Date the AUM or performance snapshot was calculated
Object Properties
Object API Name: FinclAcctAssetUndMgmtSnpsht_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
Idfield.
Fields
- AsOfDate
- AssetUnderManagementAmount
- cdp_sys_record_currency
- DataSourceId
- DataSourceObjectId
- FinancialAccountId
- Id
- InternalOrganizationId
- KQ_FinancialAccountId
- KQ_Id
AsOfDate
- Field API Name:
AsOfDate__c - Data Type: DATEONLY
- Description: The date the asset under management or performance snapshot was calculated.
AssetUnderManagementAmount
- Field API Name:
AssetUnderManagementAmount__c - Data Type: DOUBLE
- Description: The total assets under management amount for the household, expressed in USD.
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 associated with the asset under management.
Id
- Field API Name:
Id__c - Data Type: TEXT
- Description: The unique identifier for the financial account asset under management snapshot.
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