11 Business Information Model deliverables from the Finantrix Store.

Business Information Model — Store

<p>Health insurers are shifting reimbursement toward value-based care, facing new regulatory pressure to speed up prior authorization, and adopting AI-assisted claims and utilization review — all while CMS interoperability rules force plans to expose more data than legacy claims systems were built to share.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Health Insurance Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Health Insurer Business Data Model

Bonus File: Business Data Modeling Guide

Health Insurance Business Information Model

Enterprise License

Consultancy License

A structured inventory of business data entities for a health insurance organization, organized into Foundational, Transactional, and Informational categories.

<p>Investment banks are electronifying more of what used to be relationship-driven business, layering AI-assisted deal work and research onto trading and coverage functions that still run on decades of accumulated process, while surveillance and best-execution obligations keep expanding.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Investment Bank Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Investment Banking Business Data Model

Investment Bank Business Information Model

A structured inventory of business data entities for a investment bank organization, organized into Foundational, Transactional, and Informational categories.

<p>Life insurers are replacing multi-week medical underwriting with data-driven accelerated underwriting, managing increasingly complex living-benefit and annuity riders, and pushing distribution through independent agents and MGAs who now expect digital-first tools.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Life Insurance Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Life Insurer Business Data Model

Life Insurance Business Information Model

A structured inventory of business data entities for a life insurance organization, organized into Foundational, Transactional, and Informational categories.

<p>Payments infrastructure is being rebuilt around real-time rails — FedNow and RTP domestically, ISO 20022 migration for cross-border and wire traffic — at the same time embedded-payments and banking-as-a-service platforms are unbundling the merchant and card relationships banks used to own outright.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Payments Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Payments Company - Business Data Model

Payments Business Information Model

A structured inventory of business data entities for a payments organization, organized into Foundational, Transactional, and Informational categories.

<p>Prime brokerage has changed since Archegos — multi-prime relationships and tighter counterparty risk oversight are now standard, margin methodology is under more scrutiny, and the move to T+1 settlement compressed timelines across financing, clearing, and reporting all at once.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Prime Brokerage Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Prime Brokerage - Business Data Model

Prime Brokerage Business Information Model

A structured inventory of business data entities for a prime brokerage organization, organized into Foundational, Transactional, and Informational categories.

<p>Private equity firms are under real LP pressure for faster, more granular reporting aligned to ILPA standards, building out continuation-fund and secondaries capabilities that didn't exist in most operating models five years ago, and trying to aggregate portfolio-company data that still arrives in a dozen different formats.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Private Equity Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Private Equity Business Data Model

Private Equity Business Information Model

A structured inventory of business data entities for a private equity organization, organized into Foundational, Transactional, and Informational categories.

<p>Professional services firms are under pressure to do more delivery with AI-assisted tools while utilization and realization rates stay under scrutiny, and staffing models are shifting from tenure-based to skills-based deployment.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Professional Services Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Professional Services Firm - Business Data Model

Professional Services Business Information Model

A structured inventory of business data entities for a professional services organization, organized into Foundational, Transactional, and Informational categories.

<p>Property and casualty insurers are re-underwriting climate and catastrophe risk faster than actuarial cycles used to require, while AI-assisted claims triage and a wave of MGA-led InsurTech competition push incumbents to modernize underwriting and claims at the same time they're managing loss-ratio pressure.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Property and Casualty Insurance Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Property and Casualty Insurance Business Data Model

Property and Casualty Insurance Business Information Model

A structured inventory of business data entities for a property and casualty insurance organization, organized into Foundational, Transactional, and Informational categories.

<p>Real estate investment and asset management firms are adopting PropTech and data-driven asset management faster than their reporting infrastructure can keep up, expanding into newer strategies like build-to-rent and data-center investment that don't fit legacy valuation models, and facing tighter lender and investor reporting standards.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Real Estate Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Real Estate Firm - Business Data Model

Real Estate Business Information Model

A structured inventory of business data entities for a real estate organization, organized into Foundational, Transactional, and Informational categories.

<p>Retail banking is being pulled in two directions at once: instant, always-on payment rails like FedNow and RTP are collapsing settlement timelines that used to take days, while fintechs and embedded-finance players unbundle the deposit relationship banks have relied on for a century.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Retail Banking Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Retail Bank - Business Data Model

Retail Banking Business Information Model

A structured inventory of business data entities for a retail banking organization, organized into Foundational, Transactional, and Informational categories.

<p>Wealth management is being squeezed from two directions — robo-advice and low-cost competitors compressing fees, and clients expecting holistic, tax- and estate-integrated planning that used to require separate specialists — while a wave of RIA consolidation means the operating model itself keeps changing hands.</p>
<p>Every one of those initiatives eventually runs into the same question — what data does this business actually run on, and who owns it? The Wealth Management Business Information Model gives that conversation a starting inventory: subject areas and entities organized into Foundational, Transactional, and Informational categories, ready before anyone opens a modeling tool.</p>
<p>Delivered as an editable Word document. Bonus: Business Data Modeling Guide (PDF).</p>
<h3>What's Inside</h3>
<ul>
<li>Subject areas and data entities in Foundational, Transactional, and Informational categories</li>
<li>Short descriptions for each data entity</li>
<li>Bonus: Business Data Modeling Guide</li>
</ul>
<h3>Data Categories Explained</h3>
<ul>
<li><strong>Foundational</strong> — master/reference data (customers, products, org structures)</li>
<li><strong>Transactional</strong> — business events (trades, claims, payments, orders)</li>
<li><strong>Informational</strong> — derived/analytical data (reports, metrics, dashboards)</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li><strong>Data governance</strong> — establish a shared business vocabulary across the enterprise</li>
<li><strong>System integration</strong> — understand data flows between capabilities and apps</li>
<li><strong>Transformation planning</strong> — map data dependencies before migrating systems</li>
<li><strong>Architecture alignment</strong> — cross-reference with capability maps and value streams</li>
</ul>
<h3>Who It's For</h3>
<p>Data architects, business architects, enterprise architects, data governance leads, and technology teams.</p>
<p><em>This is a business-level data model (subject areas and entities), not a technical model with attributes and relationships.</em></p>
<h3>Terms</h3>
<ul>
<li>Digital product — no returns or refunds. Review the description before purchasing.</li>
<li>Content may not apply to your specific situation.</li>
<li>Consultants using deliverables for multiple clients have different terms.</li>
<li>Sold as-is, no warranties. Does not include implementation support.</li>
<li>Review our <a href="https://www.finantrix.com/terms-of-service/">terms of service</a>.</li>
</ul>

Wealth Management Firm - Business Data Model

Wealth Management Business Information Model

A structured inventory of business data entities for a wealth management organization, organized into Foundational, Transactional, and Informational categories.