot__InvestmentExperienceLevel__c
  • Data Type: TEXT
  • Description: Investment experience level for an Financial Customer For example, Experienced, Moderately Experienced, Moderately Inexperienced, Inexperienced.

InvestmentObjectivesText

  • Field API Name: ssot__InvestmentObjectivesText__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the investment objectives text.

JointOwnerLastTrxnDateTime

  • Field API Name: ssot__JointOwnerLastTrxnDateTime__c
  • Data Type: DATETIME
  • Description: The date and time of the joint owner last trxn date time.

JointOwnerTotalHeldFinAcctsAmt

  • Field API Name: ssot__JointOwnerTotalHeldFinAcctsAmt__c
  • Data Type: CURRENCY
  • Description: Monetary amount representing the joint owner total held fin accts amt. Do not include currency symbols or commas.

KQ_AccountId

  • Field API Name: KQ_AccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for AccountId

KQ_Id

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

LastInteractionDate

  • Field API Name: ssot__LastInteractionDate__c
  • Data Type: DATEONLY
  • Description: Calendar date representing the last interaction date in the YYYY-MM-DD format.

LastReviewDate

  • Field API Name: ssot__LastReviewDate__c
  • Data Type: DATEONLY
  • Description: Calendar date representing the last review date in the YYYY-MM-DD format.

LastTransactionDate

  • Field API Name: ssot__LastTransactionDate__c
  • Data Type: DATEONLY
  • Description: Calendar date representing the last transaction date in the YYYY-MM-DD format.

LengthOfRelationshipYears

  • Field API Name: ssot__LengthOfRelationshipYears__c
  • Data Type: DOUBLE
  • Description: Numeric value representing the length of relationship years. Do not include currency symbols or commas.

LifetimeValueAmt

  • Field API Name: ssot__LifetimeValueAmt__c
  • Data Type: CURRENCY
  • Description: Monetary amount representing the lifetime value amt. Do not include currency symbols or commas.

Name

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

NetWorthAmt

  • Field API Name: ssot__NetWorthAmt__c
  • Data Type: CURRENCY
  • Description: Monetary amount representing the net worth amt. Do not include currency symbols or commas.

NextInteractionDate

  • Field API Name: ssot__NextInteractionDate__c
  • Data Type: DATEONLY
  • Description: Calendar date representing the next interaction date in the YYYY-MM-DD format.

NextReviewDate

  • Field API Name: ssot__NextReviewDate__c
  • Data Type: DATEONLY
  • Description: Calendar date representing the next review date in the YYYY-MM-DD format.

PersonalInterestsText

  • Field API Name: ssot__PersonalInterestsText__c
  • Data Type: TEXT
  • Description: Alphanumeric string representing the personal interests text.

PolicyCount

  • Field API Name: ssot__PolicyCount__c
  • Data Type: DOUBLE
  • Description: The total number of active policies that the policyholders primary household owns.

PrimaryOwnerLastTrxnDateTime

  • Field API Name: ssot__PrimaryOwnerLastTrxnDateTime__c
  • Data Type: DATETIME
  • Description: The date and time of the primary owner last trxn date time.

PrimaryOwnerTotalAUMAmt

  • Field API Name: ssot__PrimaryOwnerTotalAUMAmt__c
  • Data Type: CURRENCY
  • Description: Monetary amount representing the primary owner total aumamt. Do not include currency symbols or commas.

PrimaryOwnerTotalFinAcctsQty

  • Field API Name: ssot__PrimaryOwnerTotalFinAcctsQty__c
  • Data Type: DOUBLE
  • Description: Numeric value representing the primary owner total fin accts qty. Do not include currency symbols or commas.

PrimaryOwnerTotalHeldFinAcctsAmt

  • Field API Name: ssot__PrimaryOwnerTotalHeldFinAcctsAmt__c
  • Data Type: CURRENCY
  • Description: Monetary amount representing the primary owner total held fin accts amt. Do not include currency symbols or commas.

ReferredByContactId

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

ReferredByUserId

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

RelationshipStartDate

  • Field API Name: ssot__RelationshipStartDate__c
  • Data Type: DATEONLY
  • Description: Calendar date representing the relationship start date in the YYYY-MM-DD format.

TotalFinAcctsAmt

  • Field API Name: ssot__TotalFinAcctsAmt__c
  • Data Type: CURRENCY
  • Description: Monetary amount representing the total fin accts amt. Do not include currency symbols or commas.

WalletSharePercent

  • Field API Name: ssot__WalletSharePercent__c
  • Data Type: PERCENT
  • Description: Plain number percentage value representing the wallet share percent.