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@pasar6987/sf-financial-services-application-form

The front door to financial services. Handles application forms, evaluations, product proposals, seller items, and the structured workflow of bringing new customers and products on board.

OSISchema 0.1.1Domain crmSource developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference

Published package · Latest published 1.0.1 Mar 4, 2026 · 15 datasets / 27 measures in the latest review · Updated Mar 11, 2026

Release path

1.0.1Published Mar 4, 2026

Publisher

@pasar6987Published Mar 4, 2026

Structure snapshot

15 datasets27 measures · 192 dimensions

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Updated
Mar 11, 2026
Visibility
Public hub listing
License
MIT
Created
Mar 4, 2026

Reference facts

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Licensing, categorization, ownership, and linked metadata stay below the runnable path so the page reads in the right order.

Format

OSI

Upstream

developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference

Repository

Not linked

Owner

@pasar6987

Organization

Independent

License

MIT

Visibility

Public hub listing

Publisher

@pasar6987Published Mar 4, 2026

Latest published version

1.0.1Published Mar 4, 2026

Tags

salesforcecrmfinancial-servicesapplication-form

Schema preview

Schema 0.1.1

SDK handoff

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Python SDK

Python example for @pasar6987/sf-financial-services-application-form

This example uses the current package ref and, when preview data is available, fills in real dataset names from the published summary.

import rawctx

model = rawctx.load("@pasar6987/sf-financial-services-application-form")
prompt = rawctx.to_prompt(
    "@pasar6987/sf-financial-services-application-form",
    datasets=["AppFormProdtPrpsAttribute", "AppFormProductCollateral"],
    max_tokens=2000,
)

print(model.datasets)        # ["AppFormProdtPrpsAttribute", "AppFormProductCollateral", "AppFormProductParticipant"]
print(model.measures)        # [Measure(name="AppFormProductCollateral.PledgedValue", ...), Measure(name="Applicant.GroupExposure", ...), Measure(name="ApplicantApplicantRelation.ShareholderHierarchyLevel", ...)]
print(model.dimensions)      # [Dimension(name="AppFormProductProposalId", ...), Dimension(name="AttributeDefinitionId", ...), Dimension(name="AttributeName", ...)]
print(model.relationships)   # [Relationship(name='...', ...)]
print(prompt)
See Python docs

README

Package narrative and examples

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@pasar6987/sf-financial-services-application-form

The front door to financial services. Handles application forms, evaluations, product proposals, seller items, and the structured workflow of bringing new customers and products on board.

Overview

Count
Objects (Datasets)15
Dimensions192
Measures27
Relationships0

Objects

  • AppFormProdtPrpsAttribute — Represents the attributes and values of an Application Form Product Proposal record.
  • AppFormProductCollateral — Represents a physical or financial asset that is pledged as collateral for an application form product.
  • AppFormProductParticipant — Represents information about the application form product participant.
  • Applicant — Represents information about the individual or group that are applying.
  • ApplicantApplicantRelation — Represents the relationship between applicants, where an applicant can be either a business entity or an individual.
  • ApplicationActionItem — Stores the action items assigned to a user on an application.
  • ApplicationForm — Represents the high level information of an application that's submitted for the product.
  • ApplicationFormEvaluation — Represents the details of the evaluation performed for an application form. For example, the details of the evaluation of a loan application form by an underwriter.
  • ApplicationFormParticipant — Represents information about the application form participant.
  • ApplicationFormProduct — Represents a junction between the application and the product requested by an applicant.
  • ApplicationFormProductDev — Represents a junction between an application form product and a deviation.
  • ApplicationFormProductFee — Represents the fees associated with an application form.
  • ApplicationFormProductProposal — Represents the proposal presented by the financial institution to the applicant with details of interest rate, monthly payment, validity dates, and total interest.
  • ApplicationFormSellerItem — Represents a junction between an application form and a seller product.
  • ApplicationFormTerm — Represents the terms associated with an application form for a loan or a lease.

Install

rawctx snapshot-download @pasar6987/sf-financial-services-application-form

Structure review

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Use the structural review when you need the package footprint, field counts, and model paths before a deeper explorer pass.

Models1
datasets15
measures27
dimensions192
relationships0
AI context1
models/sf-financial-services-application-form.osi.yamlAI context included
15 datasets27 measures192 dimensions0 relationships

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