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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Datasets
26Measures
114Dimensions
324Relationships
0AI Context
1VersionpublishedSearch IndexindexedSummaryready
Showing datasets 26 / 26
| Model path | Dataset | Measures | Dimensions | Relationships | AI Context | |
|---|---|---|---|---|---|---|
| models/sf-financial-services-financial-account.osi.yaml | FinAssetPortfolioTgtAlloc | 7 | 10 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ AccountContactRelation Custom Fields | 2 | 12 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ AuthorizationForm Custom Fields | 1 | 1 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ AuthorizationFormConsent Custom Fields | 0 | 6 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ AuthorizationFormText Custom Fields | 0 | 3 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_AccountAccountRelation__c | 2 | 16 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_Alert__c | 0 | 8 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_AssetsAndLiabilities__c | 1 | 16 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_BillingStatement__c | 14 | 8 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_Card__c | 1 | 6 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_ChargesAndFees__c | 18 | 3 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_ContactContactRelation__c | 0 | 12 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_Education__c | 0 | 5 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_Employment__c | 2 | 9 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_FinancialAccount__c | 40 | 72 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_FinancialAccountRole__c | 0 | 12 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_FinancialAccountTransaction__c | 8 | 15 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_FinancialGoal__c | 3 | 14 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_FinancialHolding__c | 6 | 15 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_IdentificationDocument__c | 0 | 9 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_LifeEvent__c | 0 | 8 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_PolicyPaymentMethod__c | 1 | 8 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_ReciprocalRole__c | 0 | 11 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_Revenue__c | 1 | 6 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | FinServ_Securities__c | 1 | 11 | 0 | Yes | |
| models/sf-financial-services-financial-account.osi.yaml | SecuritiesHolding | 6 | 28 | 0 | Yes |