Security
Managed-package controls for planning data
The package is AppExchange security-review hardened, uses explicit USER_MODE/SYSTEM_MODE data paths, and ships FinPlan Admin/User permission sets for governed access.
Explicit user and system data paths
User-triggered paths enforce USER_MODE/FLS, while trusted post-install seed jobs use separated SYSTEM_MODE entry points.
Packaged financial objects
Financial Plan, Account, Asset, Real Estate, Income, Debt, Expense, Money Flow, Insight, Projection JSON, and Monte Carlo records stay in Salesforce.
Security-review hardening
The inspected 0.5.0 package includes Checkmarx remediation notes, permission-set hardening, and reference-data importer controls.