@salesforce/afv-skills 1.65.0 → 1.66.0

package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md

@@ -1,336 +0,0 @@
----
-name: fsc-digital-origination-pricing-setup-coordinate
-description: "End-to-end orchestrator for Digital Origination (Digital Lending) pricing after Initial Setup and Product Catalog Management are complete. Routes an unqualified \"set up lending pricing\" request through nested pricing sub-skills for permissions, pricing data, Business Rules Engine decision tables and NGPDefaultRecipe mapping, engine-specific configuration, and pricing procedure creation. Product Configurator is the default Digital Lending engine; Salesforce Pricing is an explicit alternative. Use this skill for the whole ordered journey, and use a sibling directly for a narrowed request such as \"create the pricing decision tables\" or \"configure the lending pricing procedure\"."
-metadata:
-  version: "1.0"
----
-
-# Digital Origination pricing setup orchestrator
-
-Orchestrate pricing for **Digital Origination**, whose underlying APIs and setup artifacts still use
-the **Digital Lending** name. This skill owns sequencing and state transfer. It does not duplicate the
-implementation contracts maintained by its nested pricing sub-skills.
-
-## Mandatory prerequisites
-
-Before routing to a pricing sibling, verify:
-
-1. Digital Origination Initial Setup is complete. If not, route to
- `fsc-mandalorians/digital-origination-initial-setup` and stop pricing setup.
-2. Product Catalog Management is complete: catalog, category or classification, lending products,
- product attributes, and required product relationships exist.
-3. The target org alias and acting admin are explicit.
-4. The admin has supplied or approved the products, base rates, effective dates, credit-score tiers,
- and term tiers. Documentation examples are not customer defaults.
-5. The pricing engine is known. Use **Product Configurator** when no alternative is requested. Use
- **Salesforce Pricing** only when the admin explicitly selects it.
-
-## Ordered journey
-
-```text
-Initial Setup (existing sibling)
- |
-Product Catalog Management (assumed complete)
- |
-1. Pricing permissions
- |
-2. Product List Rate data
- |
-3. ProductListRateDT
- |
-4. Credit-score data
- |
-5. CreditScoreBasedAdjustmentDT
- |
-6. Term data
- |
-7. TermBasedAdjustmentDT
- |
-8. NGPDefaultRecipe mapping
- |
-9A. Product Configurator attributes (default) OR 9B. Salesforce Pricing OmniStudio wiring
- |
-10. Pricing procedure for the selected engine
- |
-11. End-to-end verification
-```
-
-Run one sibling at a time. Do not continue after a sibling reports a blocking prerequisite or a
-manual checkpoint that has not been completed.
-
-### Step 1 - Pricing permissions and Core Pricing preference
-
-Delegate to nested skill `permissions` (emitted SOR
-`fsc-mandalorians/digital-origination-pricing-setup-permissions`) with hints such as:
-
-- "assign Digital Lending pricing permission sets"
-- "Salesforce Pricing Design Time and Run Time access"
-- "Rule Engine Designer and Rule Engine User assignments"
-- "enable the org CorePricingPreference / Salesforce Pricing preference"
-
-This step also enables the org-level `CorePricingPreference` toggle (via the `CorePricingSetting` SOR),
-a hard prerequisite that gates every downstream pricing feature. Required handoff: target user IDs,
-resolved permission-set IDs/API names, license assignments, a fresh verification of every required
-assignment, and confirmation that `CorePricingPreference` reads enabled.
-
-### Step 2 - Product List Rate data
-
-Delegate to nested skill `data-foundation` (emitted SOR
-`fsc-mandalorians/digital-origination-pricing-setup-data-foundation`) first in `product-list-rate` phase
-mode, with hints such as:
-
-- "create Product List Rate records"
-
-Required handoff: actual Product List Rate object/field API names, Product List Rate IDs, and the
-product IDs each record references.
-
-### Step 3 - ProductListRateDT
-
-Delegate to nested skill `decision-tables` (emitted SOR
-`fsc-mandalorians/digital-origination-pricing-setup-decision-tables`) in `product-list-rate` phase mode,
-with hints such as:
-
-- "create ProductListRateDT"
-
-Required handoff: active ID/version for `ProductListRateDT`.
-
-### Step 4 - Credit-score data foundation
-
-Return to nested skill `data-foundation` in `credit-score` phase mode to
-create or verify the Rate Adjustment By Credit Score schema and customer-approved records. Required
-handoff: actual source-object/field API names and score-tier record IDs.
-
-### Step 5 - Credit-score decision table
-
-Return to nested skill `decision-tables` in `credit-score` phase mode to
-create, refresh, and activate `CreditScoreBasedAdjustmentDT`.
-
-Required handoff: active ID/version for `CreditScoreBasedAdjustmentDT`.
-
-### Step 6 - Term data foundation
-
-Return to nested skill `data-foundation` in `term` phase mode to create or verify the Rate
-Adjustment By Term schema and records. Required handoff: source-object/field API names and tier IDs.
-
-### Step 7 - Term decision table
-
-Return to nested skill `decision-tables` in `term` phase mode to create, refresh, and
-activate `TermBasedAdjustmentDT`.
-
-Required handoff: active ID/version for `TermBasedAdjustmentDT`.
