@salesforce/afv-skills 1.65.0 → 1.65.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (349) hide show
  1. package/package.json +1 -1
  2. package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
  3. package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
  4. package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
  5. package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
  6. package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
  7. package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
  8. package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
  9. package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
  10. package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
  11. package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
  12. package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
  13. package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
  14. package/skills/automation-company-profile-info-query/SKILL.md +0 -51
  15. package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
  16. package/skills/automation-flow-coordinate/SKILL.md +0 -95
  17. package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
  18. package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
  19. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
  20. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
  21. package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
  22. package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
  23. package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
  24. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
  25. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
  26. package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
  27. package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
  28. package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
  29. package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
  30. package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
  31. package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
  32. package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
  33. package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
  34. package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
  35. package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
  36. package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
  37. package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
  38. package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
  39. package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
  40. package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
  41. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
  42. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
  43. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
  44. package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
  45. package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
  46. package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
  47. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
  48. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
  49. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
  50. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
  51. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
  52. package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
  53. package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
  54. package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
  55. package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
  56. package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
  57. package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
  58. package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
  59. package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
  60. package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  61. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
  62. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
  63. package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
  64. package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
  65. package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  66. package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
  67. package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
  68. package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
  69. package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
  70. package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
  71. package/skills/commerce-credit-memo-create/SKILL.md +0 -139
  72. package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
  73. package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
  74. package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
  75. package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
  76. package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
  77. package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
  78. package/skills/commerce-fees-apply/SKILL.md +0 -227
  79. package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
  80. package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
  81. package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
  82. package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
  83. package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
  84. package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
  85. package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
  86. package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
  87. package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
  88. package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
  89. package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
  90. package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
  91. package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
  92. package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
  93. package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
  94. package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
  95. package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
  96. package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
  97. package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
  98. package/skills/commerce-product-details-get/SKILL.md +0 -363
  99. package/skills/commerce-product-search/SKILL.md +0 -563
  100. package/skills/commerce-react-storefront-create/SKILL.md +0 -350
  101. package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
  102. package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
  103. package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
  104. package/skills/communications-initial-setup-configure/SKILL.md +0 -630
  105. package/skills/communications-multisite-configure/SKILL.md +0 -571
  106. package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
  107. package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
  108. package/skills/communications-tmf-integrate/SKILL.md +0 -1368
  109. package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
  110. package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
  111. package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
  112. package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
  113. package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
  114. package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
  115. package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
  116. package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
  117. package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
  118. package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
  119. package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
  120. package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
  121. package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
  122. package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
  123. package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
  124. package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
  125. package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
  126. package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
  127. package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
  128. package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
  129. package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
  130. package/skills/data360-activation-create/SKILL.md +0 -104
  131. package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
  132. package/skills/data360-activation-target-create/SKILL.md +0 -93
  133. package/skills/data360-activation-v2-create/SKILL.md +0 -456
  134. package/skills/data360-audience-dmo-get/SKILL.md +0 -38
  135. package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
  136. package/skills/data360-calculated-insight-create/SKILL.md +0 -148
  137. package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
  138. package/skills/data360-code-extension-create/SKILL.md +0 -115
  139. package/skills/data360-communication-capping-create/SKILL.md +0 -227
  140. package/skills/data360-connection-create/SKILL.md +0 -491
  141. package/skills/data360-content-lens-create/SKILL.md +0 -181
  142. package/skills/data360-data-action-create/SKILL.md +0 -126
  143. package/skills/data360-data-action-target-create/SKILL.md +0 -181
  144. package/skills/data360-data-clean-room-create/SKILL.md +0 -238
