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            Packaged Rollup By Lookup Configurations (Managed Package)

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            Packaged Rollup By Lookup Configurations (Managed Package)

            Financial Services Cloud supports these packaged RBL configurations.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            There are three types of RBL configurations:

            • Household. These group-level rules use the Household__c custom field on the following objects: Assets and Liabilities, Claims, Financial Accounts, and Insurance Policies. They aggregate information at the household level.
            • Financial Account. These client-level rules use the PrimaryOwner__c and JointOwner__c custom fields on the Financial Account and Assets and Liabilities objects. They aggregate information for the primary owner and for a single joint owner.
            • Financial Account Role. These client-level rules use the RelatedAccount__c custom field on the Financial Account Role object. They aggregate Financial Account information for the primary owner and for multiple joint owners.
            Warning
            Warning We don’t recommend or provide support for creating or customizing Financial Services Cloud RBL rules.

            All financial account (FA) type rules have corresponding financial account role (FAR) type rules to support rollups for multiple joint owners. You can enable either the FA or FAR version of the RBL rule, but not both. For example, you can enable RBLForFARForFinAcctsClientPrimaryOwner instead of RBLForFinAcctsClientPrimaryOwner.

            FA, FAR, and HH types often share the Account rollup field for primary owner. For example, RBLforAUMClientPrimaryOwner (FA), RBLForFARforAUMClientPrimaryOwner (FAR), and RBLforAUMHH (HH) rules all roll up to the TotalAUMPrimaryOwner__c field on the Account object. As a result, you can activate only one of these rules at a time. Otherwise inaccurate aggregations can occur.

            All group or household (HH) type rules support RBL calculations for the Primary Owner's Primary Group only.

            RBL rules require processing power. To optimize performance, only activate those rules that support your business needs.

            RBL Rules

            Rule

            Description

            		 Type Object Rolled Into

            RBLforAUMClientJointOwner

            Client-level aggregation of all Financial Accounts with Managed set to True where Client is Joint Owner on the Financial Account. One Joint Owner only.

            		 FA Financial Account TotalAUMJointOwner__c

            RBLforAUMClientPrimaryOwner

            Client-level aggregation of all Financial Accounts with Managed set to True where Client is Primary Owner on the Financial Account. Denotes Assets under Management.

            		 FA Financial Account TotalAUMPrimaryOwner__c

            RBLforAUMHH

            Group-level aggregation of all Financial Accounts balances with Managed set to True. Denotes assets under management.

            		 HH Financial Account TotalAUMPrimaryOwner__c

            RBLForBankingClientJointOwner

            Client-level aggregation of all Financial Accounts with record type Banking Account, Checking Account and Savings Account where Client is Joint Owner on the Financial Account. One Joint Owner only.

            		 FA Financial Account TotalBankDepositsJointOwner__c

            RBLForBankingClientPrimaryOwner

            Client-level aggregation of all Financial Accounts with record type Banking Account, Checking Account and Savings Account where Client is Primary Owner on the Financial Account.

            		 FA Financial Account TotalBankDepositsPrimaryOwner__c

            RBLForBankingHH

            Group-level aggregation of all Financial Account balances with record type Banking Account, Checking Account, and Savings Account.

            		 HH Financial Account TotalBankDepositsPrimaryOwner__c

            RBLForClaimPaidHH

            Group-level aggregation of total amount paid for claims raised against policies owned by the policyholder’s primary household.This rollup includes the amount paid for a claim only if the associated policy is active.

            		 HH Claim TotalClaimAmountPaid__c

            RBLForFARforAUMClientJointOwner

            Client-level aggregation of all Financial Accounts with Managed set to True where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalAUMJointOwner__c

            RBLForFARforAUMClientPrimaryOwner

            Client-level aggregation of all Financial Accounts with Managed set to True where Client is designated as the Primary Owner on Financial Account Role. Summary denotes Assets under Management.

            		 FAR Financial Account Role TotalAUMPrimaryOwner__c

            RBLForFARForFinAcctsClientHeldJointOwner

            Client-level aggregation of all Financial Accounts with Held Away set to False where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalHeldFinAcctsJointOwner__c

            RBLForFARForFinAcctsClientHeldPrimaryOwner

            Client-level aggregation of all Financial Accounts with Held Away set to False where Client is designated as the Primary Owner on Financial Account Role.

            		 FAR Financial Account Role TotalHeldFinAcctsPrimaryOwner__c

            RBLForFARForFinAcctsClientJointOwner

            Client-level aggregation of all Financial Accounts balances where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalFinAcctsJointOwner__c

            RBLForFARForFinAcctsClientPrimaryOwner

            Client-level aggregation of all Financial Accounts balances where Client is designated as the Primary Owner on Financial Account Role.

