Financial Services Overview Data Model

Entities and relationships used in representing an overview of holdings, assets & liabilities, roles, alerts, transactions, and revenue.

Data model diagram for Data 360 Financial Services Overview

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Customizable Lucidchart Template

Entities/Objects Included

Account, Account Contact, Address, Applicant, Application, Asset, Business Account, Card Account, Deposit Account, Financial Account, Financial Account Address, Financial Account Balance, Financial Account Fee, Financial Account Interest Rate, Financial Account Limit, Financial Account Party, Financial Account Statement, Financial Account Transaction, Financial Customer, Financial Holding, Financial Security, Group Party, Household, Individual, Insurance Policy, Investment Account, Loan Account, Organization, Other, Other Party, Party, Party Financial Asset, Party Financial Liability, Party Profile, Person Account, Product, Record Alert

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How Do I Read These Diagrams?

See Salesforce Data Model Notation.