Financial Customer DMO

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

• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.

• AccountId
• AssetUnderManagementAmt
• cdp_sys_record_currency
• CustomerCategory
• CustomerMarketSegmentText
• CustomerRating
• CustomerRiskTolerance
• CustomerSegment
• CustomerServiceLevel
• CustomerType
• DataSourceId
• DataSourceObjectId
• Description
• FinancialCustomerStatus
• FinancialInterestsText
• Id
• InternalOrganizationId
• InvestmentExperienceLevel
• InvestmentObjectivesText
• JointOwnerLastTrxnDateTime
• JointOwnerTotalHeldFinAcctsAmt
• KQ_AccountId
• KQ_Id
• LastInteractionDate
• LastReviewDate
• LastTransactionDate
• LengthOfRelationshipYears
• LifetimeValueAmt
• Name
• NetWorthAmt
• NextInteractionDate
• NextReviewDate
• PersonalInterestsText
• PolicyCount
• PrimaryOwnerLastTrxnDateTime
• PrimaryOwnerTotalAUMAmt
• PrimaryOwnerTotalFinAcctsQty
• PrimaryOwnerTotalHeldFinAcctsAmt
• ReferredByContactId
• ReferredByUserId
• RelationshipStartDate
• TotalFinAcctsAmt
• WalletSharePercent

• Field API Name: ssot__AccountId__c
• Data Type: TEXT
• Description: Reference to the Account.

• Field API Name: ssot__AssetUnderManagementAmt__c
• Data Type: CURRENCY
• Description: Monetary amount representing the asset under management amt. Do not include currency symbols or commas.

• 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__CustomerCategory__c
• Data Type: TEXT
• Description: Rates the value of this individual’s business with your firm For example, Platinum, Gold, Silver, Bronze, Investments.

• Field API Name: ssot__CustomerMarketSegmentText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the customer market segment text.

• Field API Name: ssot__CustomerRating__c
• Data Type: TEXT
• Description: Alphanumeric string representing the customer rating.

• Field API Name: ssot__CustomerRiskTolerance__c
• Data Type: TEXT
• Description: Alphanumeric string representing the customer risk tolerance.

• Field API Name: ssot__CustomerSegment__c
• Data Type: TEXT
• Description: Alphanumeric string representing the customer segment.

• Field API Name: ssot__CustomerServiceLevel__c
• Data Type: TEXT
• Description: Service level assigned to the Financial Customer For example, Tier 1, Tier 2, Tier 3.

• Field API Name: ssot__CustomerType__c
• Data Type: TEXT
• Description: Alphanumeric string representing the customer type.

• 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__Description__c
• Data Type: TEXT
• Description: Description of the Financial Customer.

• Field API Name: ssot__FinancialCustomerStatus__c
• Data Type: TEXT
• Description: Alphanumeric string representing the financial customer status.

• Field API Name: ssot__FinancialInterestsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the financial interests text.

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

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

• Field API Name: ssot__InvestmentExperienceLevel__c
• Data Type: TEXT
• Description: Investment experience level for an Financial Customer For example, Experienced, Moderately Experienced, Moderately Inexperienced, Inexperienced.

• Field API Name: ssot__InvestmentObjectivesText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the investment objectives text.

• Field API Name: ssot__JointOwnerLastTrxnDateTime__c
• Data Type: DATETIME
• Description: The date and time of the joint owner last trxn date time.

• Field API Name: ssot__JointOwnerTotalHeldFinAcctsAmt__c
• Data Type: CURRENCY
• Description: Monetary amount representing the joint owner total held fin accts amt. Do not include currency symbols or commas.

• Field API Name: KQ_AccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for AccountId

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

• Field API Name: ssot__LastInteractionDate__c
• Data Type: DATEONLY
• Description: Calendar date representing the last interaction date in the YYYY-MM-DD format.

• Field API Name: ssot__LastReviewDate__c
• Data Type: DATEONLY
• Description: Calendar date representing the last review date in the YYYY-MM-DD format.

• Field API Name: ssot__LastTransactionDate__c
• Data Type: DATEONLY
• Description: Calendar date representing the last transaction date in the YYYY-MM-DD format.

• Field API Name: ssot__LengthOfRelationshipYears__c
• Data Type: DOUBLE
• Description: Numeric value representing the length of relationship years. Do not include currency symbols or commas.

• Field API Name: ssot__LifetimeValueAmt__c
• Data Type: CURRENCY
• Description: Monetary amount representing the lifetime value amt. Do not include currency symbols or commas.

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

• Field API Name: ssot__NetWorthAmt__c
• Data Type: CURRENCY
• Description: Monetary amount representing the net worth amt. Do not include currency symbols or commas.

• Field API Name: ssot__NextInteractionDate__c
• Data Type: DATEONLY
• Description: Calendar date representing the next interaction date in the YYYY-MM-DD format.

• Field API Name: ssot__NextReviewDate__c
• Data Type: DATEONLY
• Description: Calendar date representing the next review date in the YYYY-MM-DD format.

• Field API Name: ssot__PersonalInterestsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the personal interests text.

• Field API Name: ssot__PolicyCount__c
• Data Type: DOUBLE
• Description: The total number of active policies that the policyholders primary household owns.

• Field API Name: ssot__PrimaryOwnerLastTrxnDateTime__c
• Data Type: DATETIME
• Description: The date and time of the primary owner last trxn date time.

• Field API Name: ssot__PrimaryOwnerTotalAUMAmt__c
• Data Type: CURRENCY
• Description: Monetary amount representing the primary owner total aumamt. Do not include currency symbols or commas.

• Field API Name: ssot__PrimaryOwnerTotalFinAcctsQty__c
• Data Type: DOUBLE
• Description: Numeric value representing the primary owner total fin accts qty. Do not include currency symbols or commas.

• Field API Name: ssot__PrimaryOwnerTotalHeldFinAcctsAmt__c
• Data Type: CURRENCY
• Description: Monetary amount representing the primary owner total held fin accts amt. Do not include currency symbols or commas.

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

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

• Field API Name: ssot__RelationshipStartDate__c
• Data Type: DATEONLY
• Description: Calendar date representing the relationship start date in the YYYY-MM-DD format.

• Field API Name: ssot__TotalFinAcctsAmt__c
• Data Type: CURRENCY
• Description: Monetary amount representing the total fin accts amt. Do not include currency symbols or commas.

• Field API Name: ssot__WalletSharePercent__c
• Data Type: PERCENT
• Description: Plain number percentage value representing the wallet share percent.