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Banker entity type for SAP Reltio's velocity pack for Banking

Learn about the Banker entity type preconfigured in SAP Reltio's velocity pack for Banking data model.

The Banker entity type records the customer-facing bank employee (relationship manager, loan officer, branch manager, teller) together with the credentials that govern what they may advise on. Alongside the employment basics it carries SRO registration, licenses, certificates, and professional designations, because a registered representative typically holds several licenses across several states and a single license field cannot express that. Book-of-business assignments to customers and accounts are carried on the coverage relationships rather than here.

This table identifies the properties for the Banker entity type specified in the SAP Reltio's velocity pack for Banking 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.