How to Create and Link Entities

This section explains how you can create and link entities using CIS screens.

Entities and Links

An entity is defined as a single, self-contained unit. An entity contains data and functionality.

Examples of an entity include the following:

•An account

•An individual customer

•An organization

•A trust

•A location

•A phone number

•A safe deposit box

•Other examples include:

•Bank Cards

•Retirement Plans

•Groups

•Mailing Labels

•Special Text

Links connect entities together, and describe the relationship two entities have with one another, such as:

•Account Owner and Loan Account

•Organization and Location

•Individual Customer and Safe Deposit Box

•Husband and Wife

•Parent and Child

•Company and CEO