Financial Deal Data Model
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Entities and relationships 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