HubPublic
PackagePublished package

@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.

Published package · Latest published 1.0.1 Mar 4, 2026 · 8 datasets / 0 measures in the latest review · Updated Mar 11, 2026

Release path

1.0.1Published Mar 4, 2026

Publisher

@pasar6987Published Mar 4, 2026

Structure snapshot

8 datasets0 measures · 148 dimensions

Semantic Graph

Relationship counts appear after the graph loads.

Loading graph

Package graph is loading

Package relationships will appear when the summary is ready.

Reference context

Secondary package facts stay compact

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

Reference facts

Secondary package facts after the usage path is clear

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-servicesbranch-operations

Schema preview

Schema 0.1.1

SDK handoff

Use this package in code and AI

After structure review, move straight into typed reads with load() or compact LLM context with to_prompt().

Python SDK

Python example for @pasar6987/sf-financial-services-branch-operations

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-branch-operations")
prompt = rawctx.to_prompt(
    "@pasar6987/sf-financial-services-branch-operations",
    datasets=["Banker", "BranchUnit"],
    max_tokens=2000,
)

print(model.datasets)        # ["Banker", "BranchUnit", "BranchUnitBusinessMember"]
print(model.measures)        # [Measure(name="measure_a", ...)]
print(model.dimensions)      # [Dimension(name="CurrentBranchId", ...), Dimension(name="CurrentBranchStartTime", ...), Dimension(name="Description", ...)]
print(model.relationships)   # [Relationship(name='...', ...)]
print(prompt)

README

Package narrative and examples

Use documentation after the package clears provenance, ownership, and runnable-path checks.

@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

Structure review

Inspect package structure after the usage path is clear

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

Models1
datasets8
measures0
dimensions148
relationships3
AI context1
models/sf-financial-services-branch-operations.osi.yamlAI context included
8 datasets0 measures148 dimensions3 relationships