Financial Account Party DMO
Represents the role of an organization account or person account related to a financial account. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.
ssot__FinancialAccountParty__dlm
Profile
Financial Account
Financial Account Party ID (ssot_Id_c).
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Financial Account Party | Account Contact ID | Many To One (N:1) | Account Contact | ID | Financial Services Cloud |
| Financial Account Party | Account ID | Many To One (N:1) | Account | ID | Financial Services Cloud |
| Financial Account Party | Financial Account ID | Many To One (N:1) | Financial Account | ID | Financial Services Cloud |
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Account Contact Id | ssot__AccountContactId__c | The associated contact. | Text | Financial Services Cloud |
| Account ID | ssot__AccountId__c | The associated account. | Text | Financial Services Cloud |
| Description | ssot__Description__c | The financial account party description. | Text | Financial Services Cloud |
| Financial Account ID | ssot__FinancialAccountId__c | The associated financial account. | Text | Financial Services Cloud |
| Financial Account Role | ssot__FinancialAccountRole__c | The financial party role. | Text | Financial Services Cloud |
| Financial Account Party ID | ssot__Id__c | The primary key. | Text | Financial Services Cloud |
| Name | ssot__Name__c | The financial account party name. | Text | Financial Services Cloud |
| Is Active | ssot__IsActive__c | Indicates if the association is active. | Text | Financial Services Cloud |
| Is Primary Owner | ssot__IsPrimaryOwner__c | Indicates whether the party is the primary owner of the associated financial account. | Text | Financial Services Cloud |