HubPublic
PackagePublished package

@pasar6987/sf-financial-services-interaction

Every conversation counts. Captures client interactions, attendees, participants, related accounts, and summarized discussion points for complete relationship intelligence.

Published package · Latest published 1.0.1 Mar 4, 2026 · 7 datasets / 0 measures in the latest review · Updated Mar 11, 2026

Release path

1.0.1Published Mar 4, 2026

Publisher

@pasar6987Published Mar 4, 2026

Structure snapshot

7 datasets0 measures · 68 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.

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

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-servicesinteraction

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-interaction

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-interaction")
prompt = rawctx.to_prompt(
    "@pasar6987/sf-financial-services-interaction",
    datasets=["Interaction", "InteractionAttendee"],
    max_tokens=2000,
)

print(model.datasets)        # ["Interaction", "InteractionAttendee", "InteractionParticipant"]
print(model.measures)        # [Measure(name="measure_a", ...)]
print(model.dimensions)      # [Dimension(name="AccountId", ...), Dimension(name="Description", ...), Dimension(name="EndTime", ...)]
print(model.relationships)   # [Relationship(name='...', ...)]
print(prompt)

README

Package narrative and examples

Use documentation after the package clears provenance, ownership, and runnable-path checks.

@pasar6987/sf-financial-services-interaction

Every conversation counts. Captures client interactions, attendees, participants, related accounts, and summarized discussion points for complete relationship intelligence.

Overview

Count
Objects (Datasets)7
Dimensions68
Measures0
Relationships0

Objects

  • Interaction — Represents an interaction (phone call, in-person meeting, or video conference) between two or more people (attendees), typically including at least one representative and one customer or partner.
  • InteractionAttendee — Represents an attendee of an interaction.
  • InteractionParticipant — Represents a user or User Group with whom the interaction is shared.
  • InteractionRelatedAccount — Represents a junction between an interaction and account that's related to that interaction.
  • InteractionSumDiscussedAccount — Represents information about the companies discussed in an interaction.
  • InteractionSummary — Represents the summary of an interaction, including confidentiality information.
  • InteractionSummaryParticipant — Represents a user with whom an interaction summary is shared.

Install

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

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
datasets7
measures0
dimensions68
relationships0
AI context1
models/sf-financial-services-interaction.osi.yamlAI context included
7 datasets0 measures68 dimensions0 relationships