-
-### Step 8 - NGPDefaultRecipe mapping
-
-Return to nested skill `decision-tables` in `recipe` phase only after all three tables are
-Active. Required handoff: recipe ID and verified mappings for all three table IDs/component types.
-
-### Step 9A - Product Configurator branch (default)
-
-Delegate to nested skill `product-configurator` (emitted SOR
-`fsc-mandalorians/digital-origination-pricing-setup-product-configurator`) with hints such as:
-
-- "make Loan Term price impacting"
-- "hide Credit Score and make it price impacting"
-- "configure Product Configurator attributes for lending pricing"
-
-Required handoff: product-classification and attribute IDs plus read-back of `isPriceImpacting` and
-`isHidden` for Loan Term, Credit Score, and Loan Amount.
-
-### Step 9B - Salesforce Pricing branch (explicit alternative)
-
-Delegate to nested skill `salesforce-pricing-omnistudio` (emitted SOR
-`fsc-mandalorians/digital-origination-pricing-setup-salesforce-pricing-omnistudio`) with hints such as:
-
-- "switch Digital Lending from Product Configurator to Salesforce Pricing"
-- "repoint DigitalLendingApplicantIntake to DigitalLendingViewOffer"
-- "replace the Digital Lending final-offer Integration Procedure"
-
-Required handoff: original and new versions of both OmniScripts and both FlexCards, with verified
-component references. Never run this branch in addition to 9A unless explicitly requested.
-
-### Step 10 - Pricing procedure
-
-Delegate to nested skill `pricing-procedure` (emitted SOR
-`fsc-mandalorians/digital-origination-pricing-setup-pricing-procedure`) with hints such as:
-
-- "create LendingProductConfigContext"
-- "create digital_lending_AppFormProductProposalConfigProc"
-- "add Pricing Setting, List Price, and Price Adjustment Matrix elements"
-
-Pass the selected engine, three active decision-table IDs, recipe ID, source field names, and any
-engine-specific attribute or OmniStudio results. Required handoff: context-definition ID, expression
-set/procedure ID, active version, ordered element configuration, and procedure/recipe binding.
-
-**Org feature-gate prerequisite (org-verified).** This step depends on **one**
-org feature gate that is **separate from licenses and permission sets**: **Context Service**
-(`ContextResourceFamily`) for the context definition. A closed gate returns 403
-`FUNCTIONALITY_NOT_ENABLED`. Enable it headlessly first (org-verified primary path):
-`PUT /connect/contextservice/access/contextServiceEnabled/{orgId}` body `{"isEnabled":true}` → 200; the
-UI toggle at `/lightning/setup/ContextServiceSettings/home` is the fallback only if the PUT is
-unavailable. Confirm the gate is open with a live 200 from `GET /connect/context-definitions` before
-proceeding; the `permissions` sibling owns the enable + verification. **The pricing procedure itself is
-NOT gate-blocked** — build it via the un-gated BRE endpoint `POST /connect/business-rules/expression-set`
-(not `/connect/core-pricing/expression-set`, which is a separate gated surface that is not required).
-`LendingProductConfigContext` is a **standard** context that already exists active on the target org — reuse
-it, do not recreate. Full matrix and the verified create body live in the `permissions` and
-`pricing-procedure` siblings.
-
-## Narrowed requests
-
-| User request | Route |
-|---|---|
-| Assign pricing access only | Nested `permissions` |
-| Create rate objects or seed pricing records | Nested `data-foundation` |
-| Create decision tables or update `NGPDefaultRecipe` | Nested `decision-tables` |
-| Configure Product Configurator pricing attributes | Nested `product-configurator` |
-| Switch OmniStudio to Salesforce Pricing | Nested `salesforce-pricing-omnistudio` |
-| Create or repair the pricing procedure | Nested `pricing-procedure` |
-
-For a narrowed request, validate that its upstream artifacts exist. Do not silently run the entire
-journey when the user explicitly asks for one part.
-
-## Shared invariants
-
-- Read before write; reuse matching artifacts by API name and verified shape.
-- Never infer customer rates, tiers, effective dates, products, or users.
-- Preserve unrelated recipe mappings, expression-set steps, product attributes, and component JSON.
-- Treat asynchronous states as in progress, not success.
-- A guided Setup checkpoint is a valid partial outcome only when the relevant headless write is absent
- or unverified. State exactly what remains and resume after confirmation.
-- Each sibling must produce fresh read-back evidence before this orchestrator advances.
-- **Deploy-first for custom source objects.** Tables 2/3 (`CreditScoreBasedAdjustmentDT`,
- `TermBasedAdjustmentDT`) may be reported DEFERRED only after nested `data-foundation` attempted the
- `Rate_Adjustment_By_Credit_Score__c` / `Rate_Adjustment_By_Term__c` deploy AND nested
- `decision-tables` ran a probe DT create against the deployed source AND every resolution predicate
- was satisfied. A DEFERRED report without deploy + probe evidence is not accepted; re-invoke the
- deploy-first sequence.
-
-## Definition of done
-
-The full journey is complete only when:
-
-1. Required permission-set and license assignments are verified, and the org-level
- `CorePricingPreference` reads enabled.
-2. Product List Rate, credit-score tiers, and term tiers exist with the approved values.
