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Initial BlackRoad OS Hub - Meta-CRM Platform

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## Hub Layer
- Connected_CRM__c: Manage multiple CRM instances
- CRM_Product__c: CRM product templates

## Financial Advisor CRM
- Client_Household__c: Unified household view
- Financial_Account__c: IRA, brokerage, annuity tracking
- Distribution_Request__c: Withdrawal workflows
- Mortality_Event__c: Estate processing
- Liquidity_Event__c: Business sales, large transfers
- Compliance_Log__c: FINRA audit trail

## Components
- BlackRoadHubController: Hub dashboard controller
- FinancialAdvisorService: FA business logic
- blackroadHubDashboard: Lightning Web Component
- BlackRoad Hub app with all tabs

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Alexa Louise
2026-01-11 16:26:21 -06:00
commit ee7e9aff64
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force-app/main/default/permissionsets/BlackRoad_Hub_Admin.permissionset-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Full access to BlackRoad OS Hub</description>
<hasActivationRequired>false</hasActivationRequired>
<label>BlackRoad Hub Admin</label>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Connected_CRM__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>CRM_Product__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Client_Household__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Financial_Account__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Distribution_Request__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Mortality_Event__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Liquidity_Event__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>false</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>false</modifyAllRecords>
<object>Compliance_Log__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
</PermissionSet>