# Financial Account DMO ## Object Properties **Object API Name:** `ssot__FinancialAccount__dlm`\ **Category:** Unassigned\ **Availability:** Available in 254 and later versions\ **Primary Key Field:** Id ## Relationships - **DepositAccountId** has a FOREIGNKEY relationship with the [Deposit Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-depositaccountdmo-dmo.md) `Id` field. - **CardAccountId** has a FOREIGNKEY relationship with the [Card Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-cardaccountdmo-dmo.md) `Id` field. - **InvestmentAccountId** has a FOREIGNKEY relationship with the [Investment Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-investmentaccountdmo-dmo.md) `Id` field. - **InsurancePolicyId** has a FOREIGNKEY relationship with the [Insurance Policy DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-insurancepolicydmo-dmo.md) `Id` field. - **LoanAccountId** has a FOREIGNKEY relationship with the [Loan Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-loanaccountdmo-dmo.md) `Id` field. ## Fields - [ApplicationDate](#applicationdate) - [CardAccountId](#cardaccountid) - [cdp_sys_record_currency](#cdp_sys_record_currency) - [CloseDate](#closedate) - [CreatedDate](#createddate) - [DataSourceId](#datasourceid) - [DataSourceObjectId](#datasourceobjectid) - [DepositAccountId](#depositaccountid) - [Description](#description) - [FinancialAccountNumber](#financialaccountnumber) - [FinancialAccountSourceIdentifier](#financialaccountsourceidentifier) - [FinancialAccountStatus](#financialaccountstatus) - [FinancialAccountType](#financialaccounttype) - [Id](#id) - [InsurancePolicyId](#insurancepolicyid) - [InternalOrganizationId](#internalorganizationid) - [InvestmentAccountId](#investmentaccountid) - [isHeldAway](#isheldaway) - [isManaged](#ismanaged) - [IsTaxable](#istaxable) - [IsTaxDeferred](#istaxdeferred) - [KQ_CardAccountId](#kq_cardaccountid) - [KQ_DepositAccountId](#kq_depositaccountid) - [KQ_Id](#kq_id) - [KQ_InsurancePolicyId](#kq_insurancepolicyid) - [KQ_InvestmentAccountId](#kq_investmentaccountid) - [KQ_LoanAccountId](#kq_loanaccountid) - [LastModifiedDate](#lastmodifieddate) - [LienHolderName](#lienholdername) - [LoanAccountId](#loanaccountid) - [Name](#name) - [OpenDate](#opendate) - [OwnerId](#ownerid) - [RoutingNumberText](#routingnumbertext) - [ServiceProviderName](#serviceprovidername) - [SourceFinancialAccountType](#sourcefinancialaccounttype) - [TrustOwnerName](#trustownername) ### ApplicationDate - **Field API Name:** `ssot__ApplicationDate__c` - **Data Type:** DATEONLY - **Description:** Date when this individual submitted the financial account application. ### CardAccountId - **Field API Name:** `ssot__CardAccountId__c` - **Data Type:** TEXT - **Description:** Allows joining to the Credit Card Account subtype. ### cdp_sys_record_currency - **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. ### CloseDate - **Field API Name:** `ssot__CloseDate__c` - **Data Type:** DATEONLY - **Description:** Date when this financial account was closed. ### CreatedDate - **Field API Name:** `ssot__CreatedDate__c` - **Data Type:** DATETIME - **Description:** The date and time when this record was created. ### DataSourceId - **Field API Name:** `ssot__DataSourceId__c` - **Data Type:** TEXT - **Description:** A unique, system-generated identifier for this record. ### DataSourceObjectId - **Field API Name:** `ssot__DataSourceObjectId__c` - **Data Type:** TEXT - **Description:** A unique, system-generated identifier for this record. ### DepositAccountId - **Field API Name:** `ssot__DepositAccountId__c` - **Data Type:** TEXT - **Description:** Allows joining to the Current Account subtype. ### Description - **Field API Name:** `ssot__Description__c` - **Data Type:** TEXT - **Description:** Description of the Financial Account. ### FinancialAccountNumber - **Field API Name:** `ssot__FinancialAccountNumber__c` - **Data Type:** TEXT - **Description:** Financial account number. For example, ACC-000123456. ### FinancialAccountSourceIdentifier - **Field API Name:** `ssot__FinancialAccountSourceIdentifier__c` - **Data