Core FSC Objects
Master these three foundational objects
Financial Account
Individual investment, banking, or insurance accounts
Key Fields
- Account Number
- Account Type
- Balance
- Ownership %
Relationships
- Belongs to Account (Primary Owner)
- Related to multiple Contacts via Financial Account Roles
Person Account
Individual clients (combines Account + Contact)
Key Fields
- Name
- SSN/Tax ID
- Date of Birth
- Risk Tolerance
Relationships
- Primary Owner of Financial Accounts
- Member of Households via Account Contact Relationship
Household
Family or related entity groupings
Key Fields
- Household Name
- Total AUM
- Primary Contact
Relationships
- Contains multiple Person Accounts
- Aggregate Financial Accounts