Business Relationship Plan Data Model
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Customizable Lucidchart template (Note: May not reflect the most current version of the data model.)
Entities and relationships used for supporting enagement including applications, identity verification and party screening.
Account, Account Plan, Account Plan Objective, Account Plan Objective Category, Account Plan Objective Measure, Account Plan Objective Measure Relation, Action Plan, Campaign, Case, Contact, Financial Deal, Interaction, Interaction Summary, Opportunity