Financial Account DMO

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

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

• ApplicationDate
• CardAccountId
• cdp_sys_record_currency
• CloseDate
• CreatedDate
• DataSourceId
• DataSourceObjectId
• DepositAccountId
• Description
• FinancialAccountNumber
• FinancialAccountSourceIdentifier
• FinancialAccountStatus
• FinancialAccountType
• Id
• InsurancePolicyId
• InternalOrganizationId
• InvestmentAccountId
• isHeldAway
• isManaged
• IsTaxable
• IsTaxDeferred
• KQ_CardAccountId
• KQ_DepositAccountId
• KQ_Id
• KQ_InsurancePolicyId
• KQ_InvestmentAccountId
• KQ_LoanAccountId
• LastModifiedDate
• LienHolderName
• LoanAccountId
• Name
• OpenDate
• OwnerId
• RoutingNumberText
• ServiceProviderName
• SourceFinancialAccountType
• TrustOwnerName

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

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

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

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

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

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

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

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

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

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

• Field API Name: ssot__FinancialAccountSourceIdentifier__c
• Data Type: TEXT
• Description: The source system identifier for the associated financial account.

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

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

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

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

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

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

• Field API Name: ssot__isHeldAway__c
• Data Type: TEXT
• Description: Whether this financial account is held by another organization.

• Field API Name: ssot__isManaged__c
• Data Type: TEXT
• Description: Whether this financial account is managed or administered (true), or not (false).

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

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

• Field API Name: KQ_CardAccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for CardAccountId

• Field API Name: KQ_DepositAccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for DepositAccountId

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

• Field API Name: KQ_InsurancePolicyId__c
• Data Type: TEXT
• Description: Key Qualifier system field for InsurancePolicyId

• Field API Name: KQ_InvestmentAccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for InvestmentAccountId

• Field API Name: KQ_LoanAccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for LoanAccountId

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

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

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

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

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

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

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

• Field API Name: ssot__SourceFinancialAccountType__c
• Data Type: TEXT
• Description: The source system financial account type.

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