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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

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Models
1
Datasets
26
Measures
114
Dimensions
324
Relationships
0
AI Context
1
VersionpublishedSearch availabilityindexedSummaryready

Showing datasets 26 / 26

Model pathDatasetsMeasuresDimensionsRelationshipsAI Context
models/sf-financial-services-financial-account.osi.yamlFinAssetPortfolioTgtAlloc7100Yes
models/sf-financial-services-financial-account.osi.yamlFinServ AccountContactRelation Custom Fields2120Yes
models/sf-financial-services-financial-account.osi.yamlFinServ AuthorizationForm Custom Fields110Yes
models/sf-financial-services-financial-account.osi.yamlFinServ AuthorizationFormConsent Custom Fields060Yes
models/sf-financial-services-financial-account.osi.yamlFinServ AuthorizationFormText Custom Fields030Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_AccountAccountRelation__c2160Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_Alert__c080Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_AssetsAndLiabilities__c1160Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_BillingStatement__c1480Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_Card__c160Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_ChargesAndFees__c1830Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_ContactContactRelation__c0120Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_Education__c050Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_Employment__c290Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_FinancialAccount__c40720Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_FinancialAccountRole__c0120Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_FinancialAccountTransaction__c8150Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_FinancialGoal__c3140Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_FinancialHolding__c6150Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_IdentificationDocument__c090Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_LifeEvent__c080Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_PolicyPaymentMethod__c180Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_ReciprocalRole__c0110Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_Revenue__c160Yes
models/sf-financial-services-financial-account.osi.yamlFinServ_Securities__c1110Yes
models/sf-financial-services-financial-account.osi.yamlSecuritiesHolding6280Yes