Balance and address records in the standard financial account model
Key Takeaway
In the standard data model, each balance is its own Financial Account Balance record and each address is its own Financial Account Address record. Neither is a field on Financial Account. Prebuilt field validations aren't shipped for these objects, so you add checks such as address date order yourself.
Agentforce Financial Services can model a financial account with standard objects instead of managed package objects. A checking account and an auto loan are examples of financial accounts. In this standard data model, balances and addresses aren't fields on the Financial Account record. Each balance and each address is a separate related record, so one account can hold many balances and many addresses, each with its own details. When you know which object holds each detail, you know which objects and fields to configure for a design.
Turning on the standard objects
Financial Account Balance and Financial Account Address are standard objects related to the Financial Account standard object. They're available only after you turn on the "Financial Account Management Standard Objects" setting. You don't need to install the Agentforce Financial Services managed package to use them.
If the managed package is installed and the setting is on, both the managed package objects and the standard objects are visible in the org. Use either the managed package objects or the standard objects consistently. Avoid mixing them when you set up the financial account and its related features.