  145. package/skills/data360-data-governance-create/SKILL.md +0 -746
  146. package/skills/data360-data-graph-create/SKILL.md +0 -82
  147. package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
  148. package/skills/data360-data-lake-object-create/SKILL.md +0 -207
  149. package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
  150. package/skills/data360-data-model-object-create/SKILL.md +0 -128
  151. package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
  152. package/skills/data360-data-space-create/SKILL.md +0 -161
  153. package/skills/data360-data-streams-create/SKILL.md +0 -324
  154. package/skills/data360-engagement-signal-get/SKILL.md +0 -38
  155. package/skills/data360-experiment-create/SKILL.md +0 -82
  156. package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
  157. package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
  158. package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
  159. package/skills/data360-identity-resolution-create/SKILL.md +0 -115
  160. package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
  161. package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
  162. package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
  163. package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
  164. package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
  165. package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
  166. package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
  167. package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
  168. package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
  169. package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
  170. package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
  171. package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
  172. package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
  173. package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
  174. package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
  175. package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
  176. package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
  177. package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
  178. package/skills/experience-afv-query/SKILL.md +0 -234
  179. package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
  180. package/skills/experience-apex-components-configure/SKILL.md +0 -69
  181. package/skills/experience-apex-pages-configure/SKILL.md +0 -107
  182. package/skills/experience-app-home-configure/SKILL.md +0 -76
  183. package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
  184. package/skills/experience-briefcase-configure/SKILL.md +0 -287
  185. package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
  186. package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
  187. package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
  188. package/skills/experience-content-assets-configure/SKILL.md +0 -86
  189. package/skills/experience-custom-domain-create/SKILL.md +0 -727
  190. package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
  191. package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
  192. package/skills/experience-flow-category-configure/SKILL.md +0 -117
  193. package/skills/experience-formula-configure/SKILL.md +0 -358
  194. package/skills/experience-global-actions-configure/SKILL.md +0 -69
  195. package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
  196. package/skills/experience-instrumentation-configure/SKILL.md +0 -64
  197. package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
  198. package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
  199. package/skills/experience-lightning-out-configure/SKILL.md +0 -129
  200. package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
  201. package/skills/experience-lightning-types-query/SKILL.md +0 -98
  202. package/skills/experience-malware-scan-configure/SKILL.md +0 -71
  203. package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
  204. package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
  205. package/skills/experience-notification-types-configure/SKILL.md +0 -206
  206. package/skills/experience-notifications-configure/SKILL.md +0 -75
  207. package/skills/experience-record-discovery-query/SKILL.md +0 -227
  208. package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
  209. package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
  210. package/skills/experience-schema-builder-open/SKILL.md +0 -38
  211. package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
  212. package/skills/experience-static-resources-configure/SKILL.md +0 -74
  213. package/skills/field-service-setup-coordinate/SKILL.md +0 -62
  214. package/skills/field-service-work-plan-configure/SKILL.md +0 -253
  215. package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
  216. package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
  217. package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
  218. package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
  219. package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
  220. package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
  221. package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
  222. package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
  223. package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
  224. package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
  225. package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
  226. package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
  227. package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
  228. package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
  229. package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
  230. package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
  231. package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
  232. package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
  233. package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
  234. package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
  235. package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
  236. package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
  237. package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
  238. package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
  239. package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
  240. package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
  241. package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
  242. package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
  243. package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
  244. package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
  245. package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
  246. package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
  247. package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
  248. package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
  249. package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
  250. package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
  251. package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
  252. package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
  253. package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
  254. package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
  255. package/skills/health-cloud-initial-configure/SKILL.md +0 -511
  256. package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
  257. package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
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@@ -1,225 +0,0 @@
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- ---
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- name: fsc-digital-origination-demo-run
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- description: "Demonstrate that a completed Digital Origination (Digital Lending) setup actually works, by driving the `DL_Test_`-tagged sample records created by `digital-origination-sample-data-setup` through the configuration the six setup acts stood up — and narrating the before/after so the admin SEES the effect. Runs three demonstrations against one sample loan application: (1) Stage Management, the headline — read the Compliant Data Sharing participant access before, PATCH the ApplicationFormProduct Stage along an allowed transition, poll the autolaunched CDS Flow to completion, re-read, and show the access / applicant-visible-status / parent Application-Form stage that changed because of the decision matrices; then show a disallowed transition is BLOCKED, proving the transition restriction; (2) the Business Rules Engine — run each of the three decision-matrix lookups with the sample applicant's inputs and show each returns a decision; (3) Pricing — run the price simulation with the sample loan and show it returns a rate. Ends by offering to tear down the tagged sample records (default yes). \"Demonstrate the Digital Origination setup\", \"show me the setup working\", \"run the stage transition on my test loan\", \"prove the BREs / pricing fire\", or \"test the setup with the sample data\" route here. Read-mostly: its only writes are the demonstrative stage PATCH and the optional teardown deletes — it never re-runs a setup act. Digital Origination is the renamed Digital Lending feature; the objects and APIs still carry the DigitalLending name."
