Unify and manage your data

Data model for Financial Services

Learn about the entity types, attributes, and relationships included in the Reltio for Financial Services data model.

The Reltio for Financial Services data model provides a predefined set of 6 entity types, each with specific attributes and relationship types that are relevant to the financial services market segment.

This diagram illustrates the relationship between these entities and attributes in the Reltio for Financial Services data model.

Reltio designed velocity packs to give you a head start. Your industry-specific pack comes fully configured with the components and rules you will need to realize value in as few as 90 days. If you need to modify it in any way, Reltio Support can help. We do recommend you discuss your configuration changes with Reltio Professional Services or a Reltio partner to ensure they align to the Reltio Way Delivery Methodology.

For general information on entity, attribute, relationship, and interaction types, see topic Reltio object types. For details on the preconfigured data model and other configurations provided with the Reltio for Financial Services velocity pack, see the sub topics in this section.