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 |