Financial Customer DMO

Represents an extension of an account to capture financial services attributes. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.

ssot__FinancialCustomer__dlm

Profile

Financial Account

Financial Customer ID (ssot_Id_c).

DMO LabelDMO Field LabelCardinalityRelated DMO LabelRelated DMO Field LabelData Bundle or Origin
Financial CustomerAccount IDMany To One (N:1)AccountIDFinancial Services Cloud
LabelAPI NameDescriptionData TypeData Bundle or Origin
Account IDssot__AccountId__cThe associated account.TextFinancial Services Cloud
Customer Categoryssot__CustomerCategory__cThe rating of individual's business with your firm.TextFinancial Services Cloud
Customer Service Levelssot__CustomerServiceLevel__cThe service level assigned to the financial customer.TextFinancial Services Cloud
Descriptionssot__Description__cThe financial customer description.TextFinancial Services Cloud
Financial Customer IDssot__Id__cThe primary key.TextFinancial Services Cloud
Investment Experience Levelssot__InvestmentExperienceLevel__cThe financial customer investment experience level.TextFinancial Services Cloud
Namessot__Name__cThe financial customer name.TextFinancial Services Cloud
Policy Countssot__PolicyCount__cThe total number of active policies that the policy holder’s primary household owns.NumberFinancial Services Cloud