Banking, Investments & Financial Services Model


105 diagrams, 589 entities, 2135 attributes

Universal Data Models offers a comprehensive best-practice data model repository for the banking, investment and securities industries such as money manager, brokers, dealers, wealth management organizations, providing best practice models and saving modelers and designers thousands of hours. The model includes entities such as FINANCIAL OBJECTIVES, RISK ANALYSIS MODELS, ANALYSIS ON PERFORMANCE, RETURNS, ASSETS MANAGED, AND ACTIVITY OF FINANCIAL ACCOUNTS, FINANCIAL SERVICES PARTY ROLES, FINANCIAL OBJECTIVES, MORTGAGE OBJECTIVES, MORTGAGE AND LOAN PAYMENT SCHEDULES, FINANCIAL AGREEMENTS, ACCOUNT NOTIFICATION and much more. Data objects stored in the repository include entities, entity definitions, attributes, attribute definitions, attribute characteristics (size, types, constraints, etc.), unique identifiers, relationships, domains, entity to table mappings, tables, table definitions, columns, column definitions, column characteristics (size, type, constraints), primary keys, indexes, and database constraints. The repository has 105 comprehensive, re-usable entity-relationship diagrams, 589 entities, 2135 attributes, with corresponding tables and columns for these entities and columns with definitions as well as domains and database constraints defining these data objects.