-3. `ProductListRateDT` is active and refreshed. `CreditScoreBasedAdjustmentDT` and
- `TermBasedAdjustmentDT` are either active-and-refreshed OR reported DEFERRED with the deploy-first
- evidence bundle attached (deploy attempted per `data-foundation` Step 2, probe DT create attempted
- per `decision-tables` Source-object gate, rejection payload captured, resolution predicates
- verified). Presumed-DEFERRED without evidence is a run failure.
-4. `NGPDefaultRecipe` contains the intended mappings without losing existing mappings.
-5. The selected engine's prerequisite configuration is verified.
-6. `LendingProductConfigContext` and the selected pricing procedure exist, are active, and contain the
- expected ordered elements and variables.
-7. `NGPDefaultRecipe` is re-read after procedure creation and points to that verified procedure while
- retaining all intended decision-table mappings.
-8. Every manual checkpoint or unresolved gap is explicitly reported. A partial run is never reported
- as complete.
-
-## Individual sibling reference
-
-| Sibling | Responsibility | Primary corpus reuse |
-|---|---|---|
-| `permissions` | Pricing licenses, permission sets, and the CorePricingPreference org toggle | `entity/authorization-experience/PermSets` + `CorePricingSetting` |
-| `data-foundation` | Rate objects, fields, and records | Metadata API + sObject REST pattern |
-| `decision-tables` | Three BRE tables, activation, recipe mapping | BRE Taurus + Industries Pricing Connect APIs |
-| `product-configurator` | Price-impacting/hidden attributes | EPC reads + verified sObject/UI checkpoint |
-| `salesforce-pricing-omnistudio` | Salesforce Pricing component repointing | OmniStudio Phoenix + Orion APIs |
-| `pricing-procedure` | Context and engine-specific procedure | Context Service + Industries Pricing/Expression Set APIs |
-
-These are nested source skills. Project Codey compiles each to a parent-qualified sibling SOR and adds
-formal `delegates_to` steps to this parent. Run the Path-B harness on this parent `SKILL.md`; the family
-is merged, ingested, and served together.
-
-<!-- skill-validate: ignore-start -->
-<!-- codey:operations start -->
-## Operations Reference
-
-Operations this skill uses — routing and dependency reference.
-
-| Operation | Purpose | Status | Call | Depends on |
-|-----------|---------|--------|------|------------|
-| `delegate-digital-origination-pricing-setup-permissions` | delegate | — | → `fsc-mandalorians/digital-origination-pricing-setup-permissions` | — |
-| `delegate-digital-origination-pricing-setup-data-foundation` | delegate | — | → `fsc-mandalorians/digital-origination-pricing-setup-data-foundation` | `delegate-digital-origination-pricing-setup-permissions` |
-| `delegate-digital-origination-pricing-setup-decision-tables` | delegate | — | → `fsc-mandalorians/digital-origination-pricing-setup-decision-tables` | `delegate-digital-origination-pricing-setup-data-foundation` |
-| `delegate-digital-origination-pricing-setup-product-configurator` | delegate | — | → `fsc-mandalorians/digital-origination-pricing-setup-product-configurator` | `delegate-digital-origination-pricing-setup-decision-tables` |
-| `delegate-digital-origination-pricing-setup-salesforce-pricing-omnistudio` | delegate | — | → `fsc-mandalorians/digital-origination-pricing-setup-salesforce-pricing-omnistudio` | `delegate-digital-origination-pricing-setup-decision-tables` |
-| `delegate-digital-origination-pricing-setup-pricing-procedure` | delegate | — | → `fsc-mandalorians/digital-origination-pricing-setup-pricing-procedure` | `delegate-digital-origination-pricing-setup-product-configurator`, `delegate-digital-origination-pricing-setup-salesforce-pricing-omnistudio` |
-| `verify-pricing-simulation` | verify | — | `POST /connect/core-pricing/pricing` | `delegate-digital-origination-pricing-setup-pricing-procedure` |
-| `preflight-context-service-and-lending-context` | verify | — | `GET /connect/context-definitions/LendingProductConfigContext__stdctx` | `delegate-digital-origination-pricing-setup-permissions` |
-| `helper-generate-simulation-input` | read | — | `GET /connect/core-pricing/simulationInputVariablesWithData` | `delegate-digital-origination-pricing-setup-pricing-procedure` |
-| `permissions-confirm-org-and-target-user` | read | — | `GET /services/data/v63.0/query` | — |
-| `permissions-resolve-permission-sets-by-name` | read | — | `GET /services/data/v63.0/query` | `permissions-confirm-org-and-target-user` |
-| `permissions-assign-required-license` | write | — | `POST /services/data/v63.0/sobjects/PermissionSetLicenseAssign` | `permissions-resolve-permission-sets-by-name` |
-| `permissions-assign-permission-sets` | write | — | `POST /services/data/v63.0/sobjects/PermissionSetAssignment` | `permissions-assign-required-license` |
-| `permissions-read-core-pricing-preference` | read | — | `GET /services/data/v67.0/setup/org/preferences/CorePricingPreference` | `permissions-assign-permission-sets` |
