Financial Summary Rollup
The Financial Summary Rollup feature is available in your org without installing the Financial Services Cloud managed package, which helps you aggregate financial information from Financial Services Cloud standard objects using predefined Data Processing Engine definitions.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Relationship managers often face challenges to provide personalized financial advice to clients due to scattered financial information across various objects. Aggregated financial summaries, such as total investment value, total liability value, total bank deposit value, total sum insured, and total policy count associated with a household or an account help relationship managers derive intelligent insights about their clients’ financial information so that they can provide customized financial advice to their clients.
Clone and customize the predefined Data Processing Engine definitions according to your client’s business requirements, and aggregate financial information for a household or for an individual account. Run these definitions periodically by using simple schedule-triggered flows. View the financial summary rollup results in a clear and organized format on a record details page.
Before you start, understand the end-to-end workflow and the key steps.
| STEP | ACTION | WHO | WHERE | RESULT |
|---|---|---|---|---|
| 1 | Locate predefined Data Processing Engine definitions of process type Financial Summary Rollup | Admin | Data Processing Engine Setup page | A list of predefined Data Processing Engine definitions of process type Financial Summary Rollup |
| 2 | Clone and customize Data Processing Engine definitions according to your client's requirements | Admin | Data Processing Engine builder | Data Processing Engine definitions ready to be run |
| 3 | Create schedule-triggered flows and run Data Processing Engine definitions | Admin | Flow builder | The flows execute the associated Data Processing Engine definitions, and create aggregated financial summary values |
| 4 | Customize Lightning Pages to View Summary Rollup Results | Admin | Lightning page builder | Show aggregated financial information on a record details page |
| 5 | View summary rollup results on a record details page | Relationship managers | Record details page | View a client's aggregated financial information on a record details page |
Explore and Learn
Watch this video to understand how to aggregate financial information from Financial Services Cloud standard objects.
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Financial Summary Rollup.
- Financial Summary Rollup Basics
Get to know the essentials about the Financial Summary Rollup feature. The Account Financial Summary object and predefined Data Processing Engine definitions are the key elements of Financial Summary Rollup. This feature is available in your org without installing the Financial Services Cloud managed package. - Set Up Financial Summary Rollup
Begin by assigning users the necessary permission sets and object permissions. Enable Financial Summary Rollup. Next, clone and customize Data Processing Engine definitions based on business requirements. You can create a schedule-triggered flow to run the definitions periodically. Don't forget to customize Lightning pages to show the financial summary rollup results. - View Summary Rollup Results
View summary rollup results on a record details page in a clear and organized format.
