HubPublic
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@pasar6987/sf-financial-services-insurance

The backbone of insurance operations — from policy lifecycle and coverage tracking to rate plans, surcharges, and benefit eligibility. These objects power the full spectrum of P&C, life, and group insurance management.

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 · 35 datasets / 98 measures in the latest review · Updated Mar 11, 2026

Release path

1.0.1Published Mar 4, 2026

Publisher

@pasar6987Published Mar 4, 2026

Structure snapshot

35 datasets98 measures · 480 dimensions

Semantic Graph

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Reference context

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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

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-servicesinsurance

Schema preview

Schema 0.1.1

SDK handoff

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-insurance

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-insurance")
prompt = rawctx.to_prompt(
    "@pasar6987/sf-financial-services-insurance",
    datasets=["AuthorizedInsuranceLine", "InsBnftEligDefinition"],
    max_tokens=2000,
)

print(model.datasets)        # ["AuthorizedInsuranceLine", "InsBnftEligDefinition", "InsContributionPlnGroupCls"]
print(model.measures)        # [Measure(name="InsContributionPlnLineItem.Amount", ...), Measure(name="InsContributionPlnLineItem.PremiumPercent", ...), Measure(name="InsPlcyLimit.Amount", ...)]
print(model.dimensions)      # [Dimension(name="Country", ...), Dimension(name="InsuranceLine", ...), Dimension(name="LastReferencedDate", ...)]
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-insurance

The backbone of insurance operations — from policy lifecycle and coverage tracking to rate plans, surcharges, and benefit eligibility. These objects power the full spectrum of P&C, life, and group insurance management.

Overview

Count
Objects (Datasets)35
Dimensions480
Measures98
Relationships9

Objects

  • AuthorizedInsuranceLine — Represents the insurance lines that an insurance company is authorized to sell.
  • InsBnftEligDefinition — Salesforce standard object
  • InsContributionPlnGroupCls — Salesforce standard object
  • InsContributionPlnLineItem — Salesforce standard object
  • InsPlcyLimit — Represents the data that's used as a base to track the insurance policy consumption.
  • InsPlcyLimitTracking — Represents the calculated values based on the consumption of the policy and coverage attributes during claims processing.
  • InsPolicyAssetAttribute — Represents attributes for insurance policy asset.
  • InsPolicyAssetRelatedObj — Represents the relationship between an Insurance Policy Asset and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Asset.
  • InsPolicyBenefitEligibility — Salesforce standard object
  • InsPolicyCoverageAttribute — Represents attributes for insurance policy coverage.
  • InsPolicyCoverageBenefit — Salesforce standard object
  • InsPolicyCoverageNetwork — Salesforce standard object
  • InsPolicyCvrBnftAttribute — Salesforce standard object
  • InsPolicyCvrRelatedObj — Represents the relationship between an Insurance Policy Coverage and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Coverage.
  • InsPolicyParticipantAttr — Represents attributes for insurance policy participant.
  • InsPolicyPtcpRelatedObj — Represents the relationship between an Insurance Policy Participant and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Participant.
  • InsPolicyRelatedObject — Represents the relationship between an Insurance Policy and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy.
  • InsPolicyTransactionDetail — Represents the details of an insurance policy transaction.
  • InsuranceAsyncBulkRecordDetail — Salesforce standard object
  • InsuranceClaimAsset — A junction object that associates the Claim object with the InsurancePolicyAsset object. You see this object only if you have enabled the Use Many-to-Many Relationships org pref.
  • InsuranceContract — Represents insurance-specific contract information. Extension of Contract object, specifically for the insurance industry.
  • InsuranceContributionPlan — Salesforce standard object
  • InsurancePolicy — Represents a type of insurance policy. Available with the Provider Network Management permission set license.
  • InsurancePolicyAsset — Represents the customer property insured through the insurance policy.
  • InsurancePolicyAttribute — Represents attributes for insurance policy.
  • InsurancePolicyCoverage — A junction object that associates the InsurancePolicy object with the ProductCoverage object.
  • InsurancePolicyMemberAsset — A junction object that associates the InsurancePolicyAsset object with the InsurancePolicyParticipant object. You see this object only if you’ve enabled the Use Many-to-Many Relationships org pref.
  • InsurancePolicyParticipant — A junction object that associates the InsurancePolicy object with the Account object. This object represents the participants of an insurance policy. Insurance policy participants include policy owners and beneficiaries.
  • InsurancePolicySurcharge — Represents the charges calculated for an insurance policy and its related assets, coverages, and participants in a region.
  • InsurancePolicyTransaction — Represents a transaction related to a change that affects the premium of an insurance policy, such as an endorsement, renewal, or cancellation.
  • InsuranceProfile — Represents the insurance-related attributes for the insured member.
  • InsuranceRatePlan — Salesforce standard object
  • InsuranceRatePlanCommission — Salesforce standard object
  • InsuranceRatePlanLineItem — Salesforce standard object
  • WorkerCompCoverageClass — Represents the compensation coverage class that a worker belongs to.

Install

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

Structure review

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Use the structural review when you need the package footprint, field counts, and model paths before a deeper explorer pass.

Models1
datasets35
measures98
dimensions480
relationships9
AI context1
models/sf-financial-services-insurance.osi.yamlAI context included
35 datasets98 measures480 dimensions9 relationships

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