-| `permissions-enable-core-pricing-preference` | write | — | `PATCH /services/data/v67.0/setup/org/preferences/CorePricingPreference` | `permissions-read-core-pricing-preference` |
-| `permissions-enable-context-service` | write | — | `PUT /services/data/v63.0/connect/contextservice/access/contextServiceEnabled/{orgId}` | `permissions-enable-core-pricing-preference` |
-| `permissions-verify-context-service-live` | verify | — | `GET /services/data/v63.0/connect/context-definitions` | `permissions-enable-context-service` |
-| `permissions-verify-assignments-and-preferences` | verify | — | `GET /services/data/v63.0/query` | `permissions-verify-context-service-live` |
-| `data-foundation-describe-product-list-rate-object` | read | — | `GET /services/data/v63.0/sobjects/ProductListRate/describe` | — |
-| `data-foundation-discover-credit-score-term-source-objects` | read | — | `GET /services/data/v63.0/query` | — |
-| `data-foundation-deploy-custom-object-shell` | write | — | `POST /services/data/v63.0/headless/metadata/CustomObject` | `data-foundation-discover-credit-score-term-source-objects` |
-| `data-foundation-deploy-custom-fields` | write | — | `POST /services/data/v63.0/tooling/sobjects/CustomField` | `data-foundation-deploy-custom-object-shell` |
-| `data-foundation-deploy-fls-permission-set` | write | — | `POST /services/data/v63.0/headless/metadata/PermissionSet` | `data-foundation-deploy-custom-fields` |
-| `data-foundation-assign-fls-permission-set` | write | — | `POST /services/data/v63.0/sobjects/PermissionSetAssignment` | `data-foundation-deploy-fls-permission-set` |
-| `data-foundation-verify-custom-object-describe` | verify | — | `GET /services/data/v63.0/sobjects/{objectApiName}/describe` | `data-foundation-deploy-custom-object-shell`, `data-foundation-deploy-custom-fields`, `data-foundation-assign-fls-permission-set` |
-| `data-foundation-query-existing-product-list-rate-records` | read | — | `GET /services/data/v63.0/query` | `data-foundation-describe-product-list-rate-object` |
-| `data-foundation-create-product-list-rate-records` | write | — | `POST /services/data/v63.0/sobjects/ProductListRate` | `data-foundation-query-existing-product-list-rate-records` |
-| `data-foundation-verify-product-list-rate-records` | verify | — | `GET /services/data/v63.0/query` | `data-foundation-create-product-list-rate-records` |
-| `data-foundation-query-existing-credit-score-adjustment-records` | read | — | `GET /services/data/v63.0/query` | `data-foundation-verify-custom-object-describe` |
-| `data-foundation-create-credit-score-adjustment-records` | write | — | `POST /services/data/v63.0/sobjects/Rate_Adjustment_By_Credit_Score__c` | `data-foundation-query-existing-credit-score-adjustment-records` |
-| `data-foundation-verify-credit-score-adjustment-records` | verify | — | `GET /services/data/v63.0/query` | `data-foundation-create-credit-score-adjustment-records` |
-| `data-foundation-query-existing-term-adjustment-records` | read | — | `GET /services/data/v63.0/query` | `data-foundation-verify-custom-object-describe` |
-| `data-foundation-create-term-adjustment-records` | write | — | `POST /services/data/v63.0/sobjects/Rate_Adjustment_By_Term__c` | `data-foundation-query-existing-term-adjustment-records` |
-| `data-foundation-verify-term-adjustment-records` | verify | — | `GET /services/data/v63.0/query` | `data-foundation-create-term-adjustment-records` |
-| `decision-tables-resolve-existing-decision-table` | read | — | `GET /services/data/v63.0/connect/omnistudio/decision-tables` | — |
-| `decision-tables-create-product-list-rate-dt` | write | — | `POST /services/data/v63.0/connect/business-rules/decision-table/definitions` | `decision-tables-resolve-existing-decision-table` |
-| `decision-tables-materialize-dt-sobject-fields` | write | — | `PATCH /services/data/v63.0/sobjects/DecisionTable/{Id}` | `decision-tables-create-product-list-rate-dt` |
-| `decision-tables-activate-decision-table-version` | write | — | `PATCH /services/data/v63.0/connect/business-rules/decision-table/definitions/{decisionTableId}/versions` | `decision-tables-materialize-dt-sobject-fields` |
-| `decision-tables-refresh-decision-table` | write | — | `POST /services/data/v63.0/connect/decision-table/refresh` | `decision-tables-activate-decision-table-version` |
-| `decision-tables-verify-hbase-materialization` | verify | — | `GET /services/data/v63.0/query` | `decision-tables-refresh-decision-table` |
-| `decision-tables-probe-custom-source-eligibility` | validate | — | `POST /services/data/v63.0/connect/business-rules/decision-table/definitions` | `decision-tables-resolve-existing-decision-table` |
-| `decision-tables-list-and-read-ngp-default-recipe` | read | — | `GET /services/data/v63.0/connect/core-pricing/recipe` | `decision-tables-verify-hbase-materialization` |
-| `decision-tables-resolve-recipe-mapping-parameters` | read | — | `GET /services/data/v63.0/connect/core-pricing/recipe/mapping/parameters` | `decision-tables-list-and-read-ngp-default-recipe` |
