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            How Financial Services Cloud Models Groups and Relationships

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            How Financial Services Cloud Models Groups and Relationships

            In Financial Services Cloud, use party relationship groups to organize members under a single household and to connect related households or associated business accounts, such as the member’s lawyer, financial advisor, or health insurance provider.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            The example here shows how to map a client, related household, and contacts by using the Party Relationship Group and other relevant objects in Financial Services Cloud.

            DATA OBJECT RECORD
            Client Person Account A person account with details about the member
            Client’s household Account AND Party Relationship Group A party relationship group whose type is Household and describes the account as a household
            The client’s spouse Person Account A person account with details about the client’s spouse
            The client’s child Person Account A person account with details about the client’s child
            The relationship between the client’s household and its members Account Contact Relation

            The account-contact relationships to define each individual’s role in the household:

            • Client to business account
            • Spouse to business account
            • Child to business account
            The relationships between the client’s family members Contact Contact Relation

            The contact-contact relationships: 

            • Client to spouse
            • Client to child
            • Spouse to client
            • Spouse to child
            • Child to client
            • Child to spouse

            Each contact-contact relationship is related to a party role relationship record that describes the relationship.
            The client’s lawyer Contact A contact record with details about the lawyer
            The relationships between the client and the lawyer Contact Contact Relation An contact-contact relationship that connects the client’s person account to the lawyer’s contact record and defines the participant’s role
            The health insurance provider of the client’s household Account A business account that represents the health insurance provider organization
             
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