Financial Services Operations Core
Core Financial Services data model used in Financial Services Operations
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v12.4.2
Scoped Application
Free-ish (consumes 102 tables)
102 tables
Developer Instance
Sub-Production
Install Trend
First tracked: 2024-10-30
Latest: 2026-09-09 (0 installs)
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About
Provides a financial services data model that is used in Financial Services Operations workflows. This includes financial accounts, financial product models, financial services, transactions, and insurance policies.
Key Features
- Adds tables for Financial Accounts, extending the Sold Product category to include Deposits, Loans, Cards, and Investments.
- Adds Financial Models tables extending Product Model: Deposit Models, Loan Models, Card Models, and Investment.
- Adds tables for Financial Transactions: Deposit Transactions, Loan Transactions, Card Transactions, and Investment Transaction.
- Adds access roles for each type of Financial Accounts, Financial Models, and Financial Transactions.
Version History (17)
v12.4.2
2026-08-07 18:43:52
Changed
Centralized currency rounding precision logic into a shared utility, ensuring consistent handling of the platform's currency fraction dig...
v12.3.0
2026-07-09 16:55:57
New
A new field has been added to the Financial transaction table to capture additional transaction details.
Fixed
Tightened access security o...
v12.2.0
2026-06-16 16:26:47
New:
Added relationships for Insurance policies
Added child tables for indexing for Financial Case indexed source
Changed:
Updated CSR query...
v12.1.1
2026-05-05 14:39:23
New
Added new fields in Financial transaction authorization and Financial transaction table as part of 26.1 content pack changes for visa and mas...
v12.0.0
2026-04-09 15:00:46
New:
Added action layout items for CSR, enhancing the available options for customer service representatives.
Introduced new security ACLs and ro...
v11.2.0
2026-03-12 16:12:37
Updated:
Updated the read-only option to 'Strict Read Only' for read-only fields
Replaced direct references to the admin role with feature-specif...
v11.0.6
2026-07-09 16:58:47
New
A new field has been added to the Financial transaction table to capture additional transaction details.
Fixed
Tightened access security o...
v11.0.4
2026-05-05 14:38:59
New
Added new fields in Financial transaction authorization and Financial transaction table as part of 26.1 content pack changes for visa and mas...
v11.0.3
2026-04-09 15:00:25
Changed
Enhanced authorization-related transaction retrieval logic to improve transaction data accuracy and completeness.
Added translations for ...
v11.0.2
2026-02-06 01:49:27
New
Orchestration flow that automatically triggers AI-powered document validation, classification, and extraction when Document Verification task...
+ 7 more versions
ID: 52139130737200103fcae6e24ff6a76f · Published: Aug 2026 · Updated: Sep 09, 2026