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Data Model

Financial Planner data lives entirely in the subscriber org under the finplanner namespace. This reference maps primary objects and plan-level fields implementers inspect in Setup or queries.

Plan root

finplanner__FinPlan_Financial_Plan__c — central record per household scenario.

Representative plan-level fields:

Orchestration_Status__c — lifecycle picklist
Last_Run_Id__c, Last_Run_Dto_Ready_At__c — run correlation
Auto_Update__c — auto-enqueue on input changes
Withdrawal_Strategy__c, Withdrawal_Order_Type__c, Custom_Withdrawal_Order__c
Primary_Plan_Owner__c, Spouse__c — Contact lookups
Tax_Jurisdiction__c, Primary_Planning_Jurisdiction__c
Display_Currency__c, Metric_Watchlist_Preferences__c

Input objects (child of Financial Plan)

Object	UI entry point
`FinPlan_Account__c`	Accounts and Assets
`FinPlan_Asset__c`	Accounts and Assets
`FinPlan_Real_Estate__c`	Home and Real Estate
`FinPlan_Income_Monthly__c`	Income
`FinPlan_Money_Flows__c`	Money Flows
`FinPlan_Debt__c`	Debts
`FinPlan_Expenses__c`	Expenses and Healthcare

Output and history objects

FinPlan_Financial_Projections__c — legacy year-level projection rows (where still present)
FinPlan_Financial_Projections_XML__c — chunked JSON/XML projection payload (current primary storage)
FinPlan_Tax_Bracket_Payment__c — tax payment detail by bracket and year
FinPlan_Orchestration_Run__c — per-run audit/history (Status, Source, Run Id, timestamps, Failure Stage, Engine Version, Job Id, Error Message)

Plan root — extended field groups

Group	Representative fields
Orchestration	`Orchestration_Status__c`, `Last_Run_*`, `Auto_Update__c`, `Record_Orchestration_History__c`, `Projection_Storage_Mode__c`
Members	`Primary_Plan_Owner__c`, `Spouse__c`, retirement/longevity dates, `Youngest_Member__c`
Rates	Optimistic/Average/Pessimistic inflation, medical, housing, Social Security; `Property_Tax_Growth_Rate__c`
Withdrawal	`Withdrawal_Strategy__c`, `Withdrawal_Order_Type__c`, `Custom_Withdrawal_Order__c`, `Excess_Income__c`
Surplus	`Surplus_Allocation_Mode__c`, `Surplus_Hold_Account__c`, `Surplus_Split_Save_Percent__c`
Tax & jurisdiction	`Tax_Jurisdiction__c`, `Primary_Planning_Jurisdiction__c`, filing and residency fields
US limits	`US_401k__c`, `US_IRA__c`, `US_HSA__c`, `US_Prior_Year_MAGI__c`, and related YTD fields
Canada room	`TFSA_Unused_Room_Today__c`, `RRSP_Deduction_Limit_Today__c`
UI preferences	`Display_Currency__c`, `Metric_Watchlist_Preferences__c`, `Expense_Amount_Mode__c`

Reference and configuration metadata

Packaged custom metadata and reference objects supply tax brackets and jurisdiction rules, for example:

FinPlan_Jurisdiction_Config__mdt
Federal, state, and provincial tax bracket objects
FinPlan_Orchestration_Run_Retention__mdt — run history retention policy
FinPlan_Orch_Observability__mdt — diagnostic toggles (admin)

Relationship diagram (simplified)

FinPlan_Financial_Plan__c
├── FinPlan_Account__c
├── FinPlan_Asset__c
├── FinPlan_Real_Estate__c
├── FinPlan_Income_Monthly__c
├── FinPlan_Money_Flows__c
├── FinPlan_Debt__c
├── FinPlan_Expenses__c
├── FinPlan_Financial_Projections__c (output)
├── FinPlan_Tax_Bracket_Payment__c (output)
└── FinPlan_Orchestration_Run__c (history)

API names in subscriber orgs include the namespace prefix (finplanner__). Documentation uses prefixed names where relevant for copy-paste into Developer Console queries.