Financial Deal Management 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 tracking and managing a financial deal lifecycle with compliant sharing based on role hierarchies.
Account, Asset, Financial Deal, Financial Deal Asset, Financial Deal Bid, Financial Deal Interaction, Financial Deal Interaction Summary, Financial Deal Participant, Financial Deal Party, Financial Deal Product, Group, Interaction, Interaction Attendees, Interaction Related Account, Interaction Summary Discussed Account, Opportunity, Partner Account, Participant Role, Product, User