Image

Diagram Scope

Entities and relationships related to insurance policies, claims, coverages, and financial transactions

Entities (objects) Included

Account, Asset, Associated Location, Authorized Insurance Line, Billing Statement, Business Milestone, Business Profile, Case, Claim Case, Claim Coverage, Claim Item, Claim Participant, Claim Payment Summary, Claims, Contact, Coverage Type, Credential, Customer Property, Distributor Authorization, Financial Account, Financial Transactions, Identity Document, Insurance Claim Asset, Insurance Policy, Insurance Policy Assets, Insurance Policy Coverage, Insurance Policy Member Asset, Insurance Policy Participant, Insurance Policy Surcharge, Insurance Policy Transaction, Insurance Profile, Legal Entity, Location, Person Life Event, Policy Payment Method, Producer, Producer Commission, Producer Policy Assignment, Product, Product Coverage, Security Holding, User, Workers Compensation Coverage Class

More Info

• Data Model Overview
• Financial Services Cloud

How do I read these diagrams?

See Salesforce Data Model Notation.

More Financial Services Cloud Data Models