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Party Profile DMO

Object Properties

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

Relationships

  • LeadId has a FOREIGNKEY relationship with the Lead DMO Id field.
  • HouseholdAccountId has a FOREIGNKEY relationship with the Account DMO Id field.
  • PartyId has a FOREIGNKEY relationship with the Party DMO Id field.
  • AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
  • AccountContactId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
  • RelatedPartyProfileId has a FOREIGNKEY relationship with the Party Profile DMO Id field.
  • ApplicantId has a FOREIGNKEY relationship with the Applicant DMO Id field.

Fields

AccountContactId

  • Field API Name: ssot__AccountContactId__c
  • Data Type: TEXT
  • Description: Contact related to the party profile.

AccountId

  • Field API Name: ssot__AccountId__c
  • Data Type: TEXT
  • Description: Account related to the party profile.

ApplicantId

  • Field API Name: ssot__ApplicantId__c
  • Data Type: TEXT
  • Description: The applicant who submitted the profile record during the benefit application intake process.

BusinessEntityCountryofInc

  • Field API Name: ssot__BusinessEntityCountryofInc__c
  • Data Type: TEXT
  • Description: The country where the business entity was formed.

BusinessEntityCountryofRgstr

  • Field API Name: ssot__BusinessEntityCountryofRgstr__c
  • Data Type: TEXT
  • Description: The country where the business entity is registered.

BusinessEntityIncorporationDate

  • Field API Name: ssot__BusinessEntityIncorporationDate__c
  • Data Type: DATEONLY
  • Description: The incorporation date of the business entity associated with the party profile.

BusinessEntityIncorporationNumber

  • Field API Name: ssot__BusinessEntityIncorporationNumber__c
  • Data Type: TEXT
  • Description: The incorporation number of the business entity associated with the party profile.

BusinessEntityPreviousNames

  • Field API Name: ssot__BusinessEntityPreviousNames__c
  • Data Type: TEXT
  • Description: Specifies one or more previous names of the business entity associated with the party profile, if there are any.

BusinessEntityRegistrationDate

  • Field API Name: ssot__BusinessEntityRegistrationDate__c
  • Data Type: DATEONLY
  • Description: The registration date of the business entity associated with the party profile.

BusinessEntityRegistrationNumber

  • Field API Name: ssot__BusinessEntityRegistrationNumber__c
  • Data Type: TEXT
  • Description: The registration number of the business entity associated with the party profile.

BusinessEntityTradeName

  • Field API Name: ssot__BusinessEntityTradeName__c
  • Data Type: TEXT
  • Description: The trading name of the business entity associated with the party profile.

BusLicIssuingAuthorityName

  • Field API Name: ssot__BusLicIssuingAuthorityName__c
  • Data Type: TEXT
  • Description: The name of the business license issuing authority.

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.

Citizenship

  • Field API Name: ssot__Citizenship__c
  • Data Type: TEXT
  • Description: The citizenships held by the applicant. For example, US Citizen, Naturalized Citizen, Lawful Permanent Resident.

CountryofBirth

  • Field API Name: ssot__CountryofBirth__c
  • Data Type: TEXT
  • Description: Birth country of the party.

CountryOfDomicile

  • Field API Name: ssot__CountryOfDomicile__c
  • Data Type: TEXT
  • Description: Domicile country of the party.

CreditScoreNumber

  • Field API Name: ssot__CreditScoreNumber__c
  • Data Type: DOUBLE
  • Description: Credit score of the party.

CustomerReferenceNumber

  • Field API Name: ssot__CustomerReferenceNumber__c
  • Data Type: TEXT
  • Description: The unique identifier that the bank assigns to the customer associated with the party profile 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.

DateOfBirth

  • Field API Name: ssot__DateOfBirth__c
  • Data Type: DATEONLY
  • Description: The party's date of birth.

EndDate

  • Field API Name: ssot__EndDate__c
  • Data Type: DATETIME
  • Description: The date when the party profile record is no longer effective.

FirstName

  • Field API Name: ssot__FirstName__c
  • Data Type: TEXT
  • Description: First name of the party.

FullName

  • Field API Name: ssot__FullName__c
  • Data Type: TEXT
  • Description: Full Name of the party.

Gender

  • Field API Name: ssot__Gender__c
  • Data Type: TEXT
  • Description: Gender of the party. For example, Male, Female, Decline to Specify.

HasHighNetWorth

  • Field API Name: ssot__HasHighNetWorth__c
  • Data Type: BOOLEAN
  • Description: Specifies whether the party is a high net worth entity.

