Financial Customer DMO

The Financial Customer DMO is a Data Cloud data model object (DMO) for an extension of an account to capture financial services attributes.

ssot__FinancialCustomer__dlm

Profile

Financial Account

Financial Customer ID (ssot_Id_c).

DMO LabelDMO Field LabelCardinalityRelated DMO LabelRelated DMO Field LabelData Bundle or Origin
Financial CustomerAccount IDMany To One (N:1)AccountIDFinancial Services Cloud
LabelAPI NameDescriptionData TypeData Bundle or Origin
Account IDssot__AccountId__cThe associated account.TextFinancial Services Cloud
Customer Categoryssot__CustomerCategory__cThe rating of individual's business with your firm.TextFinancial Services Cloud
Customer Service Levelssot__CustomerServiceLevel__cThe service level assigned to the financial customer.TextFinancial Services Cloud
Descriptionssot__Description__cThe financial customer description.TextFinancial Services Cloud
Financial Customer IDssot__Id__cThe primary key.TextFinancial Services Cloud
Investment Experience Levelssot__InvestmentExperienceLevel__cThe financial customer investment experience level.TextFinancial Services Cloud
Namessot__Name__cThe financial customer name.TextFinancial Services Cloud
Policy Countssot__PolicyCount__cThe total number of active policies that the policy holder’s primary household owns.NumberFinancial Services Cloud