Table of Content

Table of Content ................................................................................................................. 1

Product of Interest............................................................................................................... 2
Client At Risk ..................................................................................................................... 3
Holdings, Assets and Liabilities ......................................................................................... 4
Household and Relationships.............................................................................................. 5
 CRM 8.9 Client Manager - Products of Interest

PS_RBW_POI_STS_TBL PS_RBW_POI PS_RBW_POI_NOTE

STATUS_CODE_POI POI_ID POI_ID (FK)
DESCR NOTE_SEQ_NBR
BO_ID (FK)
RB_AUDIT_SBR ROLE_TYPE_ID_CUST SUMMARY_RF
SETID NOTE_TYPE
POI_INT_TYPE START_DATE
PRODUCT_ID END_DATE
STOCK_SYMBOL RB_AUDIT_SBR
POI_PROD_DESCR DESCRLONG
POI_INT_LEVEL
POI_AMOUNT
PS_RBW_POI_STS_LNG CURRENCY_CD
STATUS_CODE_POI (FK) LEAD_ID
LANGUAGE_CD ACTIVE_FLG
STATUS_CODE_POI (FK)
DESCR RB_AUDIT_SBR
DESCRLONG PS_RBW_POI_ATTACH
POI_ID (FK)
NOTE_SEQ_NBR (FK)
RB_AUDIT_SBR
ATTACH_SEQ_NBR
ATTACHSYSFILENAME
ROW_ADDED_DTTM
ATTACHUSERFILE
ROW_ADDED_OPRID
DESCRIPTION
ROW_LASTMANT_DTTM PS_BO RC_VISIBILITY
ROW_LASTMANT_OPRID BO_ID RB_AUDIT_SBR
SYNCID
SYNCDTTM

Subrecord
 CRM 8.9 Client Manager - Client at Risk

PS_RBW_RECO_TEMPL PS_RBW_CLIENT_RISK PS_RBW_RECO_NOTES

RISK_REASON RISK_ID RISK_ID (FK)
BO_ID (FK) NOTES_SEQ_NUM
RB_TSK_TPL_ID (FK)
DESCR254 ROLE_TYPE_ID_CUST RC_SUMMARY
RB_AUDIT_SBR RISK_REASON (FK) NOTE_TYPE
RISK_PRIORITY START_DATE
RISK_STATUS END_DATE
LOST_REASON RB_AUDIT_SBR
POI_AMOUNT DESCRLONG
PS_RB_TGRP_TPL OPP_AMOUNT
TASK_GRP_TPL_ID HOLDING_AMOUNT
PS_BO
NET_WORTH
INDIRECT_AMOUNT BO_ID
CURRENCY_CD
DESCR254
RB_AUDIT_SBR

PS_RBW_RTMPL_LNG
PS_RBW_RECO_ATTCH
RISK_REASON (FK)
LANGUAGE_CD RISK_ID (FK)
NOTES_SEQ_NUM (FK)
DESCR254 ATTACH_SEQ_NBR
DESCRIPTION
ATTACHSYSFILENAME
PS_RBW_RECO_TEAM ATTACHUSERFILE
RD_PERSON
RISK_ID (FK) RB_AUDIT_SBR
PERSON_ID PERSON_ID (FK)
RB_AUDIT_SBR

