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@pasar6987/sf-financial-services-financial-account

The FinServ managed package classics — accounts, transactions, holdings, securities, cards, and billing statements. The data model that gives advisors a unified view of client wealth.

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 · 26 datasets / 114 measures in the latest review · Updated Mar 11, 2026

Release path

1.0.1Published Mar 4, 2026

Publisher

@pasar6987Published Mar 4, 2026

Structure snapshot

26 datasets114 measures · 324 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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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-servicesfinancial-account

Schema preview

Schema 0.1.1

SDK handoff

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Python SDK

Python example for @pasar6987/sf-financial-services-financial-account

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-financial-account")
prompt = rawctx.to_prompt(
    "@pasar6987/sf-financial-services-financial-account",
    datasets=["FinAssetPortfolioTgtAlloc", "FinServ AccountContactRelation Custom Fields"],
    max_tokens=2000,
)

print(model.datasets)        # ["FinAssetPortfolioTgtAlloc", "FinServ AccountContactRelation Custom Fields", "FinServ AuthorizationForm Custom Fields"]
print(model.measures)        # [Measure(name="FinAssetPortfolioTgtAlloc.ActualAmount", ...), Measure(name="FinAssetPortfolioTgtAlloc.ActualPercent", ...), Measure(name="FinAssetPortfolioTgtAlloc.NegativeTolerance", ...)]
print(model.dimensions)      # [Dimension(name="ActualLastUpdated", ...), Dimension(name="AssetClass", ...), Dimension(name="AssetSubclass", ...)]
print(model.relationships)   # [Relationship(name='...', ...)]
print(prompt)
See Python docs

README

Package narrative and examples

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@pasar6987/sf-financial-services-financial-account

The FinServ managed package classics — accounts, transactions, holdings, securities, cards, and billing statements. The data model that gives advisors a unified view of client wealth.

Overview

Count
Objects (Datasets)26
Dimensions324
Measures114
Relationships0

Objects

  • FinAssetPortfolioTgtAlloc — Stores target asset allocation for a financial account, person account, or household.
  • FinServ AccountContactRelation Custom Fields — Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that the individual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Custom fields extend the AccountContactRelation standard object for use in Financial Services Cloud.
  • FinServ AuthorizationForm Custom Fields — Represents the specific version and effective dates of a form that is associated with consent, such as a privacy policy or terms and conditions.
  • FinServ AuthorizationFormConsent Custom Fields — Represents the date and way in which a user consented to an authorization form.
  • FinServ AuthorizationFormText Custom Fields — Represents an authorization form’s text and language settings.
  • FinServ_AccountAccountRelation__c — Represents a relationship between two accounts, such as between a household and a business account.
  • FinServ_Alert__c — Represents notifications to alert advisors about their client accounts.
  • FinServ_AssetsAndLiabilities__c — Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles.
  • FinServ_BillingStatement__c — Represents a billing statement for an individual’s financial account.
  • FinServ_Card__c — Represents credit or debit card associated with this financial account.
  • FinServ_ChargesAndFees__c — Represents agreed-to fees and charges for servicing an individual’s financial account.
  • FinServ_ContactContactRelation__c — Represents the relationship between any two individuals.
  • FinServ_Education__c — Represents an individual’s educational background.
  • FinServ_Employment__c — Represents information about an individual’s employment history.
  • FinServ_FinancialAccountRole__c — Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee.
  • FinServ_FinancialAccountTransaction__c — Represents information about a single financial account transaction.
  • FinServ_FinancialAccount__c — Represents a financial account such as an investment account, bank account, or insurance policy.
  • FinServ_FinancialGoal__c — This Financial Goal object is installed in your Financial Services Cloud Salesforce org when you install the Financial Services Cloud Managed Package. It represents a client’s financial goal, such as college funds or a major purchase.
  • FinServ_FinancialHolding__c — Represents a financial holding in an investment account, such as shares of stock.
  • FinServ_IdentificationDocument__c — Represents information about documents used to verify an individual’s identity.
  • FinServ_LifeEvent__c — Represents a client’s life event, such as a birth or marriage.
  • FinServ_PolicyPaymentMethod__c — Represents the premium payment method for a policy, such as credit card, debit card, or internet banking.
  • FinServ_ReciprocalRole__c — Represents the other entity’s corresponding role in a one-to-one relationship between entities.
  • FinServ_Revenue__c — Represents data from Financial Services Cloud and external systems to aggregate revenue streams for an advisor’s book of business.
  • FinServ_Securities__c — Represents a security, such as a stock or bond.
  • SecuritiesHolding — Represents the securities associated with an insurance policy.

Install

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

Structure review

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Models1
datasets26
measures114
dimensions324
relationships0
AI context1
models/sf-financial-services-financial-account.osi.yamlAI context included
26 datasets114 measures324 dimensions0 relationships

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