PackagePublished package

@pasar6987/sf-financial-services-document

Name: Semantic model package @pasar6987/sf-financial-services-document
Creator: pasar6987

Trust, but verify — with documents. Manages document categories, types, checklists, identity verification, authorization forms, and information authentication workflows.

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

Published package · Latest published 1.0.1 Mar 4, 2026 · 11 datasets / 2 measures in the latest review · Updated Mar 11, 2026

Release path

1.0.1Published Mar 4, 2026

Publisher

@pasar6987Published Mar 4, 2026

Structure snapshot

11 datasets2 measures · 134 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.

Runnable handoff

Use this package

Install or load the published package once, then reuse the same semantic context in code or AI workflows.

rawctx snapshot-download @pasar6987/sf-financial-services-document@1.0.1

Verify1.0.1

Pin the exact published version before handing the package to CI, notebooks, or another agent step.

Version-pinned downloadrawctx snapshot-download @pasar6987/sf-financial-services-document@1.0.1

Published SHA-256d36f64f6ce219c3713b80253940bc4d80c890b68d2b804e9aff062be514fd84c

Release

1.0.1Mar 4, 2026

Access

Direct installRunnable in rawctx from the published package ref

Upstream

developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_referenceNo upstream URL attached

Updated

Mar 11, 2026Package metadata refresh

Report data issue

2 published versions currently visible in rawctx.

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

Domain

crm

Source

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

Owner

@pasar6987

Organization

Independent

License

MIT

Visibility

Public hub listing

Publisher

@pasar6987Published Mar 4, 2026

Latest published version

1.0.1Published Mar 4, 2026

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-document

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-document")
prompt = rawctx.to_prompt(
    "@pasar6987/sf-financial-services-document",
    datasets=["AuthFormRequestRecord", "DocChkItemValidatedTarget"],
    max_tokens=2000,
)

print(model.datasets)        # ["AuthFormRequestRecord", "DocChkItemValidatedTarget", "DocumentCategory"]
print(model.measures)        # [Measure(name="DocumentType.MaximumFileSize", ...), Measure(name="DocumentType.MaximumFileUploadCount", ...)]
print(model.dimensions)      # [Dimension(name="InfoAuthRequestFormId", ...), Dimension(name="InfoAuthorizationRequestId", ...), Dimension(name="LastReferencedDate", ...)]
print(model.relationships)   # [Relationship(name='...', ...)]
print(prompt)

See Python docs

README

Package narrative and examples

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

@pasar6987/sf-financial-services-document

Trust, but verify — with documents. Manages document categories, types, checklists, identity verification, authorization forms, and information authentication workflows.

Overview

	Count
Objects (Datasets)	11
Dimensions	134
Measures	2
Relationships	1

Objects

AuthFormRequestRecord — Junction between an Authorization Request and the Salesforce record that is being authorized. For example. the actual financial Salesforce records shared with third parties or any Salesforce record being shared as a result of the consent request.
DocChkItemValidatedTarget — Represents the details of the document checklist item and the target object against which the document checklist item was validated.
DocumentCategory — Represents a document category that's used to group the document checklist items.
DocumentCategoryDocumentType — Represents a junction between Document Category and Document Type.
DocumentChecklistItem — Represents a checklist item for a documentation file upload.
DocumentType — Represents the type of file being uploaded or attached.
IdentityDocument — Represents information about documents used to identify Financial Services Cloud clients.
InfoAuthRequestForm — Tracks the individual Authorization Form Texts that belong to an Authorization Request. For example, consent on GDPR privacy policy document and consent on mortgage loan rate lock fee document.
InfoAuthorizationRequest — Tracks a request for authorization on a Data Use Purpose. For example, consent request to share the documents required to open a financial account and share loan rate lock disclosure to the external customer.
InformationVerification — Represents the details of the information verification initiated for an object.
MultipartyInfoAuthRequest — Tracks a request for multiple parties of authorization on a Data Use Purpose. For example, consent requests to share the required documents to open a joint financial account or share mortgage disclosures to loan applicants (borrower + co-borrower).

Install

rawctx snapshot-download @pasar6987/sf-financial-services-document

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

datasets11

measures2

dimensions134

relationships1

AI context1

models/sf-financial-services-document.osi.yamlAI context included

11 datasets2 measures134 dimensions1 relationships