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How Public Sector Solutions Models Groups and Relationships
In Public Sector Solutions, use party relationship groups to organize constituents under a single household and connect related households or associated business accounts, such as the constituent’s employer or health insurance provider.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions in Public Sector Solutions |
Here are a few examples of how to map constituent relationships by using the Group Membership objects in Public Sector Solutions.
Example 1: An individual constituent
| Data | Object | Record |
|---|---|---|
| An individual constituent | Person Account | A person account with details about the constituent |
Example 2: A benefit recipient and their family
| Data | Object | Record |
|---|---|---|
| A benefit recipient | Person Account | A person account with details about the benefit recipient |
| The benefit recipient’s spouse | Person Account | A person account with details about the benefit recipient’s spouse |
| The benefit recipient’s child | Person Account | A person account with details about the recipient’s child |
| The benefit recipient’s household | Business Account | A business account that represents the household |
| Details about the benefit recipient’s household | Party Relationship Group | A party relationship group whose type is Household and describes the business account as a household |
| The relationship between the benefit recipient’s household and its members | Account Contact Relationship | Three account-contact relationships to define each individual’s role in the household:
|
| The relationships between the benefit recipient’s family members | Contact Contact Relationship | Six contact-contact relationships:
Each contact-contact relationship is related to a party role relationship record that describes the relationship. |
Example 3: A case participant, their household, their employer, and their household’s health insurance provider
| Data | Object | Record |
|---|---|---|
| A case participant | Person Account | A person account with details about the case participant |
| The case participant’s household | Business Account | A business account that represents the household |
| Details about the case participant’s household | Party Relationship Group | A party relationship group whose type is Household and describes the business account as a household |
| The case participant’s employer | Business Account | A business account that represents the business |
| The relationship between the case participant and their employer | Account Contact Relationship | An account-contact relationship that connects the case participant’s person account to the employer’s business account and defines the participant’s role |
| The relationship between the case participant’s household and the household’s health insurance provider | Account Account Relationship | Two account-account relationships:
Each account-account relationship is related to a party role relationship record that describes the relationship. |
