Party Profile DMO

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

• RelatedPartyProfileId has a FOREIGNKEY relationship with the Party Profile DMO Id field.
• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
• AccountContactId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• PartyId has a FOREIGNKEY relationship with the Party DMO Id field.
• LeadId has a FOREIGNKEY relationship with the Lead DMO Id field.
• HouseholdAccountId has a FOREIGNKEY relationship with the Account DMO Id field.

• AccountContactId
• AccountId
• BusinessEntityCountryofInc
• BusinessEntityCountryofRgstr
• BusinessEntityIncorporationDate
• BusinessEntityIncorporationNumber
• BusinessEntityPreviousNames
• BusinessEntityRegistrationDate
• BusinessEntityRegistrationNumber
• BusinessEntityTradeName
• BusLicIssuingAuthorityName
• cdp_sys_record_currency
• CountryofBirth
• CountryOfDomicile
• CreditScoreNumber
• CustomerReferenceNumber
• DataSourceId
• DataSourceObjectId
• DateOfBirth
• FirstName
• FullName
• Gender
• HasHighNetWorth
• HouseholdAccountId
• Id
• InternalOrganizationId
• IsAged
• IsBusinessEntityListonStockExchange
• IsDisabled
• IsFlaggedCustomer
• IsInstitutionalized
• IsLowIncome
• IsMedicaidEligible
• IsOffBoarded
• IsRecalculationRequired
• LastName
• LastProfileReviewDateTime
• LeadId
• LegalEntityIdentifier
• MiddleName
• NameInterfaceField
• NextProfileReviewDateTime
• OffBoardingComments
• PartyFundSource
• PartyId
• PartyPrimaryIdentifierType
• PartyProfileBusinessEntityType
• PartyProfileCreditScoreProvider
• PartyProfileEmploymentIndustry
• PartyProfileEmploymentType
• PartyProfileIndustry
• PartyProfileIndustryClsfnCode
• PartyProfileNationality
• PartyProfileOffBoardingReason
• PartyProfileResidentType
• PartyProfileReviewDecision
• PartyProfileStage
• PartyProfileType
• PartyProfileVerificationStatus
• PartyTaxpayerIdentificationType
• Prefix
• PrimaryEmail
• PrimaryIdentificationName
• PrimaryIdentifier
• PrimaryPhone
• RelatedPartyProfileId
• RetirementFundAccountNumber
• StockExchange
• Suffix
• SurnameAtBirth
• TaxpayerIdentificationNumber

• Field API Name: std__AccountContactId__c
• Data Type: TEXT
• Description: Contact related to the party profile.

• Field API Name: std__AccountId__c
• Data Type: TEXT
• Description: Account related to the party profile.

• Field API Name: std__BusinessEntityCountryofInc__c
• Data Type: TEXT
• Description: The country where the business entity was formed.

• Field API Name: std__BusinessEntityCountryofRgstr__c
• Data Type: TEXT
• Description: The country where the business entity is registered.

• Field API Name: std__BusinessEntityIncorporationDate__c
• Data Type: DATEONLY
• Description: The incorporation date of the business entity associated with the party profile.

• Field API Name: std__BusinessEntityIncorporationNumber__c
• Data Type: TEXT
• Description: The incorporation number of the business entity associated with the party profile.

• Field API Name: std__BusinessEntityPreviousNames__c
• Data Type: TEXT
• Description: Specifies one or more previous names of the business entity associated with the party profile, if there are any.

• Field API Name: std__BusinessEntityRegistrationDate__c
• Data Type: DATEONLY
• Description: The registration date of the business entity associated with the party profile.

• Field API Name: std__BusinessEntityRegistrationNumber__c
• Data Type: TEXT
• Description: The registration number of the business entity associated with the party profile.

• Field API Name: std__BusinessEntityTradeName__c
• Data Type: TEXT
• Description: The trading name of the business entity associated with the party profile.

• Field API Name: std__BusLicIssuingAuthorityName__c
• Data Type: TEXT
• Description: The name of the business license issuing authority.

• Field API Name: std__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: std__CountryofBirth__c
• Data Type: TEXT
• Description: Birth country of the party.

• Field API Name: std__CountryOfDomicile__c
• Data Type: TEXT
• Description: Domicile country of the party.

• Field API Name: std__CreditScoreNumber__c
• Data Type: DOUBLE
• Description: Credit score of the party.

• Field API Name: std__CustomerReferenceNumber__c
• Data Type: TEXT
• Description: The unique identifier that the bank assigns to the customer associated with the party profile record.

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

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

• Field API Name: std__DateOfBirth__c
• Data Type: DATEONLY
• Description: The party's date of birth.

• Field API Name: std__FirstName__c
• Data Type: TEXT
• Description: First name of the party.

• Field API Name: std__FullName__c
• Data Type: TEXT
• Description: Full Name of the party.

• Field API Name: std__Gender__c
• Data Type: TEXT
• Description: Gender of the party. For example, Male, Female, Decline to Specify.

• Field API Name: std__HasHighNetWorth__c
• Data Type: BOOLEAN
• Description: Specifies whether the party is a high net worth entity.

• Field API Name: std__HouseholdAccountId__c
• Data Type: TEXT
• Description: Account Id of the household to which the party belongs.

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

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

• Field API Name: std__IsAged__c
• Data Type: BOOLEAN
• Description: Indicates that the person is a senior-citizen.

• Field API Name: std__IsBusinessEntityListonStockExchange__c
• Data Type: BOOLEAN
• Description: Specifies whether the business entity is listed on a stock exchange (true) or not (false).

• Field API Name: std__IsDisabled__c
• Data Type: BOOLEAN
• Description: Indicates that the person has a disability.

