---
schema_version: "1"
id: 76fb02384c9f190d9b7bb3ea29e2f56c85d777f4f2383546533a081fcc3a0e3e
title: Financial Holding 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-financialholdingdmo-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialholdingdmo-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: b9b107533479bd0a624a8a6efa3b443098eef85876604705dfa68a01087f7273
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Financial Holding DMO

## Object Properties

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

## Relationships

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

- [AccountId](#accountid)
- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [ChangePercent](#changepercent)
- [Currency](#currency)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [Description](#description)
- [DisallowedLossAmount](#disallowedlossamount)
- [EquityCategory](#equitycategory)
- [FinancialAccountId](#financialaccountid)
- [FinancialHoldingClass](#financialholdingclass)
- [FinancialHoldingSubClass](#financialholdingsubclass)
- [FinancialSecurityId](#financialsecurityid)
- [FinancialSecuritySymbolCode](#financialsecuritysymbolcode)
- [GainLossAmount](#gainlossamount)
- [HoldingCount](#holdingcount)
- [Id](#id)
- [InternalOrganizationId](#internalorganizationid)
- [IsWashSale](#iswashsale)
- [KQ_AccountId](#kq_accountid)
- [KQ_FinancialAccountId](#kq_financialaccountid)
- [KQ_FinancialSecurityId](#kq_financialsecurityid)
- [KQ_Id](#kq_id)
- [LotSelectionMethodType](#lotselectionmethodtype)
- [MarketValueAmount](#marketvalueamount)
- [Name](#name)
- [OrderDateTime](#orderdatetime)
- [PurchasePriceAmount](#purchasepriceamount)
- [SourceSystemIdentifier](#sourcesystemidentifier)
- [TotalCostBasisAmount](#totalcostbasisamount)
- [UnrealizedGainLossAmount](#unrealizedgainlossamount)

### AccountId

- **Field API Name:** `ssot__AccountId__c`
- **Data Type:** TEXT
- **Description:** Reference to the associated Account.

### 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.

### ChangePercent

- **Field API Name:** `ssot__ChangePercent__c`
- **Data Type:** DOUBLE
- **Description:** Percentage change in price.

### Currency

- **Field API Name:** `ssot__Currency__c`
- **Data Type:** TEXT
- **Description:** ISO 4217 currency code associated with the record.

### 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 Holding.

### DisallowedLossAmount

- **Field API Name:** `ssot__DisallowedLossAmount__c`
- **Data Type:** DOUBLE
- **Description:** The dollar amount of loss disallowed due to the wash sale rule.

### EquityCategory

- **Field API Name:** `ssot__EquityCategory__c`
- **Data Type:** TEXT
- **Description:** Reference to the Financial Holding Category.

### FinancialAccountId

- **Field API Name:** `ssot__FinancialAccountId__c`
- **Data Type:** TEXT
- **Description:** Reference to the associated Financial Account.

### FinancialHoldingClass

- **Field API Name:** `ssot__FinancialHoldingClass__c`
- **Data Type:** TEXT
- **Description:** Reference to the Financial Holding Class.

### FinancialHoldingSubClass

- **Field API Name:** `ssot__FinancialHoldingSubClass__c`
- **Data Type:** TEXT
- **Description:** Reference to the Financial Holding Sub Class.

### FinancialSecurityId

- **Field API Name:** `ssot__FinancialSecurityId__c`
- **Data Type:** TEXT
- **Description:** Reference to the associated Security.

### FinancialSecuritySymbolCode

- **Field API Name:** `ssot__FinancialSecuritySymbolCode__c`
- **Data Type:** TEXT
- **Description:** The symbol of the corresponding financial security.

### GainLossAmount

- **Field API Name:** `ssot__GainLossAmount__c`
- **Data Type:** DOUBLE
- **Description:** Gain or Loss Amount.

### HoldingCount

- **Field API Name:** `ssot__HoldingCount__c`
- **Data Type:** DOUBLE
- **Description:** Number of holding purchased.

### Id

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

### IsWashSale

- **Field API Name:** `ssot__IsWashSale__c`
- **Data Type:** BOOLEAN
- **Description:** Indicates whether the holding is affected by a wash sale.

### KQ_AccountId

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

### KQ_FinancialAccountId

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

### KQ_FinancialSecurityId

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

### KQ_Id

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

### LotSelectionMethodType

- **Field API Name:** `ssot__LotSelectionMethodType__c`
- **Data Type:** TEXT
- **Description:** The lot selection method.

### MarketValueAmount

- **Field API Name:** `ssot__MarketValueAmount__c`
- **Data Type:** DOUBLE
- **Description:** Market Value of the holding.

### Name

- **Field API Name:** `ssot__Name__c`
- **Data Type:** TEXT
- **Description:** Name of the Financial Holding.

### OrderDateTime

- **Field API Name:** `ssot__OrderDateTime__c`
- **Data Type:** DATETIME
- **Description:** The date the holding was opened.

### PurchasePriceAmount

- **Field API Name:** `ssot__PurchasePriceAmount__c`
- **Data Type:** DOUBLE
- **Description:** Purchase Price of the holding.

### SourceSystemIdentifier

- **Field API Name:** `ssot__SourceSystemIdentifier__c`
- **Data Type:** TEXT
- **Description:** ID that uniquely identifies the holding in an external data source.

### TotalCostBasisAmount

- **Field API Name:** `ssot__TotalCostBasisAmount__c`
- **Data Type:** DOUBLE
- **Description:** The total cost basis amount of all the shares.

### UnrealizedGainLossAmount

- **Field API Name:** `ssot__UnrealizedGainLossAmount__c`
- **Data Type:** DOUBLE
- **Description:** The unrealized gain or loss amount.