## 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>
6 lines
184 B
XML
6 lines
184 B
XML
<?xml version="1.0" encoding="UTF-8"?>
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<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
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<customObject>true</customObject>
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<motif>Custom16: Bank</motif>
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</CustomTab>
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