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          Financial Services Cloud Data Models

          Financial Services Cloud Data Models

          Learn about the objects and relationships within the Financial Services Cloud data model that represent a person along with their relationships and financial activities.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, and Unlimited Editions
          Note
          Note In some cases, two Financial Services Cloud objects with the same label show in the Object Manager, one a standard object and the other a custom object. The custom object is only available if the Financial Services Cloud package is installed.

          Financial Services Cloud Data Model Overview

          Overview diagram showing the relationships between data models in Financial Services Cloud

          Financial Services Cloud Managed Package Data Model

          Financial Services Cloud data model diagram showing relationships between objects

          Financial Services Cloud Standard Data Model

          Financial Account Management standard objects

          Financial Services Cloud Insurance Data Model

          Insurance for Financial Services Cloud data model diagram showing relationships between objects

          Interaction Summaries Data Model

          Financial Services Cloud data model diagram for interaction summaries showing relationships between objects.

          Financial Deal Management Data Model

          Financial Services Cloud data model diagram for financial deals showing relationships between objects.

          Financial Services Cloud Mortgage Data Model

          Mortgage for Financial Services Cloud data model diagram showing relationships between objects

          Action Plans Data Model

          Action Plans data model diagram showing relationships between objects

          Consent Data Model

          Consent data model diagram showing relationships between objects

          Discovery Framework Data Model

          Discovery Framework Data Model

          Know Your Customer Data Model

          Know Your Customer Data Model Diagram

          Branch Management Data Model

          Simplified data model diagram for Branch Management

          Digital Lending Data Model

          Digital Lending Data Model Diagram

          Integrated Onboarding Data Model

          Integrated Onboarding Data Model Diagram

          Integration Orchestration Data Model

          Integration Orchestration Data Model Diagram

          Complaint Management Data Model

          Complaint Management Data Model Diagram

          Transaction Dispute Management Data Model

          Data Model Diagram for Transaction Dispute Management

          Groups and Households Data Model

          Data Model Diagram for Groups and Households
           
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