Financial Account Custodian Advisor DMO

Represents the association between a Financial Account and the advisor who is handling the account for a financial custodian.

Object Properties

Object API Name: FinancialAccountCustodianAdvisor_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 Id field.
• FinancialCustodianAdvisorId has a FOREIGNKEY relationship with the Financial Custodian Advisor DMO Id field.

Fields

• AdvisorCode
• cdp_sys_record_currency
• DataSourceId
• DataSourceObjectId
• FinancialAccountId
• FinancialCustodianAdvisorId
• Id
• InternalOrganizationId
• KQ_FinancialAccountId
• KQ_FinancialCustodianAdvisorId
• KQ_Id

AdvisorCode

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

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 financial account associated with the advisor.

FinancialCustodianAdvisorId

• Field API Name: FinancialCustodianAdvisorId__c
• Data Type: TEXT
• Description: The advisor code of the financial advisor.

Id

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

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_FinancialCustodianAdvisorId

• Field API Name: KQ_FinancialCustodianAdvisorId__c
• Data Type: TEXT
• Description: Key Qualifier system field for FinancialCustodianAdvisorId

KQ_Id

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