Registry packagePublic
@rawctx/sf-financial-services-financial-account
The FinServ managed package classics — accounts, transactions, holdings, securities, cards, and billing statements. The data model that gives advisors a unified view of client wealth.
OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987
Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 26 datasets / 114 measures in the latest preview · Updated Mar 10, 2026
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