Financial Security DMO

Represents a financial holding such as securities, bonds, mutual funds, and so forth in relation to either an account or a financial account (investment account). Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.

API Name

ssot__FinancialSecurity__dlm

Category

Profile

Primary Subject Area

Financial Account

Primary Key Label

Financial Security (ssot_Id_c).

Relationships

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

Fields

Label API Name Description Data Type Data Bundle or Origin
Currency ssot__Currency__c The currency associated with the price. Text Financial Services Cloud
Description ssot__Description__c The financial security description. Text Financial Services Cloud
Financial Exchange ssot__FinancialExchange__c The financial exchange description. Text Financial Services Cloud
Financial Security ID ssot__Id__c The primary key. Text Financial Services Cloud
Name ssot__Name__c The financial security name. Text Financial Services Cloud
Price Amount ssot__PriceAmount__c The current price of the security. Number Financial Services Cloud
Security Identifer ssot__SecurityIdentifier__c The security identifier. Text Financial Services Cloud