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Attribute

Description

Example

relationshipID

Unique identifier for the customer relationship

"REL-001"

title

Name of the relationship type

"Premium Advisory Relationship"

description

Detailed description of the relationship

"Comprehensive wealth management relationship with dedicated advisor"

customerSegmentID

ID of the customer segment this relationship applies to

"CUST-SEG-001"

orgUnitTitle

The organization unit responsible for this relationship

"Private Client Group"

relationshipType

Nature of the relationship

"advisory"

relationshipStrength

Indicator of relationship quality (1-5)

4

engagementLevel

Degree of active engagement

"active"

loyaltyStatus

Current loyalty or retention status

"loyal"

relationshipHistory

Timeline of key relationship events

"Initial engagement: March 2022, Portfolio review: Quarterly"

relationshipValue

Current and potential relationship value

Current: $15,000 annual revenue, Potential: $25,000

relationshipRisks

Threats to relationship continuity

"Advisor turnover, competitor offers, market performance dissatisfaction"

growthOpportunities

Opportunities for relationship expansion

"Trust services, business banking integration, family office services"

engagementModel

How the relationship is managed

"Quarterly in-person reviews, monthly check-ins, dedicated support line"

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Cross-

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Domain Relationship

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Mappings

From Domain

From Object

Relationship Type

To Domain

To Object

Description

Customer

Customer Segment

supported by

Capability

Capability

Customer segments are supported by capabilities delivering products and services aligned to their needs.

Customer

Customer Segment

participates in

Value Stream

Value Stream

Customer segments interact with value streams throughout their journeys.

Customer

Customer Segment

consumes

Product/Service

Product or Service

Customer segments consume products and services offered by the organisation.

Customer

Customer Segment

influenced by

Strategy

Strategy

Customer segmentation and targeting strategies are influenced by overarching organisational strategy.

Customer

Customer Persona

requires

Capability

Capability

Customer personas reflect specific capability needs or opportunities.

Customer

Customer Persona

experiences

Value Stream

Value Stream

Customer personas experience various stages of value streams.

Customer

Customer Journey

mapped to

Value Stream

Value Stream

Customer journeys are mapped to internal value streams to align customer experience with operational delivery.

Customer

Customer Relationship

manages

Service

Service

Customer relationships are managed through dedicated services and support models.

Customer

Customer Relationship

owned by

Organization

Organization Unit

Specific organisation units are responsible for managing customer relationships.

Schema Evolution Guidance

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