            		 FAR Financial Account Role TotalFinAcctsPrimaryOwner__c

            RBLForFARForInsuranceClientJointOwner

            Client-level aggregation of all Financial Accounts with record type Insurance Policy where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalInsuranceJointOwner__c

            RBLForFARForInsuranceClientPrimaryOwner

            Client-level aggregation of all Financial Accounts with record type Insurance Policy where Client is designated as the Primary Owner on Financial Account Role.

            		 FAR Financial Account Role TotalInsurancePrimaryOwner__c

            RBLForFARForInsurancePremium

            Client-level aggregation of all premiums for all Financial Accounts with record type Investment Account where Client is designated as the Related Account on Financial Account Role.

            		 FAR Financial Account Role TotalPremium__c

            RBLForFARForInvestmentsClientJointOwner

            Client-level aggregation of all Financial Accounts with record type Banking Account, Checking Account and Savings Account where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalInvestmentsJointOwner__c

            RBLForFARForInvestmentsClientPrimaryOwner

            Client-level aggregation of all Financial Accounts with record type Banking Account, Checking Account and Savings Account where Client is designated as the Primary Owner on Financial Account Role.

            		 FAR Financial Account TotalInvestmentsPrimaryOwner__c

            RBLForFARForLastTransactionDateHH

            Group-level summary of the Last Transaction Date for all associated Financial Accounts.

            		 HH Financial Account Role LastTransactionDatePrimaryOwner__c

            RBLForFARForLastTransactionDateJointOwner

            Client-level summary of the Last Transaction Date for all associated Financial Accounts where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role LastTransactionDateJointOwner__c

            RBLForFARForLastTransactionDatePrimaryOwner

            Client-level summary of the Last Transaction Date for all associated Financial Accounts where Client is designated as a Primary Owner on Financial Account Role.

            		 FAR Financial Account Role LastTransactionDatePrimaryOwner__c

            RBLForFARForTotalBankDepositsJointOwner

            Client-level aggregation of all Financial Accounts with record type Investment Account where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalBankDepositsJointOwner__c

            RBLForFARForTotalBankDepositsPrimaryOwner

            Client-level aggregation of all Financial Accounts with record type Investment Account where Client is designated as the Primary Owner on Financial Account Role.

            		 FAR Financial Account Role TotalBankDepositsPrimaryOwner__c

            RBLForFARForTotalNumberOfAccountsJointOwner

            Client-level summary of the number of all associated Financial Accounts where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalNumberOfFinAccountsJointOwner__c

            RBLForFARForTotalNumberOfAccountsPrimaryOwner

            Client-level summary of the number of all associated Financial Accounts where Client is designated as a Primary Owner on Financial Account Role.

            		 FAR Financial Account Role TotalNumberOfFinAccountsPrimaryOwner__c

            RBLForFARForTotalOutstandingCreditJointOwner

            Client-level aggregation of total outstanding credit balances of all Financial Accounts with record type Credit Card, Mortgage, HELOC, LoanAccount, AutoLoan where Client is designated as a Joint Owner on Financial Account Role. Multiple Joint Owners supported.

            		 FAR Financial Account Role TotalOutstandingCreditJointOwner__c

            RBLForFARForTotalOutstandingCreditPrimaryOwner

            Client-level aggregation of total outstanding credit balances of all Financial Accounts with record type Credit Card, Mortgage, HELOC, LoanAccount, AutoLoan where Client is designated as a Primary Owner on Financial Account Role.

            		 FAR Financial Account Role TotalOutstandingCreditPrimaryOwner__c

            RBLForFinAcctsClientHeldJointOwner

            Client-level aggregation of all Financial Accounts with Held Away set to False where Client is Joint Owner on the Financial Account. One Joint Owner only.

            		 FA Financial Account TotalHeldFinAcctsJointOwner__c

            RBLForFinAcctsClientHeldPrimaryOwner

            Client-level aggregation of all Financial Accounts with Held Away set to False where Client is Primary Owner on the Financial Account.

            		 FA Financial Account TotalHeldFinAcctsPrimaryOwner__c

            RBLForFinAcctsClientJointOwner

            Client-level aggregation of all Financial Account balances where Client is Joint Owner on the Financial Account. One Joint Owner only.

            		 FA Financial Account TotalFinAcctsJointOwner__c

            RBLForFinAcctsClientPrimaryOwner

            Client-level aggregation of all Financial Account balances where Client is Primary Owner on the Financial Account.