-| `decision-tables-map-product-list-rate-to-recipe` | write | — | `POST /services/data/v63.0/connect/core-pricing/recipe/mapping` | `decision-tables-resolve-recipe-mapping-parameters` |
-| `decision-tables-verify-recipe-mapping` | verify | — | `GET /services/data/v63.0/connect/core-pricing/recipe/{pricingRecipeId}` | `decision-tables-map-product-list-rate-to-recipe` |
-| `product-configurator-resolve-existing-attributes` | read | — | `GET /services/data/v63.0/query` | — |
-| `product-configurator-create-credit-score-attribute` | write | — | `POST /services/data/v63.0/sobjects/AttributeDefinition` | `product-configurator-resolve-existing-attributes` |
-| `product-configurator-activate-credit-score-attribute` | write | — | `PATCH /services/data/v63.0/sobjects/AttributeDefinition/{Id}` | `product-configurator-create-credit-score-attribute` |
-| `product-configurator-create-loan-amount-attribute` | write | — | `POST /services/data/v63.0/sobjects/AttributeDefinition` | `product-configurator-resolve-existing-attributes` |
-| `product-configurator-activate-loan-amount-attribute` | write | — | `PATCH /services/data/v63.0/sobjects/AttributeDefinition/{Id}` | `product-configurator-create-loan-amount-attribute` |
-| `product-configurator-assign-credit-score-to-classification` | write | — | `POST /services/data/v63.0/sobjects/ProductClassificationAttr` | `product-configurator-activate-credit-score-attribute` |
-| `product-configurator-assign-loan-amount-to-classification` | write | — | `POST /services/data/v63.0/sobjects/ProductClassificationAttr` | `product-configurator-activate-loan-amount-attribute` |
-| `product-configurator-set-flags-credit-score` | write | — | `PATCH /services/data/v63.0/sobjects/ProductClassificationAttr/{Id}` | `product-configurator-assign-credit-score-to-classification` |
-| `product-configurator-set-flags-loan-amount` | write | — | `PATCH /services/data/v63.0/sobjects/ProductClassificationAttr/{Id}` | `product-configurator-assign-loan-amount-to-classification` |
-| `product-configurator-set-flags-loan-term` | write | — | `PATCH /services/data/v63.0/sobjects/ProductClassificationAttr/{Id}` | `product-configurator-resolve-existing-attributes` |
-| `product-configurator-verify-final-attribute-state` | verify | — | `GET /services/data/v63.0/query` | `product-configurator-set-flags-credit-score`, `product-configurator-set-flags-loan-amount`, `product-configurator-set-flags-loan-term` |
-| `salesforce-pricing-omnistudio-find-omniscript-versions` | read | — | `GET /services/data/v63.0/connect/omni-designer/omni-process-list` | — |
-| `salesforce-pricing-omnistudio-read-omniscript-element-tree` | read | — | `GET /services/data/v63.0/connect/omni-designer/omniprocess/{omniProcessId}` | `salesforce-pricing-omnistudio-find-omniscript-versions` |
-| `salesforce-pricing-omnistudio-clone-omniscript-process` | write | — | `POST /services/data/v63.0/connect/omni-designer/clone-omni-process` | `salesforce-pricing-omnistudio-read-omniscript-element-tree` |
-| `salesforce-pricing-omnistudio-delete-offer-configurator-element` | write | — | `POST /services/data/v63.0/connect/omni-designer/os/delete-omni-process-element` | `salesforce-pricing-omnistudio-clone-omniscript-process` |
-| `salesforce-pricing-omnistudio-insert-view-offer-element` | write | — | `POST /services/data/v63.0/connect/omni-designer/os/insert-omni-process-element` | `salesforce-pricing-omnistudio-delete-offer-configurator-element` |
-| `salesforce-pricing-omnistudio-build-save-compile-omniscript` | write | — | `POST /services/data/v63.0/connect/omni-designer/os/build-json` | `salesforce-pricing-omnistudio-insert-view-offer-element` |
-| `salesforce-pricing-omnistudio-verify-cloned-omniscript-element-tree` | verify | — | `GET /services/data/v63.0/connect/omni-designer/omniprocess/{omniProcessId}` | `salesforce-pricing-omnistudio-build-save-compile-omniscript` |
-| `salesforce-pricing-omnistudio-activate-omniscript-version` | write | — | `POST /services/data/v63.0/connect/omni-designer/upsert-omni-process` | `salesforce-pricing-omnistudio-verify-cloned-omniscript-element-tree` |
-| `salesforce-pricing-omnistudio-verify-omniscript-activation` | verify | — | `GET /services/data/v63.0/connect/omni-designer/omni-process-list` | `salesforce-pricing-omnistudio-activate-omniscript-version` |
-| `salesforce-pricing-omnistudio-resolve-card-and-active-version` | read | — | `GET /services/data/v63.0/connect/livecards/cards/{cardId}/versions` | — |
-| `salesforce-pricing-omnistudio-read-card-builder-json` | read | — | `GET /services/data/v63.0/connect/livecards/versions/{versionId}` | `salesforce-pricing-omnistudio-resolve-card-and-active-version` |
-| `salesforce-pricing-omnistudio-create-new-card-version` | write | — | `POST /services/data/v63.0/connect/livecards/cards/{cardId}/versions` | `salesforce-pricing-omnistudio-read-card-builder-json` |
-| `salesforce-pricing-omnistudio-update-card-ip-reference` | write | — | `PUT /services/data/v63.0/connect/livecards/versions/{versionId}` | `salesforce-pricing-omnistudio-create-new-card-version` |
