The product catalog for financial services. Defines coverage types, product fees, list rates, surcharges, quote line items, and the attributes that shape what gets offered and at what price.
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Keeping the channel happy. Manages producer relationships, policy assignments, split arrangements, commission statements, and the intricate math of who earns what on every deal.
The connective tissue. Assessment configurations, context mappings, retrieval summaries, revenue source configs, service catalog items, and the foundational objects that tie financial services workflows together.
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.
Every conversation counts. Captures client interactions, attendees, participants, related accounts, and summarized discussion points for complete relationship intelligence.
The backbone of insurance operations — from policy lifecycle and coverage tracking to rate plans, surcharges, and benefit eligibility. These objects power the full spectrum of P&C, life, and group insurance management.
The engine behind employer-sponsored benefits. Manages group census data, member enrollment, plan classifications, contribution structures, and contract group plans.
Where capital markets meet CRM. Tracks deals, bids, participants, interactions, and financial plans alongside goal-based planning and portfolio target allocations.
The FinServ managed package classics — accounts, transactions, holdings, securities, cards, and billing statements. The data model that gives advisors a unified view of client wealth.
Trust, but verify — with documents. Manages document categories, types, checklists, identity verification, authorization forms, and information authentication workflows.
When transactions go sideways. Handles dispute lifecycle from initial filing through arbitration, chargebacks, merchant alerts, and queue-based resolution workflows.
Everything that happens after the unexpected strikes. Tracks claims from first notice of loss through coverage verification, reserve adjustments, payment summaries, recovery, and team coordination.
Where financial services meet the real world. Tracks branch units, business members, customer assignments, distributor authorizations, and broker-of-record relationships.
Where financial dreams meet paperwork. Manages loan applications, applicant profiles, residential mortgages, and all the moving parts of the lending pipeline from intake to closing.
The front door to financial services. Handles application forms, evaluations, product proposals, seller items, and the structured workflow of bringing new customers and products on board.
Structured work execution with plan templates, steps, selection rules, and completion tracking.
Mobile workforce with service appointments, crews, territories, resource capacities, and geographic assignments.
Supporting components including expenses, asset attributes, shift patterns, product statuses, and geolocation actions.
Proactive asset maintenance with plans, work rules, and linked knowledge articles.
Workforce capacity management with availability windows, usage tracking, and scheduling limits.