# Financial Customer DMO

## Object Properties

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

## Relationships

- **AccountId** has a FOREIGNKEY relationship with the [Account DMO](/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field.

## Fields

- [AccountId](#accountid)
- [AssetUnderManagementAmt](#assetundermanagementamt)
- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [CustomerCategory](#customercategory)
- [CustomerMarketSegmentText](#customermarketsegmenttext)
- [CustomerRating](#customerrating)
- [CustomerRiskTolerance](#customerrisktolerance)
- [CustomerSegment](#customersegment)
- [CustomerServiceLevel](#customerservicelevel)
- [CustomerType](#customertype)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [Description](#description)
- [FinancialCustomerStatus](#financialcustomerstatus)
- [FinancialInterestsText](#financialintereststext)
- [Id](#id)
- [InternalOrganizationId](#internalorganizationid)
- [InvestmentExperienceLevel](#investmentexperiencelevel)
- [InvestmentObjectivesText](#investmentobjectivestext)
- [JointOwnerLastTrxnDateTime](#jointownerlasttrxndatetime)
- [JointOwnerTotalHeldFinAcctsAmt](#jointownertotalheldfinacctsamt)
- [KQ_AccountId](#kq_accountid)
- [KQ_Id](#kq_id)
- [LastInteractionDate](#lastinteractiondate)
- [LastReviewDate](#lastreviewdate)
- [LastTransactionDate](#lasttransactiondate)
- [LengthOfRelationshipYears](#lengthofrelationshipyears)
- [LifetimeValueAmt](#lifetimevalueamt)
- [Name](#name)
- [NetWorthAmt](#networthamt)
- [NextInteractionDate](#nextinteractiondate)
- [NextReviewDate](#nextreviewdate)
- [PersonalInterestsText](#personalintereststext)
- [PolicyCount](#policycount)
- [PrimaryOwnerLastTrxnDateTime](#primaryownerlasttrxndatetime)
- [PrimaryOwnerTotalAUMAmt](#primaryownertotalaumamt)
- [PrimaryOwnerTotalFinAcctsQty](#primaryownertotalfinacctsqty)
- [PrimaryOwnerTotalHeldFinAcctsAmt](#primaryownertotalheldfinacctsamt)
- [ReferredByContactId](#referredbycontactid)
- [ReferredByUserId](#referredbyuserid)
- [RelationshipStartDate](#relationshipstartdate)
- [TotalFinAcctsAmt](#totalfinacctsamt)
- [WalletSharePercent](#walletsharepercent)

### AccountId

- **Field API Name:** `ssot__AccountId__c`
- **Data Type:** TEXT
- **Description:** Reference to the Account.

### AssetUnderManagementAmt

- **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.

### 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.

### CustomerCategory

- **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.

### CustomerMarketSegmentText

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

### CustomerRating

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

### CustomerRiskTolerance

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

### CustomerSegment

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

### CustomerServiceLevel

- **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.

### CustomerType

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

### 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.

### Description

- **Field API Name:** `ssot__Description__c`
- **Data Type:** TEXT
- **Description:** Description of the Financial Customer.

### FinancialCustomerStatus

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

### FinancialInterestsText

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

### Id

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

### InternalOrganizationId

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

### InvestmentExperienceLevel

- **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.

### InvestmentObjectivesText

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

### JointOwnerLastTrxnDateTime

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

### JointOwnerTotalHeldFinAcctsAmt

- **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.

### KQ_AccountId

- **Field API Name:** `KQ_AccountId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for AccountId

### KQ_Id

- **Field API Name:** `KQ_Id__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for Id

### LastInteractionDate

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

### LastReviewDate

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

### LastTransactionDate

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

### LengthOfRelationshipYears

- **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.

### LifetimeValueAmt

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

### Name

- **Field API Name:** `ssot__Name__c`
- **Data Type:** TEXT
- **Description:** Name of the Financial Customer.

### NetWorthAmt

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

### NextInteractionDate

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

### NextReviewDate

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

### PersonalInterestsText

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

### PolicyCount

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

### PrimaryOwnerLastTrxnDateTime

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

### PrimaryOwnerTotalAUMAmt

- **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.

### PrimaryOwnerTotalFinAcctsQty

- **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.

### PrimaryOwnerTotalHeldFinAcctsAmt

- **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.

### ReferredByContactId

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

### ReferredByUserId

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

### RelationshipStartDate

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

### TotalFinAcctsAmt

- **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.

### WalletSharePercent

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