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Primary data entities

Updated on April 26, 2021

This section describes the data types that are used by Pega Foundation for Financial Services, stored in external systems or, where appropriate, internally to the Pega system.

Pega Foundation for Financial Services Product Overview
NameDescriptionSystem of record (SOR)
AccountsFinancial account information associated to an organization or individual that includes credit, debit, deposit, loan, and investment accounts.External
Account transactionsTransactions occurring within credit, debit, loan, investment, and deposit accounts.External
ContactA person that is a prospect or customer. For business selling, they are usually employees of the organization to whom you are selling. For Individual selling, they are the person interested in making a personal purchase.Pega or External
CustomerAn individual or organization that has purchased product or services and holds accounts with the financial institution.Pega or External
IndividualsAn individual person who can be a customer, contact, or prospect to the financial institution.Pega or External
HouseholdsA group of individuals related and aggregated together so that the optimal advice, offers, and actions are provided when household members are interacting with the Financial Institution.External
OrganizationsA business, holding company, or corporation that can be a customer, contact, or prospect to the financial institution. It can consist of one or more organizations that can hold many accounts. Some examples include: corporations, partnerships, associations, funds, trusts, family offices, and endowments.Pega or External
PartiesA legal organization, individual, or fund that can be a customer, contact, prospect to the financial institution.Pega or External

Products being sold and serviced to prospects and customers as separate products or as part of bundles.

Includes the product’s pricing, eligibility, and benefits.


An individual or organization that does not yet own products of the financial institution and thus is not yet a customer.

Pega or External

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