Party Financial Asset DMO

Represents a financial asset associated with an individual or an organization. For example, cash in hand, owned property, and so forth. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.

ssot__PartyFinancialAsset__dlm

Profile

Financial Account

Party Financial Asset ID (ssot__Id__c)

DMO LabelDMO Field LabelCardinalityRelated DMO LabelRelated DMO Field LabelData Bundle or Origin
Party Financial AssetParty IDMany To One (N:1)PartyIDFinancial Services Cloud
LabelAPI NameDescriptionData TypeData Bundle or Origin
Currencyssot__Curency__cThe associated currency.TextFinancial Services Cloud
Descriptionssot__Description__cThe description of the party financial asset.TextFinancial Services Cloud
End Datessot__EndDate__cThe effective end date of the market value.Date TimeFinancial Services Cloud
Financial Asset Typessot__FinancialAssetType__cThe type of financial asset.TextFinancial Services Cloud
Party Financial Asset Idssot__Id__cThe primary key.TextFinancial Services Cloud
Market Valuessot__MarketValue__cThe market value of the asset.NumberFinancial Services Cloud
Namessot__Name__cThe name of the party financial asset.TextFinancial Services Cloud
Party IDssot__PartyId__cThe party who owns the asset.TextFinancial Services Cloud
Start Datessot__StartDate__cThe effective start date of the market value.Date TimeFinancial Services Cloud
Valuation Datessot__ValuationDate__cThe date on which the market value was captured.Date TimeFinancial Services Cloud