Registry packagePublic

@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.

OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987

Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 12 datasets / 14 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-servicesfinancial-deal

Schema preview

OSI 1.0

Model preview

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Models1
Datasets12
Measures14
Dimensions97
Relationships0
AI context1
models/sf-financial-services-financial-deal.osi.yamlAI context included
12 datasets14 measures97 dimensions0 relationships

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README

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@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
Dimensions97
Measures14
Relationships0

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.

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

Topology

Semantic graph

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Semantic Graph

Datasets 0 / Measures 0 / Dimensions 0 / Relationships 0

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