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- metadata:
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- version: "1.0"
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- cliTools:
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- - tool:
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- - "sf"
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- semver: ">=2.0.0"
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- ---
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-
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- # Digital Origination — demonstration run
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-
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- Prove the setup works by driving the sample data through it and **narrating what changed and why**.
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- This runs after `digital-origination-sample-data-setup` has seeded the `DL_Test_`-tagged record graph;
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- it demonstrates the three capabilities whose effects are observable, then offers to clean up.
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-
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- The value of this skill is the **before → action → after** narration: the admin didn't watch a ~2–3
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- hour unattended build, so seeing a real loan application move through the machinery — with the access
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- and statuses visibly flipping *because of the matrices and transitions they configured* — is the proof
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- that the setup is live.
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-
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- ## ⚠️ Naming: Digital Origination IS Digital Lending (read first)
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-
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- Same as the rest of the family: the labels say "Digital Origination," the objects and APIs
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- (`ApplicationFormProduct.Stage`, the `HomeLoan_CDS_Config` decision matrix, the
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- `Digital_Lending_Stage_Management` Flow, `LendingProductConfigContext`) still carry the DigitalLending
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- name. Use the API names against the org.
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-
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- ## Prerequisites
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-
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- 1. **The sample data exists** — the `run_tag` handle from `digital-origination-sample-data-setup`: the
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- `ApplicationFormProduct` id (the transition target), its current `Stage`, the proposal inputs, and the
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- participant ids. If it was not passed in, query for the tagged graph; if none exists, route back to
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- `digital-origination-sample-data-setup` and stop (do not demonstrate against nothing).
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- 2. **The setup being demonstrated is complete** — Stage Management (active stage definition, transitions,
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- CDS Flow + Apex, the three decision matrices), the BRE matrices, and pricing (an active pricing
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- procedure bound to the recipe). This skill demonstrates them; it does not configure them.
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- 3. **Target org alias and acting admin resolved** (passed down; do not re-resolve).
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-
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- ## The three demonstrations
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-
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- Run them in this order. Stage Management is first because it is the headline — the one capability whose
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- effect is observable *on a record*.
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-
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- ### Demo 1 — Stage Management (the headline: a live, record-observable transition)
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-
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- This is the demonstration that proves the transition-and-access model works. Do all four steps and show
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- the diff — do not summarize; the point is the visible change.
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-
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- 1. **Read access BEFORE.** For the sample `ApplicationFormProduct` at its current `Stage` (e.g. Intake),
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- read and print the current Compliant Data Sharing participant access for each role — the banker has
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- Read/Write at Intake, the underwriter has none. Also read the current applicant-visible-status and the
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- parent Application-Form stage. This is the baseline.
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- 2. **Do an ALLOWED transition.** `PATCH … /sobjects/ApplicationFormProduct/<id>` setting `Stage` to the
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- next stage along a **defined** transition (e.g. Intake → Submitted — a move that exists in the
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- transition map). This is the single demonstrative write.
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- 3. **Poll for the recompute — and know when it will NOT fire headlessly.** In the product UI the `Stage`
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- change fires the `Digital_Lending_Stage_Management` autolaunched Flow, which runs the CDS Apex and
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- reads the three decision matrices. Treat any `PATCH` 2xx as *in progress*, not *done*, and poll for the
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- recomputed access / status before reading the "after." **But observed live (fsc-dop7): a bare
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- `sObject` REST `PATCH` of `Stage` does NOT trigger the autolaunched Flow — the applicant-visible-status
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- and parent form stage do not recompute on their own.** The Flow fires through the guided OmniScript /
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- UI stage-change action, not a raw field write. So: poll a bounded number of attempts; if the recompute
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- does not land (it typically will not on a headless PATCH), do **not** wait indefinitely and do **not**
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- report it as fired — fall back to the matrix-output proof in the note below and say plainly that the
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- Flow-driven recompute runs through the UI path, not the raw PATCH.