HouseholdAccountId

  • Field API Name: ssot__HouseholdAccountId__c
  • Data Type: TEXT
  • Description: Account Id of the household to which the party belongs.

Id

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

IsAged

  • Field API Name: ssot__IsAged__c
  • Data Type: BOOLEAN
  • Description: Indicates that the person is a senior-citizen.

IsBusinessEntityListonStockExchange

  • Field API Name: ssot__IsBusinessEntityListonStockExchange__c
  • Data Type: BOOLEAN
  • Description: Specifies whether the business entity is listed on a stock exchange (true) or not (false).

IsDisabled

  • Field API Name: ssot__IsDisabled__c
  • Data Type: BOOLEAN
  • Description: Indicates that the person has a disability.

IsFlaggedCustomer

  • Field API Name: ssot__IsFlaggedCustomer__c
  • Data Type: BOOLEAN
  • Description: Whether the customer needs additional scrutiny before issuing a loan.

IsInstitutionalized

  • Field API Name: ssot__IsInstitutionalized__c
  • Data Type: BOOLEAN
  • Description: Indicates that the person is receiving care at a care facility.

IsLowIncome

  • Field API Name: ssot__IsLowIncome__c
  • Data Type: BOOLEAN
  • Description: Whether the customer needs additional scrutiny before issuing a loan.

IsMedicaidEligible

  • Field API Name: ssot__IsMedicaidEligible__c
  • Data Type: BOOLEAN
  • Description: Indicates that the person is eligible for Medicaid coverage.

IsOffBoarded

  • Field API Name: ssot__IsOffBoarded__c
  • Data Type: BOOLEAN
  • Description: Specificies whether the party is off-boarded.

IsRecalculationRequired

  • Field API Name: ssot__IsRecalculationRequired__c
  • Data Type: BOOLEAN
  • Description: Specifies whether the enrollees scores require recalculation.

KQ_AccountContactId

  • Field API Name: KQ_AccountContactId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for AccountContactId

KQ_AccountId

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

KQ_ApplicantId

  • Field API Name: KQ_ApplicantId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for ApplicantId

KQ_HouseholdAccountId

  • Field API Name: KQ_HouseholdAccountId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for HouseholdAccountId

KQ_Id

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

KQ_LeadId

  • Field API Name: KQ_LeadId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for LeadId

KQ_PartyId

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

KQ_RelatedPartyProfileId

  • Field API Name: KQ_RelatedPartyProfileId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for RelatedPartyProfileId

LastName

  • Field API Name: ssot__LastName__c
  • Data Type: TEXT
  • Description: Last name of the party.

LastProfileReviewDateTime

  • Field API Name: ssot__LastProfileReviewDateTime__c
  • Data Type: DATETIME
  • Description: Date of last review of the profile.

LeadId

  • Field API Name: ssot__LeadId__c
  • Data Type: TEXT
  • Description: Lead related to the party profile.

LegalEntityIdentifier

  • Field API Name: ssot__LegalEntityIdentifier__c
  • Data Type: TEXT
  • Description: The unique identifier of the business entity used in all financial transactions.

MiddleName

  • Field API Name: ssot__MiddleName__c
  • Data Type: TEXT
  • Description: Middle name of the party.

Name

  • Field API Name: ssot__Name__c
  • Data Type: TEXT
  • Description: The name of the party profile.

NextProfileReviewDateTime

  • Field API Name: ssot__NextProfileReviewDateTime__c
  • Data Type: DATETIME
  • Description: Date of next review of the profile.

OffBoardingComments

  • Field API Name: ssot__OffBoardingComments__c
  • Data Type: TEXT
  • Description: Comments during off boarding the party.

PartyFundSource

  • Field API Name: ssot__PartyFundSource__c
  • Data Type: TEXT
  • Description: Source of funds for the party. For example, Salary, Commission, Business Income, Rental Income.

PartyId

  • Field API Name: ssot__PartyId__c
  • Data Type: TEXT
  • Description: Party(Individual or Organization) related to the party profile.

PartyPrimaryIdentifierType

  • Field API Name: ssot__PartyPrimaryIdentifierType__c
  • Data Type: TEXT
  • Description: Primary identification type of the party profile. For example, Driving License, Government ID, Passport, Birth Certificate.

PartyProfileBusinessEntityType

  • Field API Name: ssot__PartyProfileBusinessEntityType__c
  • Data Type: TEXT
  • Description: The type of the business entity associated with the party profile.

PartyProfileCreditScoreProvider

  • Field API Name: ssot__PartyProfileCreditScoreProvider__c
  • Data Type: TEXT
  • Description: Agency which provided the credit score for the party.

