Object Definitions & Schema
personSystem
Person
Individual contact, prospect, applicant, policyholder or client
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organizationSystem
Organization
Corporate client, partner bank, insurance company or intermediary
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opportunitySystem
Opportunity
Commercial deal, financing request, or policy proposal in progress
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productSystem
Product
Financial, insurance, travel package or service product catalog item
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contractSystem
Contract
Active loan contract, insurance policy contract, or subscription agreement
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