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Financial Professional entity type for Financial Services

Learn about the Financial Professional entity type preconfigured in Reltio for Financial Services data model.

The Financial Professional entity type contains data about basic contact and personal information, additional details on organizational placement, and licensing and registration with regulators.

This table identifies the properties for the Financial Professional entity type specified in the Reltio for Financial Services configuration and lists the attributes preconfigured in the order they appear in the Data Modeler.

Note: On the table above, the top level attributes are represented in bold.