            		 FA Financial Account TotalFinAcctsPrimaryOwner__c

            RBLForFinAcctsHHHeld

            Group-level aggregation of all Financial Accounts balances with Held Away set to False.

            		 HH Financial Account TotalHeldFinAcctsPrimaryOwner__c

            RBLForFinAcctsHHTotal

            Group-level aggregation of all Financial Account balances.

            		 HH Financial Account TotalFinAcctsPrimaryOwner__c

            RBLForGWPHH

            Group-level aggregation of total premium for active policies owned by the policyholder’s primary household.

            		 HH Insurance Policy TotalHouseholdPremiums__c

            RBLForInsuranceClientJointOwner

            Client-level aggregation of all Financial Accounts with record type Insurance Policy where Client is Joint Owner on the Financial Account. One Joint Owner only.

            		 FA Financial Account TotalInsuranceJointOwner__c

            RBLForInsuranceClientPrimaryOwner

            Client-level aggregation of all Financial Accounts with record type Insurance Policy where Client is Primary Owner on the Financial Account.

            		 FA Financial Account TotalInsurancePrimaryOwner__c

            RBLForInsuranceHH

            Group-level aggregation insurance amounts for all Financial Accounts with record type Insurance Policy.

            		 HH Financial Account TotalInsurancePrimaryOwner__c

            RBLForInsurancePremiumHH

            Group-level aggregation premiums of all Financial Accounts with record type of Insurance Policy.

            		 HH Financial Account TotalPremium__c

            RBLForInvestmentsClientJointOwner

            Client-level aggregation of all Financial Accounts with record type Investment Account where Client is Joint Owner on the Financial Account. One Joint Owner only.

            		 FA Financial Account TotalInvestmentsJointOwner__c

            RBLForInvestmentsClientPrimaryOwner

            Client-level aggregation of all Financial Accounts with record type Investment Account where Client is Primary Owner on the Financial Account.

            		 FA Financial Account TotalInvestmentsPrimaryOwner__c

            RBLForInvestmentsHH

            Group-level aggregation of all Financial Account balances with record type Investment Account.

            		 HH Financial Account TotalInvestmentsPrimaryOwner__c

            RBLForLiabilitiesClientJointOwner

            Client-level summary of all non-financial liabilities where Client is Joint Owner.

            		 -- Assets and Liabilities TotalLiabilitiesJointOwner__c

            RBLForLiabilitiesClientPrimaryOwner

            Client-level summary of all non-financial liabilities where Client is Primary Owner.

            		 -- Assets and Liabilities TotalLiabilitiesPrimaryOwner__c

            RBLForLiabilitiesHH

            Client-level summary of all non-financial liabilities where Client is Primary Owner.

            		 HH Assets and Liabilities TotalLiabilitiesPrimaryOwner__c

            RBLForNonfinAssetsClientJointOwner

            Client-level summary of all non-financial assets where Client is Joint Owner.

            		 -- Assets and Liabilities TotalNonfinancialAssetsJointOwner__c

            RBLForNonfinAssetsClientPrimaryOwner

            Client-level summary of all non-financial assets where Client is Primary Owner.

            		 -- Assets and Liabilities TotalNonfinancialAssetsPrimaryOwner__c

            RBLForNonfinAssetsHH

            Group-level summary of all non-financial assets.

            		 HH Assets and Liabilities TotalNonfinancialAssetsPrimaryOwner__c

            RBLForTotalNumberClaimHH

            Group-level summary of the number of claims raised against policies owned by the policyholder’s primary household.This rollup includes a claim only if the associated policy is active.

            		 HH Claim ClaimsOnHouseholdPolicies__c

            RBLForTotalNumberOfAccountsBankerHH

            Group-level summary of the number of all associated Financial Accounts.

            		 HH Financial Account TotalNumberOfFinAccountsPrimaryOwner__c

            RBLForTotalNumberPoliciesHH

            Group-level summary of the number of active policies owned by the policyholder’s primary household.

            		 HH Insurance Policy HouseholdPolicies__c

            RBLForTotalOutstandingCreditBankerHH

            Group-level aggregation of total outstanding credit balances of all Financial Accounts with record type Credit Card, Mortgage, HELOC, LoanAccount, or AutoLoan.

            		 HH Financial Account TotalOutstandingCreditPrimaryOwner__c

            RBLForTotalRevenueBanker

            Client-level summary of all Revenues.

            		 -- Revenue TotalRevenue__c
             
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