Results for “financial-objects”

Use when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no namespace) object structures, household relationship modeling, financial account ownership, and the FSC rollup framework. Trigger keywords: FSC data model, FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountParty, FinServ namespace, household rollup, AssetsAndLiabilities, FinancialGoal, LifeEvent, AccountContactRelation FSC. NOT for setting up financial accounts and roles in Setup — use admin/financial-account-setup. NOT for household membership and rollup scheduling — use admin/household-model-configuration.

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