---
title: Schemas
slug: capital-group-hol/schemas
docTags: 
createdAt: 2024-01-30T21:38:12.477Z
---

Our goal is to create a schema to model the data we would ingest from a CRM data source. To do so, we will

1. Create a new schema using the **Individual Profile** class
2. Add out-of-the-box **Consent & Preferences** field group
3. Create a new **custom** field group
4. Mark specific fields for identity

## Create an Individual Profile Based Schema

1. Navigate to **Schemas** under Data Management in Adobe Experience Platform UI

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image43.png)

2\. Click on **Create Schema** on the top-right of your screen. Note that the XDM Individual Profile class introduces some basic fields to the newly created schema

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image44.png)

3\. Name your schema . *Please make sure to add your initials to follow the schema name to avoid any naming conflicts with other lab participants.*

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image45.png)

## Adding existing field groups

Extending your schema to add more custom fields requires creating ***field groups***.

1. Click on the **Add** icon within the Field groups section under Composition

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image46.png)

1. Add the following out-of-the-box field group

   **Consent & Preferences**

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image48.png)

1. Add additional out-of-the-box field groups as below
   1. Identities Mixin profile (search of *Identities* in search box)
   2. Demographic Details (search of *Demo* in search box)
   3. Personal Contact Details (search of *Personal Contact* in search box)

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image47.png)

## Creating a new field group

1. Click on the **Add** icon within the Field groups section under Composition.
2. Select **Create new field group**
3. Name the field group - 
4. Click on **Add Field Groups**

## Adding an object to your field group

1**.** Click on the **Add** icon next to the tenant. Name your object. **Vehicle Owner Details**

2**.** Set the below within Field Properties on the right panel

- `Field name = financialDetails`
- `Display name = Financial Details`
- `Type = Object`
- `Field Group = Financial Details`

1. Click on **Apply** at the bottom.
2. Click **Save**.

## Nesting additional fields within your object

1. Click on the **Add** icon next to the newly created object. This should create an *untitled* field nested under that object.
2. Repeat step for all below fields

**Note**: be sure to click **Apply** at the bottom of the **Field Properties** panel after adding **each** field.

**Investment Goals**

- `Field name = creditScore`
- `Display name = Credit Score`
- `Type = String`
- `Field Group = Financial Details`

**Preferred Investments**

- `Field name = creditTotal`
- `Display name = Credit Total`
- `Type = String`
- `Field Group = Financial Details`

**Risk Tolerance**

- `Field name = hasMortgageLoan`
- `Display name = Has Mortgage Loan`
- `Type = String`
- `Field Group = Financial Details`

1. Click **Save.**

**Congratulations!** You have completed the Schemas exercise.