ARC helps users understand relationships among people and businesses by presenting them
in an interactive display component. Each relationship type is displayed differently in the
interactive ARC visualization.
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ARC displays the following types of account relationships and other related records:
Account-Account Relationships (AARs)
The relationship between businesses, institutions, and groups.
For example, a household can have AARs with a law firm, hospital, accounting firm, or
bank.
Relationships between accounts (AAR) are categorized by the following predefined
Association Types:
Group: Indicates that an Account is a group that contains other accounts. For example,
a parent company account can have a Group Relationship with one or more subsidiary
accounts. Or, a household can be a group with related members.
Member: Indicates that the first account belongs to the second account in some way. For
example, a person account can be a member of a household account.
Peer: Indicates that the primary and secondary accounts are related, but don’t contain
or control each other. For example, a business account can have a Peer relationship to
another business that is an important supplier.
Account-Contact Relationships (ACRs)
The relationship between a person and a business or other account. ACRs can aggregate
contact details in a group account. Assign roles to contacts in a group account, such as
primary, spouse, and dependent.
For example, a business can have an ACR with the person who acts as the business’
vendor.
Contact-Contact Relationships (CCRs)
The relationship between two people that aren’t within the same household or account.
CCR relationships help you develop referrals, leads, and opportunities.
For example, the
relationship between a borrower and a lender can be a CCR.
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