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FREQUENTLY ASKED QUESTIONS


Financial Services Cloud


Why is data on individuals spread across the account and contact record?


The FSC data model uses code to marry an account and a related contact using the best features of both to form an Individual. A contact on its own is not searchable and is considered an orphaned record, but is necessary as it is used in campaigns, marketing applications, and support cases. An Individual allows users to utilize fields and functionality on either record; a custom redirect built into the client page layout allows users to focus on the Individual they're managing rather than focusing on the account versus contact portion of the record. 

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