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title: Financial Services Overview Data Model
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/diagrams/guides/data-models/financial-services-cloud/financial-services-overview.md
canonical_url: https://developer.salesforce.com/docs/platform/data-models/guide/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 Financial Services Overview](https://developer.salesforce.com/media/fsc-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/82249aa8-c167-499f-9f7a-a5184070962a)

## Entities/Objects Included

Account, Account Plan, Action Plan, Actionable List, Application Form, Assessment, Branch Management, Branch Unit, Business Account, Business Operation Process, Case, Collection Plan, Common Enabler, Compliance Management, Compliance Policy, Contact, Dispute, Financial Account, Financial Deal, Financial Goal, Financial Plan, Group, Household, Interaction, Interaction Summary, KYC, Location, Manage & Grow Trusted Relationships, Onboarding, Origination and Lending, Other Business Account, Party Profile, Party Relationship Group, Person Account, Policy Representative, Public Complaint, Record Alerts, Regulation, Sales, Service, Service Catalog Request

## 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)

## How Do I Read These Diagrams?

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