Party Financial Asset DMO

Represents a financial asset associated with an individual or an organization. For example, cash in hand, owned property, and so forth. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.

API Name

ssot__PartyFinancialAsset__dlm

Category

Profile

Primary Subject Area

Financial Account

Primary Key

Party Financial Asset ID (ssot__Id__c)

Relationships

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

Fields

Label API Name Description Data Type Data Bundle or Origin
Currency ssot__Curency__c The associated currency. Text Financial Services Cloud
Description ssot__Description__c The description of the party financial asset. Text Financial Services Cloud
End Date ssot__EndDate__c The effective end date of the market value. Date Time Financial Services Cloud
Financial Asset Type ssot__FinancialAssetType__c The type of financial asset. Text Financial Services Cloud
Party Financial Asset Id ssot__Id__c The primary key. Text Financial Services Cloud
Market Value ssot__MarketValue__c The market value of the asset. Number Financial Services Cloud
Name ssot__Name__c The name of the party financial asset. Text Financial Services Cloud
Party ID ssot__PartyId__c The party who owns the asset. Text Financial Services Cloud
Start Date ssot__StartDate__c The effective start date of the market value. Date Time Financial Services Cloud
Valuation Date ssot__ValuationDate__c The date on which the market value was captured. Date Time Financial Services Cloud