Customer 360 for Insurance > Predefined Customer 360 for Insurance assets > Relationships
  

Relationships

You can use the predefined relationships between the predefined business entities that are included in Customer 360 for Insurance.
The following image shows the predefined relationship types between the business entities and the direction of the relationships:
The image shows the predefined relationship types between the business entities and the direction of the relationship.
The following table describes the predefined relationships for Customer 360 for Insurance:
Relationship Name
Internal ID
Business Entity 1
Business Entity 2
Direction
Agreement Holder - Organization
infac360in_rel_organization_agreement_holder_role_in_agreement
Organization
Agreement
Organization -> Agreement
Agreement Holder - Person
infac360in_rel_person_agreement_holder_role_in_agreement
Person
Agreement
Person -> Agreement
Agreement Producer - Organization
infac360in_rel_organization_agreement_producer_role_in_agreement
Organization
Agreement
Organization -> Agreement
Agreement Producer - Person
infac360in_rel_person_agreement_producer_role_in_agreement
Person
Agreement
Person -> Agreement
Auto Policy for Vehicle
infac360in_rel_auto_policy_for_vehicle
Agreement
Land Vehicle
Agreement -> Land Vehicle
Beneficiary - Organization
infac360in_rel_organization_beneficiary_role_in_agreement
Organization
Agreement
Organization -> Agreement
Beneficiary - Person
infac360in_rel_person_beneficiary_role_in_agreement
Person
Agreement
Person -> Agreement
Child Organization
infac360in_rel_child_organization
Organization
Organization
Organization -> Organization
Cousin
infac360in_rel_cousin
Person
Person
Person -> Person
Customer
infac360in_rel_customer
Organization
Person
Organization -> Person
Employer
infac360in_rel_employer
Organization
Person
Organization -> Person
Head of Household
infac360in_rel_head_of_household
Person
Household
Person -> Household
Insured - Organization
infac360in_rel_organization_insured_role_in_agreement
Organization
Agreement
Organization -> Agreement
Insured - Person
infac360in_rel_person_insured_role_in_agreement
Person
Agreement
Person -> Agreement
Insurer
infac360in_rel_organization_insurer_role_in_agreement
Organization
Agreement
Organization -> Agreement
Lessor
infac360in_rel_lessor
Structure
Person
Structure -> Person
Lessor(Organization)
infac360in_rel_organization_lessor
Structure
Organization
Structure -> Organization
Life Policy for Person
infac360in_rel_life_policy_for_person
Agreement
Person
Agreement -> Person
Member of Household
infac360in_rel_member_of_household
Person
Household
Person -> Household
Occupant
infac360in_rel_occupant_for_property
Structure
Person
Structure -> Person
Occupant(Organization)
infac360in_rel_organization_occupant_for_property
Structure
Organization
Structure -> Organization
Organization Role in Agreement
infac360in_rel_organization_role_in_agreement
Organization
Agreement
Organization -> Agreement
Parent Organization
infac360in_rel_parent_organization
Organization
Organization
Organization -> Organization
Parent Sibling
infac360in_rel_parent_sibling
Person
Person
Person -> Person
Person Role in Agreement
infac360in_rel_person_role_in_agreement
Person
Agreement
Person -> Agreement
Physical Object User
infac360in_rel_physical_object_user
Land Vehicle
Person
Land Vehicle -> Person
Physical Object User(Organization)
infac360in_rel_physical_object_user_organization
Land Vehicle
Organization
Land Vehicle -> Organization
Premium Payer - Organization
infac360in_rel_organization_premium_payer_role_in_agreement
Organization
Agreement
Organization -> Agreement
Premium Payer - Person
infac360in_rel_person_premium_payer_role_in_agreement
Person
Agreement
Person -> Agreement
Primary Insured - Organization
infac360in_rel_organization_primary_insured_role_in_agreement
Organization
Agreement
Organization -> Agreement
Primary Insured - Person
infac360in_rel_person_primary_insured_role_in_agreement
Person
Agreement
Person -> Agreement
Product to Agreement
infac360in_rel_product_to_agreement
Product
Agreement
Product -> Agreement
Property Owner
infac360in_rel_property_owner
Structure
Person
Structure -> Person
Property Owner(Organization)
infac360in_rel_property_owner_oranization
Structure
Organization
Structure -> Organization
Property Policy for Structure
infac360in_rel_property_policy_for_structure
Agreement
Structure
Agreement -> Structure
Role (Organization)
infac360in_rel_roles_for_organizaton
Organization
Agreement
Organization -> Agreement
Role (Person)
infac360in_rel_roles_for_person
Person
Agreement
Person -> Agreement
Service Provider
infac360in_rel_service_provider
Organization
Person
Organization -> Person
Sibling Child
infac360in_rel_sibling_child
Person
Person
Person -> Person
Signatory
infac360in_rel_person_signatory_role_in_agreement
Person
Agreement
Person -> Agreement
Vehicle Owner
infac360in_rel_vehicle_owner
Land Vehicle
Person
Land Vehicle -> Person
Vehicle Owner(Organization)
infac360in_rel_vehicle_owner_organization
Land Vehicle
Organization
Land Vehicle -> Organization
Vehicle User
infac360in_rel_vehicle_user
Land Vehicle
Person
Land Vehicle -> Person
Vehicle User(Organization)
infac360in_rel_vehicle_user_organization
Land Vehicle
Organization
Land Vehicle -> Organization

Hierarchy relationships of the Organization business entity

Use the Organization business entity hierarchy to define hierarchical relationships between the Organization business entity records in Customer 360.
The following predefined hierarchical relationships are available for the Organization business entity:
The following image shows the hierarchical relationships between the Organization business entity records:
The image shows Child, Headquarters, and Subsidary relationships between Organization business entity records.
You can create recursive hierarchy relationships between Organization business entity records.
For example, consider a hierarchical relationship where ABC Entertainment is the subsidiary of ABC LLC., ABC Technology Inc. is the child organization of ABC LLC., and ABC Corp. is the head office of ABC LLC. You can create relationships from the ABC LLC. record to the ABC Entertainment, ABC Technology Inc., and ABC Corp. records.
You can view the hierarchical relationships between the Organization business entity records in the summary view.