-| `salesforce-pricing-omnistudio-validate-and-verify-card-reference-swap` | verify | — | `POST /services/data/v63.0/connect/livecards/cards/validate` | `salesforce-pricing-omnistudio-update-card-ip-reference` |
-| `salesforce-pricing-omnistudio-compare-card-versions` | verify | — | `GET /services/data/v63.0/connect/livecards/versions/{versionId}/compare/{compareVersionId}` | `salesforce-pricing-omnistudio-validate-and-verify-card-reference-swap` |
-| `salesforce-pricing-omnistudio-verify-card-activation-checkpoint` | verify | — | `GET /services/data/v63.0/connect/livecards/cards/{cardId}/versions` | `salesforce-pricing-omnistudio-compare-card-versions` |
-| `pricing-procedure-verify-context-service-gate` | verify | — | `GET /services/data/v63.0/connect/context-definitions` | — |
-| `pricing-procedure-resolve-lending-product-config-context` | read | — | `GET /services/data/v63.0/connect/context-definitions` | `pricing-procedure-verify-context-service-gate` |
-| `pricing-procedure-create-pricing-procedure-shell` | write | — | `POST /services/data/v63.0/connect/business-rules/expression-set` | `pricing-procedure-resolve-lending-product-config-context` |
-| `pricing-procedure-verify-recipe-listprice-registration` | verify | — | `GET /services/data/v63.0/connect/core-pricing/recipe/{pricingRecipeId}` | `pricing-procedure-create-pricing-procedure-shell` |
-| `pricing-procedure-author-elements-metadata-deploy` | write | — | `POST /services/data/v67.0/tooling/sobjects/ExpressionSetDefinition` | `pricing-procedure-verify-recipe-listprice-registration` |
-| `pricing-procedure-append-corrected-version-not-edit-v1` | write | — | `PATCH /services/data/v67.0/tooling/sobjects/ExpressionSetDefinition/{recordId}` | `pricing-procedure-author-elements-metadata-deploy` |
-| `pricing-procedure-bind-procedure-to-recipe` | write | — | `POST /services/data/v63.0/connect/core-pricing/recipe/mapping` | `pricing-procedure-append-corrected-version-not-edit-v1` |
-| `pricing-procedure-verify-recipe-procedure-binding` | verify | — | `GET /services/data/v63.0/connect/core-pricing/recipe/{pricingRecipeId}` | `pricing-procedure-bind-procedure-to-recipe` |
-| `pricing-procedure-seed-simulation-entity-graph` | write | — | `POST /services/data/v63.0/sobjects/ApplicationForm` | `pricing-procedure-verify-recipe-procedure-binding` |
-| `pricing-procedure-generate-simulation-input` | read | — | `GET /services/data/v63.0/connect/core-pricing/simulationInputVariablesWithData` | `pricing-procedure-seed-simulation-entity-graph` |
-| `pricing-procedure-simulate-evaluate-price` | verify | — | `POST /services/data/v63.0/connect/core-pricing/pricing` | `pricing-procedure-generate-simulation-input` |
-<!-- codey:operations end -->
-<!-- skill-validate: ignore-end -->

package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md

@@ -1,208 +0,0 @@
----
-name: fsc-digital-origination-pricing-setup-data-foundation-create
-parent: "digital-origination-pricing-setup"
-purpose: "Create and verify Product List Rate, credit-score, and term source data in ordered phases."
-description: "Create and verify the data foundation for Digital Lending pricing: one effective Product List Rate per selected lending product, the Rate Adjustment By Credit Score and Rate Adjustment By Term source objects and fields, and customer-approved score and term adjustment records. Uses Metadata API for missing custom schema and standard sObject REST or Composite API for records, with describe-first schema discovery, duplicate prevention, and complete read-back verification."
-metadata:
-  version: "1.0"
-  cliTools:
-  - tool:
-    - "sf"
-    semver: ">=2.0.0"
-  - tool:
-    - "sfdx"
-    semver: ">=7.0.0"
----
-
-# Digital Origination pricing data foundation
-
-Create the source records consumed by the three lending pricing decision tables. This sibling owns
-schema and records only. It does not create decision tables or pricing procedures.
-
-## Required inputs
-
-- Target-org alias
-- Exact product IDs
-- Base list rate (defaults to **5% Percent** when the admin does not supply one) and effective start/end dates per product
-- Approved credit-score ranges, tier types, and tier values per product
-- Approved loan terms, tier types, and tier values per product
-- Phase: exactly one of `product-list-rate`, `credit-score`, or `term`
-
-Do not use Salesforce Help examples as customer defaults. Missing values require a user decision.
-
-The pricing orchestrator invokes this sibling in exact article order: Product List Rate, then returns
-for credit-score data after `ProductListRateDT` is active, then returns for term data after
-`CreditScoreBasedAdjustmentDT` is active. Do not combine phases; separate runs preserve and test the
-documented dependency order.
-
-## Step 1 - Discover target-org schema
-
-1. Describe the expected Product List Rate object. `ProductListRate` is the expected name, but the
- target-org describe is authoritative.
-2. Resolve createable product reference, list-rate, valid-start, and valid-end fields.
