Insurance and Financial Services Data Model

The Industries Insurance and Financial Services data model is a comprehensive data model covering everything needed to address the complexities and challenges faced by cloud based insurance and financial services systems across all insurance markets. The model covers concepts including customer management, producer management, insurance product management, policy rating and quoting, policy issuance and administration, claims management, and much more. The Insurance and Financial Services data model is a 100% additive extension of the standard Salesforce data model and is designed to work with Salesforce Financial Services Cloud. Each ERD page in this section illustrates the important entities, relationships, and extensions to the Salesforce object model. For a list of the data, system, and integration objects for the Insurance and Financial Services data model, see the object list below. To understand the notation used in these diagrams, see About Entity Relationship Diagram Notation.

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For more information, see the Vlocity Insurance Data Model eLearning module.

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Salesforce provides industry-specific data models, built on top of the Salesforce object model, for each of the industries served by Salesforce. The logical entity relationship diagrams (ERDs) provided in this section illustrate the important entities and relationships for a given topic. The ERDs illustrate how Salesforce extends the standard Salesforce object model to tailor it to the needs of each industry.

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Different ERDs apply depending on whether you use a harmonized org. (If harmonization is a new concept for you, see .)

Vlocity Insurance Data Model	Harmonized FSC Insurance Policy Object Model
Billing and Payments ERD Policy Management ERD Insurance Quoting and Applications ERD Insurance Claim Management ERD Insurance Customer Model ERD Vlocity Insurance and Financial Services Object List	Billing and Payments ERD Policy Management with FSC Insurance ERD Insurance Quoting and Applications ERD Insurance Claim Management with FSC Insurance ERD Insurance Customer Model ERD Vlocity Insurance and Financial Services Object List