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            Periodically Run Data Processing Engine Definitions to Aggregate Financial Information

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            3. Financial Services Cloud Admin Guide

            Periodically Run Data Processing Engine Definitions to Aggregate Financial Information

            To make sure that all recent record updates to Financial Services Cloud standard objects are accounted for, create schedule-triggered flows so that Data Processing Engine definitions are periodically run and you can view the latest updated summary rollup results.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create a schedule-triggered flow and run a summary rollup definition:

            Modify All Data permission

            AND

            Customize Application permission

            AND

            Data Pipelines Base User permission set
            1. From Setup, find and select Flows.
            2. Click New Flow.
            3. Select Start From Scratch, and click Next.
            4. Select Schedule-Triggered Flow, and then click Create.
            5. Set a schedule so that the Data Processing Engine definition that you plan to link with the flow runs according to the specified schedule.
            6. Drag an action element of your choice and connect it to the flow.
            7. In the Filter By section, select Type.
            8. Select Data Processing Engine.
            9. Search for and select any of the Data Processing Engine definitions of Financial Summary Rollup process type that you cloned and customized.
            10. Specify a label and API Name.
            11. Click Done.
            12. Repeat these steps to create multiple flows to run multiple Data Processing Engine definitions.
             
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