---
schema_version: "1"
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title: Financial Services Managed Package Data Model
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/diagrams/guides/data-models/financial-services-cloud/managed-package.md
canonical_url: https://developer.salesforce.com/docs/platform/data-models/guide/managed-package.html
source_site: developer.salesforce.com
content_type: documentation
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  - Data Model Gallery
  - Salesforce Diagrams
---
# Financial Services Managed Package Data Model

Entities and relationships used for managing holdings, assets & liabilities, roles, alerts, transactions, and revenue in the Financial Services Managed package.

![Data model diagram for Managed Package](https://developer.salesforce.com/media/fsc-managed-package-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/7472e10d-e604-4f42-871b-15fc9e52817f)

## Entities/Objects Included

Account, Account Account Relationship, Account Contact Relationship, Alerts, Assets & Liabilities, Billing Statement, Business Milestone, Card, Contact, Contact Contact Relationship, Employer, Financial Account, Financial Account Role, Financial Account Transaction, Financial Goal, Financial Holding, Household, Identity Document, Life Event, Opportunity, Person Life Event, Revenue, Securities, Spouse

## 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).