Investment Account DMO
The Investment Account DMO is a Data Cloud data model object (DMO) for a type of a financial account, such as a brokerage, an investment, or retirement accounts.
ssot__InvestmentAccount__dlm
Profile
Financial Account
Investment Account (ssot_Id_c).
| 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 |
| 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 |