Financial Services Overview Data Model
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Entities and relationships used in representing an overview of holdings, assets & liabilities, roles, alerts, transactions, and revenue.
Account, Account Plan, Action Plan, Actionable List, Application Form, Assessment, Branch Management, Branch Unit, Business Account, Business Operation Process, Case, Collection Plan, Common Enabler, Compliance Management, Compliance Policy, Contact, Dispute, Financial Account, Financial Deal, Financial Goal, Financial Plan, Group, Household, Interaction, Interaction Summary, KYC, Location, Manage & Grow Trusted Relationships, Onboarding, Origination and Lending, Other Business Account, Party Profile, Party Relationship Group, Person Account, Policy Representative, Public Complaint, Record Alerts, Regulation, Sales, Service, Service Catalog Request