Financial Plan DMO

Object Properties

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

Relationships

• PartyId has a FOREIGNKEY relationship with the Party DMO Id field.

Fields

• cdp_sys_record_currency
• DataSourceId
• DataSourceObjectId
• Description
• EstimatedSuccessPercent
• FinancialPlanStatus
• FinancialPlanType
• Id
• InternalOrganizationId
• KQ_Id
• KQ_PartyId
• Name
• PartyId
• StartDate

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.

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 Plan.

EstimatedSuccessPercent

• Field API Name: ssot__EstimatedSuccessPercent__c
• Data Type: DOUBLE
• Description: The success percentage that's estimated for the financial plan.

FinancialPlanStatus

• Field API Name: ssot__FinancialPlanStatus__c
• Data Type: TEXT
• Description: Refers to the financial plan status. For example, Not Started, In Progress, Completed.

FinancialPlanType

• Field API Name: ssot__FinancialPlanType__c
• Data Type: TEXT
• Description: Refers to the financial plan type. For example, Education, Retirement, Home Purchase.

Id

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

KQ_Id

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

KQ_PartyId

• Field API Name: KQ_PartyId__c
• Data Type: TEXT
• Description: Key Qualifier system field for PartyId

Name

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

PartyId

• Field API Name: ssot__PartyId__c
• Data Type: TEXT
• Description: Reference to the associated party.

StartDate

• Field API Name: ssot__StartDate__c
• Data Type: DATEONLY
• Description: Start Date of the Financial Plan.