Financial Account Party DMO

Represents the role of an organization account or person account related to a financial account. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.

API Name

ssot__FinancialAccountParty__dlm

Category

Profile

Primary Subject Area

Financial Account

Primary Key Label

Financial Account Party ID (ssot_Id_c).

Relationships

DMO Label DMO Field Label Cardinality Related DMO Label Related DMO Field Label Data Bundle or Origin
Financial Account Party Account Contact ID Many To One (N:1) Account Contact ID Financial Services Cloud
Financial Account Party Account ID Many To One (N:1) Account ID Financial Services Cloud
Financial Account Party Financial Account ID Many To One (N:1) Financial Account ID Financial Services Cloud

Fields

Label API Name Description Data Type Data Bundle or Origin
Account Contact Id ssot__AccountContactId__c The associated contact. Text Financial Services Cloud
Account ID ssot__AccountId__c The associated account. Text Financial Services Cloud
Description ssot__Description__c The financial account party description. Text Financial Services Cloud
Financial Account ID ssot__FinancialAccountId__c The associated financial account. Text Financial Services Cloud
Financial Account Role ssot__FinancialAccountRole__c The financial party role. Text Financial Services Cloud
Financial Account Party ID ssot__Id__c The primary key. Text Financial Services Cloud
Name ssot__Name__c The financial account party name. Text Financial Services Cloud
Is Active ssot__IsActive__c Indicates if the association is active. Text Financial Services Cloud
Is Primary Owner ssot__IsPrimaryOwner__c Indicates whether the party is the primary owner of the associated financial account. Text Financial Services Cloud