B2B - Account data model

reference brazil Updated Sep 10, 2026 2 min read b2b-account-data-model.md
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Reference the tables and relationships that store business-to-business (B2B) customer accounts, contacts, account hierarchies, account relationships, and account teams.

Overview of account data model

The B2B account data model captures the structures used when the customer is another business. It defines the account and contact entities that represent the customer organization and its individuals. It also defines the relationships, addresses, and team memberships that describe how the customer is served. The model extends platform foundations sys_user, core_company, cmn_location, and CSM tables. Industry solutions build on it for B2B scenarios, such as insurance carriers modeling brokers, financial services modeling institutional clients, and healthcare payers modeling provider organizations.

B2B - Account data model diagram

[Omitted image "refarch-b2b-account-data-model.png"] Alt text: Architecture diagram displaying the account data model and its related tables.

In the B2B account data model diagram, the accounts and contacts (with partner variants) are mapped to a user. These are connected to account relationship, contact relationship, account team member, and account address. The responsibility and responsibility access configuration entities govern these access. Each entity refers to a shared reference and transaction data.

Tables in the B2B account data model

Label

Table name

Description

Account

customer_account

B2B customer or partner organization. Extends core_company. One table stores both customer and partner accounts, distinguished by the Account type field.

Contact

customer_contact

Individual at a B2B account. Extends sys_user. Both contact and partner contact use this table. Note: Starting with the Brazil release, a new field External ID is added to the contact table that acts as an identifier for this contact in an external system.

Account relationship

 

Bi-directional link between two accounts, such as partner-customer or supplier-buyer. References account relationship type.

Account relationship type

 

Named relationship type, such as a partner.

Contact relationship

sn_customerservice_contact_relationship

Bi-directional link between two contacts, such as co-signers, authorized representatives, or buying-group members.

Account team member

sn_customerservice_team_member

Internal employee assigned to an account in a named role. Roles use responsibility entities from customer relationships and access management.

**Related topics**

Configure accounts and contacts

Create customer relationships

Account hierarchy

Bi-directional account relationships

Contact relationships

Creating an account team member

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