Organization

IDName
1ABC Group
2XYZ Corporation
3Lemonade Financial Services
4Pineapple Savings and Loan
5Berry Investment Bank

Customer

IDFirstNameLastNameBirthDatePhoneNumberEmailAddressCreatedAtUpdatedAtOrganizationID
(→ Organization.ID)
1JohnDoe1985-06-15+1 (555) 123-4567john.doe@example.com2024-03-13 21:03:572024-03-13 21:03:571
2JaneSmith1990-01-05+1 (555) 987-6543jane.smith@example.com2024-03-13 21:03:572024-03-13 21:03:572
3AliceWonderland1982-03-10+1 (555) 432-1234alice.wonderland@example.com2024-03-13 21:03:572024-03-13 21:03:573
4RobertWhite1992-11-07+1 (555) 789-0123robert.white@example.com2024-03-13 21:03:572024-03-13 21:03:574
5MichaelBlack1975-02-03+1 (555) 555-5555michael.black@example.com2024-03-13 21:03:572024-03-13 21:03:575

Account

IDNumberTypeBalanceInterestRateDateOpenedIsActiveCustomerID
(→ Customer.ID)
11234567890Checking1000.00.012022-01-0111
29876543210Savings2000.00.022022-01-0111
31112223334CD3000.00.032022-01-0112
44445556667Loan-2000.00.052022-01-0102
57788901234Money Market5000.00.042022-01-0113

TrustAccount

IDAccountIDCustodialServiceTrustAdministrationStartDateEndDatePrincipalAmountDistributionAmountPaymentFrequency
(→ Account.ID)
11ABC GroupXyz Trust Administration2010-01-012025-12-315000.03000.0Annually
22XYZ CorporationPineapple Trust Company2015-01-012028-12-316000.03500.0Quarterly
33Lemonade Financial ServicesBerry Trust Management2012-01-012023-12-317000.04000.0Monthly
44Pineapple Savings and LoanABC Trust Service2017-01-012026-12-318000.04500.0Biweekly
55Berry Investment BankXYZ Trust Solutions2013-01-012022-12-319000.05000.0Semiannually