Registry packagePublic

@pasar6987/sf-financial-services-document

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

OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987

Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 11 datasets / 2 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-servicesdocument

Schema preview

OSI 1.0

Model preview

Structure before documentation

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Models1
Datasets11
Measures2
Dimensions134
Relationships1
AI context1
models/sf-financial-services-document.osi.yamlAI context included
11 datasets2 measures134 dimensions1 relationships

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README

Package narrative and examples

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@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
Dimensions134
Measures2
Relationships1

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

Topology

Semantic graph

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Semantic Graph

Datasets 0 / Measures 0 / Dimensions 0 / Relationships 0

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