• Field API Name: std__IsFlaggedCustomer__c
• Data Type: BOOLEAN
• Description: Whether the customer needs additional scrutiny before issuing a loan.

• Field API Name: std__IsInstitutionalized__c
• Data Type: BOOLEAN
• Description: Indicates that the person is receiving care at a care facility.

• Field API Name: std__IsLowIncome__c
• Data Type: BOOLEAN
• Description: Whether the customer needs additional scrutiny before issuing a loan.

• Field API Name: std__IsMedicaidEligible__c
• Data Type: BOOLEAN
• Description: Indicates that the person is eligible for Medicaid coverage.

• Field API Name: std__IsOffBoarded__c
• Data Type: BOOLEAN
• Description: Specificies whether the party is off-boarded.

• Field API Name: std__IsRecalculationRequired__c
• Data Type: BOOLEAN
• Description: Specifies whether the enrollees scores require recalculation.

• Field API Name: std__LastName__c
• Data Type: TEXT
• Description: Last name of the party.

• Field API Name: std__LastProfileReviewDateTime__c
• Data Type: DATETIME
• Description: Date of last review of the profile.

• Field API Name: std__LeadId__c
• Data Type: TEXT
• Description: Lead related to the party profile.

• Field API Name: std__LegalEntityIdentifier__c
• Data Type: TEXT
• Description: The unique identifier of the business entity used in all financial transactions.

• Field API Name: std__MiddleName__c
• Data Type: TEXT
• Description: Middle name of the party.

• Field API Name: std__NameInterfaceField__c
• Data Type: TEXT
• Description: Name of this record.

• Field API Name: std__NextProfileReviewDateTime__c
• Data Type: DATETIME
• Description: Date of next review of the profile.

• Field API Name: std__OffBoardingComments__c
• Data Type: TEXT
• Description: Comments during off boarding the party.

• Field API Name: std__PartyFundSource__c
• Data Type: TEXT
• Description: Source of funds for the party. For example, Salary, Commission, Business Income, Rental Income.

• Field API Name: std__PartyId__c
• Data Type: TEXT
• Description: Party(Individual or Organization) related to the party profile.

• Field API Name: std__PartyPrimaryIdentifierType__c
• Data Type: TEXT
• Description: Primary identification type of the party profile. For example, Driving License, Government ID, Passport, Birth Certificate.

• Field API Name: std__PartyProfileBusinessEntityType__c
• Data Type: TEXT
• Description: The type of the business entity associated with the party profile.

• Field API Name: std__PartyProfileCreditScoreProvider__c
• Data Type: TEXT
• Description: Agency which provided the credit score for the party.

• Field API Name: std__PartyProfileEmploymentIndustry__c
• Data Type: TEXT
• Description: Industry of employment of the party. For example, IT, Mining, Healthcare, Banking, Government.

• Field API Name: std__PartyProfileEmploymentType__c
• Data Type: TEXT
• Description: Employment type of the party. For example, Retired, Full Time, Part Time, Student.

• Field API Name: std__PartyProfileIndustry__c
• Data Type: TEXT
• Description: The industry in which a business entity operates.

• Field API Name: std__PartyProfileIndustryClsfnCode__c
• Data Type: TEXT
• Description: The unique code associated with the industry in which a business entity operates.

• Field API Name: std__PartyProfileNationality__c
• Data Type: TEXT
• Description: Nationality of the party.

• Field API Name: std__PartyProfileOffBoardingReason__c
• Data Type: TEXT
• Description: Reason for off-boarding the party.

• Field API Name: std__PartyProfileResidentType__c
• Data Type: TEXT
• Description: Residence type of the party.

• Field API Name: std__PartyProfileReviewDecision__c
• Data Type: TEXT
• Description: Review decisions of the party profile. For example, Accepted, Rejected, On Hold.

• Field API Name: std__PartyProfileStage__c
• Data Type: TEXT
• Description: The current stage of the party profile. For example, Initiated, Risk Screening, Document Validation, Approved, Rejected.

• Field API Name: std__PartyProfileType__c
• Data Type: TEXT
• Description: The type of the party profile associated with the applicant.

• Field API Name: std__PartyProfileVerificationStatus__c
• Data Type: TEXT
• Description: Indicates the status of party profile. For example, Verfied, Not Verified.

• Field API Name: std__PartyTaxpayerIdentificationType__c
• Data Type: TEXT
• Description: The type of taxpayer identification number for tax purposes. For example, SSN, Taxpayer Identification Number.

• Field API Name: std__Prefix__c
• Data Type: TEXT
• Description: Prefix in the party's name.

• Field API Name: std__PrimaryEmail__c
• Data Type: TEXT
• Description: Primary email of the party.

• Field API Name: std__PrimaryIdentificationName__c
• Data Type: TEXT
• Description: Primary identification name of the party.

• Field API Name: std__PrimaryIdentifier__c
• Data Type: TEXT
• Description: The unique identifier for the party.

• Field API Name: std__PrimaryPhone__c
• Data Type: TEXT
• Description: Primary phone of the party.

• Field API Name: std__RelatedPartyProfileId__c
• Data Type: TEXT
• Description: Party profile related to this party profile.

• Field API Name: std__RetirementFundAccountNumber__c
• Data Type: TEXT
• Description: The retirement fund account number of the party profile.

• Field API Name: std__StockExchange__c
• Data Type: TEXT
• Description: The name of the stock exchange where the business entity is listed.

• Field API Name: std__Suffix__c
• Data Type: TEXT
• Description: Suffix in the party's name.

• Field API Name: std__SurnameAtBirth__c
• Data Type: TEXT
• Description: Surname at the time of birth.

• Field API Name: std__TaxpayerIdentificationNumber__c
• Data Type: TEXT
• Description: The taxpayer identification number.