Investment Account DMO

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

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

• AnnualYieldPercentage
• cdp_sys_record_currency
• DataSourceId
• DataSourceObjectId
• Description
• FinancialAccountID
• Id
• InternalOrganizationId
• InvestmentObjective
• InvestmentTimeHorizon
• KQ_FinancialAccountID
• KQ_Id
• ModelPortfolioType
• MonthToDatePerformancePercent
• Name
• OneYearPerformancePercent
• QuarterToDatePerformancePercent
• RebalanceFrequency
• ThreeYearPerformancePercent
• YearToDatePerformancePercent

• Field API Name: ssot__AnnualYieldPercentage__c
• Data Type: DOUBLE
• Description: Annual Percentage Yield of the Investment Account.

• 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__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 Investment Account.

• Field API Name: ssot__FinancialAccountID__c
• Data Type: TEXT
• Description: Reference to the associated Financial Account.

• Field API Name: ssot__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this InvestmentAccount 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__InvestmentObjective__c
• Data Type: TEXT
• Description: Reference to the Investment Objective.

• Field API Name: ssot__InvestmentTimeHorizon__c
• Data Type: TEXT
• Description: Reference to the Investment Time Horizon.

• Field API Name: KQ_FinancialAccountID__c
• Data Type: TEXT
• Description: Key Qualifier system field for FinancialAccountID

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

• Field API Name: ssot__ModelPortfolioType__c
• Data Type: TEXT
• Description: Reference to the Model Portfolio Type.

• Field API Name: ssot__MonthToDatePerformancePercent__c
• Data Type: PERCENT
• Description: Plain number percentage value representing the month to date performance percent.

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

• Field API Name: ssot__OneYearPerformancePercent__c
• Data Type: PERCENT
• Description: Plain number percentage value representing the one year performance percent.

• Field API Name: ssot__QuarterToDatePerformancePercent__c
• Data Type: PERCENT
• Description: Plain number percentage value representing the quarter to date performance percent.

• Field API Name: ssot__RebalanceFrequency__c
• Data Type: TEXT
• Description: Alphanumeric string representing the rebalance frequency.

• Field API Name: ssot__ThreeYearPerformancePercent__c
• Data Type: PERCENT
• Description: Plain number percentage value representing the three year performance percent.

• Field API Name: ssot__YearToDatePerformancePercent__c
• Data Type: PERCENT
• Description: Plain number percentage value representing the year to date performance percent.