Financial Services CloudBeginnerindividualperson-account
What is the Individual model in FSC?
Real World Scenario
Retail bank tracks personal clients not companies. You explain Individual vs Business accounts.
Expected Answer
• Individual represents a person client, often via Person Account pattern
• Business client uses standard Account for company with related Contact employees
• Individual links to Financial Accounts, interactions, and compliance records
• Identity and KYC data often stored on Individual or related objects
• Correct model choice affects sharing, integration keys, and portal login
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Combines Account and Contact for B2C—one record for person. Common enabler for Individual in FSC implementations.
Architect Perspective
Person Account enablement is a project milestone—juniors who name it sound prepared.