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- 4. **Read access AFTER and show the diff.** Re-read the participant access, the applicant-visible-status,
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- and the parent Application-Form stage, and print the **before → after** change explicitly, attributing
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- each change to the artifact that drove it:
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- - who gained/lost access — *from the `HomeLoan_CDS_Config` matrix*,
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- - the new applicant-visible status — *from `AFPStage_To_ApplicantVisibleStatus`*,
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- - the new parent form stage — *from `AFPStage_To_AFStage`*.
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- 5. **Show the DISALLOWED transition — and where the restriction lives.** Attempt a move that is **not**
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- in the transition map (e.g. Submitted → Intake). In the guided UI this is rejected, proving the `Stage`
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- field is restricted to the transitions the setup defined; a UI rejection is the *expected, successful*
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- proof. **But observed live (fsc-dop7): a bare `sObject` REST `PATCH` of the disallowed move is NOT
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- rejected — the raw REST layer does not enforce the transition map** (consistent with the Flow not
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- firing on a raw PATCH: enforcement, like the recompute, runs through the guided OmniScript / UI
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- stage-change action). Report this faithfully — do **not** dress a raw PATCH that succeeded up as a
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- "blocked" proof. When you only have raw REST, prove the restriction the way the setup encodes it:
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- the transition map (`StageTransition` rows: which `FromStageValueId → ToStageValueId` pairs exist) has
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- no Submitted → Intake row, so the guided path would reject it. Restore the record to the allowed
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- end-state (e.g. `Submitted`) after the check.
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-
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- > **Note on the CDS read surface:** read participant access through whatever the org exposes for reading
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- > CDS grants for a record + participant (a fresh sObject/read of the participant access, or the CDS read
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- > the stage-management setup verified). If no headless read of the recomputed access is available on this
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- > org, fall back to showing the two matrix outputs that drive it (the applicant-visible-status and parent
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- > form stage, which the BRE lookup CAN return) and say so — the transition + the matrix outputs still
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- > prove the chain fired; be explicit that the participant-access read was substituted.
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-
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- ### Demo 2 — Business Rules Engine (the three decision matrices return a decision)
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-
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- For each of the three BRE decision matrices the setup activated, run a live lookup with the sample
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- applicant's inputs and show it returns an output (not the "no output for the specified input parameters"
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- error):
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-
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- - `POST /connect/business-rules/decision-matrices/<MatrixName>` with body
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- `{"inputs":[{"input":[{"name":<col>,"value":<val>}]}]}`, using the sample proposal's inputs (credit
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- score, product/applicant type, level) as the values.
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- - Run all three: **Disclosures & Consent**, **Document Upload**, and **STP eligibility**. Print each
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- matrix's returned decision (e.g. STP `IsSTPApplication` true/false for the sample credit score, the
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- document-type label, the data-use-purpose).
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- - Match the input casing to the column `apiName` exactly — a camelCase input against a PascalCase column
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- silently returns "no output." If a matrix returns no output, report it as a gap (the setup's matrix may
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- need a row for these inputs) rather than dressing it up as a hit.
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-
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- #### Credit-score outcome scenarios (STP eligibility — our thresholds)
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-
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- The `IsSTPApplication` lookup is stateless — it returns a decision for whatever credit score you pass,
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- independent of the seeded record's stage — so demonstrate the **outcome differences the setup encodes**
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- by running it for the documented scenario scores. This is the headless-provable slice of the reference
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- validation script's borrower scenarios: the decision-time branch differs even though we cannot headlessly
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- walk each application to its terminal stage (see the raw-PATCH limitation in Demo 1). The STP cutoff is a
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- **configured matrix row, not a fixed constant** — do not hardcode it; the boundary below reflects what the
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- live `IsSTPApplication` matrix returned on fsc-dop7 (probed score-by-score: **739 → `false`, 740 →
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- `true`**), so the cutoff on that org is **740**, and the minimum qualifying score is **620**. On any org,
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- **verify the boundary against the matrix** (probe around the expected score) rather than trusting a
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- documented number — a matrix rebuilt with a different row moves it:
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-
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- | Scenario | `CreditScore` input | Expected `IsSTP` | What it proves |
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- |---|---|---|---|
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- | Golden path (manual) | 680 | `false` | Qualifies but below the STP cutoff → would go to manual underwriting |
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- | STP auto-approve | 780 | `true` | At/above the STP cutoff → straight-through auto-approval |
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- | Disqualification | 590 | `false` | Below the 620 minimum qualifying score |
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- | Cutoff boundary | 739 / 740 | `false` / `true` | Confirms the live fsc-dop7 cutoff row is `0–739 = False`, `740+ = True` (probe to confirm on other orgs) |
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-
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- - First run the lookup for **the credit score actually seeded on the sample proposal** and confirm it
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- matches the expected decision the seeder handed off. Then optionally run the other scenario scores to
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- show the branch — narrate each as "at score X the application would {auto-approve / go to manual
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- underwriting / be disqualified}."
