FinancialCustomer
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.
Columns
| Name | Type | References | Description |
| Account ID | Varchar | The associated account. | |
| Customer Category | Varchar | The rating of individual's business with your firm. | |
| Customer Service Level | Varchar | The service level assigned to the financial customer. | |
| Description | Varchar | The financial customer description. | |
| Financial Customer ID | Varchar | The primary key. | |
| Investment Experience Level | Varchar | The financial customer investment experience level. | |
| Name | Varchar | The financial customer name. | |
| Policy Count | Double | The total number of active policies that the policy holder’s primary household owns. |