Cross-cutting platform objects including expression sets, approval submissions, value transforms, and general-purpose extensibility constructs.
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Payment schedule construction with policy-driven treatment details, distribution methods, term definitions, and batch payment run processing.
Order item configuration with attribute-level detail, rate card entries, usage resource grants, and delivery method assignment.
Order-to-fulfillment orchestration with step-based decomposition, fallout rules, dependency chains, workspace management, and sales transaction tracking.
Negotiated contract item pricing with adjustment tiers and price history tracking for customer-specific revenue agreements.
Invoice generation, credit and debit memo processing, billing schedules, batch billing runs, and billing policy configuration for revenue recognition.
Subscription and entitlement asset tracking covering state periods, actions, relationships, rate card entries, and contract linkages.
Supporting components including document management, record actions, search configuration, signatures, and timelines.
Sustainability scorecards, task management, units of measure, program initiatives, and reference data.
Energy consumption and carbon footprint tracking for buildings and fixed installations.
Comprehensive greenhouse gas emissions inventory across Scope 1, 2, and 3 with reduction targets and forecasting.
Declarative automation through flows, workflow rules, assignment rules, auto-response rules, and field updates.
Product lifecycle from consumption to returns, with shipments, transfers, supplier management, and service campaigns.
Program templates, component forecasts, variant tracking, and opportunity schedule integration for production planning.
Multi-dimensional forecasting engine with custom measures, dimension sources, display groups, and partner collaboration.
Demand forecasting at the account and product level with period metrics and manual adjustments.
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.
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.