PackagePublished package

@pasar6987/sf-financial-services-financial-deal

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

Where capital markets meet CRM. Tracks deals, bids, participants, interactions, and financial plans alongside goal-based planning and portfolio target allocations.

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 · 12 datasets / 14 measures in the latest review · Updated Mar 11, 2026

Release path

1.0.1Published Mar 4, 2026

Publisher

@pasar6987Published Mar 4, 2026

Structure snapshot

12 datasets14 measures · 97 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-financial-deal@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-financial-deal@1.0.1

Published SHA-25626aa348eb1e1f1db9d86c16a26f485a9b4941703fa1edbb80373a01f7ba927c2

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-financial-deal

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-deal")
prompt = rawctx.to_prompt(
    "@pasar6987/sf-financial-services-financial-deal",
    datasets=["FinancialDeal", "FinancialDealAsset"],
    max_tokens=2000,
)

print(model.datasets)        # ["FinancialDeal", "FinancialDealAsset", "FinancialDealBid"]
print(model.measures)        # [Measure(name="FinancialDeal.CloseProbability", ...), Measure(name="FinancialDeal.ReceivedFee", ...), Measure(name="FinancialDeal.TotalExpectedFee", ...)]
print(model.dimensions)      # [Dimension(name="AccountId", ...), Dimension(name="ConfidentialityType", ...), Dimension(name="ConflictStatus", ...)]
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-financial-deal

Where capital markets meet CRM. Tracks deals, bids, participants, interactions, and financial plans alongside goal-based planning and portfolio target allocations.

Overview

	Count
Objects (Datasets)	12
Dimensions	97
Measures	14
Relationships	0

Objects

FinancialDeal — Represents the deal that the financial institution is working on.
FinancialDealAsset — Represents the assets included in the financial deal.
FinancialDealBid — Represents the bids placed by financial deal parties in the financial deal.
FinancialDealInteraction — Represents a junction between an interaction and a financial deal.
FinancialDealParticipant — Represents the user or the group with whom the deal is shared.
FinancialDealParty — Represents the parties, such as partners and competitors, that are involved in the deal.
FinancialDealProduct — Represents the products (services) offered by the bank in the deal.
FinancialGoal — This Financial Goal object is a standard Salesforce object. It represents a financial goal for a person account.
FinancialGoalFunding — The financial goal of an individual or person account that requires funding.
FinancialGoalParty — Represents a junction between the financial goal and the person account.
FinancialPlan — Represents a financial plan for a person account.
FinclDealInteractionSummary — Represents a junction between an interaction summary and a financial deal.

Install

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

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

datasets12

measures14

dimensions97

relationships0

AI context1

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

12 datasets14 measures97 dimensions0 relationships