System Architects and Backend Developers
Architecting a new customer data integration or API migration
Use cases
About
The Presentation mind map template provides a technical deep dive into the Customer Relationships API, covering the structural architecture of account management and data mapping. This template serves as a comprehensive Customer Relationships API cheat sheet for developers and system architects, detailing 60 nodes of information across critical entities. It specifically explores the distinction between private and public APIs, noting that private APIs are restricted to internal ASV consumption while public APIs offer equivalent functionality for external clients. By mapping out the relationship between Accounts, Profiles, and Managed Entities, this Presentation template helps teams visualize how customer keys are mapped and how credentials link various service profiles. It is an essential resource for technical onboarding and API documentation, ensuring that stakeholders understand the underlying data models and reference IDs required for integration.
Terms and ConditionsWhen to use this template
Engineering Managers and Technical Leads
Onboarding new engineering hires to the internal account management system
Product Managers and Solution Architects
Preparing a technical presentation on API entity relationships for stakeholders
How to use this template
Step 1
Import the API structure
Open the .xmind file in Xmind to view the pre-structured hierarchy of the Customer Relationships API and its associated entities.
Step 2
Map your specific keys
Navigate to the 'Understanding how customer keys are mapped' node and replace the generic placeholders with your actual system mapping logic.
Step 3
Export for documentation
Use the Xmind export feature to save the map as an image or PDF to include in your technical API documentation or slide decks.
Frequently asked questions
The template clarifies that Private APIs are not consumable by clients outside of the specific ASV, whereas Public APIs were created to provide the same functionality for external integration. It highlights that current systems often consume the Private APIs internally.
It categorizes Accounts as entities like bank or credit card accounts, while Profiles are defined as the credentials used to access those accounts, primarily serving to group and link accounts to service customers.
Yes, this template is ideal for onboarding new developers. It covers 60 nodes of technical detail, including entity relationships, API accessibility, and how customer keys are mapped across the system.
Absolutely. You can modify the 'Main Topic 4' placeholder, update the 'ReferenceIds' section with your specific data, and expand the 'Managed Entity' branch to reflect your unique product features.
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