@rawctx/sf-financial-services-platform

The connective tissue. Assessment configurations, context mappings, retrieval summaries, revenue source configs, service catalog items, and the foundational objects that tie financial services workflows together.

Overview

Objects

• AccountFinancialSummary — Represents the summary of financial details associated with an account.
• AssessmentQuestionConfig — Represents the assessment question record metadata configuration.
• AssessmentQuestionSetConfig — Reqpresents the assessment question set record metadata configuration.
• BusinessMilestone — Represents the milestones of a business, such as acquisition, market listing, and expansion.
• CaseGatewayRequest — Holds the JSON output from the Financial Services Cloud flows and serves as an endpoint for integration with backend systems. It records the data interchange between the integrated systems.
• ContextMappingConfig — Represents the context mapping configurations for business process types.
• CustomerProperty — Represents the insurable and insured properties of a customer.
• FlowOrchestrationInstRelaObj — Represents a junction between a flow orchestration instance and a related object.
• PaymentMandate — Represents information about the payment mandates given by a customer to their bank or financial institution to authorize a third party to collect payments from their account.
• PaymentRequest — Represents a financial compensation request for goods or services provided by a third party.
• PaymentRequestLine — Represents the line item details of the financial compensation request.
• RelatedRecordAssocCriteria — Defines criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them.
• RetrievalSummaryDefField — Represents a table that stores the fields to retrieve from the target object of a rollup definition.
• RetrievalSummaryDefObject — Represents a table that stores the rollup definitions of a retrieval definition.
• RetrievalSummaryDefinition — Represents a table that stores the header information of a retrieval definition.
• RevenueSourceCategoryConfig — Represents the Revenue Data Source-related stage information and the revenue metric that you want to measure and track.
• RevenueSourceObjectConfig — Represents data from the underlying Salesforce standard or custom object that stores opportunity and product-related information.
• SvcCatalogItemAttribute — Represents pre-filled fulfillment flow inputs and user questions to ask to users in the context of a service catalog item version.
• SvcCatalogItemDependency — Represents a collection of records that indicate the dependencies of a service process.
• TagCategory — Group similar interest tags together into tag categories.
• Term — Represents a term or condition applied for a loan application or a collateral.
• TermRelatedObject — Represents the relationship between a term and the object for which the term is defined.
• UserFinancialAuthority — Represents the maximum monetary amount a user can authorize for a given financial type and product.
• VendorProject — Represents information about a vendor's proejct for which the loan was applied.
• WealthAppConfig — Represents configuration information for Financial Services Cloud functionality.

Install

rawctx snapshot-download @rawctx/sf-financial-services-platform