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ON EBX › CUSTOMER 360 › HIERARCHY AND HOUSEHOLDING

See every customer in the context of their relationships

Customer 360 extends beyond a single profile. Households, parent companies, subsidiaries, accounts, roles and counterparties reveal who is connected, how they participate and where value, service responsibility or risk is shared.
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Explore Customer 360
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Abstract geometric Customer 360 banner in ON EBX purple, blue and teal
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EBX relationship graph connecting one customer to household members, employer and accounts

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HOUSEHOLDS

Connect individuals through governed membership

A household is a governed group, not a single merged customer. Each person keeps an individual identity while household membership records describe roles such as spouse, child, dependent or head of household, with status and effective dates.

This supports household service, eligibility, communications and value analysis without erasing individual consent or ownership.

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Household modeled as a Party group with effective-dated memberships, and organizations linked by governed parent–subsidiary relationships
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Corporate hierarchy from subsidiaries and branches to the ultimate parent, each a distinct governed organization
CORPORATE STRUCTURES

Follow organizations from subsidiary to ultimate parent

Legal entities, operating companies, branches and ultimate owners should remain distinct organizations connected by governed hierarchy relationships. This supports consolidated exposure, group value, procurement, credit and account planning.

Learn more about hierarchy management.

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ROLES AND ACCOUNTS

Show how parties participate

The same person may be a policyholder, beneficiary, buyer, billing contact or signatory. The same organization may be a customer, supplier, partner or counterparty. Model those roles and their links to accounts, contracts and products rather than duplicating the party for each process.

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One Party typed as individual or organization, with business roles assigned by reference instead of copying the party
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Governed records storing steward decisions, workflow owner, timestamps and audit history
GOVERNED CONTEXT

Make relationship evidence traceable

Relationships should include type, direction, effective dates, status, source, ownership and supporting evidence. A hierarchy change or household membership update should follow validation, permissions and history like any other governed customer-data change.

This prevents obsolete structures from silently driving service, risk or reporting.

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BUSINESS DECISIONS

Deliver the right view to each workflow

Service teams can understand household context, account teams can see the buying group, risk teams can calculate group exposure, and analytics can aggregate value at the correct level. Published views should expose only the relationships and attributes appropriate to the user and purpose.

See the Customer 360 data model for the underlying entities and governance.

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Only the relationships and attributes approved for each consumer published through a versioned contract to service, billing, analytics and AI
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CUSTOMER 360 GUIDES

Keep exploring Customer 360

See how the data model, matching and golden records give households and hierarchies a trusted foundation.

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Overview

Outcomes and how EBX builds it.

Read the guide

Comparison

How MDM, CDP and CRM work together.

Read the guide

Architecture

How sources, EBX and consumers connect.

Read the guide

Matching

Match, review and merge with evidence.

Read the guide

Data model

Parties, roles and relationships.

Read the guide

Golden record

Survivorship, lineage and quality.

Read the guide

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FAQ
Common questions
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What is customer householding?
Householding groups related individuals for an agreed business purpose while preserving each person as a distinct governed identity.
Is a corporate hierarchy the same as an organization record?
No. Organization records represent the entities; hierarchy relationships connect parent, subsidiary, branch and ultimate-owner structures over time.
Can a party belong to multiple groups?
Yes. A party can participate in multiple households, accounts, legal structures and business relationships, subject to the configured model and governance rules.
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Govern customer relationships and hierarchies with EBX®

Connect people, organizations, households, accounts and roles in a traceable Customer 360 foundation.

Talk to ON EBX experts
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Download the Customer 360 solution brief
https://docs.google.com/forms/d/e/1FAIpQLSd5LAflx0ZgRvlk8bVbYbOAX0mSWrQ9rFxi2WahcoutP_TyxA/viewform
Download the Customer 360 solution brief (opens a short form in a new tab)
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