How Are Identification Documents, Other Assets, Liabilities, Goals, and Revenue Modeled in Financial Services Cloud?

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How Are Identification Documents, Other Assets, Liabilities, Goals, and Revenue Modeled in Financial Services Cloud?

Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the account object.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Object	Standard or Custom	Represents	Record Types
Assets and Liabilities	Custom	Assets, such as real estate or collectibles, and liabilities, such as a mortgage, that are not otherwise represented in the financial account.	Asset Liability
Financial Goal	Custom	A person’s financial goal, such as retirement or home purchase.
Identification Document	Custom	Details of documents used to verify the identity of a person.
Revenue	Custom	Revenue generated from operating a person’s financial account or by offering advisory services.

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