We offer a comprehensive Universal Data Model® as well as a Universal Business Glossary™  for banks, lending institutions, financial institutions, and other financial service organizations. Some of the areas/domains covered are:

​​

• Financial services party roles and relationships

• Financial objectives, needs and plans

• Mortgage and loan payment schedules

• Financial services product definition

• Financial security information

• Financial product regulations and rules.

• Financial agreement

• Financial account and collateral

• Financial account transaction.

• Account notification

• Analysis task