PartyProfileEmploymentIndustry

  • Field API Name: ssot__PartyProfileEmploymentIndustry__c
  • Data Type: TEXT
  • Description: Industry of employment of the party. For example, IT, Mining, Healthcare, Banking, Government.

PartyProfileEmploymentType

  • Field API Name: ssot__PartyProfileEmploymentType__c
  • Data Type: TEXT
  • Description: Employment type of the party. For example, Retired, Full Time, Part Time, Student.

PartyProfileIndustry

  • Field API Name: ssot__PartyProfileIndustry__c
  • Data Type: TEXT
  • Description: The industry in which a business entity operates.

PartyProfileIndustryClsfnCode

  • Field API Name: ssot__PartyProfileIndustryClsfnCode__c
  • Data Type: TEXT
  • Description: The unique code associated with the industry in which a business entity operates.

PartyProfileNationality

  • Field API Name: ssot__PartyProfileNationality__c
  • Data Type: TEXT
  • Description: Nationality of the party.

PartyProfileOffBoardingReason

  • Field API Name: ssot__PartyProfileOffBoardingReason__c
  • Data Type: TEXT
  • Description: Reason for off-boarding the party.

PartyProfileResidentType

  • Field API Name: ssot__PartyProfileResidentType__c
  • Data Type: TEXT
  • Description: Residence type of the party.

PartyProfileReviewDecision

  • Field API Name: ssot__PartyProfileReviewDecision__c
  • Data Type: TEXT
  • Description: Review decisions of the party profile. For example, Accepted, Rejected, On Hold.

PartyProfileStage

  • Field API Name: ssot__PartyProfileStage__c
  • Data Type: TEXT
  • Description: The current stage of the party profile. For example, Initiated, Risk Screening, Document Validation, Approved, Rejected.

PartyProfileType

  • Field API Name: ssot__PartyProfileType__c
  • Data Type: TEXT
  • Description: The type of the party profile associated with the applicant.

PartyProfileVerificationStatus

  • Field API Name: ssot__PartyProfileVerificationStatus__c
  • Data Type: TEXT
  • Description: Indicates the status of party profile. For example, Verfied, Not Verified.

PartyTaxpayerIdentificationType

  • Field API Name: ssot__PartyTaxpayerIdentificationType__c
  • Data Type: TEXT
  • Description: The type of taxpayer identification number for tax purposes. For example, SSN, Taxpayer Identification Number.

Prefix

  • Field API Name: ssot__Prefix__c
  • Data Type: TEXT
  • Description: Prefix in the party's name.

PrimaryEmail

  • Field API Name: ssot__PrimaryEmail__c
  • Data Type: TEXT
  • Description: Primary email of the party.

PrimaryIdentificationName

  • Field API Name: ssot__PrimaryIdentificationName__c
  • Data Type: TEXT
  • Description: Primary identification name of the party.

PrimaryIdentifier

  • Field API Name: ssot__PrimaryIdentifier__c
  • Data Type: TEXT
  • Description: The unique identifier for the party.

PrimaryPhone

  • Field API Name: ssot__PrimaryPhone__c
  • Data Type: TEXT
  • Description: Primary phone of the party.

Race

  • Field API Name: ssot__Race__c
  • Data Type: TEXT
  • Description: Specifies the race of the applicant. For example, American Indian or Alaska Native, Asian, Black or African American, Native Hawaiian or Other Pacific Islander, White.

RelatedPartyProfileId

  • Field API Name: ssot__RelatedPartyProfileId__c
  • Data Type: TEXT
  • Description: Party profile related to this party profile.

RetirementFundAccountNumber

  • Field API Name: ssot__RetirementFundAccountNumber__c
  • Data Type: TEXT
  • Description: The retirement fund account number of the party profile.

StartDate

  • Field API Name: ssot__StartDate__c
  • Data Type: DATETIME
  • Description: The date when the party profile record becomes effective.

StockExchange

  • Field API Name: ssot__StockExchange__c
  • Data Type: TEXT
  • Description: The name of the stock exchange where the business entity is listed.

Suffix

  • Field API Name: ssot__Suffix__c
  • Data Type: TEXT
  • Description: Suffix in the party's name.

SurnameAtBirth

  • Field API Name: ssot__SurnameAtBirth__c
  • Data Type: TEXT
  • Description: Surname at the time of birth.

TaxpayerIdentificationNumber

  • Field API Name: ssot__TaxpayerIdentificationNumber__c
  • Data Type: TEXT
  • Description: The taxpayer identification number.