Configure and View Graphical Representations of Constituent Relationships

Build graphs that show relevant constituent relationships from standard and custom objects, including Party Relationship Groups, and show the graphs in the ARC Relationship Graph component on any record page. Customize graph nodes, show fields from multiple objects on a node, and add actions to nodes so that users can easily view, edit, delete, and create records when they engage with constituents. See record details of any node in the graph in the ARC Record Details Panel component, and see key fields in a header in the ARC Highlights Panel component.

When a caseworker opens an account record, the ARC graph provides a comprehensive snapshot of the constituent. The caseworker can drill down into the records related to the constituent, and then filter and sort the records to see only the information they need. For example, they can customize the graph to show only high-priority cases from the last two months, and then quickly review the care plans related to each high-priority case.