Hierarchies
14 hierarchies maintained across the Pinnacle Financial Group estate.
Organizational
Pinnacle Group Legal Entity Hierarchy
HealthyPinnacle Financial Group → 5 subsidiaries → 47 sub-units
Used in: Finance Close, Reg Reporting, RBI submissions
Last update: Q1 2026
Cost Center Rollup
3 conflicts1,847 → 184 cost groups → 47 areas → 5 entities
Used in: FP&A, Branch Performance
Last update: 2 days ago
Profit Center Rollup
Healthy184 profit centers → 22 groups → 5 entities
Used in: Profitability reporting
Last update: 1 week ago
Customer
Retail Customer Household
Healthy5.2M households · 8.7M customers rolled up
Used in: Wealth cross-sell, retail engagement
Last update: 1 hr ago
Corporate Group Hierarchy
3 conflicts8,400 groups · 18,400 entities · UBO chains
Used in: Exposure aggregation, AML, RBI Group Exposure
Last update: 4 hr ago
Relationship Hierarchy (RM)
HealthyRM → Senior RM → Branch Head → Region · 24K trees
Used in: Sales attribution, performance
Last update: Daily
Product
Banking Product Taxonomy
Healthy184 products → 412 variants → 1,247 pricing combos
Used in: Product analytics, pricing
Last update: Weekly
Mutual Fund Scheme Hierarchy
HealthyAMC → Family → Scheme → Plan → Option · 12,400 SKUs
Used in: Wealth platform
Last update: Daily
Insurance Product Hierarchy
Healthy47 products → 184 plan variants → riders
Used in: Insurance ops, illustrations
Last update: Weekly
Branch & Channel
Pinnacle Branch Hierarchy
HealthyRegion (4) → Cluster (24) → Branch (4,847) → Counter
Used in: Branch Performance, Compliance, NPA Watchlist
Last update: Daily
Channel Hierarchy
HealthyChannel (5) → Sub-channel (47) → Specific (412)
Used in: Channel analytics, CAC
Last update: Weekly
Agent Hierarchy (insurance)
HealthyTop Agency → Cluster → Agent → Sub-agent · 18,400
Used in: Insurance distribution
Last update: Daily