While each Instrument has been identified as to who the customer and bank department are, it is common for a customer to have multiple accounts (Instruments) with the bank. Thus, a Marketing Relationship may be formed between the bank and each prospect or customer, as shown in Figure 20-3, Each Marketing Relationship is the fact that a Party (the prospect) has entered into a formal or informal arrangement with another Party (the account manager).

How precise the banking side is described (a Person, an Internal Organization, or the bank itself (a Company) is up to the modeler and the bank being addressed. Each Marketing Relationship may be the basis for one or more Instruments. Each Instrument may be based on, typically, ...

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