-3. Query EntityDefinition and FieldDefinition for equivalent credit-score and term source objects.
-4. Reuse an existing object only when its label, API name, lookup target, field data types, and field
- purposes match. A similar label alone is insufficient.
-
-## Step 2 - Create missing source-object metadata (headless — MANDATORY attempt, no CLI, no zip)
-
-**This step is mandatory when the target org lacks the credit-score / term source objects.** Skipping
-to nested `decision-tables` with the objects absent is a defect — the DT create will fail with
-`INVALID_CROSS_REFERENCE_KEY` on a missing object and the caller cannot distinguish "object never
-deployed" from "org-side BRE registry rejection" without this step's evidence. Do NOT default to
-DEFERRED for Tables 2/3 without executing this deploy path on *this* org first.
-
-`ObjectManager` and `SchemaBuilder` are UI entry points, not headless CRUD. For missing objects,
-deploy via the two dispatchable Metadata surfaces the Headless 360 framework exposes: the
-synchronous Metadata CRUD route `/services/data/vXX.0/headless/metadata/{Type}` for the CustomObject
-shell + PermissionSet, and the Tooling REST `sObjects` route `/services/data/vXX.0/tooling/sobjects/CustomField`
-for each field. **Do not use `sf project deploy start`, `sfdx force:mdapi:deploy`, or the multipart
-`/metadata/deployRequest` zip endpoint** — none of them are reachable through Headless 360 `dispatch`.
-The synchronous per-type route is the same one csp-case uses for AssignmentRule/EscalationRule,
-sales-cloud-pegasus for UserRole, and this same skill's Step 5 uses for the FLS PermissionSet.
-
-### Rate Adjustment By Credit Score
-
-Preferred canonical API name: `Rate_Adjustment_By_Credit_Score__c`. If that name is occupied by an
-incompatible object, stop rather than creating an arbitrary variant.
-
-**Doc note (help DITA source, verified).** The help article creates this as a **custom
-object via Object Manager** and only prints the *label* ("Rate Adjustment By Credit Score") — it
-never prints the object API name. `Rate_Adjustment_By_Credit_Score__c` is the name Salesforce
-auto-generates from that label (spaces → underscores). The decision-table article refers to the same
-object loosely as "Rate Adjustment Based Credit Score" (prose, not an API name). Always resolve the
-actual API name from the target-org describe rather than any doc string.
-
-| Field API name | Type | Required contract |
-|---|---|---|
-| `Product__c` | Lookup(Product2) | Target lending product |
-| `LowerBound__c` | Number(3,0) | Inclusive lower score bound |
-| `UpperBound__c` | Number(3,0) | Inclusive upper score bound |
-| `TierType__c` | Picklist | Adjustment interpretation, such as Percentage or Override |
-| `TierValue__c` | Number(16,2) | Adjustment value |
-
-### Rate Adjustment By Term
-
-Preferred canonical API name: `Rate_Adjustment_By_Term__c`.
-
-| Field API name | Type | Required contract |
-|---|---|---|
-| `Product__c` | Lookup(Product2) | Target lending product |
-| `Term__c` | Number(4,0) | Loan term used by the pricing matrix |
-| `TierType__c` | Picklist | Adjustment interpretation |
-| `TierValue__c` | Number(16,2) | Adjustment value |
-
-Deploy in this ordered sequence — every step is a single JSON dispatch call:
-
-1. **Deploy the CustomObject shell** via `POST /services/data/v63.0/headless/metadata/CustomObject?type=CustomObject&fullName=<Object__c>`. Body:
-   ```json
-   {
-     "type": "CustomObject",
-     "fullName": "Rate_Adjustment_By_Credit_Score__c",
-     "xmlRep": "<CustomObject xmlns=\"http://soap.sforce.com/2006/04/metadata\"><label>Rate Adjustment By Credit Score</label><pluralLabel>Rate Adjustments By Credit Score</pluralLabel><nameField><label>Name</label><type>Text</type></nameField><deploymentStatus>Deployed</deploymentStatus><sharingModel>ReadWrite</sharingModel></CustomObject>"
-   }
-   ```
-   Response: `{results:[{success:true, fullName:"…"}]}`. Idempotent by fullName. On 500 `UNSUPPORTED_OPERATION` for this specific type CREATE, stop and report the shell as a blocker — do not fabricate success.
-2. **Deploy each CustomField** via `POST /services/data/v63.0/tooling/sobjects/CustomField` with one call per field, e.g.:
-   ```json
-   {
-     "FullName": "Rate_Adjustment_By_Credit_Score__c.LowerBound__c",
-     "Metadata": {"label":"Lower Bound", "type":"Number", "precision":3, "scale":0}
-   }
-   ```
-   Type-specific `Metadata` keys — Text: `length`; Number: `precision`+`scale`; Lookup: `referenceTo`+`relationshipLabel`+`relationshipName`+`deleteConstraint:"SetNull"`; Picklist: `valueSet.valueSetDefinition.value[]` with `fullName`/`default`/`label`.
-3. **Deploy an FLS permission set** via `POST /services/data/v63.0/headless/metadata/PermissionSet` (see Step 5 below) — grants object CRUD + read/edit FLS on every field created in step 2.
