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title: Financial Services Overview Data Model
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locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/diagrams/guides/data-models/data-cloud/data-cloud-financial-services-overview.md
canonical_url: https://developer.salesforce.com/docs/platform/data-models/guide/data-cloud-financial-services-overview.html
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content_type: documentation
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  - Data Model Gallery
  - Salesforce Diagrams
---
# Financial Services Overview Data Model

Entities and relationships used in representing an overview of holdings, assets & liabilities, roles, alerts, transactions, and revenue.

![Data model diagram for Data 360 Financial Services Overview](https://developer.salesforce.com/media/data-cloud-financial-services-overview-042826.png)

_To view a higher-resolution version of this diagram, right-click (or Control-click on Mac) and select "Open Image in New Tab."_

[Customizable Lucidchart Template](https://lucid.app/lucidchart/editNewOrRegister/3d70c81e-1002-4e1d-a08c-b818744334b2)

## Entities/Objects Included

Account, Account Contact, Address, Applicant, Application, Asset, Business Account, Card Account, Deposit Account, Financial Account, Financial Account Address, Financial Account Balance, Financial Account Fee, Financial Account Interest Rate, Financial Account Limit, Financial Account Party, Financial Account Statement, Financial Account Transaction, Financial Customer, Financial Holding, Financial Security, Group Party, Household, Individual, Insurance Policy, Investment Account, Loan Account, Organization, Other, Other Party, Party, Party Financial Asset, Party Financial Liability, Party Profile, Person Account, Product, Record Alert

## More Info

- [Data Model Overview](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_data_model_diagram.htm&type=5)
- [Financial Services](https://help.salesforce.com/s/articleView?id=ind.fsc_admin.htm&type=5)
- [Standard Data Model Objects (DMOs) | Data 360 Reference Guide | Salesforce Developers](https://developer.salesforce.com/docs/atlas.en-us.c360a_api.meta/c360a_api/c360dm_DataModelObjects.htm)
- [Getting Started Using Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_product_considerations.htm&type=5)

## How Do I Read These Diagrams?

See [Salesforce Data Model Notation](/docs/platform/data-models/guide/salesforce-data-model-notation.md).