RB_AUDIT_SBR

ROW_ADDED_DTTM
ROW_ADDED_OPRID
ROW_LASTMANT_DTTM
Subrecord ROW_LASTMANT_OPRID
SYNCID
SYNCDTTM
 CRM 8.9 Client Manager - Holdings, Assets and Liabilities
PS_RBW_ASSET_CATEG
PS_RBW_ASSET_LIAB ASSET_CATEG_ID
PS_RBW_HOLDING ASSET_LIAB_ID
ASSET_TYPE1
ASSET_LIAB_ID (FK)
ASSET_CATEG_ID (FK) ASSET_TYPE2
STOCK_SYMBOL
REGISTRATION_NAME ASSET_TYPE3
STOCK_QTY ACTIVE_FLG NEED_HOLDING
RB_AUDIT_SBR LINE_OF_BUS ASSET_LIAB_TYPE
WHERE_HELD RB_SYSD_SBR
BEGIN_DATE RB_AUDIT_SBR
CUST_ACCT_NBR ASSET_CAT_TYPE (FK)
CURRENT_BALANCE
LAST_REFRESH_DTTM
YTD_FEE
RB_SYSD_SBR FEE_BASIS
PS_RBW_CAT_DEF_TBL
LAST_YEAR_FEE
CURRENCY_CD ASSET_CAT_TYPE
RC_MAINT_OWNER
RB_AUDIT_SBR AST_CAT_LEVEL
SYSD_APPLICATION01
SYSD_APPLICATION02 ASSET_CAT_DESCR
SYSD_APPLICATION03 RB_SYSD_SBR
PS_RBW_CATDEF_LNG RB_AUDIT_SBR
SYSD_APPLICATION04
SYSD_APPLICATION05 ASSET_CAT_TYPE (FK)
SYSD_APPLICATION06 LANGUAGE_CD
SYSD_APPLICATION07 ASSET_CAT_DESCR
SYSD_APPLICATION08
SYSD_APPLICATION09 PS_RBW_ASTLIB_OWN
SYSD_APPLICATION10
ASSET_LIAB_ID (FK)
BO_ID (FK)
ROLE_TYPE_ID PS_RBW_CAT_COL_DIS
START_DT ASSET_CAT_TYPE (FK)
END_DT ASSET_LIAB_TYPE
RB_AUDIT_SBR PS_BO
RECNAME
BO_ID PNLFIELDNAME
RB_AUDIT_SBR
HIDDEN_FLAG
RB_AUDIT_SBR
ROW_ADDED_DTTM PS_RBW_WM_CONFIG
ROW_ADDED_OPRID
ROW_LASTMANT_DTTM
ROW_LASTMANT_OPRID FSI_NAME
SYNCID CLIENT_SORT_ORDER
SYNCDTTM RB_AUDIT_SBR

Subrecord
 CRM 8.9 Client Manager - Household, Relationships

PS_RBW_REL_CLASS PS_RD_HOUSEHOLD
PS_RBW_REL_CLS_ROL PS_RD_HHLD_NOTE
REL_CLASS_ID BO_ID (FK)
REL_CLASS_ID (FK) BO_ID (FK)
ACTIVE_FLG REL_TYPE_ID NET_WORTH
NOTE_SEQ_NBR
SEQNO HOLDING_AMOUNT
DESCR USE_CM_INFO_FLG SUMMARY_RF
YTD_FEE
NEW_BO_FLG RB_SYSD_SBR NOTE_TYPE
LAST_YEAR_FEE
ROLE_TYPE_ID_ORG RB_AUDIT_SBR START_DATE
INDIRECT_AMOUNT
INDIRECT_FLG END_DATE
LAST_REFRESH_DTTM
RB_SYSD_SBR RB_AUDIT_SBR
CURRENCY_CD
RB_AUDIT_SBR DESCRLONG
RB_AUDIT_SBR

RB_AUDIT_SBR

ROW_ADDED_DTTM
ROW_ADDED_OPRID
ROW_LASTMANT_DTTM
PS_BO
ROW_LASTMANT_OPRID
SYNCID BO_ID
PS_RD_HHLD_ATTACH
PS_RBW_REL_CLS_LNG BO_ID (FK)
NOTE_SEQ_NBR (FK)
REL_CLASS_ID (FK)
ATTACH_SEQ_NBR
LANGUAGE_CD
RB_SYSD_SBR
ATTACHSYSFILENAME
DESCR
ATTACHUSERFILE
RC_MAINT_OWNER DESCRIPTION
SYSD_APPLICATION01 RC_VISIBILITY
SYSD_APPLICATION02 RB_AUDIT_SBR
SYSD_APPLICATION03
SYSD_APPLICATION04
SYSD_APPLICATION05
Subrecord
SYSD_APPLICATION06
SYSD_APPLICATION07
SYSD_APPLICATION08
SYSD_APPLICATION09
SYSD_APPLICATION10