Registry packagePublic

@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 1.0Domain crmSource developer.salesforce.comOwner @pasar6987

Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 35 datasets / 98 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-servicesinsurance

Schema preview

OSI 1.0

Model preview

Structure before documentation

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Models1
Datasets35
Measures98
Dimensions480
Relationships9
AI context1
models/sf-financial-services-insurance.osi.yamlAI context included
35 datasets98 measures480 dimensions9 relationships

README

Package narrative and examples

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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.

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

Topology

Semantic graph

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Semantic Graph

Datasets 0 / Measures 0 / Dimensions 0 / Relationships 0

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