@rawctx/sf-financial-services-party-relationship

People are complicated — and so are their financial relationships. Models parties, profiles, credit data, income, expenses, screening, and the web of connections between individuals and entities.

Overview

Objects

• AccountParticipant — Represents information about a participant in the context of an account record.
• CustomObjectParticipant — Represents information about a participant in the context of a custom object record.
• OpportunityParticipant — Represents information about a participant in the context of an opportunity record.
• ParticipantRole — Represents details such as the name and associated default access level for a role that a participant can have in the context of a parent record.
• PartyBusinessRegion — Represents the trading regions of a party, covering both domestic and international locations, where the business entity is actively involved in trading activities.
• PartyCertifiedCapacity — Represents the information captured from the certificate of capacity, such as the party's capacity to work, a timeline for recovery, and return to work.
• PartyCreditProfile — Represents the credit score details for a party.
• PartyExpense — Represents the expense incurred by an individual or account.
• PartyFinancialAssetLien — Represents information about the lien of the financial asset owned by an individual or account.
• PartyFinancialAssetRela — Represents the relationship between financial assets. The object relates one party financial asset to another and is used for grouping assets to be pledged together as collateral. For example, an asset can be a part of multiple groups of assets, which each group being pledged for a distinct loan.
• PartyFinancialAssetTerm — Represents a term or condition associated with a financial asset. Aids in identifying and tracking the terms set by a lender or the legal or regulatory terms around a financial asset's ownership, usage, maintenance, and monitoring.
• PartyIdentityVerification — Represents information about the identity verification checks done for a party.
• PartyIdentityVerificationStep — Represents information about the identity verification done for a party.
• PartyIncome — Represents the income of an individual or a business entity. This income can be from salaries, commissions, fees, rental properties, and other sources.
• PartyProfile — Represents additional details related to a patient.
• PartyProfileAddress — Represents information about the address of the party.
• PartyProfileParticipant — Represents information about the profile participant of a party.
• PartyProfileRisk — Represents information about the risk assessment done for a party.
• PartyScreeningStep — Represents information about the screening process conducted for a party.
• PartyScreeningSummary — Represents information about the individual screening done for a party.
• PersonLifeEvent — Represents the life events of an individual, such as marriage, birth of a child, birthday, engagement.
• RelationshipGraphDefinition — Represents a definition of a graph that you can configure in your organization to traverse object hierarchies and record details, giving you a glimpse of how your business works.

Install

rawctx snapshot-download @rawctx/sf-financial-services-party-relationship