Financial Services Managed Package Data Model
Entities and relationships used for managing holdings, assets & liabilities, roles, alerts, transactions, and revenue in the Financial Services Managed package.
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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