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- - Be precise about what this proves: the **decision-matrix branch** fires correctly per credit score.
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- Do **not** claim the application auto-advanced to Approved/Rejected on a raw PATCH — that stage
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- automation runs through the guided UI path (Demo 1), not the headless REST layer. The `IsSTP` decision
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- is the honest, headless-provable evidence of the STP rule.
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-
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- ### Demo 3 — Pricing (the price simulation returns a rate)
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-
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- Run the Evaluate Price simulation for the sample loan and show it returns a rate driven by the pricing
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- procedure the setup bound:
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-
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- - Generate the canonical simulation payload with
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- `GET /connect/core-pricing/simulationInputVariablesWithData?contextDefinitionId=LendingProductConfigContext__stdctx&contextMappingId=LendingProductConfigMapping&expressionSetVersionId=<active 9QM version>&entityId=<the sample ApplicationForm id>` — do not hand-guess the `jsonDataString`.
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- - `POST /connect/core-pricing/pricing` (Evaluate Price) with all four required inputs:
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- `pricingProcedureId` (the **ExpressionSetDefinition** `9QA…` id — verified live on fsc-dop7:
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- passing the `9QM…` version id or the `9QL…` ExpressionSet id both fail with `SF-Pricing-00004
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- "couldn't find the pricing procedure"`; only the `9QA…` ESD id resolves), `contextDefinitionId`
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- (`LendingProductConfigContext__stdctx`), `contextMappingId` (bare `LendingProductConfigMapping` — the
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- slash-path form fails), and the generated `jsonDataString`.
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- - Print the returned rate (e.g. `pricingResult.InterestRate[0].value`) and its `Completed` status, and
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- tie it back to the ProductListRate the pricing setup configured (the demo hit should match the
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- configured list rate for the sample product).
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-
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- ## Teardown (offer after the demos — default yes)
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-
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- After the demonstrations, **ask whether to delete the sample records**, defaulting to yes so the org is
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- left clean:
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-
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- > "Demo complete. Shall I delete the `DL_Test_` sample records I created (the loan application, its
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- > product, proposal, and the participant records)? (yes / no — default yes)"
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-
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- - On **yes** (or no answer): delete every record carrying the `run_tag`, in reverse dependency order
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- (proposal → application-form-product → application-form; participant records), and report exactly what
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- was deleted. Only delete records that carry the `run_tag` — never touch setup artifacts (matrices, the
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- stage definition, the Flow, permission sets) or any record without the marker.
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- - On **no**: leave the records and tell the admin the `run_tag` so they can find and inspect them in the
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- UI, and clean them up later.
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-
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- **Teardown deletes sample data only.** It never removes anything the six setup acts created — the marker
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- is the boundary. If a delete fails (a record is referenced), report it and continue with the rest rather
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- than aborting.
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-
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- > **Deletion mechanics (observed live).** Use `sf data delete record --sobject <obj> --record-id <id>`
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- > for each delete — a raw `sf api request rest --method DELETE …` fails with `No 'mode' found in 'body'`
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- > (the REST helper demands a body mode on DELETE). Always **re-query each id after deleting** to confirm
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- > `rows=0`; a delete tool that reports success is not proof the row is gone until the read-back confirms
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- > it.
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-
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- ## Reporting discipline (applies throughout)
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-
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- - **Show before → after, not just after.** The demonstration's value is the visible change; always print
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- the baseline and the post-transition state side by side.
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- - **Advance only on fresh read-back.** The stage transition fires an async Flow — poll to a terminal
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- state before reading the "after"; a bare 2xx is in progress, not proof.
