Financial Services Overview Data Model

Data model diagram for Financial Services Overview

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Diagram Scope 

Entities and Relationships used to store information collected from a party during a KYC process. Verify the identity of the party by using Identity and Verification or Screening service providers.

Entities (objects) Included 

Account, Assessment, Assessment Response, Contact, Content Document, Identity Document, Lead, Party 
Profile, Party Profile Address, Party Screening Step, Party Credit Profile, Party Expense, Party Financial Asset, Party Financial Asset Lien, Party Financial Liability, Party Income, Party Identity Verification, Party Identity Verification Step, Party Profile Risk, Party Screening Summary, Person Employment

More Info 

How Do I Read These Diagrams? 

See Salesforce Data Model Notation.