Flexible Hierarchies versus ARC and account hierarchies for business structures
Key Takeaway
Recommend Flexible Hierarchies when a business structure is multi-layered and time-bound, such as a corporate group or a banking branch network that applies between effective dates. Standard relationship mapping points to ARC graphs or the account hierarchy instead.
Flexible Hierarchies is an Agentforce Financial Services feature that models complex business structures in layers. Examples include global corporate conglomerates and banking branch networks. An admin first defines a hierarchy type as the blueprint for a structure. Each flexible hierarchy then maps real records to that type, starting from a root record and applying between effective dates. Consultants weigh Flexible Hierarchies against the Actionable Relationship Center (ARC) and the standard account hierarchy, which also show how records relate.
Common use cases
Flexible Hierarchies lets users visualize intricate business structures so they can identify growth opportunities, monitor performance and ensure compliance. Three common use cases are:
- Banking Relationship Management: Visualize corporate groups to identify wallet share and white-space opportunities. Use hierarchies to ensure full coverage across parent companies and their subsidiaries.
- Insurance Agency Management: Track key performance indicators, including premiums, claims and commissions, at the individual rep or agency level.
- Asset Management Distribution: Monitor fund flows, sales data and intermediary engagement to optimize distribution strategies across the organization.