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- - **Attribute each change to the artifact that drove it** (which matrix, which transition), so the admin
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- connects the effect to the setup step that produced it.
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- - **Report faithfully.** A disallowed transition blocked *in the guided UI* is the expected proof; a raw
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- REST `PATCH` that silently succeeds is NOT a block — report it as raw-layer non-enforcement and prove
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- the restriction from the `StageTransition` map instead. Likewise, a recompute that does not fire on a
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- headless PATCH, a matrix that returns no output, a missing pricing procedure, or an unavailable CDS read
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- is a gap reported plainly — never a demonstration dressed up as working when it did not fire.
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-
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- ## Standalone vs orchestrated
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-
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- - **Orchestrated** (the common path): the `digital-origination-setup-orchestrator` offers the
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- data-and-demo step once, after the six-act consolidated summary; on the admin's yes it runs
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- `digital-origination-sample-data-setup` then this skill straight through, then teardown.
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- - **Standalone:** invoked directly ("demonstrate the setup", "run the stage transition on my test
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- loan"). Resolve or create the sample data first (route to `digital-origination-sample-data-setup` if
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- the tagged graph is absent), then run the three demos and offer teardown.
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-
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- <!-- skill-validate: ignore-start -->
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- <!-- codey:operations start -->
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- ## Operations Reference
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-
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- Operations this skill uses — routing and dependency reference.
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-
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- | Operation | Purpose | Status | Call | Depends on |
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- |-----------|---------|--------|------|------------|
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- | `preflight-sample-data-exists` | validate | — | `SOQL SELECT Id,Title FROM ApplicationForm WHERE Title LIKE 'DLTEST_%'` | — |
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- | `preflight-context-service` | validate | — | `GET /services/data/v67.0/connect/context-definitions` | `preflight-sample-data-exists` |
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- | `demo-1-read-participant-access-before` | read | — | `SOQL over CDS participant grants + AVS + parent form stage` | `preflight-sample-data-exists` |
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- | `demo-1-patch-stage-allowed` | write | — | `PATCH /services/data/v67.0/sobjects/ApplicationFormProduct/{id}` | `demo-1-read-participant-access-before` |
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- | `demo-1-read-participant-access-after` | verify | — | `SOQL re-read of participant grants + AVS + parent form stage` | `demo-1-patch-stage-allowed` |
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- | `demo-1-verify-transition-map` | verify | — | `SOQL SELECT FromStageValueId,ToStageValueId FROM StageTransition` | `demo-1-read-participant-access-after` |
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- | `demo-2-bre-lookup-homeloan-cds-config` | read | — | `POST /services/data/v67.0/connect/business-rules/decision-matrices/HomeLoan_CDS_Config` | `preflight-sample-data-exists` |
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- | `demo-2-bre-lookup-afpstage-to-avs` | read | — | `POST /services/data/v67.0/connect/business-rules/decision-matrices/AFPStage_To_ApplicantVisibleStatus` | `demo-2-bre-lookup-homeloan-cds-config` |
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- | `demo-2-bre-lookup-afpstage-to-afstage` | read | — | `POST /services/data/v67.0/connect/business-rules/decision-matrices/AFPStage_To_AFStage` | `demo-2-bre-lookup-afpstage-to-avs` |
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- | `demo-3-pricing-simulation-inputs` | read | — | `GET /services/data/v67.0/connect/core-pricing/simulationInputVariablesWithData` | `preflight-context-service`, `preflight-sample-data-exists` |
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- | `demo-3-pricing-evaluate` | read | — | `POST /services/data/v67.0/connect/core-pricing/pricing` | `demo-3-pricing-simulation-inputs` |
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- | `teardown-delete-sample` | delete | — | `sf data delete record --sobject <obj> --record-id <id> (per record)` | `demo-3-pricing-evaluate` |
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- | `teardown-verify-rows-zero` | verify | — | `SOQL SELECT COUNT(Id) FROM ApplicationForm WHERE Title LIKE 'DLTEST_%' (per object)` | `teardown-delete-sample` |
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- <!-- codey:operations end -->
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- <!-- skill-validate: ignore-end -->
@@ -1,112 +0,0 @@
1
- ---
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- name: fsc-digital-origination-execution-guardrails-validate
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- description: "MANDATORY execution guardrails for every Digital Origination (DOP) skill run under Headless 360 / MCP. Loaded as Step 0 by the DOP setup orchestrator and every DOP act sibling before any read or write. Encodes eight rules that override default agent behavior: (1) full content, never previews, no subagent for authoritative reads; (2) render must-show sections verbatim; (3) follow SOR steps in order, never skip the pre-run gate; (4) never fabricate; (5) evidence, not assumption; (6) retry + re-read before giving up, with a write/dispatch carve-out; (7) cite the SOR anchor for every decision; (8) if in doubt, re-read the source. Invoke this skill FIRST — before Preflight, before any act — so the guardrails are in the main-loop context for every subsequent step. This skill has no side effects: it only returns the rule text for the caller to internalize. Trigger phrases: \"load DOP guardrails\", \"prime execution rules for Digital Origination\", or invocation as the first delegate step of `digital-origination-setup-orchestrator`."
