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Chris PitirriChris Pitirri 

Best Practices for using the Financial Services Cloud Tax ID to store individual SSN, or should we create a custom SSN field?

My team isn not sure if using the OOB FSC Tax ID to store the individual SSN was the what the field was meant for. We need to determine if Tax ID should be used and if we need to delete our custom field.
Best Answer chosen by Chris Pitirri
VinayVinay (Salesforce Developers) 
As per below doc, try using TaxId__c field and it doesnt mention it has only four digits, you might be using LastFourDigitSSN__c field.  Kindly recheck and also FSC expert can give more inputs on this if you have any further queries.

https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/fsc_api_objects_contact_custom_fields.htm

Please mark as Best Answer if above information was helpful.

Thanks,

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VinayVinay (Salesforce Developers) 
Hi Chris,

As per my understanding, you can use existing field of SSN, however I am not sure if this is a best practice.

My recommendation would be reach out to financial services cloud expert and have there inputs on best practices if you have premier or signature plan.  Check below link for more details.

Financial Services Cloud: Best Practices
https://help.salesforce.com/s/articleView?id=000390361&type=1

Please mark as Best Answer if above information was helpful.

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Thanks,
Chris PitirriChris Pitirri
Thanks for your reply!  The only SSN field we found only has four digits and not the full nine digits.  Can you point me in the direction of the object with the full SSN field?  
Chris PitirriChris Pitirri
Thanks for your reply! The only SSN field we found only has four digits and not the full nine digits. Can you point me in the direction of the object with the full SSN field?
VinayVinay (Salesforce Developers) 
As per below doc, try using TaxId__c field and it doesnt mention it has only four digits, you might be using LastFourDigitSSN__c field.  Kindly recheck and also FSC expert can give more inputs on this if you have any further queries.

https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/fsc_api_objects_contact_custom_fields.htm

Please mark as Best Answer if above information was helpful.

Thanks,
This was selected as the best answer