Data Cloud Reference Guide
jInvestment Account DMO
Represents a subtype of a financial account. Provided in the Financial Services Cloud
Data Kit. This DMO is available in API version 58 and later.
API Name
ssot__InvestmentAccount__dlm
Category
Profile
Primary Subject Area
Financial Account
Primary Key Label
Investment Account (ssot_Id_c).
Relationships
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Investment Account | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud |
| Financial Account | Investment Account ID | Many To One (N:1) | Investment Account | ID | Financial Services Cloud |
Fields
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Annual Yield Percentage | ssot__AnnualYieldPercentage__c | The annual percentage yield of the investment account. | Number | Financial Services Cloud |
| Description | ssot__Description__c | The description of the investment account. | Text | Financial Services Cloud |
| Financial Account ID | ssot__FinancialAccountID__c | The associated financial account. | Text | Financial Services Cloud |
| Investment Account ID | ssot__Id__c | The primary key. | Text | Financial Services Cloud |
| Investment Objective | ssot__InvestmentObjective__c | The associated investment objective. | Text | Financial Services Cloud |
| Investment Time Horizon | ssot__InvestmentTimeHorizon__c | The investment time horizon. | Text | Financial Services Cloud |
| Model Portfolio Type | ssot__ModelPortfolioType__c | The associated model portfolio type. | Text | Financial Services Cloud |
| Name | ssot__Name__c | The name of the investment account. | Text | Financial Services Cloud |