Registry packagePublic

@pasar6987/sf-financial-services-branch-operations

Where financial services meet the real world. Tracks branch units, business members, customer assignments, distributor authorizations, and broker-of-record relationships.

OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987

Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 8 datasets / 0 measures in the latest preview · Updated Mar 11, 2026

Snapshot

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Format

OSI

Latest release

1.0.1Published Mar 4, 2026

Origin

Native (downloadable)Managed directly in rawctx

Installability

DownloadableDirect rawctx snapshot download

Domain

crm

Owner

@pasar6987

Organization

Independent

Repository

Not linked

License

MIT

Visibility

Public

Tags

salesforcecrmfinancial-servicesbranch-operations

Schema preview

OSI 1.0

Model preview

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Models1
Datasets8
Measures0
Dimensions148
Relationships3
AI context1
models/sf-financial-services-branch-operations.osi.yamlAI context included
8 datasets0 measures148 dimensions3 relationships

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README

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@pasar6987/sf-financial-services-branch-operations

Where financial services meet the real world. Tracks branch units, business members, customer assignments, distributor authorizations, and broker-of-record relationships.

Overview

Count
Objects (Datasets)8
Dimensions148
Measures0
Relationships3

Objects

  • Banker — Represents a business unit member who is assigned the banker role for a branch unit.
  • BranchUnit — Represents details about a branch of an organization.
  • BranchUnitBusinessMember — Represents a user or contact who can perform a specific role for a branch.
  • BranchUnitCustomer — Represents a customer account that is assigned to or attributed to a branch unit.
  • BranchUnitRelatedRecord — Represents a record such as a case or account that is associated with or attributed to a branch unit.
  • BrokerOfRecord — Salesforce standard object
  • BusinessLicense — Represents the licenses of a party role like healthcare provider or producer.
  • DistributorAuthorization — Represents the official authorization from an insurance company granting a distributor the permission to act as its agent.

Install

rawctx snapshot-download @pasar6987/sf-financial-services-branch-operations

Topology

Semantic graph

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Semantic Graph

Datasets 0 / Measures 0 / Dimensions 0 / Relationships 0

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