Payment Instrument DMO

Object Properties

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

Relationships

• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.

Fields

• AccountHolderName
• AccountId
• BankAccountHolderType
• BankAccountNumber
• BankAccountType
• BankCodeText
• BankName
• CardBrandName
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• DigitalWalletProviderName
• ExpiryDayOfMonth
• ExpiryMonth
• ExpiryYear
• GatewayName
• GatewayReferenceNumber
• Id
• InstrumentNumber
• InternalOrganizationId
• IssueDate
• IssuingEntity
• KQ_AccountId
• KQ_Id
• Last4Text
• LastModifiedDateTime
• Name
• PaymentProcessorName
• ProcessorReferenceName
• Type

AccountHolderName

• Field API Name: ssot__AccountHolderName__c
• Data Type: TEXT
• Description: Name of the Payment Instrument Holder.

AccountId

• Field API Name: ssot__AccountId__c
• Data Type: TEXT
• Description: The Account or PersonAccount that's using the payment instrument.

BankAccountHolderType

• Field API Name: ssot__BankAccountHolderType__c
• Data Type: TEXT
• Description: Determines if the bank account holder is an individual or a company.

BankAccountNumber

• Field API Name: ssot__BankAccountNumber__c
• Data Type: TEXT
• Description: The bank account number used for payment.

BankAccountType

• Field API Name: ssot__BankAccountType__c
• Data Type: TEXT
• Description: Type of the Bank Account.

BankCodeText

• Field API Name: ssot__BankCodeText__c
• Data Type: TEXT
• Description: Code of bank associated with the bank account.

BankName

• Field API Name: ssot__BankName__c
• Data Type: TEXT
• Description: Name of bank associated with the bank account.

CardBrandName

• Field API Name: ssot__CardBrandName__c
• Data Type: TEXT
• Description: The credit card brand, network, or issuer.

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.

CreatedDateTime

• Field API Name: ssot__CreatedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when this record was created.

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.

DigitalWalletProviderName

• Field API Name: ssot__DigitalWalletProviderName__c
• Data Type: TEXT
• Description: The provider of the digital wallet.

ExpiryDayOfMonth

• Field API Name: ssot__ExpiryDayOfMonth__c
• Data Type: DOUBLE
• Description: The day of the month (1–31) on which the payment instrument expires.

ExpiryMonth

• Field API Name: ssot__ExpiryMonth__c
• Data Type: TEXT
• Description: Expire month if payment method is credit card.

ExpiryYear

• Field API Name: ssot__ExpiryYear__c
• Data Type: TEXT
• Description: Expire year if payment method is credit card.

GatewayName

• Field API Name: ssot__GatewayName__c
• Data Type: TEXT
• Description: The name of the payment gateway.

GatewayReferenceNumber

• Field API Name: ssot__GatewayReferenceNumber__c
• Data Type: TEXT
• Description: A reference number from the gateway for this payment instrument.

Id

• Field API Name: ssot__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this PaymentInstrument record. Maximum size is 15 characters.

InstrumentNumber

• Field API Name: ssot__InstrumentNumber__c
• Data Type: TEXT
• Description: The payment instrument reference number (for example, check number, money order number, or draft number). Populated for check or money order payment methods.

InternalOrganizationId

• Field API Name: ssot__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

IssueDate

• Field API Name: ssot__IssueDate__c
• Data Type: DATEONLY
• Description: The issue date on the payment instrument.

IssuingEntity

• Field API Name: ssot__IssuingEntity__c
• Data Type: TEXT
• Description: The authority that issued the payment instrument (for example, U.S. Treasury, His Majesty's Revenue and Customs, Canada Revenue Agency, or the taxpayer's bank).

KQ_AccountId

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

KQ_Id

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

Last4Text

• Field API Name: ssot__Last4Text__c
• Data Type: TEXT
• Description: Last 4 digits of payment method.

LastModifiedDateTime

• Field API Name: ssot__LastModifiedDateTime__c
• Data Type: DATETIME
• Description: The timestamp when this record was last modified.

Name

• Field API Name: ssot__Name__c
• Data Type: TEXT
• Description: The unique, auto-numbered name of the payment instrument.

PaymentProcessorName

• Field API Name: ssot__PaymentProcessorName__c
• Data Type: TEXT
• Description: The name of the payment processor.

ProcessorReferenceName

• Field API Name: ssot__ProcessorReferenceName__c
• Data Type: TEXT
• Description: The reference of the payment processor associated with the payment instrument.

Type

• Field API Name: ssot__Type__c
• Data Type: TEXT
• Description: The type of the payment instrument. Example values include Credit Card, ACH, SEPA Direct Debit.