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This section provides an overview of the core entities in the system and their relationships.

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Core Entities

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Users

Users represent individuals who interact with CoreBanq. Key characteristics:
  • Can be associated with multiple customers
  • Have role-based access rights
  • Link to personal data through personas
  • Support multiple authentication methods

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Credentials

Authentication methods associated with users:
When a second credential is verified, 2FA is automatically activated for the user.

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Customers

Represent organizations in the system:
  • Private individuals
  • Companies
  • Organizations
  • Financial institutions

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Personas

Store personal information separately:
  • Identity details
  • Contact information
  • Document records
  • Enhanced privacy controls
Connect personas to other entities:
  • User → Persona (personal data)
  • Customer → Persona (stakeholder data)
  • Shareholder → Persona (ownership data)

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Entity Relationships

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Common Fields

All entities share these standard fields:

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Security Features

  • Role-based access control
  • Data segregation
  • Audit logging
  • Field-level permissions
  • Customer scoping
For detailed information on each entity’s attributes and methods, refer to their respective API documentation sections.