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.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Predefined Data Processing Engine Definitions
A
set of predefined Data Processing Engine definitions is included out of
the box in Financial Summary Rollup and these definitions are of the process type Financial
Summary Rollup. These definitions are built to aggregate different financial summaries for a
household and for individual clients. For example, the Household Financial Account Summary
definition computes individual totals for managed investments, total investments,
outstanding credit amounts, financial account values, and financial account balances across
all financial accounts associated with a household.
To
view the complete list of predefined Data
Processing Engine definitions and know their functionality, and to understand the Data
Processing Engine definition mapping between the managed package and standard feature,
see Data Processing Engine definition
Mapping.
Clone, customize, and run these definitions according to your client's business
requirements. To make sure that all recent record updates to Financial Services Cloud
standard objects are accounted for, create scheduled-triggered flows and run these
definitions periodically.
Account Financial Summary Object
After you run the Data Processing Engine definition,
the
aggregated
results
are stored in the account financial summary
object records. The Account Financial Summary object contains fields, such as Total Bank
Deposit Value, Total Investment Value, Total Investment Value, Total Gross Written Premium
Amount, Total Insurance Policy Count to store the aggregated financial information.
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