FinancialAccount
Represents a financial account held at a financial institution such as a bank. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.
Columns
| Name | Type | References | Description |
| Application Date | Varchar | The financial account application submission date. | |
| Close Date | Varchar | The financial account close date. | |
| Credit Card Account ID | Varchar | The associated credit card account. | |
| Current Account ID | Varchar | The associated current amount. | |
| Description | Varchar | The financial account description. | |
| Financial Account ID | Varchar | The primary key. | |
| Insurance Policy Id | Varchar | The associated insurance policy. | |
| Investment Account Id | Varchar | The associated investment account . | |
| Lien Holder Name | Varchar | Name of lien holder on the financial account. | |
| Loan Account Id | Varchar | The associated loan account. | |
| Name | Varchar | The financial account name. | |
| Open Date | Varchar | The financial account open date. | |
| Routing Number Text | Varchar | The bank routing number. | |
| Savings Account Id | Varchar | The associated savings account. | |
| Trust Owner Name | Varchar | Name of the trust where the account is managed by a trust. | |
| Is Held Away | Varchar | Indicates whether this financial account is held by another organization. | |
| Is Managed | Varchar | Indicates whether the financial account is managed. |