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Diagram Scope

Entities and relationships for understanding the financial services customer i.e. Party Profile

Entities (objects) Included

Account, Assessment, Assessment Response, Contact, Content Document, Identity Document, Lead, Party Credit Profile, Party Income, Party Financial Asset, Party Financial Asset Lien, Party Financial Liability, Party Identity Verification, Party Identity Verification Step, Party Income, Party Profile, Party Profile Address, Party Profile Risk, Party Screening Step, Party Screening Summary, Person Employment

More Info

• Data Model Overview
• Financial Services Cloud

How do I read these diagrams?

See Salesforce Data Model Notation.

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