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- metadata:
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- version: "1.0"
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- ---
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-
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- # Digital Origination — execution guardrails (Step 0, MANDATORY)
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-
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- **This skill has one purpose: return the eight execution guardrails below into the caller's context, verbatim, so every downstream Digital Origination action runs under them.** It performs no reads, no writes, no dispatches. The caller (typically `digital-origination-setup-orchestrator`, but also any DOP act sibling invoked directly) MUST call this skill FIRST, before Preflight, before any other step. If the caller has not called this skill in the current run, that is itself a rule 1/rule 3 violation — stop and call it now.
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-
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- **Why a separate skill.** MCP `describe` responses may be truncated when the target SOR's `agent_guidance` is long. Embedding these rules in every parent skill risks losing them to that truncation. Keeping them in their own tiny skill guarantees a full-content read every time — and rule 1 below then applies to every subsequent `describe` call.
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-
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- **Self-audit.** If the text you just read looks truncated (missing rules 1–8 or cut mid-sentence), you have failed rule 1 already. Stop. Read the saved full file directly. Do NOT proceed on a preview of this skill.
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-
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- ## The eight guardrails — apply to every step, every act, every dispatch
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-
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- ```text
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- === EXECUTION GUARDRAILS — follow these exactly, they override any default behavior ===
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-
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- 1. FULL CONTENT, NEVER PREVIEWS.
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- Whenever a tool result (especially `describe`) is truncated, capped, or "saved to
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- disk with only a preview shown," you MUST open and read the ENTIRE saved file —
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- every page, start to finish — BEFORE you act on it, quote it, or make any decision
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- from it. A preview is NOT sufficient and is NEVER a basis for action.
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- - Do not proceed on the preview.
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- - Do not summarize the file through a subagent or any lossy channel and act on the
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- summary. Read the authoritative full text directly into your own context.
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- - NO SUBAGENT FOR AUTHORITATIVE READS. SOR content, gate text, and must-show
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- sections must be read by the main loop directly — subagents lose fidelity via
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- summarization. Subagents OK for orthogonal research only, never for the SOR you
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- are about to execute or the section you must render verbatim.
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- - If you have not read the full content, treat that as a HARD BLOCKER: stop and read
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- it first. Do not guess what the rest of the file says.
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-
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- 2. RENDER MUST-SHOW SECTIONS VERBATIM.
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- When the SOR says to render/present/show something to the user (the pre-run plan &
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- confirmation gate, the smart-defaults table, per-act timings, the "Detailed record &
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- data reference," any consolidated summary), reproduce that content EXACTLY as written
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- in the SOR — same tables, same wording, same options (e.g. "yes / no / show details").
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- Do not paraphrase, condense, reorder, or substitute your own UI, questions, or
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- AskUserQuestion prompts in place of what the SOR specifies.
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-
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- 3. FOLLOW THE SOR STEPS IN ORDER — DO NOT SKIP THE GATE.
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- Run the recipe's steps in the exact sequence it defines. Do NOT dispatch any
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- state-changing (write) operation until the pre-run confirmation gate has been shown
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- in full and the user has explicitly said yes. If the user says no or does not answer,
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- stop cleanly and write nothing.