Type:** TEXT - **Description:** The source system identifier for the associated financial account. ### FinancialAccountStatus - **Field API Name:** `ssot__FinancialAccountStatus__c` - **Data Type:** TEXT - **Description:** Represents the Financial Account Status, For example, Open, Closed, On Hold, Pending . ### FinancialAccountType - **Field API Name:** `ssot__FinancialAccountType__c` - **Data Type:** TEXT - **Description:** The Financial Account Type, For example, Loan Account, Investment Account, Savings Account . ### Id - **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. ### InsurancePolicyId - **Field API Name:** `ssot__InsurancePolicyId__c` - **Data Type:** TEXT - **Description:** Allows joining to the Insurance Policy subtype. ### InternalOrganizationId - **Field API Name:** `ssot__InternalOrganizationId__c` - **Data Type:** TEXT - **Description:** A unique, system-generated identifier for this record. ### InvestmentAccountId - **Field API Name:** `ssot__InvestmentAccountId__c` - **Data Type:** TEXT - **Description:** Allows joining to the Investment Account subtype. ### isHeldAway - **Field API Name:** `ssot__isHeldAway__c` - **Data Type:** TEXT - **Description:** Whether this financial account is held by another organization. ### isManaged - **Field API Name:** `ssot__isManaged__c` - **Data Type:** TEXT - **Description:** Whether this financial account is managed or administered (true), or not (false). ### IsTaxable - **Field API Name:** `ssot__IsTaxable__c` - **Data Type:** BOOLEAN - **Description:** True if this account is taxable. ### IsTaxDeferred - **Field API Name:** `ssot__IsTaxDeferred__c` - **Data Type:** BOOLEAN - **Description:** True if account growth is tax-deferred until withdrawal. ### KQ_CardAccountId - **Field API Name:** `KQ_CardAccountId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for CardAccountId ### KQ_DepositAccountId - **Field API Name:** `KQ_DepositAccountId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for DepositAccountId ### KQ_Id - **Field API Name:** `KQ_Id__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for Id ### KQ_InsurancePolicyId - **Field API Name:** `KQ_InsurancePolicyId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for InsurancePolicyId ### KQ_InvestmentAccountId - **Field API Name:** `KQ_InvestmentAccountId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for InvestmentAccountId ### KQ_LoanAccountId - **Field API Name:** `KQ_LoanAccountId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for LoanAccountId ### LastModifiedDate - **Field API Name:** `ssot__LastModifiedDate__c` - **Data Type:** DATETIME - **Description:** The date and time when a user last modified this record. ### LienHolderName - **Field API Name:** `ssot__LienHolderName__c` - **Data Type:** TEXT - **Description:** Name of lien holder on the financial account. ### LoanAccountId - **Field API Name:** `ssot__LoanAccountId__c` - **Data Type:** TEXT - **Description:** Allows joining to the Loan Account subtype. ### Name - **Field API Name:** `ssot__Name__c` - **Data Type:** TEXT - **Description:** Name of the Financial Account. ### OpenDate - **Field API Name:** `ssot__OpenDate__c` - **Data Type:** DATEONLY - **Description:** Date when this financial account was opened. ### OwnerId - **Field API Name:** `ssot__OwnerId__c` - **Data Type:** TEXT - **Description:** The owner of the record. can be a User or UserGroup. ### RoutingNumberText - **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. ### ServiceProviderName - **Field API Name:** `ssot__ServiceProviderName__c` - **Data Type:** TEXT - **Description:** Name of the custodian this account belongs to. For example, Schwab, Fidelity, Pershing. ### SourceFinancialAccountType - **Field API Name:** `ssot__SourceFinancialAccountType__c` - **Data Type:** TEXT - **Description:** The source system financial account type. ### TrustOwnerName - **Field API Name:** `ssot__TrustOwnerName__c` - **Data Type:** TEXT - **Description:** Name of the trust in scenarios where account is managed by a Trust.