Financial Account DMO

Object API Name: std__FinancialAccountDmo__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

• InvestmentAccountId has a FOREIGNKEY relationship with the Investment Account DMO Id field.
• CardAccountId has a FOREIGNKEY relationship with the Card Account DMO Id field.
• LoanAccountId has a FOREIGNKEY relationship with the Loan Account DMO Id field.
• InsurancePolicyId has a FOREIGNKEY relationship with the Insurance Policy DMO Id field.
• DepositAccountId has a FOREIGNKEY relationship with the Deposit Account DMO Id field.

• ApplicationDate
• CardAccountId
• cdp_sys_record_currency
• CloseDate
• CreatedDate
• DataSourceId
• DataSourceObjectId
• DepositAccountId
• Description
• FinancialAccountNumber
• FinancialAccountStatus
• FinancialAccountType
• Id
• InsurancePolicyId
• InternalOrganizationId
• InvestmentAccountId
• IsHeldAway
• IsManaged
• IsTaxable
• IsTaxDeferred
• LastModifiedDate
• LienHolderName
• LoanAccountId
• NameInterfaceField
• OpenDate
• OwnerId
• RoutingNumberText
• ServiceProviderName
• TrustOwnerName

• Field API Name: std__ApplicationDate__c
• Data Type: DATEONLY
• Description: Date when this individual submitted the financial account application.

• Field API Name: std__CardAccountId__c
• Data Type: TEXT
• Description: Allows joining to the Credit Card Account subtype.

• Field API Name: std__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: std__CloseDate__c
• Data Type: DATEONLY
• Description: Date when this financial account was closed.

• Field API Name: std__CreatedDate__c
• Data Type: DATETIME
• Description: The date and time when this record was created.

• Field API Name: std__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__DepositAccountId__c
• Data Type: TEXT
• Description: Allows joining to the Current Account subtype.

• Field API Name: std__Description__c
• Data Type: TEXT
• Description: Description of the Financial Account.

• Field API Name: std__FinancialAccountNumber__c
• Data Type: TEXT
• Description: Financial account number. For example, ACC-000123456.

• Field API Name: std__FinancialAccountStatus__c
• Data Type: TEXT
• Description: Represents the Financial Account Status, For example, Open, Closed, On Hold, Pending .

• Field API Name: std__FinancialAccountType__c
• Data Type: TEXT
• Description: The Financial Account Type, For example, Loan Account, Investment Account, Savings Account .

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this FinancialAccount record. Maximum size is 15 characters.

• Field API Name: std__InsurancePolicyId__c
• Data Type: TEXT
• Description: Allows joining to the Insurance Policy subtype.

• Field API Name: std__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__InvestmentAccountId__c
• Data Type: TEXT
• Description: Allows joining to the Investment Account subtype.

• Field API Name: std__IsHeldAway__c
• Data Type: TEXT
• Description: Alphanumeric string representing the is held away.

• Field API Name: std__IsManaged__c
• Data Type: TEXT
• Description: Alphanumeric string representing the is managed.

• Field API Name: std__IsTaxable__c
• Data Type: BOOLEAN
• Description: True if this account is taxable.

• Field API Name: std__IsTaxDeferred__c
• Data Type: BOOLEAN
• Description: True if account growth is tax-deferred until withdrawal.

• Field API Name: std__LastModifiedDate__c
• Data Type: DATETIME
• Description: The date and time when a user last modified this record.

• Field API Name: std__LienHolderName__c
• Data Type: TEXT
• Description: Name of lien holder on the financial account.

• Field API Name: std__LoanAccountId__c
• Data Type: TEXT
• Description: Allows joining to the Loan Account subtype.

• Field API Name: std__NameInterfaceField__c
• Data Type: TEXT
• Description: Name of this record.

• Field API Name: std__OpenDate__c
• Data Type: DATEONLY
• Description: Date when this financial account was opened.

• Field API Name: std__OwnerId__c
• Data Type: TEXT
• Description: The owner of the record. can be a User or UserGroup.

• Field API Name: std__RoutingNumberText__c
• Data Type: TEXT
• Description: The text content for the routing number of the financial account. Maximum size is 255 characters.

• Field API Name: std__ServiceProviderName__c
• Data Type: TEXT
• Description: Name of the custodian this account belongs to. For example, Schwab, Fidelity, Pershing.

• Field API Name: std__TrustOwnerName__c
• Data Type: TEXT
• Description: Name of the trust in scenarios where account is managed by a Trust.