Financial Services Overview Data Model
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Conceptual entities for Account and Person Account as well as the Financial Account object and its relationships with entities representing holdings, assets & liabilities, roles, alerts, transactions, and revenue
Account, Account Account Relationship, Account Contact Relationship, Alerts, Assets & Liabilities, Billing Statement, Business Milestone, Card, Contact, Contact Contact Relationship, Employer, Financial Account, Financial Account Role, Financial Account Transaction, Financial Goal, Financial Holding, Household, Identity Document, Life Event, Opportunity, Person Life Event, Revenue, Securities, Spouse