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-
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- 4. NEVER FABRICATE.
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- Use only (a) values documented as examples/defaults in the SOR, or (b) facts read
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- live from the org. If a required value is neither, record it as an explicit gap and
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- continue per the SOR — do not invent, guess, or "fill in" a plausible value.
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-
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- 5. EVIDENCE, NOT ASSUMPTION.
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- Advance only on fresh read-back evidence from each step/act. Poll async operations to
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- a terminal state before continuing. Report what actually happened (done / partial /
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- blocked) faithfully — never report a skipped or partial step as complete.
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-
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- 6. RETRY AND RE-READ BEFORE GIVING UP.
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- Many step failures are not real blockers. Before reporting failed/blocked:
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- (a) RETRY the operation — once, twice max. Not a loop. Transient/async errors often
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- clear on a second attempt; non-transient failures will not clear no matter how
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- many times you retry.
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- (b) RE-READ the relevant SOR section (and its `describe` detail) in full — the
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- correct path, expected inputs, or known gotcha is usually documented there.
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- WRITE / DISPATCH CARVE-OUT: for write or dispatch failures, do NOT blind-retry —
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- the operation may have partially succeeded. Read state back from the org first
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- to confirm what actually happened, then decide whether to retry, reconcile, or
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- escalate.
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- Escalate a step as blocked only after retry + SOR re-read yield no path forward.
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-
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- 7. CITE SOR ANCHOR PER DECISION.
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- For every executed step, quote the exact SOR section heading or step name driving
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- the action. Forces an evidence trail and catches memory-drift before it turns into
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- a bad dispatch.
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-
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- 8. IF IN DOUBT, RE-READ THE SOURCE.
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- If anything you are about to present or execute is not fully backed by content you
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- have actually read in full, stop and read the source SOR again rather than relying on
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- memory or a paraphrase.
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- ```
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-
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- ## Precedence
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-
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- These rules override:
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- - Any default agent shortcut (preview-is-enough, subagent-summary-is-enough, retry-loops).
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- - Any conflicting hint in a parent orchestrator or sibling SKILL.md — if the parent implies a shortcut that contradicts one of these rules, the rule wins.
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- - Autonomous-mode "never pause" language does NOT waive rule 3's confirmation gate: the pre-run plan gate is the one sanctioned pause and rule 3 keeps it mandatory.
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-
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- Rules 4 (never fabricate) and 5 (evidence, not assumption) do NOT waive rule 6 (retry + re-read). If a value is genuinely unavailable after retry + re-read, it becomes a gap under rule 4 — not an invented value.
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-
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- ## Return contract
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-
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- This skill's success signal is simply: **caller has echoed rules 1–8 into its own working context** (either by reading this SKILL.md end-to-end or by quoting the rule block above). No records are created, no preferences flipped, no dispatches made.
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-
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- The caller then proceeds to its next step (Preflight, in the case of the setup orchestrator) with the rules live.
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-
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- ## Failure modes this prevents (observed in past DOP MCP runs)
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-
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- - Acting on a truncated `describe` preview and missing a documented workaround at the tail of a SOR (violates rule 1).
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- - Summarizing must-show gate content into a bespoke AskUserQuestion prompt instead of rendering the SOR's exact table (violates rule 2).
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- - Skipping the pre-run confirmation gate under autonomous-mode "never pause" reading (violates rule 3).
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- - Inventing plausible customer values when a required input is missing (violates rule 4).
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- - Reporting an async deploy as complete before polling to terminal state (violates rule 5).
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- - Marking a step blocked on first transient error without retry + SOR re-read (violates rule 6).
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- - Losing the causal chain when a dispatch fails, because no SOR anchor was cited for the decision (violates rule 7).
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- - Drifting off memory of a SOR read many turns ago instead of re-reading before a new decision (violates rule 8).
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-
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- ## Read-only priming — no dispatch targets
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-
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- This skill has no `dispatch` targets and no CLI fallback. The caller invokes it exactly once at the start of a run, reads the rules end-to-end, then proceeds. The generic Headless-360 runtime footer appended below by the pipeline still applies in the sense that this skill is agent-callable via MCP `describe`; ignore the "operations listed below in `steps:`" phrasing — this skill's `steps:` list is empty by design.