Release path
1.0.1Published Mar 4, 2026PackagePublished package
@pasar6987/sf-financial-services-party-relationship
People are complicated — and so are their financial relationships. Models parties, profiles, credit data, income, expenses, screening, and the web of connections between individuals and entities.
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 · 22 datasets / 11 measures in the latest review · Updated Mar 11, 2026
Publisher
@pasar6987Published Mar 4, 2026Structure snapshot
22 datasets11 measures · 341 dimensionsSemantic Graph
Relationship counts appear after the graph loads.
Loading graph
Package graph is loadingPackage 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
Domain
Source
Owner
@pasar6987Organization
Independent
License
MIT
Visibility
Public hub listing
Publisher
@pasar6987Published Mar 4, 2026
Latest published version
1.0.1Published Mar 4, 2026
Tags
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-party-relationship
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-party-relationship")
prompt = rawctx.to_prompt(
"@pasar6987/sf-financial-services-party-relationship",
datasets=["AccountParticipant", "CustomObjectParticipant"],
max_tokens=2000,
)
print(model.datasets) # ["AccountParticipant", "CustomObjectParticipant", "OpportunityParticipant"]
print(model.measures) # [Measure(name="PartyBusinessRegion.RegionRevenuePercent", ...), Measure(name="PartyCertifiedCapacity.Capacity", ...), Measure(name="PartyCreditProfile.CreditScore", ...)]
print(model.dimensions) # [Dimension(name="AccountId", ...), Dimension(name="Comments", ...), Dimension(name="IsActive", ...)]
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-party-relationship
People are complicated — and so are their financial relationships. Models parties, profiles, credit data, income, expenses, screening, and the web of connections between individuals and entities.
Overview
| Count | |
|---|---|
| Objects (Datasets) | 22 |
| Dimensions | 341 |
| Measures | 11 |
| Relationships | 0 |
Objects
- AccountParticipant — Represents information about a participant in the context of an account record.
- CustomObjectParticipant — Represents information about a participant in the context of a custom object record.
- OpportunityParticipant — Represents information about a participant in the context of an opportunity record.
- ParticipantRole — Represents details such as the name and associated default access level for a role that a participant can have in the context of a parent record.
- PartyBusinessRegion — Represents the trading regions of a party, covering both domestic and international locations, where the business entity is actively involved in trading activities.
- PartyCertifiedCapacity — Represents the information captured from the certificate of capacity, such as the party's capacity to work, a timeline for recovery, and return to work.
- PartyCreditProfile — Represents the credit score details for a party.
- PartyExpense — Represents the expense incurred by an individual or account.
- PartyFinancialAssetLien — Represents information about the lien of the financial asset owned by an individual or account.
- PartyFinancialAssetRela — Represents the relationship between financial assets. The object relates one party financial asset to another and is used for grouping assets to be pledged together as collateral. For example, an asset can be a part of multiple groups of assets, which each group being pledged for a distinct loan.
- PartyFinancialAssetTerm — Represents a term or condition associated with a financial asset. Aids in identifying and tracking the terms set by a lender or the legal or regulatory terms around a financial asset's ownership, usage, maintenance, and monitoring.
- PartyIdentityVerification — Represents information about the identity verification checks done for a party.
- PartyIdentityVerificationStep — Represents information about the identity verification done for a party.
- PartyIncome — Represents the income of an individual or a business entity. This income can be from salaries, commissions, fees, rental properties, and other sources.
- PartyProfile — Represents additional details related to a patient.
- PartyProfileAddress — Represents information about the address of the party.
- PartyProfileParticipant — Represents information about the profile participant of a party.
- PartyProfileRisk — Represents information about the risk assessment done for a party.
- PartyScreeningStep — Represents information about the screening process conducted for a party.
- PartyScreeningSummary — Represents information about the individual screening done for a party.
- PersonLifeEvent — Represents the life events of an individual, such as marriage, birth of a child, birthday, engagement.
- RelationshipGraphDefinition — Represents a definition of a graph that you can configure in your organization to traverse object hierarchies and record details, giving you a glimpse of how your business works.
Install
rawctx snapshot-download @pasar6987/sf-financial-services-party-relationship
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.
models/sf-financial-services-party-relationship.osi.yamlAI context included
22 datasets11 measures341 dimensions0 relationships