您在此处:
Financial Services Cloud 数据模型
了解 Financial Services Cloud 数据模型中代表个人的对象和关系,以及他们的关系和财务活动。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
了解 Financial Services Cloud 数据模型中代表个人的对象和关系,以及他们的关系和财务活动。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
概览 | 受管软件包数据模型 | 标准数据模型 | 保险 | 互动汇总 | 财务交易管理 | 抵押贷款 | 行动计划 | 同意 | 发现框架 | 了解客户 (KYC) | 分行管理 | 数字借贷 | 集成入职培训 | 整合编排 | 投诉管理 | 交易争议管理 | 群组和家庭

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.