-4. **Assign that permission set** to the configuring user via `POST /services/data/v63.0/sobjects/PermissionSetAssignment`.
-5. **Only then insert records** (Steps 3-5 below in this SKILL).
-
-**Why the permission set is mandatory (org-verified).** Neither Tooling CustomField creates NOR
-Metadata API CustomField deploys auto-grant FLS to any profile/permission set. Immediately after the
-field create the fields exist in `FieldDefinition` but are invisible to the running admin — record
-inserts fail with `No such column '<field>__c' on sobject …` and `sobject describe` shows zero custom
-fields. Skipping steps 3-4 makes step 5 fail. Ordering rule inside the permission set: a
-PermissionSet's `objectPermissions` elements must all precede its `fieldPermissions` elements or the
-deploy fails with *"Element objectPermissions is duplicated at this location."*
-
-**Entitlement.** `/headless/metadata` writes require the `FileBasedMetadataCrud` org entitlement
-(distinct from the standard ModifyMetadata perm). Missing entitlement returns 500 `METADATA_CRUD_ERROR`
-"Missing org permissions for FileBasedMetadataDao" — the message references the internal Dao class;
-the entitlement to enable is `FileBasedMetadataCrud`.
-
-**`Number(16,2)` may be capped by the org.** `TierValue__c` deployed as Number(16,2) was stored as
-Number(14,2) on the target org. Describe the field after deploy and use the actual precision; do
-not assume the requested scale persisted.
-
-**Custom source objects may not be usable as BRE decision-table sources — attempt first, defer only
-on captured evidence.** The credit-score and term objects created here are consumed by the nested
-`decision-tables` sibling, whose create endpoint resolves sources from a curated registry that has
-been observed to reject freshly-deployed custom objects on some orgs
-(`INVALID_CROSS_REFERENCE_KEY … does not exist`, persisting >10 min) and accept them on others. This
-skill's contract is: **always attempt the deploy so `decision-tables` can run its probe.** Do NOT
-skip the deploy on the assumption the BRE registry will reject — the acceptance/rejection is
-per-org and only knowable via probe. If the downstream probe (see `decision-tables` SKILL,
-"Mandatory deploy-first sequence for Tables 2/3") returns `INVALID_CROSS_REFERENCE_KEY` with every
-predicate satisfied, THEN this data foundation is complete-with-DEFERRED-downstream. Without the
-probe rejection captured, DEFERRED is not authorized.
-
-In `credit-score` phase, create or verify only the credit-score object. In `term` phase, create or
-verify only the term object. Do not create either adjustment object during `product-list-rate` phase,
-and do not create the later term object early merely because it is documented in this skill.
-
-After every deploy, describe the object and every field. Metadata deployment success without a
-successful describe is not proof.
-
-## Step 3 - Product List Rate records
-
-Use standard sObject REST or Composite API; there is no dedicated Product List Rate SOR.
-
-1. Query existing rates by product and effective range.
-2. Reject or ask about overlapping effective ranges for the same product.
-3. Create one base-rate record per product with product reference, List Rate, start date, and
- end date. Default the List Rate to **5% (Percent)** — the fixed Digital Origination default; do
- not stop to ask the admin for a rate. Override only when the admin explicitly supplies a
- different rate.
-4. Re-query and report the created/reused record IDs and values.
-
-## Step 4 - Credit-score adjustment records
-
-1. Validate each range: lower bound <= upper bound; bounds fit Number(3,0); product exists; tier type
- is a valid picklist value; tier value fits Number(16,2).
-2. Sort ranges by product and lower bound. Detect overlaps and unexplained gaps; ask before proceeding
- when the business rule is ambiguous.
-3. Query by Product, LowerBound, UpperBound, TierType, and TierValue before insert.
-4. Create only missing records through sObject REST or Composite API.
-5. Re-query all intended ranges.
-
-Documentation example only, never an automatic default: Home Loan 801-900/50/Percentage,
-701-800/10/Percentage, 601-700/5/Percentage, 0-600/20/Override.
-
-## Step 5 - Term adjustment records
-
-Validate terms, products, tier types, and values; query before create; insert only missing records;
-then re-query every intended product/term pair. Duplicate Product+Term rows require explicit business
-justification.
-
-## Idempotency and rollback
-
-- Reuse exact matching records.
-- Do not update a differing rate or tier silently; present the current and requested values.
-- Rollback can delete only records created by this run after checking that no decision-table version
- or recipe depends on them.
-- Never automatically delete custom objects or fields; schema rollback is destructive and requires an
- explicit request.
-
-## Output contract
-
-Return actual API names for all three source objects, actual field names, source-record IDs grouped by
-product, effective ranges, score ranges, term values, and any metadata deploy job. This output is the
-input contract for nested `decision-tables`.
-
-## Definition of done
-
-All artifacts for the requested phase are describable and exist exactly once, and fresh queries match
-the requested values. **For the credit-score and term phases, the source custom object MUST have been
-deploy-attempted on this org** — either it exists (verified via EntityDefinition + describe) or the
-deploy call was executed and its failure captured (entitlement-missing, name-collision, etc.). A
-"skipped deploy → DEFERRED downstream" flow is not accepted. For a phase that deploys a custom
-object, the FLS permission set is deployed and assigned so the fields describe and query for the
-running user. No decision tables are created by this sibling.