Financial Account Custodian Advisor DMO
Represents the association between a Financial Account and the advisor who is handling the account for a financial custodian.
Object API Name: FinancialAccountCustodianAdvisor_std__dlm
Category: Unassigned
Availability: Available in 262 and later versions
Primary Key Field: Id
- FinancialAccountId has a FOREIGNKEY relationship with the Financial Account DMO
Idfield. - FinancialCustodianAdvisorId has a FOREIGNKEY relationship with the Financial Custodian Advisor DMO
Idfield.
- AdvisorCode
- cdp_sys_record_currency
- DataSourceId
- DataSourceObjectId
- FinancialAccountId
- FinancialCustodianAdvisorId
- Id
- InternalOrganizationId
- KQ_FinancialAccountId
- KQ_FinancialCustodianAdvisorId
- KQ_Id
- Field API Name:
AdvisorCode__c - Data Type: TEXT
- Description: The advisor code of the financial advisor given by the custodian.
- Field API Name:
cdp_sys_record_currency__c - Data Type: TEXT
- Description: System-generated metadata field that stores a 3-letter ISO currency code.
- Field API Name:
DataSourceId__c - Data Type: TEXT
- Description: A unique, system-generated identifier for this record.
- Field API Name:
DataSourceObjectId__c - Data Type: TEXT
- Description: A unique, system-generated identifier for this record.
- Field API Name:
FinancialAccountId__c - Data Type: TEXT
- Description: The financial account associated with the advisor.
- Field API Name:
FinancialCustodianAdvisorId__c - Data Type: TEXT
- Description: The advisor code of the financial advisor.
- Field API Name:
Id__c - Data Type: TEXT
- Description: The unique identifier for the financial account custodian advisor.
- Field API Name:
InternalOrganizationId__c - Data Type: TEXT
- Description: A unique, system-generated identifier for this record.
- Field API Name:
KQ_FinancialAccountId__c - Data Type: TEXT
- Description: Key Qualifier system field for FinancialAccountId
- Field API Name:
KQ_FinancialCustodianAdvisorId__c - Data Type: TEXT
- Description: Key Qualifier system field for FinancialCustodianAdvisorId
- Field API Name:
KQ_Id__c - Data Type: TEXT
- Description: Key Qualifier system field for Id